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Counterpoint Quarterly: IoT Q1 2024

Overview:

This report compiles all our IoT-related press releases and blogs published during Q1 2024.  It provides you with data, insights and deeper look into what our analysts were thinking about during the quarter.

Table of Contents:

  • 2.2 Billion IoT Connections Expected to be on eSIM by 2030
  • Podcast #73: Thales – Driving Digital Security, Identity Innovations in a Connected World
  • Thales, G+D, IDEMIA Pacesetters in 2023 eSIM Provisioning Rankings
  • G+D, Thales, Idemia Pacesetters in 2023 eSIM Enablement Rankings
  • Qualcomm Posts Higher Than Guided Q4 Revenues Driven by Smartphones, Automotive
  • Amid Waning Demand, Cellular IoT Module Market Faces Another Challenging Quarter in Q3 2023
  • MWC 2024 Day 3: Concepts Rule the Day
  • MWC 2024 Day 2: TECNO’s Robot Dog, Samsung’s Galaxy Ring, Lenovo’s Concept Laptop and More
  • MWC 2024 Day 1: Major Focus on AI Capabilities in Devices
  • Counterpoint Conversations: Thales Unveils Innovative Solution for Effortless eSIM Transfer
  • Global Cellular IoT Module Shipments Record First-ever Annual Decline

Number of Pages: 39

Published Date: April 2024

Smartphone Intelligence Tracker, April 2024

Overview:

Counterpoint’s monthly Smartphone Intelligence Tracker offers the Counterpoint perspective on a curated collection of recent news and other articles that have made an impact on the smartphone ecosystem (OEMs, app ecosystem, policy, and more). It gives readers an idea of the current state of affairs in the sector and potential ramifications, helping connect the dots.

The April edition analyses key developments within the smartphone ecosystem from 22nd March 2024 to 21st April 2024. It also covers the list of key smartphone launches during the period.

Some of the developments from this edition, where our analysts give their points of view include:

  • OPPO, OnePlus Partner with Google to Bring Gemini AI Model to Smartphones
  • Pakistan Eyes $5 Billion Mobile Phone Export Target in 5 Years – IT Minister
  • Egypt’s Smartphone Production Back on Track
  • Apple in Talks with Tata and Chennai-based Murugappa Group to build iPhone Camera
  • nubia Launches nubia Flip 5G, the Most Affordable Foldable Phone
  • Google Rolls Out its Upgraded Find My Device Network
  • OPPO Launches Industry’s First 5.5G Smartphones
  • Qualcomm Launches Snapdragon 8s Gen 3 for On-device GenAI
  • Japan to Increase Fines for App Store Monopolies to 20% of Sales

Additionally, the Smartphone Intelligence Tracker carries a teaser of one of Counterpoint’s latest research reports. In the April edition, a report titled, ‘Generative AI Reshaping PC Market: Navigating the Shift from Cloud to Localized Computing‘ has been featured.

Counterpoint Quarterly: Automotive Q1 2024

Overview:

This report compiles all our semiconductors-related press releases and blogs published during Q1 2024.  It provides you with data, insights and deeper look into what our analysts were thinking about during the quarter.

Table of Contents:

• Global Passenger Electric Vehicle Market Share: Q1 2022 – Q4 2023

• Top Automotive OEMs Collaborate for Faster ADAS Improvement

• Strong Automotive Performance Helps GlobalFoundries Limit FY2023 Revenue Fall to 9% YoY

• Guest Post: Digital Automotive – Radio Wars

• Tesla Guides Weak 2024 EV Sales, Other Segments Set to Surge

• CES 2024 Day 2: Intel, AMD’s Auto Push, Honda’s EV Plans, Amazon’s Smart Home Initiative

• CES 2024 Day 1: AI PCs, AI Cars, AI TVs

• Two-thirds of Cars Sold in Q3 2023 Featured Embedded Connectivity

• Qualcomm Posts Higher Than Guided Q4 Revenues Driven by Smartphones, Automotive

• MediaTek Delivers Strong Q4 2023 Performance as Smartphone Market Recovers

• Denso’s Q4 2023 Revenue Up 14% YoY, FY2024 Appears Bright

• HERE, TomTom Lead Location Platform Effectiveness Rankings

Number of Pages: 33

Published Date: April 2024

PC Market Trends – Embracing the First Wave of AI PC

Overview:

AI PCs have been in the spotlight since the second half of 2023, and PC vendors viewed it as a major growth driver and a hot topic in the market in the following years.

This report presents a first overview of global PC market and the emerging AI PC momentum in the upcoming years, including a thorough market definition for AI PCs and what we can expect from AI PCs. The report begins from Generative AI development and the recent updates and forecasts of AI laptops.

Table of Contents:

  • Global PC Market Updates
  • Global PC market and YoY shipment growth
  • Global laptop market and YoY shipment growth
  • Global PC brand ranking changes
  • AI PC Targeting the Future
  • Generative AI Landscape
  • AI PC definition
  • AI PC penetration rate
  • AI PC processor vendors’ product roadmap
  • Analysis on AI laptop
  • AI laptop ASP change
  • AI laptop shipment and penetration rate trend
  • AI laptop to have significant impacts on Arm laptop
  • Appendix

Number of Pages: 20

Published Date: 16 April 2024

Counterpoint Apple Intelligence Tracker – March 2024

Overview:

Counterpoint’s Apple Intelligence Tracker offers analyst perspectives on a curated collection of recent news and other articles that have made an impact on Apple’s ecosystem (OEMs, apps, policies, and more). It gives readers an idea of the current state of affairs in Apple’s business and potential ramifications.

This is a monthly tracker, and the March edition analyses key developments within Apple ecosystem from 1st February to 31st March.

The news analysed during the month includes:

  • Everything Apple says is wrong about the DOJ’s iPhone lawsuit
  • Apple to Open New Shanghai Store as China iPhone Sales Slump
  • Apple offers iPhone 15 at rare discount in China as competition intensifies
  • Apple patents a foldable display with no creases for iPhone and iPad
  • Apple fans are starting to return their Vision Pros
  • Apple Watch Pulse Oximetry Can Be Reactivated Through Software in 2028 or With Successful Appeal
  • Apple reportedly drops order for next-gen Watch Ultra microLED displays
  • Apple parks its electric car project in sign of EV industry’s struggles
  • Apple is bringing sideloading and alternate app stores to the iPhone
  • Apple Is in Talks to Let Google Gemini Power iPhone AI Features
  • Apple releases ‘MGIE’ a revolutionary AI model for instruction-based image editing
  • Apple researchers achieve breakthroughs in multimodal AI as company ramps up investments
  • Apple to reinstate Epic Games’ developer account after an EU order
  • Apple sees its operating profit surging 5 times in South Korea
  • Apple expands Self Service Repair for Mac
  • Apple expands innovative Restore Fund with TSMC and Murata

Additionally, the Apple Intelligence Tracker carries a teaser of one of Counterpoint’s latest research reports. In the March edition, a report titled, ‘Apple Revenue and Shipment Forecast by Categories’, has been featured.

Published date: April 2024

Counterpoint Quarterly: Semiconductors Q1 2024

Overview:

This report compiles all our semiconductor-related press releases and blogs published during Q1 2024.  It provides you with data, insights and deeper look into what our analysts were thinking about during the quarter.

Table of Contents:

• NVIDIA GTC 2024: Analysts’ Insights and Industry Trends

• Counterpoint Conversations: Micron’s UFS 4.0 Memory Enabling Next-Gen AI Experiences at the Edge

• LeapFrog Semiconductor develops RISC-V based AI-enhanced DSP for Wireless Infrastructure

• ASML Records Highest-ever Revenue in 2023; High-NA EUV to Drive Long-term Growth

• CES 2024 Day 2: Intel, AMD’s Auto Push, Honda’s EV Plans, Amazon’s Smart Home Initiative

• Survey: 77% of Smart Device Users in India Consider Chipsets Highly Important in Shaping Experience

• Global Semiconductor Revenues Decline 8.8% in 2023; AI Promises Gains in 2024

• Strong Automotive Performance Helps GlobalFoundries Limit FY2023 Revenue Fall to 9% YoY

• Global Smartphone AP (Application Processor) Shipments Market Share: Q3 2022 To Q4 2023

• Top 5 Wafer Fab Equipment Makers’ Revenue Declined 1% YoY in 2023; ASML on Top

• Global Semiconductor Foundry Revenue Share: Q4 2023

• Infographic: Top 7 Semiconductor Companies by Revenues, Q4 2023

Number of Pages: 33

Published Date: April 2024

NXP Announces New CoreRide Platform Enabled by its New S32N Processor

Overview:

NXP recently unveiled its latest solution for enabling the growth and development of the software defined vehicle (SDV). NXP’s CoreRide platform was presented with the new S32N 5nm processor to enable the platform. The CoreRide platform allows advanced system and power management across many different vehicle architecture styles to meet a wide variety of OEM preferences/requirements. Each OEM offers different value propositions, lineups, and technological features. This solution is scalable to meet the needs of OEMs with differing levels of complexity and requirements. This report will outline the advancements NXP has brought forth and highlight the implications of this new CoreRide platform.

Table of Contents:

  • Collaboration enabling progress
  • Central compute enabling hardware reduction
  • SDV driving transformation in development

Number of Pages: 8

Publication Date: April 2024

Counterpoint Quarterly: Smartphones Q1 2024

Overview:

This report compiles all our smartphone-related press releases and blogs published during Q1 2024.  It provides you with data, insights and deeper look into what our analysts were thinking about during the quarter.

Table of Contents:

• Counterpoint Conversations: Sonim’s Solution-oriented Approach Driving Rugged Handsets Ecosystem

• Counterpoint Conversations: OnePlus Focusing on User-centric AI to Redefine Smartphone Experience

• Betting Big on AI, HONOR Unveils New Devices, Technologies

• MWC 2024 Day 3: Concepts Rule the Day

• MWC 2024 Day 1: Major Focus on AI Capabilities in Devices

• Infographic: Q4-2023 | Smartphones | Mobile Market Monitor

• Samsung Galaxy S24 with Galaxy AI Takes On-device Intelligent Experiences Mainstream

• HONOR’s Latest AI Feature Puts Flagships Into New Orbit

• OPPO Find X7 Series Sets AI, Photography Benchmarks for Flagship Smartphones

• OPPO Reno11 Pro 5G Photographic Review: A Pioneer of Portrait Photography for Mainstream Users

• vivo Bets on Generative AI to Elevate the Smartphone Experience

• S24 vs S23 Series YoY Growth Positive On GenAI Support, Europe and US Demand

• China Smartphone Sales Fall 7% YoY in First 6 Weeks of 2024; Double-digit Declines for Apple, OPPO, vivo

• South Africa’s Smartphone Shipments Surge 29% YoY in 2023 as Market Recovery Gathers Pace

• Indonesia’s 2023 Smartphone Shipments Down 6%

• Apple Dazzles in Thailand With a 26% YoY Growth in 2023

• Bangladesh Smartphone Shipments Decline 25% YoY in 2023; vivo Takes Top Spot

• Colombia’s Smartphone Shipments Down 8.4% YoY in Worst Fourth Quarter Since 2020

• MEA Smartphone Shipments Surge 30% YoY in Q4 2023; TECNO Surpasses Samsung for First Time

• Europe Smartphone Shipments Down 3% YoY in Q4 2023, Signs of Recovery Ahead

• Cumulative 5G Smartphone Shipments Cross 2-Billion Mark

• US Smartphone Sales Fall 10% YoY in Jan to Reach Almost Half of 2017 Peak

• In a First, Apple Captures Top 7 Spots in Global List of Top 10 Best-selling Smartphones

• LATAM Smartphone Market Down 3% YoY in 2023, But Set for Growth as Competition Rises

• Survey: realme Scores High Among Indonesia’s Young Smartphone Consumers

• iPhone Hits Record 50% Revenue Share on US, India and Emerging Markets; China Risks Remain

• US Smartphone Shipments Recover 8% YoY in Q4 2023 as Apple Market Share Reaches Highest Since Q4 2020

• India Smartphone Market Remains Flat in 2023; Apple Shipments Cross 10 Million for First Time

• China Smartphone Sales Snap 10-Quarter Declining Streak, Up 6.6% YoY in Q4

• Global Premium Smartphone Market Continues to See Record Sales in 2023

• Counterpoint Conversations: Humane’s Ai-Pin Reimagines Computing with an AI-Powered OS

• Qualcomm Posts Higher Than Guided Q4 Revenues Driven by Smartphones, Automotive

• MediaTek Delivers Strong Q4 2023 Performance as Smartphone Market Recovers

• Global Smartphone AP (Application Processor) Shipments Market Share: Q3 2022 To Q4 2023

• Apple iPhone Market Share: Quarterly

• Q4 2023 Global Smartphone Sales, Top 10 Best Sellers

• iOS vs Android Quarterly Market Share

• Global Smartphone Shipments Share Last Eight Years Of Winners & Losers

• Global Smartphone Shipments 2011 – 2023

• US Smartphone Shipments Market Data (Q3 2022 – Q4 2023)

• China Smartphone Shipments Market Data (Q3 2022 – Q4 2023)

• Global Smartphone Shipments Market Data (Q1 2022 – Q4 2023)

• India Smartphone Shipments Market Data (Q3 2022 – Q4 2023)

Number of Pages: 105

Published Date: April 2024

Counterpoint Smartphone Intelligence Tracker, March 2024

Overview:

Counterpoint’s monthly Smartphone Intelligence Tracker offers the Counterpoint perspective on a curated collection of recent news and other articles that have made an impact on the smartphone ecosystem (OEMs, app ecosystem, policy, and more). It gives readers an idea of the current state of affairs in the sector and potential ramifications, helping connect the dots.

The March edition analyses key developments within the smartphone ecosystem from 22nd February 2024 to 21st March 2024. It also covers the list of key smartphone launches during the period.

Some of the developments from this edition, where our analysts give their points of view include:

  • OPPO Is Returning to Europe After Resolving Patent Disputes
  • Infinix Unveils the Note 40 Series Featuring Dedicated Chip for Smart Charging
  • Nokia Parent HMD Launches Own Separate Brand
  • Apple in Talks to Let Google Gemini Power iPhone AI Features
  • Samsung Granted Patents for New Foldable Designs
  • OPPO India Launches Self-help Service For Smartphone Support
  • Qualcomm to Launch the Snapdragon 8 Gen 4 with Oryon CPU in October
  • Fairphone Suspends its Phone Subscription Plan

Additionally, the Smartphone Intelligence Tracker carries a teaser of one of Counterpoint’s latest research reports. In the March edition, a report titled, ‘Global XR (AR & VR Headsets) Report on Market Insights and Trends, Q4 2023, has been featured.

Published date: April 2024

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