Overview:
The Poland Fixed Broadband landscape has been maturing at a fast pace. By the end of 2022, 9.35 million households in Poland had access to fixed broadband. This represents about 70% of the total households in the country and reflects an almost 5.5% YoY growth. However, 4G fixed wireless access (FWA) has been losing steam due to the increase in fiber coverage and, to a lesser degree, the growth of 5G FWA.
This report provides a deep analysis of the adoption of the fixed broadband market by technology and operators. It also presents the outlook till 2027 on the 4G and 5G FWA subscribers and FWA-CPE. For 5G FWA, It provides key drivers of FWA adoption by operators, such as network readiness, ARPU, market maturity, and others. The report outlines drivers that will push the growth, and where the biggest drawbacks are.
Table of Contents:
FWA Technology
Key Takeaways
Country Spectrum Allocation by Carrier
Country Operators’ Strategy, Deployment and Forecast
- Poland Operators’ Fixed Broadband Subscription Base
- 4G vs 5G FWA Pricing Strategy
- Orange
- UPC + Play
- NETIA
- Others
- Carrier Comparison
Fixed Broadband Forecast
- Poland Fixed Broadband Overview
- Poland 5G FWA vs 4G FWA Subscription Forecast
- Poland 5G FWA by Operator Subscription Forecast
FWA CPE Forecast
- Top-selling FWA Models
- Poland CPE Shipment Forecast by Technology (LTE/5G/mmWave), 2019-2027
- Poland CPE Shipment Forecast by OEM and Operator, 2019-2027
- Poland Household CPE ASP Forecast, 2019-2027
Number of Pages: 28
Publication Date: December 2023
Overview:
Global smartphone UWB adoption stood at 19% in Q2 2023. This report covers global UWB adoption in smartphones from Q1 2020 to Q2 2023. The report further breaks down the sales by brand, price bands and regions. It also shares global smartphone sales as well to showcase the UWB adoption trend. This report is useful for smartphone OEMs and component suppliers seeking to get updated on the UWB landscape.
Table of Contents:
- UWB Overview
- UWB by Brand
- UWB by Price Band
- UWB by Region
- Top global UWB Capable smartphones for Q2 2023
Published Date: November 2023
Overview:
Since the debut of ChatGPT in November 2022, there has been a significant shift in how artificial intelligence (AI) is perceived and utilized, moving beyond its initial role as a mere chatbot service to becoming deeply ingrained in every facet of businesses, whether targeting enterprises or consumers. ChatGPT has enabled SaaS companies to deliver highly tailored outcomes for enterprises resonating with specific enterprise needs based on their unique data footprint requirements compared with the one-size-fits-all solution provided before AI became thoroughly enmeshed with their solutions. The potential of the Indian economy in the SaaS domain, predicted to reach a staggering $1 trillion by 2030, is underscored by its swift adaptation to advanced technologies. Notably, there has been an impressive 130% surge in startups focused on AI/ML, IoT, Blockchain, and AR/VR in just five years.
One such case is SAP Labs in India, which aims to integrate AI within its all-suite of services catering to all business processes across the value chain, from finance and HR to marketing and supply chain. SAP’s business AI is making businesses more effective and helping them grow.
Number of Pages: 4
Published Date: October 2023
Overview:
In 2022, 98% of Kuwait’s households had access to fixed broadband. The country is expected to achieve 100% fixed broadband penetration by this year. With rapid deployment of 5G in the region and 5G SA expected to come up sometime at the end of 2023, 5G FWA is expected to pick up the pace, especially among subscribers with lower speed plans on wired broadband. In Jordan 4G will continue to drive most of the growth for another couple of years before 5G takes the lead. 5G FWA will drive growth from 2025 onwards once more robust infrastructure is in place and Jordan attains much more clarity on tariffs and CPEs. This report talks about the current FWA landscape in Kuwait and Jordan, it also talks about the strategies and pricing plans of key operators in these nations and forecast of future 5G CPE shipments in these countries.
Table of Contents:
- Key Takeaways
- Kuwait FWA-CPE Landscape
- Fixed Broadband Overview
- 5G FWA vs 4G FWA Subscription Forecast
- 4G FWA vs 5G FWA Pricing Strategy
- Zain Wireless and Wired Broadband Overview
- stc Wireless and Wired Broadband Overview
- ooredoo Wireless and Wired Broadband Overview
- Jordan FWA Landscape
- Fixed and Mobile Broadband Overview
- Fixed Wired and Wireless Broadband Overview
- 5G FWA vs 4G FWA Subscriptions
Number of Pages: 15
Publishing Date: July 2023
Overview:
The latest research from Counterpoint’s Cloud Service reveals that Global cloud service providers will grow capex by an estimated 7.8% YoY in 2023. Higher debt costs, enterprise spending cuts and muted cloud revenue growth are impacting infrastructure spend in data centers compared to 2022. The report covers global cloud capex spends, IT equipment spends and AI spends.
Hyperscalers are increasingly focusing on ramping up their AI infrastructure in data centers to cater to the demand for training proprietary AI models, launching native B2C generative AI user applications, and expanding AIaaS (Artificial Intelligence-as-a-Service) product offerings.
Microsoft and Amazon are among the highest spenders as they invest in data center development. Microsoft will spend over 13% of its capex on AI infrastructure. AI infrastructure can be 10x-30x more expensive than traditional general-purpose data center IT infrastructure. Chinese hyperscalers’ capex is decreasing due to their inability to access NVIDIA’s GPU chips, and decreasing cloud revenues. The companies covered are – Alibaba, Amazon, Baidu, Google, IBM, Meta, Microsoft, Oracle and Tencent.
Table of Contents:
- Definitions
- Total Capex Spends
- Total IT Equipment Spends
- Total AI Spends
- Contacts
Number of Pages:
Published Date: July, 2023
Overview:
While ChatGPT continues to impress globally, China is actively taking substantial steps towards narrowing the gap with the US. The country’s largest domestic tech companies are joining the hyped-up LLM development race. As a result, following Baidu’s launch of the AI chatbot Ernie Bot in March, many players swiftly released their own LLM products.
This research report provides an in-depth exploration into the burgeoning market of large language model (LLM) vendors in China, a field demonstrating significant growth and dynamism. As the Chinese technology sector increasingly invests in the development and application of AI, understanding the landscape of LLM vendors becomes ever more critical.
We delve into the unique strategies and strengths of various LLM vendors, including tech giants like Baidu, Alibaba, and SenseTime, among others. It further investigates how these vendors are integrating LLMs into their existing ecosystems to create substantial added value.
Amid ongoing geopolitical tensions and technological restrictions, this report also sheds light on the challenges faced by these vendors and how they navigate them. Ultimately, this report aims to offer a comprehensive view of China's LLM vendors, their operational strategies, market positioning, and potential for future growth, contributing to a broader understanding of China's AI industry.
Table of Contents:
- Introduction 4
- China Generative LLM Vendors Landscape Overview 4
- Four Major Driving Forces 5
- Case Studies 7
- US vs China LLM Competitive Analysis 18
- China’s Triple Shortage
- China’s Triple Advantage
- China’s Regulations on LLMs
- Conclusion
Number of Pages: 23
Published Date: July 2023
Overview:
Earlier this month, Nvidia and Softbank announced that they had developed a dual-purpose AI-driven 5G MEC and vRAN distributed platform based on Nvidia's new GH200 Grace Hopper superchip. The two partners intend to deploy a network of regional data centres across Japan later this year to capitalize on the demand for accelerated computing and generative AI services. The shared multi-tenant platform will also offer a range of 5G vRAN applications.
Table of Contents
- Snapshot
- Key Highlights
- 5G MEC Telco Network
- Grace Hopper Superchip
- Leveraging Software Resources
- Performance Details
- Use Case and Deployment Options
- Key Partners
- Competitors
- Analyst Viewpoint
- Platform Limitations
- Benefits of RAN-in-the-Cloud
- Eliminating RAN hardware dependency
- The Intel vs ARM battle
- Leveraging GPUs elsewhere in the RAN
- A Crowded Market
Number of Pages: 5
Publication Date: June 2023
Overview:
In 2022, 22% of US households did not have access to fixed broadband. This number will be reduced to 2% by the end of 2027. While 71 million (55%) US households utilize VDSL/cable technology, 63 million utilize cable technology. Growth of fiber/FTTH has been slow and costly. Despite the coverage announcement, the last-mile connection has proven difficult to set up. US mobile operators believe FWA is an opportunity to gain additional revenues with limited to zero incremental investments in many areas, some metro and some rural.
This report provides a deep analysis of the adoption of the fixed broadband market by technology, operators, and ISPs. It also presents the outlook till 2027 on the 4G and 5G FWA subscribers and FWA-CPE. For 5G FWA, It provides key drivers of FWA adoption by operators, such as network readiness, ARPU, market maturity, and others. The report outlines drivers that will push the growth, and where the biggest drawbacks are.
Table of Contents:
- Key Takeaways
- FWA Technology
- FWA CPE Market Overview
- US Operators’ Strategy, Deployment and Forecast
- FWA CPE Market Overview
- FWA CPE Vendor Analysis
- FWA CPE Forecast
- Definitions
Number of Pages: 45
Publication Date: February 2023
Overview:
The latest research from Counterpoint’s Semi Service reveals that Global Data Center CPU market’s revenue declined 4.4% YoY in 2022. AMD registered a 62% YoY growth in its data center CPU revenue to hold a 20% market share. Intel’s data center CPU revenue dropped 16% YoY in 2022, while its market share fell to 71%. ARM-based CPUs gained traction with Ampere, Graviton (Amazon) and Yitian (Alibaba) to surpass $1 billion in revenues for the first time. This market share growth in AMD was driven by newer product releases and performance gains with respect to market leader Intel’s existing portfolio. ARM based chips also saw a rise due to Amazon based Graviton processors being deployed at a larger scale along with Ampere computing chips. This report analyses the revenues of Data Center Chips based on Company and Architecture.
Table of Contents:
- ToC
- Pivot
- Definition
- FlatFile
- Contacts
Published Date: February 2023
