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.
Europe’s smartphone market has become less and less competitive over recent years. The top three of Samsung, Apple and Xiaomi have become stronger, while the “new” entrants like OPPO, realme and vivo that were hoping to capitalize on Huawei’s exit have not seen the success they had hoped for.
In this report, we examine why the top three OEMs in Europe have steadily gained share over recent years, why others have struggled, and whether there is any hope for a reignited competitive landscape in the region in the near future.
The Q4 2023 tech earnings season continued a positive trend from the previous quarter, as macroeconomic fundamentals improved further, while tech spending, especially on AI, accelerated.
The excitement around AI reached a fever pitch, as consumer-facing AI tools such as OpenAI’s ChatGPT and Microsoft’s Copilot matured significantly over the course of the quarter, with almost all tech companies expected to be working on their AI roadmaps.
In this report, we discuss the key takeaways from large US internet companies’ Q4 2023 earnings, with a particular focus on advertising and cloud, which both happen to be segments that dipped materially during 2023 but found strong momentum heading into 2024.
Table of Contents
Introduction
Advertising – Encouraging trends overall, with AI adding to gains
Cloud – Success all around, AWS & Google turning the corner
LATAM smartphone shipments grew 4.2% YoY in Q4 2023. This is the region’s second consecutive quarterly rise following a double-digit percentage decline during H1 2023. LATAM smartphone shipments fell 3.6% YoY in 2023 as consumer purchasing power was weakened by the economic crisis. This was the biggest drop since 2020 and higher than the previous forecast. The aggressive competition from Chinese brands was unable to offset the decline.
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 3.3% increase in the 2024 smartphone. The report analyzes the macroeconomy and what countries are driving the growth.
India’s smartphone shipments remained flat at 151.8 million units in 2023. The market’s performance in Q4 was better than our expectations and the market ended up shipping 39 million units registering 24% YoY growth. Growth in premium segment, 5G upgrades and better than expected festive season aided this growth. As per our latest forecast, the last quarter (October-December) exited the market with healthy inventory levels compared to last year, setting the right tone for growth for next year. We believe the market will grow by 6% YoY next year driven by premiumization, diffusion of 5G in lower price bands and better macroeconomic conditions.
We believe India smartphone market will be on growth trajectory this year and will experience 6% YoY growth. Consumer sentiments are improving and we expect Government to infuse money in economy due to elections this year. Also 2021 was record breaking year for India smartphone market which led to significant growth in install base as well which we believe will be due for upgrade this year.
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)
MEA smartphone shipments increased 30% YoY and 9% QoQ in Q4 2023. The MEA market continues to outperform all other regions during the quarter, due to an improvement in consumer sentiments, decreasing inflation and stabilizing local currencies. Vendors capitalized on better fundamentals and successfully executed multiple sales events and hefty discounts towards the end of the year.
Retrieval Augmented Generation (RAG) is favored in enterprise chatbots for its ability to integrate company-specific data, enhancing AI grounding. This approach has transformative potential across various sectors like customer support, business intelligence, and research, offering a competitive edge. RAG’s impact is particularly notable in e-commerce, finance, law, and education, driving innovation and operational efficiency. However, deploying RAG requires careful navigation of privacy concerns, ensuring compliance with regulations while maintaining user trust and personalized experiences for enhanced customer interaction. The report explores RAG’s application in enterprises, highlighting its significance and challenges.
Table of Contents:
Quick Overview of RAG
Section 1: Background
Section 2: The Shortcomings of Off-the-shelf LLMs
Section 3: Three Key Approaches for Mitigation
Fine-tuning
Prompt Engineering
Retrieval Augmented Generation (RAG)
Comparative Analysis
Section 4: RAG Architecture Diagram
Section 5: Major RAG Technology Providers
NVIDIA: Accelerating RAG Inference with “NeMo Retriever”
Google: Leveraging its Google Cloud Database
ChatGPT: Two New Embedding Models for RAG
Pinecone: High-performance Vector Search for Data Retrieval
AI21labs: RAG Engine as “All-in-one” Solution
Microsoft: Multiple Advancements of RAG
Amazon: RAG-enabled Amazon Bedrock in AWS
Section 6: Top RAG Use Cases in Enterprises
Case Study 1: Generali’s Q&A Chatbot, Customer Support, Insurance Industry
Case Study 2: Shopify’s Conversational Agent for External Merchant, Business Intelligence, E-commerce Industry
Case Study 3: Casetext’s Content Creation System, Research Studies, Legal Industry
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:
Analyzing The Role of AI/ML In 5G Advanced
5G SA Core Tracker, January 2024
PRs, Blogs, and LinkedIn Posts:
Operator Transitions to 5G SA Core Decline YoY in 2023
Huawei Zero Bit, Zero Watt Delivers Energy Savings And Increased Performance
LeapFrog Semiconductor develops RISC-V based AI-enhanced DSP for Wireless Infrastructure
Service Offerings for Emerging Tech Opportunities – 5G
The hinge is one of the most important parts of the foldable smartphone, constituting up to 18% of its hardware bill of materials (BOM) cost. This component’s design significantly impacts the thinness of the smartphone when folded. This report uses OPPO’s foldable products as an example to analyze how the foldable’s hinge design has evolved over the past three years.
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