Overview:
Embodied AI, integrating AI into physical entities, enables robots to navigate and interact with the physical world with human-like perception and action. Meanwhile, generalist robots are designed to tackle a diverse range of tasks across multiple domains, embodying versatility and adaptability reminiscent of human capabilities. The capabilities of generalist robots are based on embodied AI technologies.
This research, with a primary focus on generalist robots, delves into the rising tide of interest and investment in these transformative technologies. Starting in 2024, embodied AI is poised to become one of the most valuable applications of AI.
Table of Content
- Section 1: Background
- Section 2: Key Components of Embodied AI
- Section 3: Three Technology Drivers
- The Advent of Generative AI
- The Rise of Multimodal AI
- The Building of the World Models
- Section 4: Data Sources of Embodied AI
- Section 5: Use Cases
- Optimus Gen 2: Tesla’s Vertically Integrated Bot
- Figure 01: OpenAI ChatGPT + Robot
- Google X-Embodiment: Cross-Embodiment Transfer
- NVIDIA Project GR00T
- Section 6: Top Three Impacted Industries
- Section 7: Major Challenges
- Section 8: Conclusion
Number of Pages: 26
Publication Date: July 2024
Overview:
From 2020 to 2023, COVID-19 heavily influenced the PC market, changing lifestyles and work patterns and causing fluctuations. With inventory adjustments now complete, 2024 is expected to mark a new beginning, with year-on-year shipment growth driven by the replacement cycle and AI PCs. Demand will rise in both commercial and consumer markets, especially for AI laptops in the second half of 2024, continuing into 2025 and beyond.
This report presents that AI PCs will capture much of the market, but main suppliers’ shares will remain stable. Generative AI will boost growth by handling large datasets and applying language models, leading to increased corporate spending on hardware and software. AI PC replacement cycles will grow steadily, enhancing user experience and computing performance.
Table of Contents:
- Overview of the PC Market
- Competitive Landscape in the PC Market
- Generative AI and its Role in AI-PCs
- AI-PC Adoption and Market Penetration
Number of Pages: 18
Published Date: July 2024
Overview:
At this year’s Worldwide Developers Conference (WWDC), Apple unveiled its latest AI initiative, “Apple Intelligence,” featuring a suite of AI tools designed to deliver an intuitive, personal and secure user experience. This is a short report that lists and analyses the various announcements made by Apple at WWDC
Table of Content
- Apple’s GenAI announcements
- How Apple Intelligence works
- Why Apple is best positioned to win the personal AI race
- Future outlook
Number of Pages: 5
Publication Date: July 2024
Overview:
AI use cases in smartphones are still in the early stages, with iOS focusing on specific applications and Android adopting a broader approach. This evolution is expected to increase device costs. As AI privacy concerns grow due to user-generated data training, new business models will emerge. Future smartphones will be more personalized, potentially eliminating the need for individual apps, with voice-based interactions transforming user engagement.
This report presents an overview of Generative AI in smartphones and the emerging GenAI momentum in the coming years, including key players driving GenAI adoption. The report also includes shipment outlook and recent updates and forecasts for GenAI smartphones.
Table of Contents:
- “GenerativeAI” Smartphone
- Key Players likely to drive the GenAI adoption
- Shipment Outlook
- Key spec trends of AI era
Number of Pages: 20
Published Date: July 2024
Overview:
In 2023, Latin America’s (LATAM’s) smartphone market saw 5G devices taking only 27% share of its overall sales, compared to 59% for the global market. LATAM was the region with the lowest sales penetration of 5G smartphones after the Middle East and Africa (MEA) region.
This report dives deep into the reasons for 5G smartphones not picking up in LATAM as fast as in the rest of the world and explores the timeline to catch up.
Table of Contents:
- Low 5G network rollout
- High fixed broadband penetration
- High price of a 5G smartphone
- Fierce competition among Chinese brands
Number of Pages: 4
Publication Date: July 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 July report covers key topics, including latest update on China economy, the upcoming decision-making conference for economy and China-EU EV conflict.
Table of Contents:
- Strong Export Data Support Economic Growth but Other Challenges Remain
- China to Hold Key Conference to Set Out Economic Blueprints for Next Year
- EU slaps 21%-38% tariff on Chinese EVs
Number of Pages: 10
Published Date: July 2024
Overview:
MWC24 Shanghai focused on 5G-A solutions, AI-related and NTN-related applications. Mobile operators and equipment makers displayed proven use cases in smart factories, IOT devices, public service, satellite communication. Apart from that, XR hardware, new foldable devices, AI computing hardware were also exhibited in the event. In the report presents what’s new Counterpoint Research’s analysts saw and at the event and insights.
Table of Contents:
- Executive Summary
- Technical and Application Innovations
- 5G Redcap Deployment
- 5G-A Applications in Drone and Driverless
- Satellite Communication
- Wi-Fi 7 Solutions
- Connected, Smart Devices
- AI PC
- Foldables – moto razr 50 and razr 50 Ultra
- Foldables – Xiaomi Mix Fold3
- XR Device – XREAL Beam Pro
- Smart Home Solutions
- Supply Chain
- Frore Systems’ Thermal Solution
- ST Semiconductor’s Wireless Solutions for Various Scenarios
- Communication Modules
- 5G and 5G Redcap Modules, 5G FWA
Number of Pages: 20
Published Date: July, 2024
Overview:
Data centre technology is evolving rapidly to meet the explosion in demand for AI training and inference. No company has benefited more from this AI boom than Nvidia. However, in 2017, the introduction of Google’s Tensor Processing Unit (TPU) – a chip designed specifically for Deep Learning – demonstrated that it was possible for new players to build domain-specific chips with better performance, lower power consumption and cost than Nvidia’s general-purpose GPUs. Now, the emergence of generative AI with its unique and heavy computational requirements presents new opportunities for domain-specific ASICs vendors.
This insights report provides an overview of the AI chip start-up market and highlights the opportunities and challenges facing new players entering this burgeoning market.
Table of Contents:
- Snapshot
- Introduction
- Nvidia – A One Stop Shop For AI
- The Compute Challenge
- Established AI-Chip Start-ups
- Cerebras
- SambaNova
- Groq
- Tenstorrent
- Emerging AI-Chip Start-ups
- Key Challenges for Start-ups
- Technical Complexity
- Funding Difficulties
- The Nvidia Effect
- Developing Open Standards
- Big Tech
- Analyst Viewpoint
Number of Pages: 8
Published Date: June 2024
Overview:
Smartphone OEMs are increasingly focusing on improving display brightness as it plays a crucial role in consumers’ perception of display quality. Overall, OEMs are focusing on improving typical brightness across all price ranges. and in the premium smartphone market, both typical and peak brightness are significantly advancing. In line with this trend, display panel companies are developing technologies to overcome the brightness limitations of existing panels.
Table of Contents:
- Rising Importance of Smartphone Brightness with Increasing High-Quality Content
- Typical Brightness Improvement in Smartphone at All Price Points
- Boosting Peak Brightness in Premium Smartphone Market
- Conclusion
Number of Pages: 6