Overview:
The Chinese smartphone market grew 7% YoY in the four weeks following the 618 festival’s peak period, outperforming the year-ago period, according to China Weekly Smartphone Sell-Through by Model Tracker, Week 28 2024. This growth can be attributed to various factors such as favorable economic conditions, minimal price adjustments for popular models, and the launch of new products by some brands. Despite overall growth, major brands experienced varying degrees of decline post-promotion. Overall, the market performance has improved, with brands competing for sales and focusing on capturing a larger share of the mid- to high-end product market.
Table of Contents:
- Executive Summary
- Post-“618” Peak, 4-week Performance 7% Higher Than Year-ago Period
- Post-promotion Declines Vary Among Major Brands; iPhone Dropped the Most
- Signs of Improvement After Promotion Period; Brands Actively Stabilize, Quick Recovery Likely Soon
Number of Pages: 5
Published Date: August 2024
Overview
China Macro Snapshot is a monthly report that decodes the hottest macro topics in China with potential to impact business operations. In addition to insightful on-the-ground observations, the report provides valuable analysis and analyst forecasts.
The August report covers key topics, including latest update on China economy, Tesla qualified for Chinese local government procurement and China’s robotaxi Apollo Go.
Table of Contents
- China Top Political Body Meeting Suggests Stronger Policy for Economy
- Baidu’s Robotaxi Surges ahead, Hints the Roll Rut of Large-scale Autonomous Ride-hailing Services
- Tesla Cars Included in Government Purchase List for First Time
Number of Pages: 6
Overview:
India’s tablet market shipments declined 29% QoQ and 15% YoY in Q1 2024 due to low consumer demand and elongating replacement cycles. Also, reduction in the demand from education and cancellation of government tenders fuelled the decline. 86% of the total market is captured by the top five players in Q1 2024. 5G shipments grew 19% QoQ backed by Samsung and Lenovo in Q1 2024. The $150-$249 price band remained the most popular band capturing 42% of the market, with a major contribution from brands like Samsung and Lenovo in Q1 2024. Samsung remained at the top position in the tablet market with 35% market share in Q1 2024 due to its focus on the lower mid segment. Samsung Galaxy A9 Plus was the top model contributing to the brand growth.
Table of Contents:
- Pivot
- Base File
- Model
- Manufacturing Type
- Shipment
- Retail Price Band
- Specifications
Published Date: July 2024
Overview:
The global eSIM market continued to witness growth in 2023, building on the significant progress made in 2022. Over 400 MNOs and MVNOs now offer eSIM services, with the average number of eSIM-capable devices supported by these operators also increasing. The eSIM market is poised to enter a hypergrowth phase as market adoption accelerates, driven by several leading OEMs integrating eSIM capabilities into their devices. This report deep dives into the eSIM landscape, covering the evolution and adoption trends in the industry.
Global xSIM-capable device shipments will exceed 9 billion units between 2024 and 2030, growing at a 22% CAGR during the period, according to Counterpoint’s latest eSIM Devices Market Outlook report. The projection includes all form factors, including hardware-based eSIM (eUICC), iSIM (iUICC), nuSIM and Soft SIM. This report includes x-SIM capable device shipments as well as penetration for various device types until 2030.
Table of Contents:
- eSIM Adoption Outlook by Device Type
- eSIM Adoption Outlook by xSIM Type
- eSIM Ecosystem Key Takeaways
Number of Pages : 25
Published Date : July 2024
Overview:
The global eSIM market continued to witness growth in 2023, building on the significant progress made in 2022. Over 400 MNOs and MVNOs now offer eSIM services, with the average number of eSIM-capable devices supported by these operators also increasing. The eSIM market is poised to enter a hypergrowth phase as market adoption accelerates, driven by several leading OEMs integrating eSIM capabilities into their devices. This report deep dives into the eSIM landscape, covering the evolution and adoption trends in the industry.
The part 2 of the report deep dives into the key players who are actively making an impact in the eSIM Value Chain. This report covers more than 30 different companies categorized into following categories – Integrated companies, Hardware based enablers, Entitlement server providers, Connectivity Management Specialists and MNOs/MVNOs. The report will be helpful for anyone who wants to understand the strategy, offerings, and services of major eSIM companies.
Table of Contents:
- Integrated Companies
- Hardware based Enablers
- Entitlement Server Players
- Connectivity Management Specialists
- MNOs, MVNOs and others
Number of Pages: 120
Published Date: July 2024
Overview:
The Gateways Intelligence Tracker gives the Counterpoint perspective on a curated collection of recent news and other articles pertaining to Routers, CPE and Enterprise Gateways that have made an impact on the ecosystem (OEMs, module players, service providers, 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
- Key Product Launches
- Analyst Perspective
- Other Important Developments
- Contacts
Number of Pages: 17
Publishing Date: June 2024
Overview:
The Price Tracker provides price updates for display panels, camera modules, mobile SoC/AP, DRAM and NAND memory, indicating the price trend of these component types with historical data back to 2016. This report is published at a half-yearly cadence. Our team covers pricing trends across the above categories and provides detailed component prices and specifications.
Table of Contents:
- PART 1: Summary Pivot
- PART 2: Display Price Trend
- PART 3: Camera Price Trend
- PART 4: DRAM Price Trend
- PART 5: NAND Price Trend
- PART 6: Chipset Price Trend
Published Date: July 2024
Overview:
Counterpoint’s Macro Index declined slightly to 88.45 at the end of Q2 2024, from 90.01 in Q1 2024. The three-month outlook is expected to improve slightly. The political environment remains tense, but tech sentiment remains buoyant. We maintain a positive 12-month outlook.
This uptick can be attributed to improving economic prospects across most regions, as inflation continues to trend lower while business activity increases. Tech sentiment remains high due to continued AI frenzy, key semiconductor indicators on the recovery, and a rebound in consumer sentiment. However, global conflict remains tense, while the political situation reaches a boiling point in both the US and Europe.
Table of Contents:
- Counterpoint Macro Index Q2 2024
- Overview
- Tech Sector Analysis
- Regional Analysis
- Constituent Indices
Number of Pages: 53
Publication Date: July 2024
Overview:
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 June edition analyses key developments within the smartphone ecosystem from 22nd June 2024 to 21st July 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:
- Morgan Stanley bets on AI features in Apple devices
- Samsung Resumes Repair Bus Service in Germany
- Rokid Partners With vivo to Develop ‘Spatial Computing + Smartphone
- India to Mandate USB-C Charging Ports
- Nothing Sells Over 100,000 Units of CMF Phone 1 in Just 3 Hours
- Samsung to Infuse Bixby With GenAI This Year
- Apple Approves Epic Games: App Store Battle Ends
- Huawei to Unveil Industry-first Tri-fold Smartphone in September
Additionally, the Smartphone Intelligence Tracker carries a teaser of one of Counterpoint’s latest research reports. In the July edition, a report titled, ‘eSIM Devices Outlook’, has been featured.
Published date: July 2024
