Overview:
Global XR shipment volume declined by 6% YoY in Q4 2021. Although VR Standalone, the single biggest form factor, grew marginally, every other form factor declined significantly, causing this annual fall in overall shipments. The biggest contributor to this decline was the VR Tethered form factor which fell by over 50% due to a fall in Sony’s PSVR shipments as many of its users are waiting for its second generation PSVR. The shipment share of VR Standalone form factor crossed 90% in Q4 2021, up from 82% in Q4 2020. In the current quarter, 88% of all VR Standalone shipments are contributed to by Oculus, followed by Chinese brands such as Pico and DPVR which contributed about 5% each.
Table of Contents:
- XR (VR/AR) Market Trends: Device categories, top brands, Retail ASP trends
- XR (VR/AR) Spec Analysis: Chipset, Display Type, Wi-Fi Type, Memory Sizes
- Top XR (VR/AR) Headsets
- ODM Analysis
- Top XR headset comparison from 2016 to 2021
- Recent trends and future trends
Number of Pages: 21
Published Date: March 2022
Overview:
This is a comprehensive database of Extended Reality (XR) headset model level shipments by quarter including retail price and 30+ specifications and features. It covers tethered as well as standalone Virtual Reality (VR) and Augmented Reality (AR) headset models. We are tracking 35+ XR brands and 70+ headset models by memory variants.
Data: Model level shipments of XR headsets including retail price, specs and features.
Time Period: Q1 2020 – Q4 2021
Covers 99% of the global market
Published Date: March 2022
Overview:
After years of R&D investment and legacy portfolio rebalancing, there are encouraging signs that Nokia’s Cloud and Network Services and Ericsson’s Digital Services businesses may have finally turned a corner. Driven predominantly by higher deployments of 5G SA core products, both business units should deliver increasingly positive financials during 2022. And with increasing sales at Cradlepoint – and lots of lovely cash available – another acquisition looks very likely at Ericsson.
This report provides a back-to-back review of Ericsson and Nokia’s recent third quarter 2021 results and provides a detailed insight into the business units and strategies of the two vendors.
Table of Contents:
- Snapshot
- Key Business Assumptions
- Overview of Financial Results
- Business Unit Analysis
- Regional Trends
- Key Points
- 5G Contract Awards
- Market Share
- Digital Services
- Cloud and Network Services
- Network Infrastructure
- Enterprise and Service Based Businesses
- IPR Revenues
- R&D Investments
- Viewpoint
Number of Pages: 14
Publication Date: November 2021
Overview:
Global XR shipment volume grew 135% YoY in Q2 2021. The VR standalone form factor was the main attributor, as this segment grew three times YoY. The shipment share of VR Standalone form factor reached 80% in Q2 2021 as compared to 46% in Q2 2020 of which 84% was contributed by Oculus, followed by Chinese brands such as Pico and DPVR which contributed 8% and 6% respectively. Almost 90% of the XR shipments were captured by LCD headsets since Q4 2020 following the Oculus Quest 2 launch.
Table of Contents:
- Overall quarterly trends by device type and top brands, Q1 2020 to Q2 2021
- Specification and features trends – chipset, display type, connectivity and memory
- Top-selling headsets, Q2 2021
- Spec comparison for top-selling models from 2017 to 2021
- New and expected launches
- BOM cost analysis
- China market and their content ecosystem
Number of Pages: 14
Publishing Date: October 2021
Overview:
This report records the active number of eSIM Management solutions deployed by eSIM management solution providers globally, by quarter. This report also covers the distinction between solutions deployed for consumer and M2M/IoT use cases.
Table of Contents:
- Global eSIM Management Platforms Deployed
- Global eSIM Management Platforms Deployed (Market Share)
- Global eSIM Management Platforms Deployed for Consumer Devices
- Global eSIM Management Platforms Deployed for Consumer Devices (% Share)
- Global eSIM Management Platforms Deployed for IoT/M2M Devices
- Global eSIM Management Platforms Deployed for IoT/M2M Devices (% share)
- Global eSIM Management Platforms Deployed for Consumer Devices (% share)
Published Date: October 2021
Overview:
The number of eSIM supported devices is growing rapidly. This report captures the number of eSIM supported devices shipped globally. This report covers 3 device categories – Smartphones, Smartwatches, and IoT Modules. The report further includes the top 5 brands who are shipping eSIM supported devices. The IoT category also includes the top 5 application areas for eSIM supported modules.
Table of Contents:
- eSIM Supported Devices – Category View
- Total Devices Shipments TAM (In Millions of Units)
- eSIM Capable Devices Shipments TAM (In Millions of Units)
- eSIM Capable Devices Shipments Penetration of Total (%)
- Device Category – Smartphones
- eSIM supported Smartphone Shipment by Brand (Mn.)
- eSIM supported Smartphone Market Share (%)
- Device Category – Smartwatches
- eSIM Supported Smartwatches Shipments by Brand (Mn.)
- eSIM Supported Smartwatches Market Share (%)
- Device Category – IoT
- eSIM supported IoT Modules – Shipment by Brand (Mn.)
- eSIM supported IoT Modules – Market Share by Brand (%)
- eSIM supported IoT Modules – Shipment by Application (Mn.)
- eSIM supported IoT Modules – Market Share by Application (%)
Published Date: September 2021
Overview:
This is a comprehensive database of Extended Reality (XR) headset model level shipments by quarter including retail price and 30+ specifications and features. It covers tethered as well as standalone Virtual Reality (VR) and Augmented Reality (AR) headset models. We are tracking 35+ XR brands and 70+ headset models by memory variants.
Data: Model level shipments of XR headsets including retail price, specs and features.
Time Period: Q1 2020 – Q2 2021
Covers 99% of the global market
Published Date: September 2021
Overview:
‘Fixed Wireless Access (FWA) is emerging as one of the leading use cases for 5G New Radio (NR) architecture. FWA subscribers will need a new Customer Premises Equipment (CPE), which can either be indoor or outdoor. According to our latest research, cumulative 5G CPE shipments for FWA will cross the one billion mark by 2030.
This report provides an outlook on the 5G FWA subscribers and CPE forecasts. The report also provides a forecast on the 5G FWA global traffic and ARPU. The report analyses the market by type and by region. Looking into the operator strategies, FWA value chain, Chipset/Baseband, and CPE updates. A forecast till 2030 has been included in the report.
Table of Contents:
- 5G FWA Overview
- Frequency Availability
- FWA Value Chain
- Operators Strategy and Deployment
- FWA CPE, 5G Modules, Chipset/Baseband Launches
- FWA and Fixed Broadband Forecast
- Broadband Subscription Forecast by Regions (NAM, LATAM, APAC, EU)
- 5G FWA ARPU by Regions
- 5G FWA Monthly Data Consumption by Regions
- Global 4G/5G FWA CPE shipment Forecast
- 5G FWA Household CPE ASP Forecast
Number of Pages: 41
Published Date: September 2021
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 state of affairs in the sector and potential ramifications, helping connect the dots.
Table of Contents:
- Key Ecosystem Developments
- Other Important Developments
- Analyst Perspective
- Contacts
Number of Pages: 14
Publishing Date: August 2021
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 state of affairs in the sector and potential ramifications, helping connect the dots.
Table of Contents:
- Key Ecosystem Developments
- Other Important Developments
Number of Pages: 13
Publishing Date: July 2021
