Overview

The Edge AI & IoT Intelligence Tracker provides Counterpoint’s perspective on a curated collection of high-impact news, developments, and industry signals shaping the Edge AI and IoT ecosystem. It helps connect the dots and fill in the gaps to identify where the industry is headed by analysing announcements of chipset launches, connectivity standards groups, operator conference calls, and fragmented trade press coverage. The tracker provides these insights every month. Every release is a curated, analyst-written brief. Its coverage covers the entire value chain involved in the deployment of intelligence at the edge – chipsets and modules providers who build silicon chips, Edge AI platform providers who enable edge inference, connectivity companies operating in cellular, satellite IoT, and mobile network operators spaces, the eSIM and connectivity management platform (CMP) layer that becomes an integral part of many vendor’s business model, and applications areas – utility, retail, healthcare, surveillance, industrial, automotive, and smart infrastructure. It is not the scope of coverage that sets the tracker apart, but rather how it handles this coverage, as it ties together disparate individual items of information that have minimal significance on their own, design wins, standards successes, and partner agreements to provide context for the direction that the industry is moving toward.

What the Full Report Will Cover:

• Edge AI, Emerging Technology and Platform Developments: Chipset and module announcements for on-device inference, NPU trends and platform strategy at Qualcomm, MediaTek, NXP, Arm and other emerging AI silicon players. This pillar reflects what compute is moving to the edge and who wants to own it.
• Connectivity Ecosystem Indicators: All developments related to 5G in terms of RedCap, eMBB and Private Networks; satellite IoT and NTN; LTE-M and NB-IoT deployments; and MNO and MVNO developments as the connectivity layer gets fragmented by different use cases. It follows the commercial launches, standardisation developments, and positioning of players.
• eSIM, CMP and Services Layer: Remote SIM provisioning developments under SGP.32, CMP developments, GSMA compliance and business models of module and connectivity vendors as they move from pure hardware sales to service-based models. It is important as it reflects how margins get changed.
• Developments in the IoT Ecosystem and Product Launches: Announcements of new modules, gateways, and end-device solutions; design wins; and vendor developments within the utility, retail, healthcare, surveillance, industrial, automotive, and smart infrastructure verticals. This is the segment that highlights which announced technologies are actually turning into volume deployments.
• Analyst Perspective into Hot Topic: Every month’s edition chooses a couple of developments within the ecosystem that is most strategically important and provides an in-depth analysis of what has happened, why it is important, and what it means for the future six to twelve months ahead.
• Coverage of Key Events: Analyst-driven synthesis of the key industry conferences, such as Mobile World Congress, Embedded World, CES, and IoT World Congress, along with a summary of announcements made by exhibitors, and an analysis of what was learned from those events about the true direction of the market.

What distinguishes our monthly tracker from any other news digest is that every piece of information provided is analysed and positioned within the overall context of the competitive and technological narrative.

Who Should Read This:

• IoT and connectivity product strategy teams
• Semiconductor and module vendor competitive intelligence teams
• Telecom operator strategy and IoT business unit leaders
• Edge AI platform and silicon go-to-market teams

Key Questions the Report Answers:

• Which companies involved in satellite IoT and NTN technologies are leaping from pilots to live deployments, and how does this affect the vendor landscape in the connectivity domain?
• Where is on-device inference getting commercially deployed vs. being a mere marketing buzzword for the chipset vendors?
• Which company partnerships or go-to-market moves this month reflect strategic positioning rather than just business development?
• What are the recent developments from module and chipset vendors this month, and its implication on the IoT ecosystem?
• How are geopolitical procurement constraints impacting vendor selection and supply chain strategy for various IoT verticals?
• What do we learn from this month's largest industry conference about changes in competitive advantage in the edge AI/IoT ecosystem?