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
Overview
Over the last few years, most smartphone OEMs have made commitments to sustainability. But beyond strategies to reduce greenhouse gas emissions from their operations, and specifically looking at device sustainability, things are at best hugely inconsistent, and at worst confusing and even misleading. The problem is that OEMs are in a difficult situation: they want to sell as many new devices as possible for as large a profit as possible. But a sustainable smartphone does not fit naturally into this business model.
This report casts a cynic’s eye over some of the more dubious claims made by OEMs in the last year, and discusses what more the industry needs to do to show it takes sustainability seriously.
Table of Contents
- Sustainability initiative growing, but with mixed results
- Good progress, but more needed
- What’s stopping some OEMs from taking device sustainability seriously?
- So, what can OEMs do?
Number of Pages: 4
Publication date: 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: 16
Publishing Date: March 2024
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: February 2023
Overview:
Europe’s refurbished smartphone market hit record levels in 2023, due to multiple supply- and demand-side factors. But is this growth sustainable?
This report looks into the reasons for the growth of Europe’s refurb market, and assesses the future prospects of a segment that is becoming increasingly important to the industry.
Table of Contents:
- European refurbished sales growing, but not enough to cover the shortfall
- Supply-side and demand-side factors have boosted the refurbished market
- Is refurbished growth sustainable?
- Growth to continue, but at a slower pace
Number of Pages: 4
Publication Date: April 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
- Earnings Result Analysis
- New Launches
- Event Coverage
- Other Ecosystem Developments
- Analyst Perspective
- Global Cellular IoT Module Shipments Record First-ever Annual Decline
Number of Pages: 30
Published Date: April 2024
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
- MediaTek Enters Automotive Digital Cockpit Riding on Holistic Solution, Strategic Partnership
Number of Pages: 25
Published Date: April 2024
Overview
Many companies in the e-commerce and finance sectors shared healthy optimism about their Q4 2023 performances and trends in consumer spending, while remaining cautious about certain macroeconomic threats. Some of the main storylines in Q4 2023 were a strong holiday shopping season, economic outlook remaining similar to what was anticipated in Q3, and a few negative consumer metrics which could be holding back consumer sentiment despite strong spending.
Table of Contents:
- Holiday Shopping – Impressive Performance, Consumers Willing to Spend
- Economic Factors Remain Stable – Is the Economy in a Predictable State?
- Despite Positive Talks of Earnings, Many Future Threats to Stability Exist
Number of Pages: 7
Publication Date: April 2024
Overview
The streaming wars heated up in Q4 2023 following some shifts in strategy and clarity in consumer behavior. Ad-supported tiers continue to pick up steam on the back of weaker consumer sentiment. Advancements of AI in advertising pose a strong value proposition to many companies looking to reach their target customer in new ways. However, these advancements do not come without consequence. Sports continues to solidify itself as a focal point in the portfolios of all streaming platforms. All streaming players have recognized the strength of sports as an acquisition tool. This report covers developments in domestic versus international performance and strategy. It also highlights developments in sports as a tool for acquisition and the impact of ad-supported tiers as an alternative for price sensitive consumers.
Table of Contents:
- Introduction
- Domestic vs International Performance and Strategy
- Sports as a Tool to Fuel Growth
- Advertising and AI Integration
Number of Pages: 9
Publication Date: April 2024