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Consumer IoT Intelligence Tracker June 2024 Edition

Overview:
The Consumer IoT (CIoT) Tracker gives the Counterpoint perspective on a curated collection of recent news and other articles pertaining to the CIoT ecosystem, including Smartwatches, TWS, Tablet, Neckbands, Smart TVs, XR, and Other Smart Home Devices. 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
  • Other Ecosystem Developments
  • New Launches
  • Analyst Perspective
  • Consumer IoT Overview
  • Contacts

Number of pages: 22

Published Date: July 2024

Apple Intelligence Crucial to Apple’s China Ambitions

Overview:
Apple has already made a strong statement with its Generative AI strategy at the WWDC 2024. However, one of the lingering questions post the event has been Apple’s strategy to bring Apple Intelligence in China. A market, where Android OEMs have developed a matrix of LLM with good Chinese inferencing performance. Some of the examples include BlueLM by vivo, AndesGPT by OPPO, yoyo by HONOR. This short report analysis Apple’s China strategy for Apple Intelligence.

Table of Contents:

  • Privacy and Stringent Regulatory Framework a Challenge
  • Partnerships would pave the way for Apple Intelligence in China
  • How about Competition?
  • Monetization and Execution

Number of Pages: 4

Published Date: July 2024

Beijing Retail Visit 2024: Durability Feature Rules Lower-end Segment; AI and Satcom Snubbed

Overview:
Counterpoint recently visited retail stores in Beijing to hear real opinions from sales agents and customers on recent smartphone features. The features we wanted to hear about includes generative AI, satellite communications as well as the traditional price, camera, durability, display and others.
During the retail visits, we tried to uncover whether sales agents and/or either customers had a strong interest in AI features or on-device AI which is a hot global topic. Will new AI features drive the smartphone market recovery in China? China is one of the most tech driven markets globally. What about other factors how important were they during the final choice process? Are customers still budget constrained or has there been some relaxation? These were some of the questions we are addressing in this short report.”

Table of Contents:

  • Demand and Challenges for AI Technology Appear Weak So Far
  • Limited Interest in Satellite Communication Function
  • Value-for-Money and Durability Factors Rule Lower-end Segment
  • Different Brands Attracting Different Customer Segments
  • Huawei Lowering Price of the Mate X5 and Pura 70 Series

Number of Pages: 4

Published Date: July 2024

Indonesia Smartphones Shipment Q1 2024

Overview:

This report looks at Indonesia smartphone shipment in Q1 2024. It captures shipment growth by price segment, growth of 5G smartphones, new model launches and overall 2024 outlook. It also gives an understanding of how shipment has increased in Q1 2024.
This tracker is useful for anyone who wants to understand the quarterly trend of smartphone shipments in Indonesia.

Table of contents:

  • Key takeaways
  • Indonesia’s Smartphone Shipments
  • Brand Smartphone Shipment Ranking
  • Smartphone Shipments by Price Segment
  • 5G Smartphone Shipments
  • New Model Launches
  • Market Outlook

Published Date: July 2024

Semi intelligence tracker – 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, TSMC, ASML, Lam Research, Tokyo Electron, KLA, Qualcomm

Table of Contents:

  • Foundry Ecosystem
  • Chipsets Ecosystem
  • Research Snapshot of the Month
  • Other Important Developments
  • Contacts

Number of Pages: 15

Published Date: July 2024

NAM Autonomous Vehicle Tracker, Q1 2024

Overview:

This report gives insight on evolution of autonomous level by brands across the models by powertrain in NAM Region. The report will help to understand the OEMs’ approach to offering advanced driving assistance features (standard/optional) across its trims. Furthermore, it helps to understand the NAM market trends for ADAS and gives insight on which brand is leading in ADAS offerings. The time period covered in this report is Q1 2022 to Q1 2024.

Table of Contents:

  • Definition
  • Autonomous Vehicle Pivot
  • Autonomous Vehicle Flat file

Published Date: July 2024

South Korea Autonomous Vehicle Tracker, Q1 2024

Overview:

This report gives insight on evolution of autonomous level by brands across the models by powertrain in South Korea Region. The report will help to understand the OEMs’ approach to offering advanced driving assistance features (standard/optional) across its trims. Furthermore, it helps to understand the South Korea market trends for ADAS and gives insight on which brand is leading in ADAS offerings. The time period covered in this report is Q1 2022 to Q1 2024.

Table of Contents:

  • Definition
  • Autonomous Vehicle Pivot
  • Autonomous Vehicle Flat file

Published Date: July 2024

Europe Autonomous Vehicle Tracker, Q1 2024

Overview:

This report gives insight on evolution of autonomous level by brands across the models by powertrain in Europe Region. The report will help to understand the OEMs’ approach to offering advanced driving assistance features (standard/optional) across its trims. Furthermore, it helps to understand the European market trends for ADAS and gives insight on which brand is leading in ADAS offerings. The time period covered in this report is Q1 2022 to Q1 2024.

Table of Contents:

  • Definition
  • Autonomous Vehicle Pivot
  • Autonomous Vehicle Flat file

Published Date: July 2024

China Autonomous Vehicle Tracker, Q1 2024

Overview:

This report gives insight on evolution of autonomous level by brands across the models by powertrain in China Region. The report will help to understand the OEMs’ approach to offering advanced driving assistance features (standard/optional) across its trims. Furthermore, it helps to understand the Chinese market trends for ADAS and gives insight on which brand is leading in ADAS offerings. The time period covered in this report is Q1 2022 to Q1 2024.

Table of Contents:

  • Definition
  • Autonomous Vehicle Pivot
  • Autonomous Vehicle Flatfile

Published Date: July 2024

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