Our Research Vice President, Neil Shah, gives his main takeaways from Huawei Analyst Summit 2024 on Huawei’s AI initiatives, not only in automation but also in AI in science and meaningful innovation.
Key Takeaways
-The most significant change in ICT is the integration of automation and heightened intelligence enhancing operational efficiency across various sectors.
-Huawei’s journey with AI highlights its evolution from implementing AI in devices to integrating it within network infrastructure and cloud services.
-Sudden increase and capability of semiconductor compute have enabled Huawei to advance to the next level of AI, “GenAI”.
-Huawei’s engagement with AI extends beyond automation to include meaningful innovations in science such as improving weather forecasts and drug design are particularly intriguing.
Our Associate Director Mohit Agrawal is joining a virtual event hosted by ET Telecom for World Telecom Day. Mohit will also be moderating a panel discussion at the event.
Title: 5G: Ushering Industrial Efficiency with Sustainable Development Date: Friday, May 17, 2024 Time:03:10 PM – 04:00 PM IST Speakers:
Ravi Gandhi, Chief Regulatory Officer, Reliance Jio
Anjali Hans, Executive Vice President, Vodafone Idea Limited
Overview:
Digital technologies have immense potential to completely change several industries, including agriculture, automotive, healthcare, manufacturing and environmental preservation.
As the world celebrates ‘Digital Innovation for Sustainable Development’ on the occasion of World Telecommunication & Information Society Day on May 17, 2024, ET Telecom is hosting a virtual event on how next generation (5G) technology can bring workflow efficiencies and cost savings across multiple sectors and government to facilitate digital economy by ensuring human development and ease of living.
The virtual conference examines the ways to streamline and strengthen digital innovations that can lead to sustainable development for a better tomorrow.
Counterpoint is attending the Govo Soundbar Launch Event on 16th May, 2024
Our Research Director, Tarun Pathak will be attending the Govo Soundbar Launch Event on 16th May, 2024. Tarun will also be moderating a session on “Soundscapes: A discussion on increased demand for immersive experiences” at the event.
Panelists:
Karan Grover- Senior Director Commercial Partnerships – IMEA, Dolby Laboratories
Sundeep Holani- Co-founder and CEO, Channelplay
Varun Poddar- Co-founder and CEO, G0VO
When: 16th May, 2024
Organised by:
About the Event:
Govo is all set to launch their upcoming Soundbar enabled with Dolby Atmos. Join us at the fireside chat with Dolby, Channelplay, and Govo to bring alive varied perspectives about the audio industry in India and where it is headed, with a focus on the soundbar category.
As the Official Research Partner, Counterpoint Research is proud to contribute to the MVNOs World Congress 2024, the industry’s leading event for the global MVNOs community.
Our Vice President Research, Neil Shah, and Associate Director, Mohit Agrawal will be attending the event from 24th to 26th June 2024.You can schedule a meeting with them to discuss the latest trends in the technology, media and telecommunication sector and understand how our leading research and services can help your business.
Our analysts will be speaking at the SID/DSCC Business Conference on May 13th, 2024.You can schedule a meeting with them to discuss the latest trends in the technology, media and telecommunication sector and understand how our leading research and services can help your business.
Smartphones - Can the Market Rebound? What Are the Catalysts?
On-Site Monday, May 13, 2024
About Jeff:
Jeff has 25+ years experience in technology research, business development, competitive intelligence, and business management. Prior to joining Counterpoint Research, Jeff held various research & product development roles at Microsoft, Nokia, Roth Capital Partners, and Gartner. Jeff is a member of many telecom industry organizations including Colorado Wireless Association, repair.org, CommNexus, and is a regular speaker at major telecom industry events. He was a 4x NCAA all-American in tennis and is a 12-time finisher of the Hawaii Ironman World Championships.
Ross Young is co-founder and CEO of DSCC. Previously, he founded ran and sold DisplaySearch which he started with less than $500 in capital and grew to over $10M in revenues. He has also worked throughout the display supply chain including at a TV brand, panel supplier, multiple equipment suppliers and a materials supplier. Ross has spoken at all the leading display related conferences including keynoting SID’s Display Week 2023 with over 1500 attendees and has been quoted in all major business publications. Ross has started and sold three companies and also published a book on the semiconductor industry after completing graduate school at UCSD and Japan’s Tohoku University. The book is entitled Silicon Sumo: US-Japan Competition and Industrial Policy in the Semiconductor Equipment Industry and was published by the University of Texas.
Robert J (Bob) O’Brien is Co-Founder, Principal Consultant and CFO of DSCC. Bob has decades of experience turning market and business analysis into strategic insights in the display and electronics industries. At DSCC, Bob takes the lead role in analysis of display materials, including glass and AMOLED materials, and covers developments in TV and other large-screen display applications. He authors several reports and contributes regularly to the DSCC Weekly Review. At Corning, Bob led the CGT intelligence team in building critical tools for analysis of both short- and long-term dynamics in the LCD industry. In response to Corning’s vulnerability to supply/demand swings, Bob developed an analytical model for predicting glass demand based on the supply/demand dynamics of the LCD value chain. To increase understanding of the long-term dynamics of TV replacement, Bob led the efforts on consumer survey work to understand the replacement cycle of TV. As the cover glass market matured, Bob led the effort to explore and develop the Gorilla glass business in emerging markets. At LG.Philips and Philips, Bob led a cross-division team evaluating six different display technologies for the large-screen TV market.
IT Displays - Can Advanced Display Technologies Transform the IT Market
On-Site Monday, May 13, 2024
About David:
David joined DSCC in May 2021 as Senior Director. David has more than 25 years’ experience in the consumer and commercial electronics industry. David’s professional background includes a wide range of responsibilities in product development, product planning, product management, product marketing, data analytics, and executive /operational management. Prior experience includes working in the consumer and commercial electronics industry as Director of Business Line Management at ViewSonic, Director of Product Planning at Samsung Electronics, Director of Connected Products at Kenmore, Director of Product Management at Mitsubishi Digital Electronics, VP of TV Market Research at DisplaySearch and Group Manager at Panasonic.
He first started working in display technology when he joined Plastic Logic (now FlexEnable) as an engineer to develop the first flexible e-paper display. That’s when he attended Display Week for the first time and became fascinated by this industry. After Plastic Logic, he became an analyst for IDTechEx and covered the progress of OLED and quantum dot displays, as well as the emerging sensors and haptics integrated in flat panels. He spoke at several international conference on printed and flexible electronics and regularly travelled to the USA, Japan, Korea and France to visit suppliers. In 2018 he started an independent consultancy on emerging materials and devices.
Register as an attendee for Display Week 2024 here
Click below for the agenda and to register as an attendee for Display Week 2024.
Counterpoint Research is attending the NDTV Gadgets 360 Awards 2024 as Knowledge Partner on 28th March 2024
Our Research Director, Tarun Pathak, will be joining the event as a Jury member at The Hyatt, New Delhi.Tarun will also be moderating two discussion segments at the awards event, as follows:
How Smart Appliances Are Changing Our Homes
AI and Smartphones: The Perfect Combo?
When: 28th March 2024
Where: The Hyatt, New Delhi, India
About the NDTV Gadgets 360 Awards:
The NDTV Gadgets360 Awards is NDTV Gadget 360’s biggest tech fest. The event will feature 25 award categories with over 150 nominations across various segments, including smartphones, laptops, SoCs, tablets, Smart TVs, TWS, wearables, and appliances. The winners of the Gadgets360 awards will be announced on March 28, 2024, at a mega event at The Hyatt, Delhi.
You can schedule a meeting with him to discuss the latest trends in the technology, media and telecommunication sector and understand how our leading research and services can help your business.
Click here (or send us an email at contact@counterpointresearch.com) to schedule a meeting with them.
AI has become a ubiquitous theme in the tech industry and NVIDIA stands out as a key player, often referred to as the kingmaker of AI. As such, one can expect GTC 2024 to showcase groundbreaking advancements and applications in AI across various domains.
Our analysts are covering the event live as well as virtually. Here’s what Brady Wang, Associate Director at Counterpoint Research, has to say from the San Jose McEnery Convention Center:
NVIDIA is the hottest company in the world right now. The company’s focus on multimodal AI training in data centers, particularly emphasizing the energy-efficient GB200 systems and DGX SuperPODs with enhanced inference capability, will contribute significantly to its growing revenues in the Data Center sector. This transition is evident as companies move from training Large Language Models (LLMs) to multimodal AI models. Furthermore, NVIDIA is highlighting the integration of AI into the physical world, with industries like robotics, automotive, and extended reality (XR) incorporating AI into the 3D realm, unlocking new possibilities and use cases.
Decoding GTC 2024 – Analyst Takeaways on Key Announcements
NVIDIA Blackwell: World’s most powerful chip launched
NVIDIA introduced Blackwell, a powerful chip with 208 billion transistors, designed for training massive 10 trillion parameter AI models. It uses a custom 4NP TSMC process and connects GPU dies with a 10 TB/second chip-to-chip link. They also launched GB200 Grace Blackwell Superchip, linking B200 Tensor Core GPUs with the Grace CPU. Counterpoint Research predicts NVIDIA’s Data Center revenue to reach over $72 billion in 2024, a 134% increase from last year, thanks to Blackwell’s adoption by cloud providers and countries for their AI supercomputers.
Source: NVIDIA GTC 2024
NVIDIA NIM: Foundational software for AI deployments through API services
NVIDIA is driving AI adoption forward with the introduction of NVIDIA NIM, an API-based platform designed for AI inferencing. This is in addition to the NVIDIA Enterprise platform which already provides access to a suite of services for AI training and inferencing. This platform facilitates quicker deployment times and offers plug-and-play options, aiming to simplify the intricacies involved in developing software for AI inferencing. It provides access to ready-made platforms through APIs for inferencing AI models for real-time insights. NVIDIA has indicated a price of $1/per GPU/per hour for access to NVIDIA NIM.
Source: NVIDIA GTC 2024
Denmark next country for AI sovereignty – Supercomputer with 191 DGX systems
Denmark’s collaboration with Novo Nordisk and NVIDIA to establish an AI Innovation Center underscores the global shift towards domestic AI data centers, emphasizing data privacy and insights protection. This strategic initiative, encompassing healthcare, drug discovery, quantum, and social science, reflects a broader trend among countries. Denmark’s commitment, including the deployment of over 191 DGX systems, showcases a concerted effort towards advanced AI capabilities in key sectors.
Source: NVIDIA GTC 2024
NVIDIA enters the XR market
NVIDIA has introduced Ominverse Cloud APIs, enabling Apple Vision Pro users to personalize and share high-fidelity OpenUSD files on mobile devices seamlessly, leveraging cloud-compensated computing for optimal content and performance. This integration of NVIDIA Omniverse and Apple Vision Pro holds promise for a revolutionary mixed-reality (MR) experience, opening doors to diverse industrial, productivity and entertainment applications.
Source: NVIDIA GTC 2024
Partnership with BYD
The partnership is an extension of the existing partnership with BYD on the NVIDIA DRIVE platform which further enhances, optimizes and digitalizes the complete product lifecycle from vehicle concept to retail through the integration of AI and Metaverse technology.
Source: NVIDIA GTC 2024
Computational lithography accelerated by integrating cuLitho in production processes
The integration of NVIDIA’s cuLitho in semiconductor manufacturing will speed up photomask production that takes weeks to days and help reduce power needs and potential environmental harm, further enabling higher chip density and yield.
As semiconductor scaling becomes more complex, a greater number of foundries, EDA vendors and lithography equipment makers will be integrating the NVIDIA cuLitho in their process flow as the amount of data processing requirements in innovative mask techniques, photoresist modeling and high-NA EUV technology for new technology nodes is expected to increase significantly.
Source: NVIDIA GTC 2024
Physical manifestation of AI – Project GR00T
Project GR00T is a major step forward in humanoid robot development, showing NVIDIA’s commitment to pushing AI boundaries. Jetson Thor, a new computing system for humanoid robots, is a key part of this effort. With a powerful GPU based on NVIDIA’s latest architecture and a transformative engine delivering 800 teraflops of AI performance, Jetson Thor enables humanoid robots to run advanced AI models like GR00T, marking a significant milestone in humanoid robotics.
Counterpoint Research is attending the embedded world Conference from 9th-11th April 2024
Our Research Vice President, Peter Richardson and Associate Director, Mohit Agrawal will be attending the embedded world Conference 2024. You can schedule a meeting with them to discuss the latest trends in the technology, media and telecommunication sector and understand how our leading research and services can help your business.
Click here (or send us an email at contact@counterpointresearch.com) to schedule a meeting with them.
When: 9th-11th April 2024
Where: Exhibition Centre Nuremberg, Germany
About the embedded world 2024:
The event will cover all aspects of the development and application of embedded systems, from fundamental technologies to development processes and special fields of applications. It is one of the central strengths of the event to be cross-sectoral and interdisciplinary.
The conference provides a platform to bring together experts from different domains and application areas of embedded systems in order to promote a holistic system design perspective, to identify synergies and commonalities, and to strengthen the exchange of knowledge and experiences. The entire embedded industry benefits from the knowledge transfer.
You can schedule a meeting with him to discuss the latest trends in the technology, semiconductors and AI sector and understand how our leading research and services can help your business. You can also register to experience the full event virtually.
About NVIDIA 2024 GTC AI Conference:
From the highly anticipated keynote by NVIDIA CEO Jensen Huang to over 900 inspiring sessions, 300+ exhibits, 20+ technical workshops covering generative AI and more, and tons of unique networking events, GTC delivers something for every technical level and interest area. Whether you join us in person or virtually, you’re in for an incredible experience at the conference for the era of AI.
Click here (or send us an email at contact@counterpointresearch.com) to schedule a meeting with him.
In order to access
Counterpoint Technology Market Research Limited (Company or We hereafter) Web sites, you may be asked to complete a registration form. You are required to provide contact information which is used to enhance the user experience and determine whether you are a paid subscriber or not.
Personal Information
When you register on we ask you for personal information. We use this information to provide you with the best advice and highest-quality service as well as with offers that we think are relevant to you. We may also contact you regarding a Web site problem or other customer service-related issues. We do not sell, share or rent personal information about you collected on Company Web sites.
How to unsubscribe and Termination
You may request to terminate your account or unsubscribe to any email subscriptions or mailing lists at any time.
In accessing and using this Website, User agrees to comply with all applicable laws and agrees not to take any action that would compromise the security or viability of this Website. The Company may terminate User’s access to this Website at any time for any reason. The terms hereunder regarding Accuracy of Information and Third Party Rights shall survive termination.
Website Content and Copyright
This Website is the property of Counterpoint and is protected by international copyright law and conventions. We grant users the right to access and use the Website, so long as such use is for internal information purposes, and User does not alter, copy, disseminate, redistribute or republish any content or feature of this Website. User acknowledges that access to and use of this Website is subject to these TERMS OF USE and any expanded access or use must be approved in writing by the Company.
– Passwords are for user’s individual use
– Passwords may not be shared with others
– Users may not store documents in shared folders.
– Users may not redistribute documents to non-users unless otherwise stated in their contract terms.
Changes or Updates to the Website
The Company reserves the right to change, update or discontinue any aspect of this Website at any time without notice. Your continued use of the Website after any such change constitutes your agreement to these TERMS OF USE, as modified.
Accuracy of Information:
While the information contained on this Website has been obtained from sources believed to be reliable, We disclaims all warranties as to the accuracy, completeness or adequacy of such information. User assumes sole responsibility for the use it makes of this Website to achieve his/her intended results.
Third Party Links:
This Website may contain links to other third party websites, which are provided as additional resources for the convenience of Users. We do not endorse, sponsor or accept any responsibility for these third party websites, User agrees to direct any concerns relating to these third party websites to the relevant website administrator.
Cookies and Tracking
We may monitor how you use our Web sites. It is used solely for purposes of enabling us to provide you with a personalized Web site experience.
This data may also be used in the aggregate, to identify appropriate product offerings and subscription plans. Cookies may be set in order to identify you and determine your access privileges. Cookies are simply identifiers. You have the ability to delete cookie files from your hard disk drive.
