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Display Brightness-A Key Element in Smartphone Premiumization

Overview:

Smartphone OEMs are increasingly focusing on improving display brightness as it plays a crucial role in consumers’ perception of display quality. Overall, OEMs are focusing on improving typical brightness across all price ranges. and in the premium smartphone market, both typical and peak brightness are significantly advancing. In line with this trend, display panel companies are developing technologies to overcome the brightness limitations of existing panels.

 Table of Contents:

  • Rising Importance of Smartphone Brightness with Increasing High-Quality Content
  • Typical Brightness Improvement in Smartphone at All Price Points
  • Boosting Peak Brightness in Premium Smartphone Market
  • Conclusion

 Number of Pages: 6

IoT Intelligence Tracker May 2024 Edition

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
  • Earnings Result Analysis
  • New Launches
  • Event Coverage
  • Other Ecosystem Developments
  • Analyst Perspective
    • AI Demand Remains Strong Amid Seasonal Downturn, Slower Recovery for Global Foundry Industry in Q1 2024
  • Related Research

Number of Pages: 30

Published Date: June 2024

MEA Smartphone Market Report, Q1 2024

Overview:

After four quarters of impressive growth rates, the MEA market settled into a typical level of growth in Q1 2024 and was in line with global trends with a growth rate of 6% YoY. Short-term challenges like the geopolitical conflict in the Middle East, currency fluctuations in certain African countries and a busy election calendar are not expected to derail the smartphone market’s long-term growth prospects in the region. Towards the end of the quarter, brands and channels hosted sales events on account of Ramadan and Easter. These lifted sales to a certain extent but did not achieve the level of success seen in Q1 2023.

Table of Contents:

  • Macroeconomic Overview
  • Market Overview
  • The MEA Smartphone Market’s Competitive Landscape
  • 5G Analysis
  • OEM Analysis
  • Country Level Analysis
  • Forecast
  • Key Takeaways

Number of Pages: 51

Published Date: June 2024

Semi Intelligence Tracker – May 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, Samsung, MediaTek, Intel, Microsoft, Nvidia

Table of Contents:

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

Number of Pages: 17

Published Date: June 2024

Computex Taipei 2024 Key Announcements Analysis

Overview:

This report offers a detailed analysis of the key information gleaned from COMPUTEX Taipei 2024. It delves into the major announcements from industry giants like NVIDIA, AMD, Intel, and Qualcomm, with a particular focus on the overarching theme of “Connecting AI.” The report summarizes the latest advancements in AI technology, the renewed focus on GenAI PCs, and the collaborations shaping the industry’s future.

Table of Contents:

  • Computex Taipei 2024 Introduction
  • Accelerating AI and GPU Innovations – NVIDIA
  • AI Breakthroughs in Data Centers, Edge, and Devices – AMD
  • Unprecedented Turning Point in the PC Industry – Qualcomm
  • Next-generation Solutions and Open Ecosystem Integration – Intel
  • Enabling AI from Cloud to Edge – Arm
  • The Era of Smart Connected Robots is Here – NXP
  • Advancing Semiconductor Tech and Connectivity for Ubiquitous AI – MediaTek
  • Next-gen BMC Targets Modular Servers – Aspeed
  • Advanced AI and Green Computing for Optimized IT Solutions – Supermicro
  • India’s Initiatives for Becoming a Leading EV Manufacturing Hub – TCS
  • Renesas Leveraging its Product Portfolio in the EV Era – Renesas

Number of Pages: 18

Published Date: June 2024

India Quarterly Handset Outlook – May 2024

Overview:

India smartphone market shipments were in line as per our expectations in Q1 2024 as the market grew 9% YoY driven by new launches and premium segment growth. However, sales were low which led to inventory built-up. Consumer demand is expected to improve around the festive period, with upgrades further boosting later in the second half of the year. Therefore, overall we believe the market will witness single digit growth of 3% in 2024 driven by premium segment and 5G upgrades.

5G upgrades were better than our expectations since the penetration reached 70%. as OEMs introduced 5G capabilities in the lower price segment as key differentiators. Overall we estimate 5G share to increase to 77% in 2024. The premium segment is expected to cross 20% shipment share in 2024. Consumers jumping price bands and going for better featured smartphones will help this price band.

In this report you will find India smartphone shipments forecast by:

  • India handset brand wise volumes  till 2025
  • India Smartphone brand wise volumes till 2025
  • India Feature phone brand wise volumes till 2025
  • India Smartphone Volume By Tech (4G and 5G split)
  • India Smartphone volume By Price-Band
  • India smartphone volume By Channel (Online & Offline)

Published Date: June 2024

Tech Earnings Roundup, Q1 2024 – US Internet

Overview:

The Q1 2024 earnings season for big tech remained positive, extending a run that started a year ago when inflation started to ease and AI spending accelerated. There were fears that the hype over AI was starting to look bubblish. However, these doubts have been quashed when the largest companies that are exposed to AI reported largely positive performances with bullish outlooks.

In this report, we discuss the key takeaways from the Q1 2024 earnings of large US internet companies, with a particular focus on advertising, services and cloud. These are big tech companies with the largest economic ‘moats’, and are likely to determine the future prospects of the tech industry and beyond.

Table of Contents:

  • Introduction
  • Advertising – Repeat of positive momentum from last quarter
  • Services – User base and value proposition propel the flywheel
  • Cloud – Everyone wins as recovery gathers pace

Number of Pages: 6

Publication Date: June 2024

Smart Mobility Intelligence Tracker May 2024 Edition

Overview:

The Smart Mobility Intelligence Tracker provides the Counterpoint perspective on a curated collection of recent news and other articles pertaining to the smart mobility ecosystem, including electric vehicles, new model launches, connected cars, telematics, shared mobility, drones, components, ADAS, location platform, autonomous vehicles, policies 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
  • Other Ecosystem Developments
  • Analyst Perspective
    • Global EV Sales Jump 18% YoY in Q1 2024 on PHEV Momentum
    • Tesla’s Q1 2024 Revenue Down 9% YoY

Number of Pages: 26

Published Date: June 2024

LATAM Smartphone Market Q1 2024 Highlights

Overview:

LATAM smartphone shipments surge 21.9% YoY in Q1 2024. This is the region’s third consecutive quarterly rise.  Part of the growth was because the sell-in in most markets in Q1 last year had declined to clear inventory. On the other hand, this year, operators and retailers were building inventory for Monther’s Day. All this managed to defy traditional seasonality and showed that the region’s sales channels were confident enough about the demand to build some inventory.

This report analyzes which brands are winning and which are losing in this growing market. How smartphone price segments have evolved and the OS technology contribution to it. Brazil and Mexico are the most important markets in the region. This report takes a closer look at them. We forecast a 10.3% increase in the 2024 smartphone. The report analyzes the macroeconomy and what countries are driving the growth.

Table of Contents:

  • LATAM Key Trends
  • LATAM GDP Growth
  • LATAM Handset Shipments Quarterly 2018-2024
  • Smartphone OEM Quarterly Market Share Q1 2022 – Q1 2024
  • Smartphone OEM Market Share by Country Q1 2024
  • Smartphone Price Band Market Share Q4 2022 – Q1 2024
  • Q1 2024 Smartphone Price Band Analysis
  • 4G and 5G Model Performance Q1 2024
  • Brazil – Brand and Price Band Performance in Q1 2024
  • Mexico – Brand and Price Band Performance in Q1 2024

Number of Pages: 15

Publication Date: May 2024

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