Overview:
This report compiles all our IoT-related press releases and blogs published during Q4 2023. It provides you with data, insights, and a deeper look into what our analysts were thinking about during the quarter.
Table of Contents:
- Cisco, Telefonica and Vodafone Pacesetters for 2023 IoT Connectivity Management Platform (CMP)
- Ranking
- Webinar: 5G-enabled IoT: Will RedCap help Deliver on the Promise of Digital Transformation
- Signify’s Q3 2023 Sales Falls 14% YoY Hit by Macroeconomic Difficulties
- Landis+Gyr Overcomes Supply Chain Challenges to Post Record H1 2023 Revenue
- Global Cellular IoT Module Shipments Decline 3% YoY in Q2 2023
- MediaTek Summit 2023: AI & ASICs Driving Momentum Going Into 2024
- Qualcomm Guides Recovery in Handset Market, Channel Inventory Improving
Number of Pages: 28
Published Date: January 2024
Overview:
This report compiles all our semiconductor-related press releases and blogs published during Q4 2023. It provides you with data, insights, and a deeper look into what our analysts were thinking about during the quarter.
Table of Contents:
- Infographic: Semiconductors Top 7 in Q3 2023
- Infographic: Global Smartphone AP Share Q3 2023
- Infographic: Foundry Revenue Share in Q3 2023
- Global Semiconductor Foundry Revenue Share: Q3 2023
- Global Smartphone AP (Application Processor) Shipments Market Share: Q2 2022 to Q3 2023
- MediaTek Summit 2023: AI & ASICs Driving Momentum Going Into 2024
- MediaTek Strengthens Premium Push With Gen AI Capabilities
- Qualcomm Guides Recovery in Handset Market, Channel Inventory Improving
- Key Takeaways from Qualcomm Snapdragon Summit 2023
- Qualcomm Snapdragon X Elite Unveiled: ARM-based SoC for Windows-powered AI PCs
- MediaTek’s Q3 2023 Revenue Up 9% QoQ as Inventory Levels Normalize
- Qualcomm Snapdragon 8 Gen 3 Unveiled: On-Device Generative AI Takes Center Stage
Number of Pages: 40
Published Date: January 2024
Overview:
This report compiles all our wearables-related press releases and blogs published during Q4 2023. It provides you with data, insights, and a deeper look into what our analysts were thinking about during the quarter.
Table of Contents:
- Global XR (AR & VR Headsets) Shipments Market Share: Quarterly
- Global Smartwatch Market Rebounds; Huawei and Fire-Boltt Hit New Peaks
- China’s VR Shipments Declined 56% YoY in H1 2023 – Will Apple and Meta Revive it?
- Global TWS Market Dominated by Entry-level Segment in H1 2023, Premium Segment Cools
- India Q3 Smartwatch Shipments Hit Fresh High; Domestic Manufacturing Share Zooms to 82% From 4%
- Global Smartwatch Shipments Market Share Q3 2023
Number of Pages: 22
Published Date: January 2024
Overview:
This report compiles all our automotive-related press releases and blogs published during Q4 2023. It provides you with data, insights, and a deeper look into what our analysts were thinking about during the quarter.
Table of Contents:
- Global BEV Sales: China Players Surge Ahead, Despite Roadblocks
- Global Passenger Electric Vehicle Market Share, Q4 2021 – Q3 2023
- HERE Directions 2023: UniMap Powering New Era of Location Experiences Enabling Deeper Partner & Customer Relationships
- Automotive USA 2023: Day 1 Highlights and Industry Insights
- All Charged Up: EV Battery Sales Soar 54% YoY in H1, CATL Leads
- SoftBank’s Investment to Drive Mapbox’s AI-based Map, Location Services
- Japan Advances Into EV Market Slowly but Surely as Domestic OEMs Join Late
Number of Pages: 28
Published Date: January 2024
Overview:
This report compiles all our smartphone-related press releases and blogs published during Q4 2023. It provides you with data, insights and deeper look into what our analysts were thinking about during the quarter.
Table of Contents:
- Infographic: Q3-2023 | Smartphones | Mobile Market Monitor
- Premiumization, Technological Advances Drive Growth in Global Wireless Charging Smartphone Market
- TECNO’s Premiumization and Regional Expansion Drives Transsion’s Best Quarter Ever
- 2023 Global Smartphone Shipments to Hit Lowest Level in Almost a Decade
- South Africa’s Smartphone Market Grows 73% YoY in Q3 2023 to Reach Highest Since 2021
- Singles Day Growth Boosts Odds of China Market Smartphone Recovery in Q4 2023
- Samsung Smartphones to Dominate 42 Countries in 2023 vs 46 in 2022
- Nearly Two-thirds of High-end Smartphone Users in China are Open to Foldables: Survey
- Colombia’s Smartphone Shipment Down 13% YoY in Year’s Best Quarter
- October Global Smartphone Sales Break Two-Year Losing Streak, Path Set for Gradual Recovery
- MEA Smartphone Shipments Grow Fastest Among All Regions in Q3
- Europe Smartphone Shipments Decline 11% YoY in Q3 2023, Recovery Looks Distant
- Bangladesh Smartphone Shipments May See Highest-ever Annual Decline in 2023, Modest Growth Expected in 2024
- Canada Smartphone Sales Down 4% YoY as Consumers Tighten Purse Strings Amid Tough Macroeconomic Environment
- LATAM Smartphone Shipments Swing to Double-digit Growth in Q3 2023 to End Four-Quarter Decline Streak
- Latest China Weekly Smartphone Sales Signals Market Recovery, Huawei Rally
- Premium Segment Bucks Overall Global Smartphone Market’s Trend in Q3 2023, Records Highest Q3 Volumes Share Ever
- MediaTek Strengthens Premium Push With Gen AI Capabilities
- TECNO, Infinix, Apple Fastest-growing Smartphone Brands in Southeast Asia
- BoM Analysis: iPhone 15 Pro Max Costs $37.7 More Than iPhone 14 Pro Max
- Xiaomi’s New Smartphones, OS Back ‘Human X Car X Home’ Strategy
- Qualcomm Guides Recovery in Handset Market, Channel Inventory Improving
- Podcast #71: Key Takeaways from Qualcomm Snapdragon Summit 2023
- Apple Records its Highest-Ever Sep-Q3 iPhone Revenue and Revenue Share
- Qualcomm Snapdragon X Elite Unveiled: ARM-based SoC for Windows-powered AI PCs
- US Smartphone Shipments Decline 19% YoY in Q3 2023 as More Americans Delay Smartphone Upgrade
- MediaTek’s Q3 2023 Revenue Up 9% QoQ as Inventory Levels Normalize
- Mobile Operators to Invest Over $30 Billion in Open RAN Networks by 2030
- Apple Sees Highest Ever Smartphone Shipments in India in Q3 2023; Market Records Flat YoY Growth
- Qualcomm Snapdragon 8 Gen 3 Unveiled: On-Device Generative AI Takes Center Stage
- Q3 2023 China Smartphone Sales Fall 3% Signaling Recovery Getting Closer
- Global Smartphone CIS Shipments Fall 14% YoY in H1, to Reach 4.2 Bn Units in 2023
- OnePlus Launches Its First Book-type Foldable – The OnePlus Open
- Early Look iPhone Numbers Show Waning China vs Vibrant US
- Global Smartphone Market Reaches its Lowest Q3 Levels in a Decade; Apple’s Share at 16%
- OPPO Find N3 Boasts Flagship-level Specs, Productive Software Features
- Software Announcements Take Center Stage at Google Pixel 8 Series Launch Event
- 3GPP 5G NTN Standards Set To Dramatically Boost Mobile Satellite Addressable Market
- Smartphone ODM Shipments Decline Only 6% YoY in H1 Amid Overall Market’s 12% YoY Fall
Number of Pages: 116
Published Date: January 2024
Overview:
Counterpoint’s monthly Smartphone Intelligence Tracker. It 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 December edition analyses key developments within the smartphone ecosystem from 22nd November 2023 to 21st December 2023. 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:
- Samsung Adds More Devices to its Self-repair Program, Including Foldables
- Apple Aims to Produce More Than 50 Million iPhones Annually in India – WSJ
- Xbox Talking to Partners for Mobile Gaming Store
- China’s iPhone Ban Accelerates Across Government and State Firms
- Samsung Hikes Smartphone Camera Prices as Market Rebounds
- Indian Retailers Urge Xiaomi to Cut Prices to Clear 4G Handset Stock
- LG Innotek to Increase its Contribution in Apple Supply Chain
Additionally, the Smartphone Intelligence Tracker carries a teaser of one of Counterpoint’s latest research reports. In the December edition, a report titled, ‘Global Refurbished Smartphone Market Report, 2023 US and China, has been featured.
Published date: December 2023
Counterpoint Research attended the 5G Americas conference in Dallas, Texas. The event was well attended and packed full of interesting speakers and breakout sessions. The key speakers included NAM and Latam carriers, semi companies enabling wireless communications, infrastructure companies, 5G private network enablers, FCC representatives and more.
Read about our key takeaways on:
- Carrier news, network slicing and FWA
- 5G private networks
- Satellite
- State of 5G and 6G planning
- Automotive
- Open RAN
- Sustainability
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 November edition analyses key developments within the smartphone ecosystem from 22nd October 2023 to 21st November 2023. 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:
- BOE Finally Approved as Apple iPhone 15 AMOLED Supplier
- Iridium, Qualcomm End Satellite-to-Phone Partnership
- Xiaomi’s New HyperOS to Replace MIUI on Smartphones
- Huawei Announces 100 Million Downloads of HarmonyOS 4.0
- Tata Group Completes Wistron Acquisition to Become First Indian iPhone Maker
- Apple to Bring Back RCS Support to the iPhone in 2024
For the November edition, we have also included our analysis of Q3 2023 quarterly earnings reports of some key smartphone ecosystem players:
- Samsung Electronics Posts 78% YoY Drop in Q3 2023 Profit, but Signals Recovery
- Apple Earnings Q3’23; iPhones and Services Taking the Bright Spot
- Qualcomm Q3’23 Earnings Analysis
- MediaTek Q3’23 Earning Analysis
Additionally, the Smartphone Intelligence Tracker carries a teaser of one of Counterpoint’s latest research reports. In the November edition, a report titled, ‘China Foldable Market, Consumer Survey, has been featured.
Published date: November 2023
Overview:
This report navigates the complex OpenAI saga, framing it as a strategic game of UNO. Beginning with Sam Altman’s abrupt ousting, the narrative delves into conflicts like the “non-profit” to “for-profit” shift and the clash between Superalignment and Effective Accelerationism. It explores the paradox of the Superalignment problem, debates between ‘Doomers’ and ‘Boomers,’ and the regulatory landscape. Microsoft’s strategic maneuvers, talent wars, and the role of social media (Agent X) are analyzed, providing a concise yet comprehensive overview of the evolving dynamics shaping the future of artificial intelligence.
Table of Contents:
Highlights:
• The Game: Sam Altman, the board, the firing
• First ‘reverse’ card: Altman tries to fire back
• Second ‘reverse’ card: Sutskever regrets decision to vote against Altman
• Third ‘reverse’ card: Board hires new CEO
• Fourth ‘reverse’ card: Altman hired by Microsoft
• The Wild Card #1: Anthropic
• The Wild Card #2: Adam D’Angelo
• ‘UNO!’ – The final card is played…or is it?
Analysis:
• Mismatch between “non-profit” and “for-profit”
• Conflict between Superalignment and E/Acc
• The paradox of the Superalignment problem
• Doomer vs Boomer
• Role of Regulation
• “Chaos is a ladder”: Microsoft’s master move
• AI companies are nothing without their talent; hiring wars surface
• Agent X and the role of the public square
Number of Pages: 8
Publishing Date: November 2023
