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Podcast #69: ChatGPT and Generative AI: Differences, Ecosystem, Challenges, Opportunities

Generative AI has been a hot topic, especially after the launch of ChatGPT by OpenAI. It has even exceeded Metaverse in popularity. From top tech firms like Google, Microsoft and Adobe to chipmakers like Qualcomm, Intel, and NVIDIA, all are integrating generative AI models in their products and services. So, why is generative AI attracting interest from all these companies?

While generative AI and ChatGPT are both used for generating content, what are the key differences between them? The content generated can include solutions to problems, essays, email or resume templates, or a short summary of a big report to name a few. But it also poses certain challenges like training complexity, bias, deep fakes, intellectual property rights, and so on.

In the latest episode of ‘The Counterpoint Podcast’, host Maurice Klaehne is joined by Counterpoint Associate Director Mohit Agrawal and Senior Analyst Akshara Bassi to talk about generative AI. The discussion covers topics including the ecosystem, companies that are active in the generative AI space, challenges, infrastructure, and hardware. It also focuses on emerging opportunities and how the ecosystem could evolve going forward.

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Click here to read the podcast transcript.

Podcast Chapter Markers

01:37 – Akshara on what is generative AI.

03:26 – Mohit on differences between ChatGPT and generative AI.

04:56 – Mohit talks about the issue of bias and companies working on generative AI right now.

07:43 – Akshara on the generative AI ecosystem.

11:36 – Akshara on what Chinese companies are doing in the AI space.

13:41 – Mohit on the challenges associated with generative AI.

17:32 – Akshara on the AI infrastructure and hardware being used.

22:07 – Mohit on chipset players and what they are actively doing in the AI space.

24:31 – Akshara on how the ecosystem could evolve going forward.

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Podcast #68: How Software Intelligence is Driving Safer, Sustainable Battery Management

As more and more carmakers are now introducing electric vehicles (EVs), the battery and its charging and safety have gained the utmost importance. Counterpoint Research’s data shows EV sales crossed 10 million units in 2022. And as more users and fleet owners consider EVs, be it passenger cars, taxis, or even electric trucks, the range anxiety and charging infrastructure are where many are held back. So, what are companies doing to address these issues?

In a discussion with Qnovo, a company that specializes in developing intelligent lithium-ion battery management software, we gained some interesting insights on how it improves the battery performance in EVs. The desired user experience, be it charging or performance that replicates internal combustion engines, is essential for EV adoption. But how are carmakers and battery companies working together to deliver the best experience?

 In the latest episode of ‘The Counterpoint Podcast’, host Jeff Fieldhack is joined by Qnovo CEO Nadim Maluf to talk about the intelligent battery management platform and more. They discuss topics including EVs, battery charging and performance, safety, and much more. The discussion also focuses on Qnovo’s technology implementation beyond EVs.

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You can read the podcast transcript here.

Podcast Chapter Markers

00:56 – Nadim introduces Qnovo and his role.

02:32 – Nadim talks about the growth drivers within the EV space.

05:22 – Nadim breaks down the various facets of battery performance.

07:55 – Nadim explains the need for quick charging times for fleet vehicles, delivery trucks, and taxis.

10:08 – Nadim talks about the short-term fix for EV charging infrastructure.

13:56 – Nadim highlights some of the key implementations by EV players that could accelerate adoption.

15:30 – Nadim sheds light on where we can see Qnovo’s technology beyond EVs.

17:54 – Nadim on how battery tech is progressing in the smartphone space from a sustainability point of view.

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Podcast #67: Interoperability and Testing Essential to eSIM Ecosystem’s Success

2022 was a landmark year for the eSIM ecosystem. eSIM adoption has accelerated around the world and is now rapidly moving towards becoming the preferred mode of connectivity. Consumer interest in eSIM is at an all-time high, profile downloads have increased exponentially and newer players are entering the market – all signs of an ecosystem on the rise.

Most premium smartphones now come with an embedded SIM (eSIM) as it is more advantageous than a physical SIM for OEMs, operators and consumers. We’ve already seen an eSIM-only iPhone 14 in September last year. It is possible that in the coming years, most premium smartphones may not have a physical SIM at all. But it is not just smartphones, even companion devices like tablets, smartwatches and other IoT devices are now adopting eSIM. However, because eSIMs are not removable like physical SIMs, testing for profile suitability and interoperability becomes extremely important.

But how does eSIM testing work? What is the process? Which companies help in such testing? We discuss all that and more in our podcast with Comprion, which is a German company that specializes in eSIM testing.

In the latest episode of “The Counterpoint Podcast,” host Ankit Malhotra is joined by Marcus Dormanns, Director of Product Management and Business Development at Comprion. The discussion touches on several topics including the technical process of testing an eSIM, interoperability with different network providers, the time taken for testing, and more.

Click to listen to the podcast

You can read the podcast transcript here.

Podcast Chapter Markers:

0:52 – Marcus Dormanns introduces Comprion.

2:25 – Dormanns talks about Comprion’s history in eSIM testing.

3:18 – Dormanns explains the technical details of eSIM testing.

5:19 – We deep dive to understand how eSIM testing is different from testing a physical SIM.

6:29 – Dormanns explains why the process of eSIM testing is not talked about much in public.

7:54 – How interoperability of eSIM is tested with different carriers.

09:55 – How correct 4G and 5G profiles are loaded in eSIM?

11:36 – Dormanns sheds more light on Comprion’s partnership with TCA for interoperability service.

13:52 – How long does it take for an operator to complete the eSIM testing process?

15:29 – Dormanns talks about the big trends developing in the eSIM space.

17:51 – As networks are becoming more complex, does it impact eSIM profiles and testing?

18:38 – What is the role of regulatory bodies in eSIM testing?

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Podcast #66: HERE UniMap – Leveraging AI and Automation to Redefine Mapmaking at Scale

At CES 2023, HERE Technologies unveiled UniMap, an automated mapping technology that allows customers to create their own personal maps and customize location services. It uses AI models to automate the processing of vehicle probes and sensor data to validate speed limits, extract map features like 2D and 3D positioning of road signs and much more.

With more vehicles gaining autonomous features, UniMap also aligns standard definition (SD), high definition (HD), and Advanced-Driver-Assistance System (ADAS) to offer seamless access to navigation data. Customers also get quick access to unified map data that is refreshed in hours, minutes, and even seconds. The data is easily accessible at any time of the day because it is all saved in a single environment. In this podcast, many other unique features of the UniMap platform are discussed in detail.

In the latest episode of ‘The Counterpoint Podcast’, host Peter Richardson is joined by Vice President of Product and Technology at HERE Technologies, Remco Timmer, and Counterpoint’s Research Analyst Mohit Sharma to talk about UniMap. The podcast weaves through various topics like the use cases of UniMap, the industry sectors that can benefit from this new mapping solution, and much more.

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You can read the podcast transcript here.

Podcast Chapter Markers

01:18: Remco Timmer gives a brief introduction of himself and his role at HERE Technologies.

02:22: Mohit Sharma talks about Counterpoint’s location platform research, location intelligence, and more.

06:20: Between standard definition and high-definition maps, where does UniMap fit in the picture? Timmer explains.

09:22: With terabytes of data, how does the system pick up important vs irrelevant one? Timmer explains further.

11:45: Timmer on how UniMap can be beneficial to the transport and logistics sector.

13:65: Timmer talks about some interesting use cases for UniMap.

15:10: Sharma talks about mapping solutions from a broad industry view.

18:00: Remco Timmer on when we can expect to see the first full integration of UniMap.

19:20: Final comments from Sharma on the overall mapping industry.

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Podcast #65: Robust Software Updates, Remote Diagnostics, Data Analytics Key to Premium Connected Vehicle Experiences

The automotive industry is undergoing a massive digital transformation as the concept of CASE (connected, autonomous, shared, electrical) is gaining traction. And as the number of connected vehicles increases, data logging, remote diagnostics, and over-the-air (OTA) software updates become more important.

With the Deep Connected Platform from Sibros, a Silicon Valley-based company, vehicle manufacturers and fleet owners can perform OTA software updates without many hassles. The Deep Updater can be configured for over 80 components and controllers in the vehicle. Similarly, the Deep Logger can collect event-driven data and transmit diagnostics so a service engineer can remotely track down a technical issue.

In the latest episode of The Counterpoint Podcast, host Matthew Orf is joined by Sibros CEO and co-founder Hemant Sikaria and research analyst Fahad Siddiqui to talk about OTA software updates for connected cars and more. The podcast explores how Sibros is helping OEMs and fleet owners with software and data solutions, and how OTA updates can avoid massive recalls, and much more.

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You can read the transcript here.

Podcast Chapter Markers

0:55 – Hemant introduces Sibros and his background of working in the industry.

02:40 – Hemant talks about software and data solutions offered by Sibros and how they help OEMs and fleet owners.

04:20 – What types of connected vehicles can the Sibros solutions be deployed on?

06:50 – Hemant on how Tesla made OTA updates mainstream.

08:16 – Hemant talks about current partnerships with clients that are deploying Sibros solutions as a part of their digital transformation.

10:05 – How Sibros works with chipmakers for software integration to support new programs and vehicle models.

12:38 – Hemant on whether it is easier for traditional OEMs to work with Tier 1s to manage all the software without companies like Sibros.

15:03 – How Sibros can help carmakers avoid massive recalls in case of software issues.

17:40 – Hemant on the recently announced Google Cloud partnership.

18:52 – How does Sibros’ solution fit in helping carmakers enable OTA feature upgrades?

21:07 – How connected cars and autonomous features fit into the ecosystem with Sibros?

24:12 – Hemant talks about ensuring data security at Sibros.

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Podcast #64: 2023 China Smartphone Outlook – Reading Between the Top Lines (Mandarin Edition)

As China is opening its borders and quickly getting back to business after over three years of COVID-19 lockdowns and other curbs, we recently conducted an offline customer-sharing meeting in Shenzhen. It was great to see everyone after a long time and share our insights. The developing trends and China’s premium smartphone market outlook were the most discussed topics.

The country’s smartphone market has become quite saturated. While Chinese OEMs are releasing models with newer technologies, the consumer demand for smartphone upgrades is not as strong as before. Moreover, macroeconomics is another important factor affecting consumers’ purchasing power and confidence. With such a scenario, OEMs are shifting their focus to premium devices to increase their ASPs (average selling prices).

In the latest Mandarin episode of The Counterpoint Podcast, host Rick Cui is joined by Research Analysts Archie Zhang and Shenghao Bai. In this podcast, we touch upon several topics, such as Counterpoint’s prediction for the Chinese smartphone market in 2023, the growing interest of OEMs in releasing foldable smartphones, and more. We also talk about how smartphone makers are focusing on self-developed chips and artificial intelligence (AI) among other areas of differentiation.

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 You can read the Chinese transcript here and the English transcript here.

Podcast Chapter Markers

01:14: Archie on Counterpoint’s prediction for China’s smartphone market.

02:49: Shenghao on the China smartphone outlook for 2023.

06:24: Archie on the rising ASPs and why OEMs are focusing on premium devices.

08:32: Archie further talks about OEMs’ growing interest in foldable smartphones.

10:40: Shenghao on Counterpoint’s China and global forecasts for foldable smartphones for 2023.

12:16: Archie weighs in on the current innovations in folding smartphones and the room for improvement in the coming generations.

16:35: Shenghao highlights some future development trends for foldable smartphones.

19:42: Almost all flagship smartphones focus big on imaging, but are there other areas for differentiation for OEMs? Shenghao answers.

22:00: Lastly, Archie also shares some insights on self-developed chips, AI, and other developments that smartphone OEMs are focusing on.

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Podcast #63 – Key Takeaways from MWC 2023 (Special Korean Edition)

This year’s Mobile World Congress (MWC) in Barcelona proved to be a great success. At the event, which was held in earnest for the first time since the COVID-19 pandemic, many companies introduced new products and technologies. With nearly 90,000 visitors, the event managed to regain its former vigor, excitement, and buzz.

Networks and operators actively participated in MWC 2023 and introduced new technologies and solutions. The event also revealed industry players’ aspirations to take the lead in 5.5G and 6G, and the telecommunication companies’ concerns about monetization.

Another noteworthy point was the remarkable presence of Chinese companies. In particular, Chinese companies including Huawei, HONOR, OPPO, and TECNO introduced foldable smartphones, showing that the foldable market, which was formed with Samsung at the forefront, is blooming in earnest.

In the latest episode of ‘The Counterpoint Podcast’, Counterpoint’s Research Director Tom Kang and Associate Director Sujeong Lim, who participated in the event, discuss their takeaways from MWC 2023.

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Podcast chapter markers

1:22 – MWC atmosphere

2:33 – Hot topics at the event

4:55 – Foldable market forecast. When will Apple enter the foldable market?

6:16 – New technologies – eSIM, satellite communication

8:12 – Smartphone technologies – Foldable smartphone push, Xiaomi low-light camera

10:53 – How to enjoy the event?

13:19 – Other global exhibitions worth attending

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Podcast #62 – Closing the Loop on E-waste Management

An increasing number of smartphone OEMs are now approaching sustainability by removing plastic from packaging, using more recycled materials, and making the devices more repairable. But have you ever wondered what happens to these devices once they reach the end of their useful life?

We now live in a circular economy where the focus is on reducing waste by repairing and reusing smartphones and components. As we celebrate Global Recycling Day today (March 18), let us discuss e-waste management. Companies like Closing the Loop offer an e-waste recycling service called waste compensation. The approach is simple – for every new device added to the market, you collect one end-of-life device which is then properly recycled.

In the latest episode of ‘The Counterpoint Podcast’, host Jan Stryjak is joined by Andrea Scholz, Senior Sustainability Manager in the Consumer Business Unit at Vodafone Germany, and Joost de Kluijver, Founder and Director at Closing the Loop, to discuss how Vodafone Germany and Closing the Loop are working together on a one-for-one program, e-waste management and much more.

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You can read the podcast transcript here.

Podcast chapter markers

01:30: Andrea and Joost share their thoughts on the increasing demand for the smartphone industry to become more sustainable.

02:23: Joost on how Closing the Loop is approaching smartphone circularity, and also outlines a service called waste compensation.

04:32: Andrea talks about Vodafone Germany and Closing the Loop’s one-for-one program.

06:04: Andrea talks about why it is important for operators to get more involved in smartphone circularity initiatives.

07:17: Joost on why Closing the Loop specifically partnered with an operator and specifically Vodafone Germany.

08:55: Andrea on different initiatives of Vodafone Germany to make the smartphone industry more sustainable.

10:19: Joost talks about the barriers to the wider adoption of the circular economy.

12:50: Closing remarks from Andrea and Joost on what more the industry, specifically vendors, operators and distributors, needs to do to support circularity.

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Podcast #61 – CloudSIM™ to Catalyze Growing Need for On-demand Connectivity

The eSIM has been around for a while now, and thanks to Apple it is now going mainstream. But when it comes to the IoT domain, there are several bottlenecks with respect to deployment, connectivity and migration. A few months ago, we spoke about SIM shortages and eSIM migration with Olivier Leroux from Oasis Smart-SIM. Now we have Olivier back on the show to discuss a new solution called CloudSIM™.

CloudSIM™ is a remote hardware SIM which is stored in a dedicated, secure, and GSMA-certified environment. It is primarily aimed at use cases that do not require permanent connectivity. It is also scalable, interoperable and easy to deploy.

In the latest episode of ‘The Counterpoint Podcast’, host Neil Shah is joined by Olivier Leroux, President and Founder of Oasis Smart-SIM, to talk about the new architecture called CloudSIM™. The discussion covers eSIM bottlenecks from the architecture point of view and how CloudSIM™ will meet those challenges, the solution’s use cases, how it complements eSIM, and much more.

Click the Play Button to Listen to the Podcast

You can read the podcast transcript here.

Podcast Chapter Markers:

2:20 – Olivier talks about the challenges faced by the eSIM industry.

5:11 – Olivier on CloudSIM™ solution and how it will address some of the existing challenges.

6:46 – Is it an alternative or complementary technology to eSIM? Olivier weighs in.

8:23 – Olivier talks about the use cases where it perfectly complements.

14:00 – Can CloudSIM™ become a standardized technology? Olivier answers.

15:35 – Olivier on scalability and interoperability of the solution.

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BONUS:: WATCH: Oasis Smart-SIM Demonstrates new CloudSIM™ Solution

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