Latest news with #CounterpointResearch
Phone Arena
3 hours ago
- Phone Arena
Yep, another leak says iPhone 17 will get a bigger display
Once again, the base iPhone 17 is rumored to get a larger display than the iPhone 16 base model. This potential upgrade has been in the rumor mill for months now, but now, yet another rumor out of China corroborates it, so it's getting more and more likely. Reputable tipster Digital Chat Station is now sharing on the Chinese social media website Weibo that the base iPhone 17 model may feature a 6.3-inch display. This is up from the 6.1-inch display on the iPhone 16 . Digital Chat Station is a tipster and leaker with a good track record about Apple. Meanwhile, last month, Counterpoint Research VP Ross Young also said the iPhone 17 is likely to feature a 6.3-inch screen. Currently, here are the expected iPhone 17 series display sizes: The iPhone 16 series, for reference. | Image Credit – PhoneArena Meanwhile, there aren't any big upgrades, apart from the display, in the rumors about the base iPhone 17 . Reportedly, it will keep the same (or very similar) design to previous models, despite the fact that the rest of the series may feature a camera island redesign. Rumors indicate the iPhone 17 will keep the same A18 chip and 8GB of RAM. Reportedly, it may get a 120Hz display refresh rate (finally!) and a new 24MP front camera, which would also be notable upgrades over the 60Hz display refresh rate and 12MP front camera on the iPhone 16 . However, the main attraction would be the iPhone 17 Air , which would be a super-slim model, if rumors are to be believed, set to rival the Galaxy S25 Edge. The iPhone 17 Pro and Pro Max may also have a new design and some notable upgrades. The iPhone 17 will have to face the Galaxy S25 and the yet-unannounced Pixel 10 for the title of the best flagship, but 'vanilla' edition. I personally think that with the rumored bigger display, I'd be very inclined to get it: 6.3 inches seems like the perfect and balanced size - not too big, not too small, and the phone would be ideal for someone who doesn't necessarily use all the Pro-features on a daily basis. Secure your connection now at a bargain price! We may earn a commission if you make a purchase Check Out The Offer
Yahoo
6 days ago
- Business
- Yahoo
Why Broadcom Was Moving Higher Today
Solid data on AI semiconductor growth powered most chip stocks higher today. Additionally, Broadcom received an upgrade from a Wall Street analyst. 10 stocks we like better than Broadcom › Shares of Broadcom (NASDAQ: AVGO) rallied 4.2% on Tuesday, as of 1 p.m. ET. Semiconductors were broadly higher, based on new data that confirmed strong growth in the sector. In addition, one Wall Street sell-side analyst wrote a very positive note on Broadcom specifically, and the outlook for its custom artificial intelligence (AI) ASICs. Today, research firm Counterpoint Research released its final data for the semiconductor foundry industry's first quarter of 2025. Counterpoint's data showed a solid 13% increase in foundry revenue, which the firm noted was powered by artificial intelligence chips, especially those made by Taiwan Semiconductor Manufacturing. That includes Broadcom, which has a large part of its semiconductors produced by TSMC, especially its custom AI ASIC chips that it co-produces for the large cloud giants. And if foundry revenue grew strongly in the first quarter, that could likely mean strong chip sales in the second quarter, given that foundries produce chips before they're sold. On that note, HSBC semiconductor analyst Frank Lee raised his price target on Broadcom today from $240 to a whopping $400 per share, representing 53% upside from today's stock price. The massive jump is based on Lee's conviction that AI ASICs will now achieve better-than-expected growth relative to prior expectations, perhaps taking more AI market share from Nvidia and Advanced Micro Devices. Lee increased his estimates for Broadcom's ASIC revenue to $28.4 billion in 2026 and $42.8 billion in 2027, which are 42% and 69% above the average analysts' expectations, respectively. No doubt, Broadcom has defied skeptics over the past five years and has regularly trounced expectations. That being said, the stock already has a premium valuation. Lee's $400 target is based on 32 times 2027 earnings estimates. That's actually a 10% premium to Broadcom's peak P/E ratio over the past three years. So not only does Lee predict better-than-expected growth, but he also puts an all-time high valuation on future earnings estimates to get to $400. That's not to say Broadcom can't do it; however, the stock is no longer a no-brainer to reach new heights in the very near term. But even skeptics would have to say the chip giant is extremely well positioned in the AI era. Before you buy stock in Broadcom, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Broadcom wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $676,023!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $883,692!* Now, it's worth noting Stock Advisor's total average return is 793% — a market-crushing outperformance compared to 173% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 23, 2025 HSBC Holdings is an advertising partner of Motley Fool Money. Billy Duberstein and/or his clients have positions in Broadcom and Taiwan Semiconductor Manufacturing. The Motley Fool has positions in and recommends Advanced Micro Devices, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Broadcom and HSBC Holdings. The Motley Fool has a disclosure policy. Why Broadcom Was Moving Higher Today was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
CNET
7 days ago
- Business
- CNET
Samsung's Cheaper Galaxy Flip 7 FE Foldable Phone Shows Up In New Leak
New renders of the rumored Galaxy Z Flip7 FE phone, a cheaper alternative to last year's Z Flip 6, have hit the internet via notable leaker Evan Blass. The images were shared Monday on smartphone news site Phone Arena. The FE stands for Founders Edition and is Samsung's way of offering comparable devices with slightly weakened specs for more affordable prices. Past FE phones include the Samsung Galaxy S24 FE and the Galaxy Tab S10 FE and FE Plus. The renders show off a device that looks very similar to the Galaxy Z Flip 6, appearing in white and black colorways. Phone Arena reports that the Flip 6 FE will have similar hardware as last year's Flip 6 but may swap out the Snapdragon chip for a Samsung-made Exynos processor. Blass also sharedf renders of the flagship Galaxy Z Flip 7 which, if accurate, will drop the camera cutaway and feature the screen running edge-to-edge, with cutouts for the cameras, much like the Motorola Razr Ultra 2025. Foldable phones, once $2,000 devices, have slowly started creeping downwards in price as designs have improved and more players have entered the space. Despite more foldable phones entering the market, it's still a smaller piece of the overall larger smartphone pie. Trendforce predicted last year that 17.8 million foldables would ship in 2024, making up only 1.5% of overall smartphone shipments. Foldable phone shipments actually decreased 1%, making it the segment's first-ever Q3 decline, according to Counterpoint Research. That decline was attributed to weak performance from the Samsung's Z Flip 6, which was a mild improvement over 2023's model. While Samsung is the foldable market global leader at 56% share, the Z Flip and Fold 6 saw shipments fall 21%. With more exciting handsets coming out of China, where Samsung has a smaller presence, consumers might be holding out for either cheaper prices or more exciting designs. Already, rumors claim that Apple might be readying its own foldable device, which may expand the market as well as pull share from Samsung. There are other concerns with foldables, apart from the higher price point. According to a 2023 Kantar report, 55% of early foldable buyers later switched back to a regular slab phone. Lower battery life and software uncertainty is what drove people away, according to the report. A 2024 YouGov report said 56% of young adults said durability was a major concern when considering a foldable. Some foldable phones are seeing more affordable price points, notably, the new Motorola Razr 2025, which has a starting price of $700. If the rumored Z Flip 7 FE can match or undercut Motorola, that could entice some consumers.
New Indian Express
19-06-2025
- Business
- New Indian Express
Apple shipments rise across all categories except watch
Apple reported a 5% year-over-year (YoY) increase in revenue for Q1 2025, reaching $95.3 billion. This marks the company's fourth consecutive quarter of growth across both hardware and services, underscoring its balanced and resilient performance. According to the latest data released by Counterpoint Research, hardware revenues rose by 3% YoY, while the Services segment—Apple's high-margin and increasingly strategic division—grew by 12% YoY, continuing to serve as a major growth engine. Product performance Shipments rose across all major hardware categories, with the exception of the Apple Watch. The iPhone saw a 12% YoY increase in shipments, fuelled by strong demand for the iPhone 16 series. The iPhone 16e performed especially well in Japan, emerging as the top volume driver during the quarter. Additionally, Apple successfully shifted a significant portion of its US imports from China to India, helping mitigate tariff impacts and stabilise costs. The MacBook line posted impressive 18% YoY growth, driven by the launch of the new MacBook Air featuring the M4 chip. This was further supported by government subsidies in China, which boosted demand in a key international market. iPad shipments rose 6% YoY, buoyed by the successful launches of the iPad 11 and iPad Air 7 series. AirPods shipments increased 9% YoY, maintaining growth momentum following the late-2024 launch of the AirPods 4. This reflects a continued recovery in Apple's wearables and accessories category. However, the Apple Watch remained a weak performer, registering a 9% YoY decline in shipments—its sixth consecutive quarterly drop since Q4 2023. The decline is attributed to waning demand for older models like the Apple Watch SE (2022) and a lack of compelling new offerings.
Yahoo
18-06-2025
- Business
- Yahoo
Apple Just Snatched Back the Top Spot in China Smartphone Sales. Should You Buy AAPL Stock Here?
Data from Counterpoint Research showed that iPhone sales for May rose to the top spot in China, with global sales growing 15% year-over-year during April and May. This was driven by Apple (AAPL) returning to growth in two of its largest markets: China and the U.S. The report also highlighted that Apple smartly navigated tariff hurdles and achieved double-digit growth across other key markets, such as Japan, India, and the Middle East, further cementing its dominance on the global stage. So, should you buy Apple at this juncture? Trump Is Giving Tesla's Robotaxis a Leg Up Ahead of June 22. Should You Buy TSLA Stock Now? Dear Nvidia Stock Fans, Mark Your Calendars for July 16 The Trump Family Is Betting Big on Mobile Phones. Should Apple Stock Investors Be Worried? Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, analysis, and headlines. Commanding a hefty $2.96 trillion market cap, Apple (AAPL) is well-known for its iPhones, iPads, Macs, AirPods, Apple Watches, and Apple Vision Pro, as well as its software platforms. However, even with its market dominance, the company landed in hot water this year, facing mounting scrutiny amid tariffs and trade tensions. As a result, Apple is shifting some of its iPhone production to India, which helps the company diversify its supply chain and keep costs low. This move, however, hasn't been appreciated by President Donald Trump, who has threatened the company with a 25% tariff on its products if it does not shift its manufacturing back to the U.S. Apple's stock is down 9.7% over the past 52 weeks and has suffered a 21.9% hit year-to-date. The stock reached a 52-week high of $260.10 late last year and is currently 24.8% below this high. The company attempted to regain some ground through its annual developer conference, from June 9 to June 13. Apple showcased its new 'Liquid Glass' design and its new upgraded OS, which will be named iOS 26. Unfortunately, investors were not overly enthusiastic about the outcomes, as they had expected more from the company in the artificial intelligence (AI) field. While the company may have hoped for a lift in its stock after the conference, the stock actually declined. Over the past five days, Apple's stock has tanked almost 3.5%. In early May, Apple disclosed its fiscal 2025 second-quarter results (quarter ended March 29), which were hotter than expected. The company reported revenue of $95.36 billion, up 5% from the prior year's period. The top line also surpassed the $94.66 billion revenue that Wall Street analysts were expecting. The company's most important segment is undoubtedly its iPhones. During Q2, its iPhone sales increased by 2% year-over-year to $46.84 billion, surpassing the $45.84 billion that analysts had expected. Mac revenue rose by 7% year-over-year to $7.95 billion, topping the expected $7.77 billion, while iPad revenue increased by 15% to $6.40 billion, higher than the expected $6.20 billion. Two of Apple's broad segments did not meet the standards, however. Its wearables, home, and accessories segment revenue declined by 5% year-over-year to $7.52 billion, falling short of the estimated $7.95 billion. Apple's services segment's revenue, which deals with Apple TV and its App Store, while increasing by an impressive 12% to $26.65 billion, was lower than the expected $26.7 billion. Apple's gross profit of 47.1% was aligned with Wall Street analysts' expectations. The company reported a quarterly EPS of $1.65, up 8% annually and surpassing the $1.63 consensus estimate. However, the results were not enough to turn investors' outlook on Apple's stock. While there were limited impacts from the tariffs during Q2, the company expects the tariffs to add $900 million to its costs in the current quarter. Apple expects its top line to grow 'low to mid-single digits' in Q3. Analysts expect Apple's earnings to continue on its slow growth path. For the current quarter, its EPS is expected to increase marginally year-over-year to $1.41. For the current fiscal year, EPS is projected to grow 5.3% annually to $7.11, while it is expected to increase 7.9% to $7.67 in the next fiscal year. Concerns about tariffs are not enough for analysts to turn their backs on Apple's stock. Wall Street still shows a lot of faith in the abilities of this tech giant. Morgan Stanley analyst Erik Woodring reiterated the 'Overweight' rating on the stock and its $235 price target, which shows the investment firm's continued belief in Apple. Wedbush analyst Dan Ives reiterated his 'Outperform' rating on the stock, alongside a $270 price target. Ives sees reason in Apple's measured approach to AI. He believes that while Apple is lagging behind its competitors, it has begun laying the groundwork for long-term development. BofA Securities also maintained its 'Buy' rating on Apple and the $235 price target, indicating that the firm believes Apple's fundamentals remain strong. Overall, Wall Street analysts are still reasonably positive about Apple's prospects, giving it a consensus 'Moderate Buy' rating. Based on 37 analysts' ratings, 18 analysts have given the stock a 'Strong Buy,' three rate the stock as a 'Moderate Buy,' 13 analysts consider the stock to be a 'Hold,' one analyst gives a 'Moderate Sell' rating, and two analysts rated it 'Strong Sell.' The consensus analyst price target of $230.75 indicates potential upside of 18% from current levels. Meanwhile, the Street-high target of $300 suggests an even greater leap of 54% from here. On the date of publication, Anushka Mukherji did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
