Overview:
After four quarters of impressive growth rates, the MEA market settled into a typical level of growth in Q1 2024 and was in line with global trends with a growth rate of 6% YoY. Short-term challenges like the geopolitical conflict in the Middle East, currency fluctuations in certain African countries and a busy election calendar are not expected to derail the smartphone market’s long-term growth prospects in the region. Towards the end of the quarter, brands and channels hosted sales events on account of Ramadan and Easter. These lifted sales to a certain extent but did not achieve the level of success seen in Q1 2023.
Table of Contents:
- Macroeconomic Overview
- Market Overview
- The MEA Smartphone Market’s Competitive Landscape
- 5G Analysis
- OEM Analysis
- Country Level Analysis
- Forecast
- Key Takeaways
Number of Pages: 51
Published Date: June 2024
Overview:
The Semiconductor Intelligence Tracker gives the Counterpoint perspective on a curated collection of recent news and other articles that have made an impact on the Semiconductor ecosystem (Foundry Equipment Manufacturers, Foundry, Compute, Memory, Cloud, PC and Data Center companies). It gives readers an idea of the current state of affairs in the sector and potential ramifications, helping connect the dots.
Companies Covered: Applied Materials, Samsung, MediaTek, Intel, Microsoft, Nvidia
Table of Contents:
- Foundry Ecosystem
- Chipsets Ecosystem
- Research Snapshot of the Month
- Other Important Developments
- Contacts
Number of Pages: 17
Published Date: June 2024
Overview:
This report provides a snapshot of Computex Taipei 2024, where Nvidia’s GB200 set the stage for the event. We have also highlighted key players in the downstream supply chain essential for the next generation of AI, including thermal producers, Baseboard Management Controllers, and AI PC OEMs/ODMs.
Table of Contents:
- Overview
- Key Finding
- Booth Review: Chipmakers, Thermal Solutions, Baseboard Management Controller, Memory Provider, AI PC OEMs/ODMs and Networking
Number of Pages: 20
Published Date: June 2024
Overview:
This report offers a detailed analysis of the key information gleaned from COMPUTEX Taipei 2024. It delves into the major announcements from industry giants like NVIDIA, AMD, Intel, and Qualcomm, with a particular focus on the overarching theme of “Connecting AI.” The report summarizes the latest advancements in AI technology, the renewed focus on GenAI PCs, and the collaborations shaping the industry’s future.
Table of Contents:
- Computex Taipei 2024 Introduction
- Accelerating AI and GPU Innovations – NVIDIA
- AI Breakthroughs in Data Centers, Edge, and Devices – AMD
- Unprecedented Turning Point in the PC Industry – Qualcomm
- Next-generation Solutions and Open Ecosystem Integration – Intel
- Enabling AI from Cloud to Edge – Arm
- The Era of Smart Connected Robots is Here – NXP
- Advancing Semiconductor Tech and Connectivity for Ubiquitous AI – MediaTek
- Next-gen BMC Targets Modular Servers – Aspeed
- Advanced AI and Green Computing for Optimized IT Solutions – Supermicro
- India’s Initiatives for Becoming a Leading EV Manufacturing Hub – TCS
- Renesas Leveraging its Product Portfolio in the EV Era – Renesas
Number of Pages: 18
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:
The Apple Vision Pro (AVP) made waves when it was initially launched in January 2024 with viral videos of people using the device on subways and in their Tesla doing the rounds. However, launch hype seems to have subsided and reports of reduced production targets illustrate that we are at the early stages in the XR market. Even before the Apple launch, VR/AR shipments declined 19% YoY in FY 2023, according to Counterpoint’s Global XR Model Tracker.
Table of Contents:
- Initial Impressions
- Apple Vision Pro Use Case Analysis
- Perceived Barriers to Adoption
- Final Takeaways
Number of Pages: 5
Publication Date: June 2024
Overview:
XR technology, together with XR glasses like the Microsoft HoloLens 2, has long been used in various industries. However, the technology has expanded to new use cases across diverse sectors driven by the COVID-19 pandemic and the rapid advancement of digital technology. Beyond facilitating remote collaboration through XR avatar teleconferences and virtual space workshops – ensuring interaction and collaboration among physically distant participants – XR technology is also viewed as an effective means to enhance both safety and proficiency among employees, transcending the constraints of time and space.
Table of Contents:
- Introduction
- Time and Cost-Efficient Collaboration Method
- XR Avatar Meeting Complements the Shortcomings of Traditional Video Conferencing
- Virtual Space Collaboration Platform Streamlines Processes
- Employ Training with Enhanced Safety and Proficiency
- XR Technology Enables Repetitive Training Across Time and Location
- Tailored XR Disaster Response Training Prevents Safety Issues
- System Optimization with Real-time Information
- Real-time Complex State Interworking Simplified Facility Maintenance
- Conclusion: Device Improvement Vital for Expanding XR Use Cases in Industry
Number of Pages: 9
Published Date: May 2024
Overview:
Text-to-video AI is a cutting-edge suite of technologies designed to generate dynamic, temporally coherent videos from textual prompts. This innovation has the potential to significantly impact various industries, including advertising, marketing, filmmaking, and social media, by providing a new medium for creative expression and communication. The report examines the diverse architectures employed in text-to-video AI and explores the competitive landscape among key technology providers, such as Sora, W.A.L.T, Emu, and Stable Diffusion.
Over the past year, there have been rapid breakthroughs in this field, although it is anticipated that it will take at least 2 to 3 more years for text-to-video AI to fully mature. Despite its promising potential, the industry faces several significant challenges, including the need for substantial computational resources, ensuring high-quality output, and addressing ethical concerns. This report delves into these issues, providing a comprehensive overview of the current state and future prospects of text-to-video AI technology.
Table of Contents:
- Background
- What is Text-to-Video AI?
- Top 5 Impacted Industries
- Other Impacted Industrial Players
- AI PC/AI Smartphone Maker
- Mobile Operators
- The Architectures
- Transformer Model
- Competitive Landscape with Key Technology Providers
- Technology Time-to-Maturity
- Current Challenges
- Conclusion
Number of Pages: 12
Publication Date: May 2024
Overview:
The recent unveiling of Devin, the world’s first autonomous AI software engineer, and Tongyi Lingma, the world’s first AI programming employee, has intensified the spotlight on AI agent technology. These developments have positioned AI agents at the forefront of generative AI (GenAI) innovation for 2024. Application level AI agents are emerging now due to the recent breakthrough of LLMs, multimodal capabilities, scalable compute power and advanced AI frameworks.
What makes AI agents increasingly important is its applicability to expand the scope of LLMs. Through sophisticated design patterns like reflection, tool use, planning and multi-agent collaboration, AI agents significantly enhance both accuracy and functionality of LLMs. With a high level of autonomy, AI agents can accomplish complex tasks while minimizing the need for human oversight. Consequently, we expect hyper-scalers and chipmakers, exemplified by Microsoft, Amazon and NVIDIA, to drive the next round of GenAI competition by channeling substantial resources into developing sector-specific AI agents and AI agent framework. They will be competing to boost AI adoption through AI agents and making the technology the new pivotal force for business growth.
Table of Contents:
- AI software engineer – the new AI agent
- AI agent – A trend to watch in 2024
- Why AI agents matter
- Future outlook
Number of Pages: 5
Publication Date: May 2024
