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Coverage: Networks and Infrastructure

5G Intelligence Tracker – June 2024 Edition

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:
      • 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

Why LATAM’s 5G Smartphone Penetration Growth is Slow?

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

Counterpoint MWC24 Shanghai Summary Report

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

5G Intelligence Tracker – May 2024 Edition

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:
      • Huawei Bets Big on AI, 5.5G as Recovery Accelerates
    • PRs, Blogs, and LinkedIn Posts:
      • Huawei Expands its AI Ambition With Pangu Large Models
      • Huawei Analyst Summit 2024 – Unlocking the Power of AI
      • Counterpoint Conversations – Picocom Leading Open RAN Innovation with RISC-V Technology
  • Service Offerings for Emerging Tech Opportunities – 5G
  • Contacts

No. of Pages: 17

Published Date: June 2024

Gateways Intelligence Tracker – May 2024 Edition

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: 18

Published Date: June 2024

eSIM Intelligence Tracker – May 2024 Edition

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:

  • Key Ecosystem Developments
  • Other Important Developments
  • Contacts

Number of Pages: 11

Published Date: June 2024

eSIM Intelligence Tracker – April 2024 Edition

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: 16

Published Date: April 2024

Gateways Intelligence Tracker – April 2024 Edition

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
  • Q1 2024 ISP Snapshot
  • Other Important Developments
  • Contacts

Number of Pages: 19

Published Date: April 2024

Huawei Bets Big on AI, 5.5G as Recovery Accelerates

Overview:

This insight report provides an overview of Huawei’s 2023 performance and its roadmap to recovery in the years ahead. The report also covers key insights from Counterpoint’s visit to the Huawei Analyst Summit 2024 held in Shenzhen, China, where the Information and communications technology (ICT) giant showcased its advanced AI and 5.5G solutions for networks.

Table of Contents:

  • Huawei’s Market Performance 2023
  • Huawei Analyst Summit 2024
    • RAN Intelligent Agents
    • Monetizing Networks
    • Passive IoT
    • FWA
    • Advanced Hardware Solutions
    • Analyst Viewpoint

Number of Pages: 6

Published Date : May 2024

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