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Tech Earnings Roundup, Q1 2024 – State of Streaming Services

Overview:

The streaming space has seen significant changes since the start of 2024. As the overall market for streaming continues to grow, winners and losers within the space are beginning to reveal themselves. Streaming platforms are constantly trying to find new methods of achieving subscriber growth and lowering churn. This has led many to turn to live content, sports rights and bundled offers with other streaming platforms to entice potential subscribers. The market for streaming is growing and rapidly changing. The platforms that are adapting to change are seeing growth, while those who are not are starting to face difficulty.

Table of Contents:

  • Domestic Streaming Performance and Trends
  • ‘Bluey’ Drives Disney+ to New Heights
  • Online Influencers Enter the Streaming Space
  • The New Age of Sports Broadcasting

Number of Pages: 5

Publication Date: May 2024

Manufacturing Intelligence Tracker April 2024 Edition

Overview:

The Manufacturing Intelligence Tracker gives the Counterpoint perspective on a curated collection of recent news and other articles pertaining to the manufacturing ecosystem, especially related to technology-related sectors. It gives readers an idea of the current situation and potential ramifications, helping connect the dots.

Table of Contents:

  • Key Ecosystem Developments
  • Other Ecosystem Developments
  • Analyst Perspective
  • Manufacturing Ecosystem Offerings
  • Contacts

Number of pages: 19

Published Date: May 2024

Semi Intelligence Tracker – April 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: TSMC, NVIDIA, AMD, Sony Semi Solutions, Qualcomm, MediaTek

Table of Contents:

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

Number of Pages: 18

Published Date: May 2024

The CHIPS Act and Its Impact on U.S. Foundry Industry

Overview:

The CHIPS Act initiative was crafted to strengthen the U.S. supply chain and ensure the future prosperity of the nation’s semiconductor industry. Despite delays, the grants have finally been awarded recently. This article provides a comprehensive overview of the CHIPS Act’s progress, examining its impact on the foundry environment in the U.S. and highlighting the key players in the field.

Table of Contents:

  • The US Ais to Increase Domestic Share of Fab Capacity
  • More on How CHIPS Act Funding was Awarded
  • Semiconductor Giants Race to Make Next Generation of Cutting-edge Chips
  • TSMC to Produce N2 in the US Fab by 2030, to Retain its Market Share Against Intel’s 18A Process
  • The Downside Risk of the Overseas Expansion will be Higher Wafer Prices
  • Conclusion

Number of Pages: 5

Published Date: May, 2024

eSIM Intelligence Tracker – April 2024 Edition

Overview:

The eSIM 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:

  • Analyst Insights
  • Key Ecosystem Developments
  • Other Important Developments
  • Contacts

Number of Pages: 16

Published Date: April 2024

Gateways Intelligence Tracker – April 2024 Edition

Overview:

The Gateways Intelligence Tracker gives the Counterpoint perspective on a curated collection of recent news and other articles pertaining to Routers, CPE and Enterprise Gateways that have made an impact on the ecosystem (OEMs, module players, service providers, 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
  • Key Product Launches
  • Analyst Perspective
  • Q1 2024 ISP Snapshot
  • Other Important Developments
  • Contacts

Number of Pages: 19

Published Date: April 2024

2024 – A Watershed Year for Text-to-Video AI

Overview:

Text-to-video AI is a cutting-edge suite of technologies designed to generate dynamic, temporally coherent videos from textual prompts. This innovation has the potential to significantly impact various industries, including advertising, marketing, filmmaking, and social media, by providing a new medium for creative expression and communication. The report examines the diverse architectures employed in text-to-video AI and explores the competitive landscape among key technology providers, such as Sora, W.A.L.T, Emu, and Stable Diffusion.

Over the past year, there have been rapid breakthroughs in this field, although it is anticipated that it will take at least 2 to 3 more years for text-to-video AI to fully mature. Despite its promising potential, the industry faces several significant challenges, including the need for substantial computational resources, ensuring high-quality output, and addressing ethical concerns. This report delves into these issues, providing a comprehensive overview of the current state and future prospects of text-to-video AI technology.

Table of Contents:

  • Background
  • What is Text-to-Video AI?
  • Top 5 Impacted Industries
  • Other Impacted Industrial Players
    • AI PC/AI Smartphone Maker
    • Mobile Operators
  • The Architectures
    • Diffusion Model
  • Transformer Model
  • Competitive Landscape with Key Technology Providers
  • Technology Time-to-Maturity
  • Current Challenges
  • Conclusion

Number of Pages: 12

Publication Date: May 2024

Consumer IoT Intelligence Tracker April 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: 19

Published Date: April 2024

5G Intelligence Tracker – April 2024 Edition

Overview:

The 5G Intelligence Tracker gives the Counterpoint perspective on a curated collection of recent news and other articles on the 5G ecosystem (MNOs, module players, network infrastructure, OEMs, service providers, and more) for competitive and market intelligence. Each month, the tracker’s leading experts provide a comprehensive overview of the current state of affairs in the ecosystem and potential ramifications, helping connect the dots.

Table of Contents:

  • Key Ecosystem Developments
  • Other Important Developments
  • Research Snapshot of the Month
    • Report:
      • Huawei Bets Big on AI, 5.5G as Recovery Accelerates
    • PRs, Blogs, and LinkedIn Posts:
      • Huawei Analyst Summit, April 17-19, 2024, Summary
      • Podcast #75: Exploring the Benefits of 5G Advanced for Operators
  • Service Offerings for Emerging Tech Opportunities – 5G
  • Contacts

No. of Pages: 17

Published Date: May 2024

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