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Report Type: Report

Counterpoint Macro Index Report, Q2 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

Fixed Wireless Access and Consumer Premise Equipment Ecosystem and Forecast Update, July 2024

Overview:

In 2023, 55% of the households globally (excluding China) did not have access to fixed broadband. This number will reduce to 37% by the end of 2030.   While fiber optic currently dominates the fixed broadband landscape and will maintain leadership until 2030, Fixed Wireless Access (FWA) offers great potential for narrowing the digital divide, especially in bridging the “last mile” connection gap.

5G FWA subscription is forecasted to have a 51.4% CAGR between 2024-2030.  As for FWA-CPE shipments, 5G Sub-6 GHz technology will dominate by 2025. However, 5G mmWave FWA services will remain a niche till 2028.

This report provides a deep analysis of which countries/regions currently hold the top positions in terms of 5G FWA subscribers and which one will provide the most significant growth potential. It presents the outlook till 2030 on the 4G and 5G FWA subscribers and FWA-CPE (Customer Premises Equipment) volume by region. For 5G FWA, It provides key drivers of FWA adoption by country, such as network readiness, ARPU, market maturity, and others. What drivers will push the growth, and where would be the biggest drawback. The affordability of 5G FWA-CPE is crucial for driving adoption in emerging markets. This report not only examines the key factors but also forecasts the Average Selling Price (ASP) trajectory for 5G FWA-CPE devices

Table of Content

  • FWA Technology Overview
    • 5G SA Network Launch by Region FWA Value Chain
    • FWA Value Chain
  • Latest Development Insight
    • Brazil Operator 5G FWA Launches
    • Brazil MVNO 5G FWA Launches
    • Brazil Fixed Broadband Subscription forecast
    • US FWA-CPE Shipment Share
    • US Business Segment Growth – Verizon/T-Mobile/AT&T
  • Fixed Broadband Subscription Forecast
    • Global Fixed Broadband Overview
    • Global 5G FWA vs 4G FWA Subscription Forecast (2019 – 2030)
    • Global Fixed Broadband Share and Penetration by 2023
    • Global Fixed Broadband Share by 2030
    • 5G FWA Subscription Top Growth Countries
    • Fixed Broadband Subscription Forecast by Region (NAM, LATAM, APAC, EU)
  • Global FWA-CPE Forecast
    • Global CPE Shipment Forecast (2019 – 2030)
    • 5G CPE (RedCap): Deep Dive
    • 5G FWA (RedCap): Insights and Trends
    • 5G CPE (mmWave and Sub-6GHz): Deep Dive
    • 5G FWA (mmWave and Sub-6GHz): Insights and Trends
    • 5G FWA Household CPE ASP Forecast
  • FWA CPE Chipset Launches
    • 5G Chipset/Baseband for 5G CPE
  • FWA-CPE Vendors Analysis
    • Nokia Fastmile
    • Wistron
    • Askey
    • ZTE
    • Arcadyan
    • Inseego
    • Huawei
    • MeiG
    • Tozed Kangwei
    • Intelbras
    • Key Ecosystem Developments

Number of Pages: 53

Published Date: July 2024

The Surge of Generalist Robots in the Embodied AI Era

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

eSIM Intelligence Tracker – June 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: 14

Published Date: July 2024

Global Foldable owner survey, 2024

Overview:

We surveyed 3,575 foldable smartphone owners in the US, China, and France to understand their satisfaction/dissatisfaction with the foldable products they used, their intention to repurchase, and their expectations for future foldable product improvements. This report provides only overall results focusing on foldable product types (Book and Clamshell types). Survey results by country and detailed survey results will be provided separately.

Table of Contents:

  • Key Takeaways
  • Demographics
  • The Most Important Smartphone Features
  • Willingness to repurchase a foldable smartphone
  • Intention to repurchase the same type of foldable smartphone
  • Reasons for repurchasing the same type of foldable smartphone
  • Reasons to buy different types of foldable smartphones
  • The best thing about using foldable products (Book type/Clamshell type)
  • What to expect from foldable products in the future
  • What to expect from foldable product prices in 2024
  • Favorite Foldable Product Brands for Your Next Purchase

Number of Pages: 12

File Format: PDF

Global Foldable owner survey, Summary 2024

Overview:

We surveyed 3,575 foldable smartphone owners in the US, China, and France to understand their satisfaction/dissatisfaction with the foldable products they used, their intention to repurchase, and their expectations for future foldable product improvements. This report provides only overall results focusing on foldable product types (Book and Clamshell types). Survey results by country and detailed survey results will be provided separately.

Table of Contents;

  • Key Takeaways
  • Demographics
  • The Most Important Smartphone Features
  • Willingness to repurchase a foldable smartphone
  • Intention to repurchase the same type of foldable smartphone
  • Reasons for repurchasing the same type of foldable smartphone
  • Reasons to buy different types of foldable smartphones
  • The best thing about using foldable products (Book type/Clamshell type)
  • What to expect from foldable products in the future
  • What to expect from foldable product prices in 2024
  • Favourite Foldable Product Brands for Your Next Purchase

Number of Pages: 12

File Format: PDF

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

eSIM-capable Device Forecast, H1 2024 (2018-2030)

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

Apple Keeps Refurbished Smartphone ASPs Healthy in 2024

Overview:
This Counterpoint Refurbished Smartphone ASP report is the first of its kind. It gives a detailed understanding on how overall refurbished smartphone ASPs have been moving over the years. It gives the OEM market share and further goes on to show how the ASP trend has been moving over the last 6 years. It covers factors like 5G, it also splits global markets into developing and matured regions to give a proper understanding of the factors driving change in refurbished smartphone ASPs. Markets are further bifurcated into organized and unorganized to give a granular view of how these sectors are different within markets. We have also shown how iPhones have depreciated in value in 2024.

Table of contents:

  • OEM market share
  • Overall growth in refurbished ASPs
  • Shift to premium and Apple’s role in this trend
  • Global refurbished ASPs by key OEMs
  • 5G driving ASPs
  • Mature and developing markets
  • Refurbished ASPs by organized and unorganized markets: Region-wise split
  • Depreciating values: Factors leading to depreciation taking iPhones as an example

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.

Number of Pages: 4

Published Date: July 2024

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