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.
AI use cases in smartphones are still in the early stages, with iOS focusing on specific applications and Android adopting a broader approach. This evolution is expected to increase device costs. As AI privacy concerns grow due to user-generated data training, new business models will emerge. Future smartphones will be more personalized, potentially eliminating the need for individual apps, with voice-based interactions transforming user engagement.
This report presents an overview of Generative AI in smartphones and the emerging GenAI momentum in the coming years, including key players driving GenAI adoption. The report also includes shipment outlook and recent updates and forecasts for GenAI smartphones.
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
It 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 June edition analyses key developments within the smartphone ecosystem from 22nd May 2024 to 21st June 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 to Bring AI to all its Smartphones, Targeting 50 Million Devices
Xiaomi Focuses on Premiumization and AIoT in India
vivo is set to open ₹3,000 crore India manufacturing facility in July
OnePlus Partners with CATL, Unveils ‘Glacier Battery Technology
Samsung’s Partnership with iFixit for Self-repairs Ends
Nothing’s CMF Phone 1 Launch Officially Confirmed
AVOW Announces New Partnership with Samsung to Offer Mobile Ads in Europe
Additionally, the Smartphone Intelligence Tracker carries a teaser of one of Counterpoint’s latest research reports. In the June edition, a report titled, ‘Global AR/VR Market Insights and Development Trends; Q1 2024, has been featured.
This report provides a snapshot of Computex Taipei 2024, where Nvidia’s GB200 set the stage for the event. We have also highlighted key players in the downstream supply chain essential for the next generation of AI, including thermal producers, Baseboard Management Controllers, and AI PC OEMs/ODMs.
Table of Contents:
Overview
Key Finding
Booth Review: Chipmakers, Thermal Solutions, Baseboard Management Controller, Memory Provider, AI PC OEMs/ODMs and Networking
India’s smart TV shipments declined 14% YoY in Q1 2024, according to the latest research from Counterpoint’s IoT Service. The decline was attributed to muted demand from consumers, an increase in the cost of inputs like raw materials, which led to a reduction in offers and promotions, excess inventory build-up at major OEMs, and reduced demand for smaller-screen smart TVs.
Key Takeaways:
India’s smart TV shipments fell 14% YoY in Q1 due to a slowdown in demand and an inventory build-up at major OEMs.
Samsung became the leading player for the first time after overtaking Xiaomi.
Smart TV shipments for the 55” and above screen size rose 23% YoY in Q1, making it the only segment to show growth.
QLED smart TV shipments increased by 182% YoY in Q1 2024.
The market is likely to decline by 10% in 2024 due to reduced demand for small-screen TVs.
It 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 May edition analyses key developments within the smartphone ecosystem from 22nd April 2024 to 21st May 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:
Apple Adds Suppliers in China Despite Efforts to Spread Out Production
Google Announces Improvements to Gemini Model at Google I/O 2024
OnePlus Partners With JioMart Digital to Expand Offline Presence
HMD Reveals its First Original Smartphone Collection – Pulse
vivo Unveils BlueImage Branding for its Camera Tech
Sale of Lenovo and Motorola Devices Banned in Germany
Huawei Launches Pura 70, 70 Pro, 70 Ultra in International Markets
Samsung Electronics Starts Taping Out First SoC Using 3nm GAA Process
For the May edition, we have also included our analysis of Q1 2024 quarterly earnings reports of some key smartphone ecosystem players:
2024 Q1 Earnings Update – MediaTek
2024 Q1 Earnings Update – Qualcomm
Samsung Electronics Posts 64% YoY Rise in 2024 Q1 Revenue
Apple 2024 Q1 Earnings: Services Revenue Reaches Record High
2024 Q1 Earnings Update – Verizon, AT&T and T-Mobile
Additionally, the Smartphone Intelligence Tracker carries a teaser of one of Counterpoint’s latest research reports. In the May edition, a report titled, ‘PC Market Trends – Embracing the First Wave of AI PC‘, has been featured.
This report compiles all our Wearables-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:
Global XR (AR & VR Headsets) Market Share: Quarterly
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
There has been a significant growth of TWS shipments in India which has also led to development of a local manufacturing system around it. This research note gives an overview of the development of domestic Indian TWS manufacturing market, the reasons for the shift and the challenges posed to the local players.
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Key Takeaways: