Semiconductor and Component Industry Professionals

We combine our detailed and constantly updated mobile device sales database with our
comprehensive specification database to provide detailed tracking of core components in multiple dimensions.
We also track the contract design and manufacturing sectors.

Counterpoint provides detailed sales information, trends, strategies of more than 100 OEM brands across 50 countries by different price tiers, technology specifications.
Track key component vendors across segments and price bands. Analyze end market consumption of major components. Gain insight into ODM dynamics – including key customer analysis, volume analysis.

Case Study

The Challenge

A top global component manufacturer has a major design win with its main client, a top ranking smartphone OEM. But the deal is not profitable as it has problems with the production plans for the client. Component orders are frequently changing and sometimes even cancelled after the initial batch is delivered.

Why are the orders falling short of expectation?

How can the forecasting be improved?

Our Approach

The problem was the client, a smartphone OEM, who had not been providing accurate information of the sales of the model. Production, sell in shipments and sell through sales are all different numbers. We tracked down the actual sell through of each model where the component was used and calculated the inventory level of the model and smartphone brand.

Sell through of the main smartphone model was reaching only 30% of the level of production and 50% of the sell in even after two months of sales. This was the sign of a major flop. We warned of a possible cancel in component orders and sure enough the second batch of components were cancelled in the following month.

We helped our component client to understand and accurately forecast the sales of a key flagship smartphone model. This was through our understanding of 5,000+ models sold in more than 50+ countries in the world, tracked on a monthly basis.