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Counterpoint Apple Intelligence Tracker – March 2024

Overview:

Counterpoint’s Apple Intelligence Tracker offers analyst perspectives on a curated collection of recent news and other articles that have made an impact on Apple’s ecosystem (OEMs, apps, policies, and more). It gives readers an idea of the current state of affairs in Apple’s business and potential ramifications.

This is a monthly tracker, and the March edition analyses key developments within Apple ecosystem from 1st February to 31st March.

The news analysed during the month includes:

  • Everything Apple says is wrong about the DOJ’s iPhone lawsuit
  • Apple to Open New Shanghai Store as China iPhone Sales Slump
  • Apple offers iPhone 15 at rare discount in China as competition intensifies
  • Apple patents a foldable display with no creases for iPhone and iPad
  • Apple fans are starting to return their Vision Pros
  • Apple Watch Pulse Oximetry Can Be Reactivated Through Software in 2028 or With Successful Appeal
  • Apple reportedly drops order for next-gen Watch Ultra microLED displays
  • Apple parks its electric car project in sign of EV industry’s struggles
  • Apple is bringing sideloading and alternate app stores to the iPhone
  • Apple Is in Talks to Let Google Gemini Power iPhone AI Features
  • Apple releases ‘MGIE’ a revolutionary AI model for instruction-based image editing
  • Apple researchers achieve breakthroughs in multimodal AI as company ramps up investments
  • Apple to reinstate Epic Games’ developer account after an EU order
  • Apple sees its operating profit surging 5 times in South Korea
  • Apple expands Self Service Repair for Mac
  • Apple expands innovative Restore Fund with TSMC and Murata

Additionally, the Apple Intelligence Tracker carries a teaser of one of Counterpoint’s latest research reports. In the March edition, a report titled, ‘Apple Revenue and Shipment Forecast by Categories’, has been featured.

Published date: April 2024

IoT Intelligence Tracker March 2024 Edition

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
  • Earnings Result Analysis
  • New Launches
  • Event Coverage
  • Other Ecosystem Developments
  • Analyst Perspective
    • Global Cellular IoT Module Shipments Record First-ever Annual Decline

Number of Pages: 30

Published Date: April 2024

Smart Mobility Intelligence Tracker March 2024 Edition

Overview: The Smart Mobility Intelligence Tracker provides the Counterpoint perspective on a curated collection of recent news and other articles pertaining to the smart mobility ecosystem, including electric vehicles, new model launches, connected cars, telematics, shared mobility, drones, components, ADAS, location platform, autonomous vehicles, policies 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
  • Other Ecosystem Developments
  • Analyst Perspective
    • MediaTek Enters Automotive Digital Cockpit Riding on Holistic Solution, Strategic Partnership

Number of Pages: 25

Published Date: April 2024

Tech Earnings Roundup, Q4 2023 – US Finance and E-commerce

Overview

Many companies in the e-commerce and finance sectors shared healthy optimism about their Q4 2023 performances and trends in consumer spending, while remaining cautious about certain macroeconomic threats. Some of the main storylines in Q4 2023 were a strong holiday shopping season, economic outlook remaining similar to what was anticipated in Q3, and a few negative consumer metrics which could be holding back consumer sentiment despite strong spending.

Table of Contents:

  • Holiday Shopping – Impressive Performance, Consumers Willing to Spend
  • Economic Factors Remain Stable – Is the Economy in a Predictable State?
  • Despite Positive Talks of Earnings, Many Future Threats to Stability Exist

Number of Pages: 7

Publication Date: April 2024

Tech Earnings Roundup, Q4 2023 – State of Streaming Services

Overview

The streaming wars heated up in Q4 2023 following some shifts in strategy and clarity in consumer behavior. Ad-supported tiers continue to pick up steam on the back of weaker consumer sentiment. Advancements of AI in advertising pose a strong value proposition to many companies looking to reach their target customer in new ways. However, these advancements do not come without consequence. Sports continues to solidify itself as a focal point in the portfolios of all streaming platforms. All streaming players have recognized the strength of sports as an acquisition tool. This report covers developments in domestic versus international performance and strategy. It also highlights developments in sports as a tool for acquisition and the impact of ad-supported tiers as an alternative for price sensitive consumers.

Table of Contents:

  • Introduction
  • Domestic vs International Performance and Strategy
  • Sports as a Tool to Fuel Growth
  • Advertising and AI Integration

Number of Pages: 9

Publication Date: April 2024

NXP Announces New CoreRide Platform Enabled by its New S32N Processor

Overview:

NXP recently unveiled its latest solution for enabling the growth and development of the software defined vehicle (SDV). NXP’s CoreRide platform was presented with the new S32N 5nm processor to enable the platform. The CoreRide platform allows advanced system and power management across many different vehicle architecture styles to meet a wide variety of OEM preferences/requirements. Each OEM offers different value propositions, lineups, and technological features. This solution is scalable to meet the needs of OEMs with differing levels of complexity and requirements. This report will outline the advancements NXP has brought forth and highlight the implications of this new CoreRide platform.

Table of Contents:

  • Collaboration enabling progress
  • Central compute enabling hardware reduction
  • SDV driving transformation in development

Number of Pages: 8

Publication Date: April 2024

Consumer IoT Intelligence Tracker February 2024 Edition

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
  • Special Edition
  • Consumer IoT Overview
  • Contacts

Number of pages: 25

Published Date: March 2024

Counterpoint Quarterly: Smartphones Q1 2024

Overview:

This report compiles all our smartphone-related press releases and blogs published during Q1 2024.  It provides you with data, insights and deeper look into what our analysts were thinking about during the quarter.

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)

Number of Pages: 105

Published Date: April 2024

Counterpoint Smartphone Intelligence Tracker, March 2024

Overview:

Counterpoint’s monthly Smartphone Intelligence Tracker offers the Counterpoint perspective on a curated collection of recent news and other articles that have made an impact on the smartphone ecosystem (OEMs, app ecosystem, policy, and more). It gives readers an idea of the current state of affairs in the sector and potential ramifications, helping connect the dots.

The March edition analyses key developments within the smartphone ecosystem from 22nd February 2024 to 21st March 2024. It also covers the list of key smartphone launches during the period.

Some of the developments from this edition, where our analysts give their points of view include:

  • OPPO Is Returning to Europe After Resolving Patent Disputes
  • Infinix Unveils the Note 40 Series Featuring Dedicated Chip for Smart Charging
  • Nokia Parent HMD Launches Own Separate Brand
  • Apple in Talks to Let Google Gemini Power iPhone AI Features
  • Samsung Granted Patents for New Foldable Designs
  • OPPO India Launches Self-help Service For Smartphone Support
  • Qualcomm to Launch the Snapdragon 8 Gen 4 with Oryon CPU in October
  • Fairphone Suspends its Phone Subscription Plan

Additionally, the Smartphone Intelligence Tracker carries a teaser of one of Counterpoint’s latest research reports. In the March edition, a report titled, ‘Global XR (AR & VR Headsets) Report on Market Insights and Trends, Q4 2023, has been featured.

Published date: April 2024

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