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:
The eSIM Intelligence Tracker gives the Counterpoint perspective on a curated collection of recent news and other articles that have made an impact on the eSIM ecosystem (MNOs, module players, OEMs, service providers, and more). It gives readers an idea of the current situation in the sector and potential ramifications, helping connect the dots.
Table of Contents:
- Analyst Insights
- Key Ecosystem Developments
- Other Important Developments
- Contacts
Number of Pages: 14
Published Date: July 2024
Overview:
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:
- AI Chip Start-Ups – Can Domain-Specific Chips Impact Nvidia’s Dominance?
- PRs, Blogs, and LinkedIn Posts:
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- MWC Shanghai 2024 Highlights: AI, 5G, and Cutting-edge Innovations
- FDD Sub-3GHz Massive MIMO Radios Will Play a Critical Role Enabling Operator to Maximise Opportunities Offered by 5G Advanced
- TDD Multi-carrier Aggregation Builds Foundation for New 5G Advanced Experiences
- Custom Silicon and New Interconnect Opportunities to Drive Growth at Marvell
- Service Offerings for Emerging Tech Opportunities – 5G
- Contacts
Number of Pages: 17
Published Date: July 2024
Overview:
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:
- Pivot – At a Glance
- eSIM Type by Device Type
- eSIM Penetration by Device Type
- Basefile
Published Date: July, 2024
Overview:
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.
Table of Contents:
- Key Ecosystem Developments
- Other Ecosystem Developments
- New Launches
- Analyst Perspective
- Consumer IoT Overview
- Contacts
Number of pages: 22
Published Date: July 2024
Overview:
Apple has already made a strong statement with its Generative AI strategy at the WWDC 2024. However, one of the lingering questions post the event has been Apple’s strategy to bring Apple Intelligence in China. A market, where Android OEMs have developed a matrix of LLM with good Chinese inferencing performance. Some of the examples include BlueLM by vivo, AndesGPT by OPPO, yoyo by HONOR. This short report analysis Apple’s China strategy for Apple Intelligence.
Table of Contents:
- Privacy and Stringent Regulatory Framework a Challenge
- Partnerships would pave the way for Apple Intelligence in China
- How about Competition?
- Monetization and Execution
Number of Pages: 4
Published Date: July 2024
Overview:
Counterpoint recently visited retail stores in Beijing to hear real opinions from sales agents and customers on recent smartphone features. The features we wanted to hear about includes generative AI, satellite communications as well as the traditional price, camera, durability, display and others.
During the retail visits, we tried to uncover whether sales agents and/or either customers had a strong interest in AI features or on-device AI which is a hot global topic. Will new AI features drive the smartphone market recovery in China? China is one of the most tech driven markets globally. What about other factors how important were they during the final choice process? Are customers still budget constrained or has there been some relaxation? These were some of the questions we are addressing in this short report.”
Table of Contents:
- Demand and Challenges for AI Technology Appear Weak So Far
- Limited Interest in Satellite Communication Function
- Value-for-Money and Durability Factors Rule Lower-end Segment
- Different Brands Attracting Different Customer Segments
- Huawei Lowering Price of the Mate X5 and Pura 70 Series
Number of Pages: 4
Published Date: July 2024
Overview:
The Semiconductor Intelligence Tracker gives the Counterpoint perspective on a curated collection of recent news and other articles that have made an impact on the Semiconductor ecosystem (Foundry Equipment Manufacturers, Foundry, Compute, Memory, Cloud, PC and Data Center companies). It gives readers an idea of the current state of affairs in the sector and potential ramifications, helping connect the dots.
Companies Covered: Applied Materials, TSMC, ASML, Lam Research, Tokyo Electron, KLA, Qualcomm
Table of Contents:
- Foundry Ecosystem
- Chipsets Ecosystem
- Research Snapshot of the Month
- Other Important Developments
- Contacts
Number of Pages: 15
Published Date: July 2024
Overview:
This Counterpoint Research Global Secondary Smartphone Market PDF Tracker analyses the entire pre-owned and refurbished smartphone market both in global and regional terms. In includes volumes for the year 2023 along with forecasted volumes. This PDF report tracks the volume of refurbished smartphone sales, OEM market share, tech splits (4G/5G) and overall average selling prices per region.
This report is an exhaustive collection of qualitative insights into each key market. It gives updates on government policies towards the secondary markets, secondary market company updates and other dynamics affecting these fast-growing markets.
This report is useful for:
- Refurbished ecosystem players
- OEMs and Retailers
- Companies powering device trade-ins and insurance.
- Smartphone component and accessories players
- E-commerce companies
- Sustainability channel players
- Companies looking to enter the pre-owned markets and any enterprise that wants to understand the global secondary smartphone market.
Table of contents:
- Research Methodology
- Industry Dynamics and Executive Summary
- Global secondary smartphone market Consumption flow
- Global Refurbished Smartphone Sales Volumes by Region
- OEM Market Share
- Refurbished share of new smartphone shipments
- The growth of ‘As Is’ used smartphones
- Global Average Selling Prices (ASPs)
- Refurbished ASP Trends across regions
- Global Forecast: Refurbished Smartphone Growth Trajectory
- Most Sold Models in Secondary Market by Region, 2023
- Regional/Key country data and Insights including:
- Refurbished Sales
- Top selling models
- OEM share
- Consumption flow
- Qualitative insights and updates
- USA
- China
- India
- Europe
- LATAM
- Southeast Asia
- Japan
- Africa
Number of pages: 48
Published Date: July 2024