Our Senior Analyst, Anshika Jain, in a recent interview with MySmartPrice gave her key takeaways on AI PCs and how AI is revolutionizing the way you use your computer.
The Interview
Key Takeaways
– AI PC market, is still in the deployment stage, with many component vendors actively participating. In the next year, more momentum from the OEM side is expected, with leading players such as Lenovo, HP, Dell, and ASUS introducing more AI PC-related portfolios.
– AI PC will certainly redefine both the user interface and user interaction. These devices will be more user-friendly, and in terms of customer adoption, the redefinition will be characterized by five Cs – Content discovery, content aggregation, content creation, customization, and camera enhancement.
– Arm-based PCs are expected to capture around 43% share in 2024. However, shipments from the largest OEMs will continue to utilize the X86 architecture, and increased momentum from X86 is anticipated starting in 2025, with Intel Panthera Lake and AMD Streaks Point and Kraken Point expected to be major volume contributors in the coming period.
– As Qualcomm continues to invest and leverage its clout in smartphone technology, the adoption of ARM-based PCs powered by Qualcomm is expected to rise.
– For AI PC, large storage capacity is essential to run certain predefined algorithms. Thus, a large battery, good input sources like camera sensors and microphones, and strong connectivity are required. Memory enhancement will also be seen in the coming period.
Watch the video to know more about our analyst’s take on AI PCs.
Our Research Director, Tarun Pathak, in a recent interview with CNBC gives his key takeaways on the tech giant Apple second-quarter earnings.
The Interview
Key Takeaways
-Apple showed significant optimism about the future, particularly in leveraging AI and integrating GenAI into their products.
-Apple announced $110 Billion Buyback Program, which signals a positive outlook for the company’s future, reflecting confidence in long-term strategy.
-Even though the iPhone sales declined, the market still responded positively to that.
-Services revenue is robust, supported by a billion paying subscribers which is rare in the tech space.
-Competitive pressures from Huawei in the Android space in China and advancements in Android’s Gen AI features present challenges.
-Apple’s outlook to conquer this competitive pressure in China remains to be seen.
Our Research Vice President, Neil Shah, in a recent interview with CNBC gives his main takeaways on Softbank Group’s and its diversification beyond its overexposure with Arm to capitalize on the expanding AI market.
The Interview
Key Takeaways
– SoftBank Group’s turnaround hinges on AI investments but remains overexposed with Arm.
– SoftBank Group’s value chain, from Arm designs to chips manufacturing currently supported by cloud giant, NVIDIA
– SoftBank should diversify investments beyond NVIDIA into chip makers, device manufacturers, and software firms to capitalize on the expanding AI market over the next decade.
– SoftBank’s future investments in AI will likely need to focus on companies that can demonstrate profitability within the evolving AI landscape.
Tom Kang, Research Director at Counterpoint, discusses the outlook for Samsung as the company posts its sixth straight quarter of declining operating profit. He speaks with Annabelle Droulers and Haidi Stroud-Watts on “Daybreak Asia”…Watch here
Our Senior Research Director, Tarun Pathak, discusses the current development on BBK Electronics Corp., the parent company of OPPO, OnePlus, and realme, which has separated the three brands, accounting for their own sales books in India.
Our Research Director, Tarun Pathak, discusses the winners and losers in the Indian Premier League media auction. He speaks with Rishaad Salamat and Haslinda Amin on “Bloomberg Markets: Asia”.
Facebook says Apple iOS privacy change will result in $10 billion revenue hit this year. How could one feature change from Apple cost Facebook or meta billions of dollars?
Our Research Director, Tarun Pathak, who has been tracking this space, understands how Apple and Facebook operate and what Apple does inside these devices.
Several long-haul flights to the US have been cancelled this week including 4 Air India flights amid fears that 5G towers could interfere with the landing systems of planes, especially in bad weather. Are airlines’ fear justified? Our Research Director, Tarun Pathak, recently shared his views with NDTV on this subject .
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