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US Apple iPhone 16 Series Initial Sales Trail Slightly YoY As Launch of Apple Intelligence Looms Large
Initial sales of Apple’s latest iPhone generation in the US trail slightly those of last year’s iPhone 15 series through the first four weeks of availability.Wireless carriers continue to report weak upgrade rates through Q3 2024 but look forward to a seasonal uptick in smartphone sales in Q4.Ap
iPhone’s Growth has Slowed Down but Apple’s Innovation has not
Apple has always been a leader in innovation. The company has pioneered several product categories and business models including the iPhone, iPad, AppStore and iTunes. However, recently, Apple’s innovation prowess has been brought into question as its latest iPhone 16 series failed to generate substantial buzz due to only incremental upgrades, its delayed forays into foldables and GenAI. The growth of iPhone shipments have also slowed down. But to truly understand Apple’s innovative spirit, we need to understand Apple’s ecosystem in more detail.
The Future is Here: Ubiquitous AI Computing
The AI era is here, with rapid advancements in products and applications, particularly in Generative AI. The future lies in unifying these innovations into a seamless, ubiquitous AI ecosystem—intelligence everywhere.
This vision rests on four pillars:
Devices: AI at the device level enhances performance, privacy, and enables new applications in productivity and entertainment.
Cloud: Custom AI silicon in the cloud will meet growing demands for performance in training and inference.
Connectivity: A hybrid cloud-edge model needs strong connectivity for a seamless AI experience.
Partnerships: Collaboration is key to driving AI innovation and unlocking new use cases.
What Changes Did eSIM-only iPhones Bring to the Mobile World?
Overview: The eSIM market has seen several positive changes since the launch of Apple’s US-exclusive eSIM-only iPhone 14 in September 2022, which is widely considered a pivotal point for the eSIM market.This report covers some of the key trends we are seeing in the mobile market driven by the launch of the eSIM-only iPhone, such as the increase in the number of eSIM transactions in the travel industry and changes in subscription channels and processes for network services.
Table of Contents:
1.Overview: Global trends related to eSIM
2.New trends emerging from the rise of smartphones supporting eSIMIncrease in the number of eSIM transactions in the travel industry
-Changes in network service subscription channels and procedures
-Emergence of digital-only brands
-eSIM trial subscriptions
Growth Opportunities and Strategic Insights in the IoT Module Market
Overview: This report provides an overview of the IoT module market, offering strategic insights into key technology trends, applications and recent developments. It highlights market growth driven by applications, the impact of 5G adoption and the emergence of new challengers offering cost-effectiv
US FWA Subscriber Growth Driven by Different Carrier Strategies
Since 2022, 5G FWA has been a driving force behind the growth of the US fixed broadband industry. 5G FWA subscribers have migrated from slower DSL and cable technologies, while also attracting new users to fixed broadband services. This shift in subscriber preference is evident in the net adds growth for 5G FWA, which has significantly outpaced the combined decline of DSL and cable. This indicates that the US fixed broadband market is increasingly reliant on 5G FWA services.
Although FWA subscribers have surpassed the combined growth of other services, the exceptional growth rate has begun to decelerate. In response, operators have implemented various strategies to mitigate the decline in net adds and secure sustained revenue growth in the FWA market.
Table of Contents:
-Executive Summary
-Service Price and Network Coverage are driving the growth of FWA in the US
-T-Mobile’s 5G Network Has Exceptional Coverage and Performance
Xiaomi’s Meteoric Ascent Highlights New Opportunities in Rigid Tablet Market
Overview:Xiaomi emerged from obscurity in 2021 after a three-year hiatus, successfully re-entering the tablet market with its Pad 5 series amid rising demand during the COVID-19 pandemic. The Pad 5 tablets more than doubled Xiaomi’s shipments and set the stage for its rapid growth. Building on thi
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