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
Overview:
From 2020 to 2023, COVID-19 heavily influenced the PC market, changing lifestyles and work patterns and causing fluctuations. With inventory adjustments now complete, 2024 is expected to mark a new beginning, with year-on-year shipment growth driven by the replacement cycle and AI PCs. Demand will rise in both commercial and consumer markets, especially for AI laptops in the second half of 2024, continuing into 2025 and beyond.
This report presents that AI PCs will capture much of the market, but main suppliers’ shares will remain stable. Generative AI will boost growth by handling large datasets and applying language models, leading to increased corporate spending on hardware and software. AI PC replacement cycles will grow steadily, enhancing user experience and computing performance.
Table of Contents:
- Overview of the PC Market
- Competitive Landscape in the PC Market
- Generative AI and its Role in AI-PCs
- AI-PC Adoption and Market Penetration
Number of Pages: 18
Published Date: July 2024
Overview:
The IoT Intelligence Tracker gives the Counterpoint perspective on a curated collection of recent news and other articles that have made an impact on the IoT ecosystem (module vendors, chipset players, MNOs, service providers, applications, and more). 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
- New Launches
- Event Coverage
- MWC Shanghai, 2024
- Digital Transformation World, 2024
- MVNOs World Congress 2024, Brussels
- Other Ecosystem Developments
- Analyst Perspective
- Global Cellular IoT Module Market Shows Early Signs of Recovery
- Related Research
Number of Pages: 29
Published Date: July 2024
Overview:
At this year’s Worldwide Developers Conference (WWDC), Apple unveiled its latest AI initiative, “Apple Intelligence,” featuring a suite of AI tools designed to deliver an intuitive, personal and secure user experience. This is a short report that lists and analyses the various announcements made by Apple at WWDC
Table of Content
- Apple’s GenAI announcements
- How Apple Intelligence works
- Why Apple is best positioned to win the personal AI race
- Future outlook
Number of Pages: 5
Publication Date: July 2024
Overview:
AI use cases in smartphones are still in the early stages, with iOS focusing on specific applications and Android adopting a broader approach. This evolution is expected to increase device costs. As AI privacy concerns grow due to user-generated data training, new business models will emerge. Future smartphones will be more personalized, potentially eliminating the need for individual apps, with voice-based interactions transforming user engagement.
This report presents an overview of Generative AI in smartphones and the emerging GenAI momentum in the coming years, including key players driving GenAI adoption. The report also includes shipment outlook and recent updates and forecasts for GenAI smartphones.
Table of Contents:
- “GenerativeAI” Smartphone
- Key Players likely to drive the GenAI adoption
- Shipment Outlook
- Key spec trends of AI era
Number of Pages: 20
Published Date: July 2024
Overview:
India’s smart TV market, which experienced rapid growth in recent years, is now facing challenges stemming from declining consumer demand and economic issues. Meanwhile, leading players with strong brand presence and distribution are gaining market share. The market is shifting towards premiumization, driven by the preference for large-screen TVs, QLED displays, and 4K resolutions.
This report delves into the current state of the Indian smart TV market and explores future trends that will contribute to further market growth.
Table of Contents:
- Market Overview
- Market is Moving Towards Larger and More Advanced Displays
- Increasing Preference for Large Screen Displays
- Increasing QLED Adoption
- The Market is Going Through a Premiumization Trend
- More Advanced Features in Smart TVs
- Key Takeaways
Number of Pages: 5
Published Date: July 2024
Overview:
In 2023, Latin America’s (LATAM’s) smartphone market saw 5G devices taking only 27% share of its overall sales, compared to 59% for the global market. LATAM was the region with the lowest sales penetration of 5G smartphones after the Middle East and Africa (MEA) region.
This report dives deep into the reasons for 5G smartphones not picking up in LATAM as fast as in the rest of the world and explores the timeline to catch up.
Table of Contents:
- Low 5G network rollout
- High fixed broadband penetration
- High price of a 5G smartphone
- Fierce competition among Chinese brands
Number of Pages: 4
Publication Date: July 2024
Overview:
Counterpoint Research was able to meet with MediaTek senior management to discuss its diversified business units including mobile, auto, connectivity, IoT, NTN, TV, and PC/chromebooks. We also had great discussions about key technology trends including Generative AI. This report details all of the key takeaways.
Table of Contents:
- Executive Summary
- Mobile
- GenAI
- Non-terrestrial network solutions
- Dimensity Auto
Number of Pages: 21
Publication Date: July 2024
Overview:
MWC24 Shanghai focused on 5G-A solutions, AI-related and NTN-related applications. Mobile operators and equipment makers displayed proven use cases in smart factories, IOT devices, public service, satellite communication. Apart from that, XR hardware, new foldable devices, AI computing hardware were also exhibited in the event. In the report presents what’s new Counterpoint Research’s analysts saw and at the event and insights.
Table of Contents:
- Executive Summary
- Technical and Application Innovations
- 5G Redcap Deployment
- 5G-A Applications in Drone and Driverless
- Satellite Communication
- Wi-Fi 7 Solutions
- Connected, Smart Devices
- AI PC
- Foldables – moto razr 50 and razr 50 Ultra
- Foldables – Xiaomi Mix Fold3
- XR Device – XREAL Beam Pro
- Smart Home Solutions
- Supply Chain
- Frore Systems’ Thermal Solution
- ST Semiconductor’s Wireless Solutions for Various Scenarios
- Communication Modules
- 5G and 5G Redcap Modules, 5G FWA
Number of Pages: 20
Published Date: July, 2024