Counterpoint Quarterlies: Q1 2024

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May 7, 2024

The Wearables Edition report compiles all our Wearables-related notes published during Q1 2024. It provides you with data, insights and deeper look into what our analysts were thinking about during the quarter.

Counterpoint Quarterlies Q1 2024

Counterpoint Quarterlies aggregate important notes we’ve published during the past three months – all organized by research area. We publish these Quarterlies across 5 technology verticals - Smartphones, Semiconductors, IoT, Automotive and Wearables. 

The IoT Edition report compiles all our IoT-related notes published during Q1 2024. It provides you with data, insights and deeper look into what our analysts were thinking about during the quarter.

Counterpoint Quarterly

Wearables Q1 2024

Published date: May 7th 2024

PDF | 26 pages


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Table of Contents

Table of Contents

• OnePlus Watch 2: Big Upgrades, Competitive Pricing

• Apple’s XR Investment Is An Insurance Policy

• Sony WF-1000XM5 Review: Epitome of Premium Sound with Compact, Lighter Design and Improved Battery Life

• XREAL Air 2 Pro First Impressions: Promising Entry-level XR Glasses

• India Smartwatch Market Sees Record Shipments in 2023 With 50% YoY Growth

• XR Gets Apple Vision Pro Boost, Market Set to Bounce Back in 2024

• Global XR (AR & VR Headsets) Market Share: Quarterly 



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Counterpoint Quarterly

IoT Q1 2024

Published date: April 30th 2024

PDF | 39 pages


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Table of Contents

Table of Contents

• 2.2 Billion IoT Connections Expected to be on eSIM by 2030

• Podcast #73: Thales – Driving Digital Security, Identity Innovations in a Connected World

• Thales, G+D, IDEMIA Pacesetters in 2023 eSIM Provisioning Rankings

• G+D, Thales, Idemia Pacesetters in 2023 eSIM Enablement Rankings

• Qualcomm Posts Higher Than Guided Q4 Revenues Driven by Smartphones, Automotive

• Amid Waning Demand, Cellular IoT Module Market Faces Another Challenging Quarter in Q3 2023

• MWC 2024 Day 3: Concepts Rule the Day

• MWC 2024 Day 2: TECNO’s Robot Dog, Samsung’s Galaxy Ring, Lenovo’s Concept Laptop and More

• MWC 2024 Day 1: Major Focus on AI Capabilities in Devices

• Counterpoint Conversations: Thales Unveils Innovative Solution for Effortless eSIM Transfer

• Global Cellular IoT Module Shipments Record First-ever Annual Decline



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Counterpoint Quarterly

Automotive Q1 2024

Published date: April 23rd 2024

PDF | 36 pages


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Table of Contents

Table of Contents

• Global Passenger Electric Vehicle Market Share: Q1 2022 – Q4 2023

• Top Automotive OEMs Collaborate for Faster ADAS Improvement

• Strong Automotive Performance Helps GlobalFoundries Limit FY2023 Revenue Fall to 9% YoY

• Guest Post: Digital Automotive – Radio Wars

• Tesla Guides Weak 2024 EV Sales, Other Segments Set to Surge

• CES 2024 Day 2: Intel, AMD’s Auto Push, Honda’s EV Plans, Amazon’s Smart Home Initiative • CES 2024 Day 1: AI PCs, AI Cars, AI TVs

• Two-thirds of Cars Sold in Q3 2023 Featured Embedded Connectivity 

• Qualcomm Posts Higher Than Guided Q4 Revenues Driven by Smartphones, Automotive

• MediaTek Delivers Strong Q4 2023 Performance as Smartphone Market Recovers

• Denso’s Q4 2023 Revenue Up 14% YoY, FY2024 Appears Bright

• HERE, TomTom Lead Location Platform Effectiveness Rankings



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Counterpoint Quarterly

Semiconductors Q1 2024

Published date: April 9th 2024

PDF | 33 pages


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Table of Contents

Table of Contents

• NVIDIA GTC 2024: Analysts’ Insights and Industry Trends

• Counterpoint Conversations: Micron’s UFS 4.0 Memory Enabling Next-Gen AI Experiences at the Edge

• LeapFrog Semiconductor develops RISC-V based AI-enhanced DSP for Wireless Infrastructure

• ASML Records Highest-ever Revenue in 2023; High-NA EUV to Drive Long-term Growth

• CES 2024 Day 2: Intel, AMD’s Auto Push, Honda’s EV Plans, Amazon’s Smart Home Initiative

• Survey: 77% of Smart Device Users in India Consider Chipsets Highly Important in Shaping Experience

• Global Semiconductor Revenues Decline 8.8% in 2023; AI Promises Gains in 2024

• Strong Automotive Performance Helps GlobalFoundries Limit FY2023 Revenue Fall to 9% YoY

• Global Smartphone AP (Application Processor) Shipments Market Share: Q3 2022 To Q4 2023

• Top 5 Wafer Fab Equipment Makers’ Revenue Declined 1% YoY in 2023; ASML on Top

• Global Semiconductor Foundry Revenue Share: Q4 2023

• Infographic: Top 7 Semiconductor Companies by Revenues, Q4 2023



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Counterpoint Quarterly

SmartphoneS Q1 2024

Published date: April 2nd 2024

PDF | 105 pages


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Table of Contents

Table of Contents

• Counterpoint Conversations: Sonim’s Solution-oriented Approach Driving Rugged Handsets Ecosystem

• Counterpoint Conversations: OnePlus Focusing on User-centric AI to Redefine Smartphone Experience

• Betting Big on AI, HONOR Unveils New Devices, Technologies

• MWC 2024 Day 3: Concepts Rule the Day

• MWC 2024 Day 1: Major Focus on AI Capabilities in Devices

• Infographic: Q4-2023 | Smartphones | Mobile Market Monitor

• Samsung Galaxy S24 with Galaxy AI Takes On-device Intelligent Experiences Mainstream

• HONOR’s Latest AI Feature Puts Flagships Into New Orbit

• OPPO Find X7 Series Sets AI, Photography Benchmarks for Flagship Smartphones

• OPPO Reno11 Pro 5G Photographic Review: A Pioneer of Portrait Photography for Mainstream Users

• vivo Bets on Generative AI to Elevate the Smartphone Experience

• S24 vs S23 Series YoY Growth Positive On GenAI Support, Europe and US Demand

• China Smartphone Sales Fall 7% YoY in First 6 Weeks of 2024; Double-digit Declines for Apple, OPPO, vivo

• South Africa’s Smartphone Shipments Surge 29% YoY in 2023 as Market Recovery Gathers Pace

• Indonesia’s 2023 Smartphone Shipments Down 6%

• Apple Dazzles in Thailand With a 26% YoY Growth in 2023

• Bangladesh Smartphone Shipments Decline 25% YoY in 2023; vivo Takes Top Spot

• Colombia’s Smartphone Shipments Down 8.4% YoY in Worst Fourth Quarter Since 2020

• MEA Smartphone Shipments Surge 30% YoY in Q4 2023; TECNO Surpasses Samsung for First Time

• Europe Smartphone Shipments Down 3% YoY in Q4 2023, Signs of Recovery Ahead

• Cumulative 5G Smartphone Shipments Cross 2-Billion Mark

• US Smartphone Sales Fall 10% YoY in Jan to Reach Almost Half of 2017 Peak

• In a First, Apple Captures Top 7 Spots in Global List of Top 10 Best-selling Smartphones

• LATAM Smartphone Market Down 3% YoY in 2023, But Set for Growth as Competition Rises

• Survey: realme Scores High Among Indonesia’s Young Smartphone Consumers

• iPhone Hits Record 50% Revenue Share on US, India and Emerging Markets; China Risks Remain

• US Smartphone Shipments Recover 8% YoY in Q4 2023 as Apple Market Share Reaches Highest Since Q4 2020

• India Smartphone Market Remains Flat in 2023; Apple Shipments Cross 10 Million for First Time

• China Smartphone Sales Snap 10-Quarter Declining Streak, Up 6.6% YoY in Q4

• Global Premium Smartphone Market Continues to See Record Sales in 2023

• Counterpoint Conversations: Humane’s Ai-Pin Reimagines Computing with an AI-Powered OS

• Qualcomm Posts Higher Than Guided Q4 Revenues Driven by Smartphones, Automotive

• MediaTek Delivers Strong Q4 2023 Performance as Smartphone Market Recovers

• Global Smartphone AP (Application Processor) Shipments Market Share: Q3 2022 To Q4 2023

• Apple iPhone Market Share: Quarterly

• Q4 2023 Global Smartphone Sales, Top 10 Best Sellers

• iOS vs Android Quarterly Market Share

• Global Smartphone Shipments Share Last Eight Years Of Winners & Losers

• Global Smartphone Shipments 2011 – 2023

• US Smartphone Shipments Market Data (Q3 2022 – Q4 2023)

• China Smartphone Shipments Market Data (Q3 2022 – Q4 2023)

• Global Smartphone Shipments Market Data (Q1 2022 – Q4 2023)

• India Smartphone Shipments Market Data (Q3 2022 – Q4 2023)



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Summary

Published

May 7, 2024

Author

Team Counterpoint

Counterpoint research is a young and fast growing research firm covering analysis of the tech industry. Coverage areas are connected devices, digital consumer goods, software & applications and other adjacent topics. We provide syndicated research reports as well as tailored. Our seminars and workshops for companies and institutions are popular and available on demand. Consulting and customized work on the above topics is provided for high precision projects.