shenghao_bai's profile picture. Senior Analyst @CounterPointTR

Shenghao Bai

@shenghao_bai

Senior Analyst @CounterPointTR

This infographic shows the BoM cost share of the XREAL One. •Sony’s Micro-OLED display module contributes 54%. •XREAL-designed X1 spatial computing chip 9%. •Chinese suppliers important in memory, audio, and sensing parts. #XREALOne Infographic: XREAL One BoM Cost Share

shenghao_bai's tweet image. This infographic shows the BoM cost share of the XREAL One. 
•Sony’s Micro-OLED display module contributes 54%.
•XREAL-designed X1 spatial computing chip 9%.
•Chinese suppliers important in memory, audio, and sensing parts.
#XREALOne
Infographic: XREAL One BoM Cost Share

Based on our estimation, the smartphone sales with ultrasonic fingerpirnt unlocking solution in 2025 will reach to around 100 million units. counterpointresearch.com/report/post-re…

shenghao_bai's tweet image. Based on our estimation, the smartphone sales with ultrasonic fingerpirnt unlocking solution in 2025 will reach to around 100 million units. 
counterpointresearch.com/report/post-re…

Our BoM research shows the component cost differences and cost structure changes of Samsung Galaxy S23 Ultra, S24 Ultra, and S25 Ultra. counterpointresearch.com/insight/post-i…

shenghao_bai's tweet image. Our BoM research shows the component cost differences and cost structure changes of Samsung Galaxy S23 Ultra, S24 Ultra, and S25 Ultra. 

counterpointresearch.com/insight/post-i…

· XRING O1 AP/SoC new, in-house designed 3nm processor. · Implemented with multiple dedicated power suppliers. · XRING O1 delivers flagship performance. counterpointresearch.com/insight/infogr…

This infographic shows the key IC suppliers of the Xiaomi 15S Pro, which was launched last month with its brand-new in-house designed 3nm AP/SoC XRing O1. #xiaomi15spro #XRingO1

shenghao_bai's tweet image. This infographic shows the key IC suppliers of the Xiaomi 15S Pro, which was launched last month with its brand-new in-house designed 3nm AP/SoC XRing O1. 
#xiaomi15spro #XRingO1


This infographic shows the key IC suppliers of the Xiaomi 15S Pro, which was launched last month with its brand-new in-house designed 3nm AP/SoC XRing O1. #xiaomi15spro #XRingO1

shenghao_bai's tweet image. This infographic shows the key IC suppliers of the Xiaomi 15S Pro, which was launched last month with its brand-new in-house designed 3nm AP/SoC XRing O1. 
#xiaomi15spro #XRingO1

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Just Published: Global Smartphone Market Grows 3% in Q1 2025 But Future Uncertain; Apple Takes #1 Spot in Q1 For First Time Key Takeaways: 📌The global smartphone market continued its growth trajectory in Q1 2025. Smartphone sell-through grew 3% YoY during the quarter, driven by…

CounterPointTR's tweet image. Just Published: Global Smartphone Market Grows 3% in Q1 2025 But Future Uncertain; Apple Takes #1 Spot in Q1 For First Time

Key Takeaways:
📌The global smartphone market continued its growth trajectory in Q1 2025. Smartphone sell-through grew 3% YoY during the quarter, driven by…

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Just Published: Outsourcing to ODM Partners Contributed Record 44% to Global Smartphone Shipments in 2024 Key Takeaways: 📌Outsourced design and manufacturing by ODMs has surged globally since the smartphone shipment peak in 2017. 📌The market has expanded and consolidated…

CounterPointTR's tweet image. Just Published: Outsourcing to ODM Partners Contributed Record 44% to Global Smartphone Shipments in 2024

Key Takeaways: 
📌Outsourced design and manufacturing by ODMs has surged globally since the smartphone shipment peak in 2017.

📌The market has expanded and consolidated…

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Just published: In a First, @Apple Captures Top 7 Spots in Global List of Top 10 Best-selling Smartphones: counterpointresearch.com/insights/apple… In 2023, the top 10 #smartphones achieved a record-high combined market share of 20%, with the #iPhone14 emerging as the best-selling device.

CounterPointTR's tweet image. Just published: In a First, @Apple Captures Top 7 Spots in Global List of Top 10 Best-selling Smartphones: counterpointresearch.com/insights/apple…

In 2023, the top 10 #smartphones achieved a record-high combined market share of 20%, with the #iPhone14 emerging as the best-selling device.

In the lunar Year of the Dragon, OPPO announced it has entered the era of AI. OPPO merges AI into a new software version to bring new AI experiences to millions of homes. "AI is on the verge of becoming as widesread as water and Wi-Fi," said Pete Liu,OPPO's chief product officer.

shenghao_bai's tweet image. In the lunar Year of the Dragon, OPPO announced it has entered the era of AI. OPPO merges AI into a new software version to bring new AI experiences to millions of homes. "AI is on the verge of becoming as widesread as water and Wi-Fi," said Pete Liu,OPPO's chief product officer.

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#CES2024 Day 2: @Intel, @AMD’s Auto Push, @Honda’s EV Plans, @Amazon’s Smart Home Initiative Tech’s biggest week – @CES, or the annual Consumer Electronics Show – started on January 9. Counterpoint Research teams are present on the spot in Las Vegas and also virtually. Day 2…

CounterPointTR's tweet image. #CES2024 Day 2: @Intel, @AMD’s Auto Push, @Honda’s EV Plans, @Amazon’s Smart Home Initiative

Tech’s biggest week – @CES, or the annual Consumer Electronics Show – started on January 9. Counterpoint Research teams are present on the spot in Las Vegas and also virtually. Day 2…

Yesterday, OPPO launched its brand new flagship Find X7 Series models in China. Key updates: 1. Bring Generated AI function to smartphone. 2. Ultra models firstly adopt dual periscope cameras. 3. Upgraded Hassellblad phtotgraphic system. 4. Chip-level privacy security capacity.

shenghao_bai's tweet image. Yesterday, OPPO launched its brand new flagship Find X7 Series models in China. 
Key updates:
1. Bring Generated AI function to smartphone. 
2. Ultra models firstly adopt dual periscope cameras.
3. Upgraded Hassellblad phtotgraphic system.
4. Chip-level privacy security capacity.

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BoM Analysis: iPhone 15 Pro Max Costs $37.7 More Than iPhone 14 Pro Max: counterpointresearch.com/insights/bom-a… Key takeaways: - The #iPhone15 Pro Max’s BoM cost is $37.7 higher than that of the iPhone 14 Pro Max. - The industry’s first 3nm-powered SoC A17 Pro, innovative 5x telephoto camera,…

CounterPointTR's tweet image. BoM Analysis: iPhone 15 Pro Max Costs $37.7 More Than iPhone 14 Pro Max: counterpointresearch.com/insights/bom-a…

Key takeaways:

- The #iPhone15 Pro Max’s BoM cost is $37.7 higher than that of the iPhone 14 Pro Max.
- The industry’s first 3nm-powered SoC A17 Pro, innovative 5x telephoto camera,…

vivo will release the Origin OS4 at the vivo Developer Conference, in Shenzhen on November 1st.

shenghao_bai's tweet image. vivo will release the Origin OS4 at the vivo Developer Conference, in Shenzhen on November 1st.

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⌚️China’s smartwatch shipments rose 5% YoY in Q2 2023 to mark the market’s gradual recovery. ⌚️Huawei remained the best-selling brand with a 39% market share (+58% Y/Y) driven by Watch 4 series. ⌚️Imoo (BBK) surpassed Apple to rank second in market share with rising demand for…

neiltwitz's tweet image. ⌚️China’s smartwatch shipments rose 5% YoY in Q2 2023 to mark the market’s gradual recovery.

⌚️Huawei remained the best-selling brand with a 39% market share (+58% Y/Y) driven by Watch 4 series.

⌚️Imoo (BBK) surpassed Apple to rank second in market share with rising demand for…

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📲 OPPO has been doing well in China as the Find N2 Flip model tops the chart for the foldable sales rankings surpassing the still dominant Huawei 📲 OPPO has got the form-factor and usability right with both the OPPO Find N foldables powered by Qualcomm & MediaTek flagship…

neiltwitz's tweet image. 📲 OPPO has been doing well in China as the Find N2 Flip model tops the chart for the foldable sales rankings surpassing the still dominant Huawei

📲 OPPO has got the form-factor and usability right with both the OPPO Find N foldables powered by Qualcomm & MediaTek flagship…

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We’ve just published a White Paper documenting the rise of foldable smartphones globally, with China the leading market globally accounting for more than one-quarter of foldable shipments last year. And so far in 2023, @OPPO is making its mark domestically with the Find N2 Flip,…

CounterPointTR's tweet image. We’ve just published a White Paper documenting the rise of foldable smartphones globally, with China the leading market globally accounting for more than one-quarter of foldable shipments last year.

And so far in 2023, @OPPO is making its mark domestically with the Find N2 Flip,…

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Global smartwatch outsourced manufacturing shipments increased 15% YoY in H2 2022. The YoY increase was driven by the strong performance of Indian brands @gonoise, @fireboltt__ and @RockWithboAt @LuxshareICT, @HonHai_Foxconn and Compal were the top three outsourced…

CounterPointTR's tweet image. Global smartwatch outsourced manufacturing shipments increased 15% YoY in H2 2022. The YoY increase was driven by the strong performance of Indian brands @gonoise, @fireboltt__ and @RockWithboAt

@LuxshareICT, @HonHai_Foxconn and Compal were the top three outsourced…

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In our latest Mandarin episode of The #CounterpointPodcast, host Rick Cui is joined by Research Analysts @archiezhcp & @shenghao_bai to talk about Counterpoint’s prediction for the Chinese smartphone market in 2023, the growing interest of OEMs in releasing #foldable #smartphones

CounterPointTR's tweet image. In our latest Mandarin episode of The #CounterpointPodcast, host Rick Cui is joined by Research Analysts @archiezhcp & @shenghao_bai to talk about Counterpoint’s prediction for the Chinese smartphone market in 2023, the growing interest of OEMs in releasing #foldable #smartphones…

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