Overview: This report provides an in-depth analysis of the Chinese smartphone market, offering a retrospective look at its performance over the past six months and forecasting future trends.
- Market Performance: A detailed examination of monthly sales trends in the Chinese smartphone market from mid-2023 to early 2024, along with an analysis of price segments and brand dynamics.
- AI-Powered Smartphones: A deep dive into how generative AI is reshaping the smartphone landscape. We will explore the current state of on-device generative AI capabilities, real-world applications, and the advancements made by domestic brands in developing large language models.
- Market Forecast: Based on our analysis of market trends, we will provide a comprehensive forecast for the Chinese smartphone market in 2024.
Table of Contents:
- Performance of the Chinese Market
- Counterpoint’s Definition of Generative AI Smartphones
- Current State of Self-Developed Large Language Models by Chinese Brands
Number of Pages: 16
Overview:
The Gateways Intelligence Tracker gives the Counterpoint perspective on a curated collection of recent news and other articles that have made an impact on the eSIM ecosystem (MNOs, module players, OEMs, service providers, and more). It gives readers an idea of the current situation in the sector and potential ramifications, helping connect the dots.
Table of Contents:
- Key Ecosystem Developments
- Analyst Perspective
- Q2 2024 & ISP Snapshot
- Other Important Developments
- Contacts
Number of Pages: 19
Overview:
The signs of growth in the global smartphone market, seen since late 2023, extended to Q2 2024, which became the third consecutive growth quarter with 8% YoY growth. Most regions registered growth thanks to improving consumer sentiment and macroeconomic conditions. We are optimistic about the positive momentum continuing through H2 2024 despite ongoing wars in Europe and the Middle East. Consequently, we expect the smartphone market to grow annually by 5% in 2024 globally.
Table of Contents:
- Assumptions
- Pivot
- Tech Pivot
- Track Changes – Smartphone
- Global
- North America
- Caribbean & Latin America
- Middle East & Africa
- Europe (Western Europe / Central & Eastern Europe)
- Asia Pacific (China/India/Japan/Korea/AP Others)
- Flatfile
- Definitions
Overview:
Vietnam’s manufacturing sector rebounded strongly in 2024, driven by a favorable global economic environment and increased foreign direct investment (FDI). Despite this success, Vietnam faces challenges such as low added value from domestic industries and an underdeveloped supply chain.
Table of Contents:
- Executive Summary
- Strong Export Recovery Amid External Optimism; Manufacturing Leads Economic Rebound
- Electronics Boom Fuels Export Dominance
- New Changes or Challenges in Development
- Manufacturing is Booming
Number of Pages: 5
Published Date: August 2024
Overview:
The report recapped China’s 2024 Q2 smartphone market including OEM market share, price band deep dive. In this issue, we provided updates on Chinese OEMs’ AI initatives and discussion on generative AI penetration into lower price bands.
Table of Contents:
- Market Overview
- Brand Overview
- Price Band Deep Dive
- Chinese OEM AI Updates
Number of Pages: 26
Publication Date: August 2024
Overview:
Bell Q2 2024 earnings results showed the highest decline of wireless product revenue amongst the ‘Big 3’ carriers YoY by 9.3%. This report outlines the key takeaways form the earnings call and provides analysis of how Bell is performing in the Canadian market.
Table of Contents:
- Financial Performance
- Wireless Performance
- Bi-Weekly Promotions
- Broadband and Media
Number of Pages: 16
Publication Date: August 2024
Overview:
Rogers Q2 2024 earnings results showed healthy net adds but Rogers was not immune to some product (equipment) revenue decline in the wireless segment, down by 5.2% YoY. This report outlines the key takeaways form the earnings call and provides analysis of how Rogers is performing in the Canadian market.
Table of Contents:
- Financial Performance
- Wireless Performance
- Bi-Weekly Promotions
- Broadband and Media
Number of Pages: 16
Publication Date: August 2024
Overview:
Telus Q2 2024 earnings showed stable revenue growth, but like the other ‘Big 3’ carriers there was product revenue decline in the wireless segment by 3.1% YoY. This report outlines the key takeaways form the earnings call and provides analysis of how Telus is performing in the Canadian market.
Table of Contents:
- Financial Performance
- Wireless Performance
- Bi-Weekly Promotions
- Broadband and Media
Number of Pages: 14
Publication Date: August 2024
Overview:
This report tracks the global passenger vehicle sales* by brand and by model across 23 regions (China, USA, Germany, UK, France, Spain, Japan, India, Italy, South Korea, Thailand, Indonesia, Vietnam, Brazil, Argentina, Russia, Malaysia, Philippines, Singapore, ROE, LATAM, MEA and Oceania) quarterly. The report will help to understand regional trends, brand dynamics and type of EV penetration. The period covered in this report is from Q1 2018 to Q2 2024.
*Sales here refers to wholesale figures, i.e., deliveries out of factories by respective brands/companies.
*Under electric vehicles, the report only considers battery electric vehicles (BEVs) and plug-in hybrid electric vehicles (PHEVs). Hybrid electric vehicles and fuel cell vehicles (FCVs) are not included.
Table of Contents:
- Definition
- Pivot Table
- Flatfile
Published Date: Aug 2024