Overview:
This report tracks the global cellular IoT module and chipset market, tracking the global shipments of modules and chipsets along with their connectivity technology (2G, 3G, 4G, 5G, NB-IoT, LTE-M, LPWA-Dual Mode). 4G technology can be further split into LTE Cat 1, Cat 1 bis, Cat 4 and Cat others. It also tracks the shipments and ASP at a brand, region, and application level. Currently, we are tracking 85+ IoT module vendors’ shipments and revenue performance across 12+ chipset players and 10 major geographies quarterly starting from Q1 2022 to Q1 2024.
Table of Contents:
- Definitions
- Pivot
- Flatfile
Published Date: June 2024
Overview:
The report recapped China’s Q1 smartphone market in 2024 including OEM market share, price band deep dive and China macro-economy analysis.
Table of Contents:
- Market Overview
- Brand Overview
- Price Band Deep Dive
- Key Smartphone Topics
Number of Pages: 29
Published Date: June 2024
Overview:
The Smart Mobility Intelligence Tracker provides the Counterpoint perspective on a curated collection of recent news and other articles pertaining to the smart mobility ecosystem, including electric vehicles, new model launches, connected cars, telematics, shared mobility, drones, components, ADAS, location platform, autonomous vehicles, policies and more. It gives readers an idea of the current state of affairs in the sector and potential ramifications, helping connect the dots.
Table of Contents:
- Key Ecosystem Developments
- New Launches
- Event Coverage
- Other Ecosystem Developments
- Analyst Perspective
- Global EV Sales Jump 18% YoY in Q1 2024 on PHEV Momentum
- Tesla’s Q1 2024 Revenue Down 9% YoY
Number of Pages: 26
Published Date: June 2024
Overview:
This report tracks the smartphone AP/SoC Shipments by process nodes. We cover historical data starting from Q1 2023 to Q4 2023. This report also include full year chipset shipment forecast by nodes and by quarters for 2024E. This report will help you to understand the smartphone chipset shipment from the nodes perspective. Furthermore, we have also covered key specs for these AP/SoC covering market view by:
- Chipset Vendors (like Qualcomm, MediaTek, Apple, etc.)
- Process node (3nm, 5/4nm, 6nm, 8nm, etc.)
Table of Contents:
- Global Smartphone AP/SoC Shipment by nodes 2023 and 2024E
Summary:
- 5/4nm is going to be another long-term node.
- In LTE we are seeing migration from 8nm and above nodes to 6/7nm process nodes.
- In entry-level LTE 28/11/12 nm, will continue to be the preferred nodes.
- Apple remains the major customer on a 3nm-based chipset from 2H 2023. However, 3nm wafer demand will ramp up from 2024.
Published Date: June 2024
Overview:
This report tracks the smartphone AP/SoC Shipment forecast for full-year 2024E. We cover historical data starting from Q1 2022 to Q4 2023. This report also includes full-year chipset shipment forecast by chipset vendors (like Qualcomm, MediaTek, Apple, UNISOC, Google, Samsung, Huawei and JLQ) and by quarters for full year 2024E and Q1 2025E. This report will help you to understand the smartphone chipset shipment market trends in 2024.
Table of Contents:
- Global Smartphone AP/SoC Shipment Full Year forecast by Chipset vendors Q1 2022-Q1 2025E
Summary:
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- After two years of significant declines, the smartphone semiconductor market is likely to turn the corner, with 2024 smartphone AP-SoC shipments rebounding 9% YoY.
- Recovery in the low and mid-market and continued momentum in the premium segment will drive volume in 2024.
- 5/4nm is going to be another long-term node; transition from the 6/7nm node, particularly in entry-level 5G chipsets.
- TSMC remains untouchable at advance nodes; SMIC will gain some share due to Huawei, however capacity expansion remains challenging due to the current geopolitical situation.
Published Date: June 2024
Overview:
Autonomy in vehicles stands as one of today’s most widely discussed subjects. This report serves to elucidate the adoption of autonomous vehicles across various regions. Currently, we are tracking the autonomous vehicle market across 10 regions: China, USA, Japan, Korea, Europe, NAM, LATAM, SEA, and MEA. Additionally, this report provides insights into the differentiation among OEMs concerning autonomous vehicle adoption.
Traditionally, electric vehicle (EV) buyers are more inclined towards embracing new technologies. However, this report sheds light on how autonomy adoption is unfolding among other powertrains, such as ICE, MHEV, HEV, PHEV, and BEV. Furthermore, it delineates the different levels of autonomy (Level 0, Level 1, Level 2 and Level 3) offered by various OEMs.
The period covered in this report spans from Q1 2022 to Q1 2024.
Table of Contents:
- Definition
- Pivot Table
- Flatfile
Published Date: June 2024
Overview:
Network access device (NAD) modules perform similar functions in terms of connectivity as an IoT module except they are configured for automotive-grade applications. This report encompasses the shipment data, revenues, and ASP for NAD modules and chipset models, considering various regions and cellular access technologies such as 2G, 3G, 4G, 5G, NB-IoT, LTE-M, and LPWA-Dual Mode. Additionally, the report includes ASP and revenue details for chipset models categorized by region. Notably, the 4G technology is further dissected into 4G Cat 1 bis, Cat 1, Cat 4, and other categories. The objective is to provide insights into the evolving connectivity landscape within the automotive industry, covering both passenger and commercial vehicles. This comprehensive analysis spans the period from Q1 2022 to Q1 2024, offering a snapshot of the changing dynamics and ecosystem in the automotive connectivity space.
Table of Contents:
NAD Module and Chipset Shipments, ASP & Revenue Tracker
- By Module Vendor (20+ vendors)
- By Chipset Vendor (10+ vendors)
- By Chipset Model (45+ models)
- By Connectivity Technology (5+ connectivity tech)
- By Fallback Technology (7 fallback tech)
- By Price Band (10 price band)
- By Region (8 regions)
Published Date: June 2024
Overview:
Counterpoint’s monthly Inventory tracker analyses the global handset inventory situation of OEMs by comparing Sell-in vs Sell-through globally and by Key regions (China, India). It provides details on the monthly handset and smartphone sales, shipments, lifetime inventory, ratio of sell-in and sell-through, along with the inventory of new products to help understand the key trends across OEMs and Key regions.
Monthly data breakdown:
- Handset and Smartphone Sales
- Global and Key Region: China, India (Other Regions available on request)
- 20+ OEMs coverage
Table of Contents:
- Global Handset & Smartphone Sell-in and Sell-through by Key OEMs
- China Handset & Smartphone Sell-in and Sell-through by Key OEMs
- India Handset & Smartphone Sell-in and Sell-through by Key OEMs
Published Date: June 2024
Overview:
India’s Neckband market is declining, driven by the adoption of TWS devices. In Q1 2024, the market fell 8% YoY. The demand for neckbands in the Indian market is due to more affordable prices, longer battery life and suitability for daily applications like running, working and travelling. boAt maintained its leadership position with a 20% market share, however, its shipments declined 21% YoY in Q1 2024. Rockerz 255 Pro Plus and Rockerz 195 V2 Pro were the top-selling neckband devices for boAt. Varni is a new entrant in the top 5 due to multiple launches in the affordable segment. We expect the market to continue to decline due to TWS adoption and the availability of a wider variety of options in TWS devices.
Table of Contents:
- India Neckband Shipment Analysis by Quarter
- India Neckband Shipment Analysis by Brands
- New Entrants by Quarter
- India Neckband Shipment Share by Price Band
- India Neckband Price Band Share by Brand (Q1 2024)
- India Neckband Shipment Share by Brand Origin
- India Neckband Shipment Share by Top 10 Models
- India Neckband ASP Trend by Brands
- India Neckband Local Manufacturing Trend by Quarter
- India Neckband Forecast (2023-2026)
- India Neckband Market by Channel Split (Online/Offline)
- Key OEM Strategies
- Promotion Analysis Q1 2024
Number of Pages: 23
Published date: June 2024