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:
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:
-
-
- 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:
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:
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:
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:
The IoT Intelligence Tracker gives the Counterpoint perspective on a curated collection of recent news and other articles that have made an impact on the IoT ecosystem (module vendors, chipset players, MNOs, service providers, applications, 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
- New Launches
- Event Coverage
- MWC Shanghai, 2024
- Digital Transformation World, 2024
- MVNOs World Congress 2024, Brussels
- Other Ecosystem Developments
- Analyst Perspective
- Global Cellular IoT Module Market Shows Early Signs of Recovery
- Related Research
Number of Pages: 29
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