Whitepapers Archives - Counterpoint

India Survey for Consumer Electronics Purchase Preferences This Festive Season

REPORT

PDF | 17 pages
Published date: September 2024

Overview

This report aims to understand and analyze consumer purchase preferences for consumer electronics (CE), such as smartwatches, headphones, tablets, laptops, and cameras, during India’s 2024 festive season. The report provides an in-depth analysis of consumer preferences across product categories, planned budgets, preferred channel of purchase, motivations for buying, and key parameters for eCommerce platform suitability.

The survey, sponsored by Amazon India, utilized an online quantitative questionnaire to collect responses from individuals owning smartphones who prefer to purchase consumer electronics this festive season. The sample included 2,001 individuals, across tier 1, tier 2, and tier 3 cities in India representing a diverse group categorized by age, education, gender, and occupation. Data collection took place in September 2024.

Table of Content

– Research Design

– Key Takeaways

– Festive Season Consumer Electronics Purchase Plans

– Consumer Electronics Purchase Plans for Festive Season

– Consumer Preferences for Various Product Categories

– Consumer Budget Preferences for Different Product Categories

– Consumer Channel Preferences for Different Product Categories

– Key Reasons for Choosing Online and Offline Purchase Channels

– Reasons for Purchasing Various Product Types

– Preferred Brands for Various Product Categories

– Key Parameters for E-Commerce Platform Suitability

– Demographic Split

Big Picture of Flat Panel Display Market

REPORT

PDF | 23 pages
Published date: September 2024

OUTLINE

IT OLED Supply-Demand Forecast and Technology Trends

– Rigid+TFE (One Glass based OLED panel) based IT OLED Fab Investment Forecast

– Rigid+TFE based IT OLED Demand Forecast by Tablet and Notebook PC

– Rigid+TFE based IT OLED Supply-Demand Forecast

Flexible OLED Market and Technology Trends

– Smartphone Panel Demand by display Technology (LCD and Rigid/Flexible/Foldable/Rollable OLEDs)

– Flexible OLED Capacity and Actual Input by Panel Supplier

– Flexible OLED Business and Technology Trends (Big Picture of the Future Business)

– OLED Smartphone Technology Roadmap (LTPO, COE etc.)

– TFT Mask Increase by OLED Smartphone Technology (LTPO, COE etc.)

Long-Term Direction of OLED TV Market Trends including the Competition with MiniLED LCDs

– Future of OLED TV/Monitor Business (Big Picture of the Future Business)

– TV/Monitor OLED Supply vs. Demand

– 65” FPD TV Panel Cost Comparison (WOLED vs. QD-OLED vs. MiniLED LCD, etc)

– OLED TV vs. MiniLED TV Shipments by Brand

– Super Large LCD TVs 75”-85” vs. 55-77” OLED TVs (Set Prices and Demand)

– OLED TV vs. MiniLED TV Forecast by Region

LCD Supply-Demand Balance Outlook and Long-Term Investment Direction toward 2030

– LCD Supply-Demand toward 2030

– LCD Input Capacity Forecast by Region and by Supplier

Recap of Taiwan Webinar Series

REPORT

PDF | 58 pages
Published date: August 2024

Overview

This PDF report is a recap of the presentations given during our Taiwan Webinar Series covering the impact of AI on smartphones, PCs and display technologies. This report explores evolving trends and offers insights into the future of AI across these sectors.

– In smartphones, AI is still in its early stages, with iOS focusing on specific use cases and Android taking a broader approach. As AI evolves, rising costs and privacy concerns may lead to new business models, with future smartphones becoming highly personalized and shifting toward voice-based interactions.

– In PCs, AI is poised to drive growth in 2024 and beyond, especially as the market recovers from pandemic fluctuations. AI PCs are expected to gain significant market share, driven by enhanced user experience and performance and a boost in corporate investment in hardware and software due to generative AI, while narrowing the price gap with traditional PCs.

– In display technologies, 3D and immersive experiences are gaining ground, particularly in gaming. Micro LED technology is emerging as a power-saving solution, though challenges in efficiency and cost remain.

Table of Content

GenAI Smartphone Market Overview
- ‘GenAI’ Smartphone
- Key Players Likely to Drive GenAI Adoption
- Shipment Outlook
- Key Spec Trends of AI Era
AI PC Trends and Insights
- PC Market Overview
- PC Market Competitive Landscape
- Generative AI and its Role in AI PCs
- AI PC Adoption and Market Penetration
AI Impact on Display
- AI PC Outlook
- AI Impact on Display
- Forecast on AI Display

How AI will Revolutionize Semiconductors Consumption from Cloud to Edge

How AI will Revolutionize Semiconductor Consumption from Cloud to Edge

REPORT

PDF | 27 pages
Published date: August 2024

Overview

This study explores the profound impact of the rise of artificial intelligence (AI) technology on the semiconductor industry. From servers to smart devices, this study comprehensively analyzes how AI will drive the overall transformation of semiconductor demand and what will be the key driving factors behind this change.

Topics:

– Rising AI trends, from Basic AI to GenAI, across different devices – cloud servers, smartphones, PCs, IoT, automotive and more

– How this will drive the increase in semiconductor content

– Is the industry ready to satisfy this semiconductor content increase

– Key Takeaways on the implications of semiconductor growth due to AI and opportunities for the ecosystem

Table of Content

• AI to Generative AI – Key Drivers
• Starts with GenAI in Cloud DCs
• Expands with GenAI at Edge
• AI PC Moving from Basic AI to Generative AI Advanced PCs
• With GenAI – Semiconductor
• Consumption More than Doubling

Scaling to 1,000-Layer 3D NAND in the AI Era

Scaling to 1,000-Layer 3D NAND
in the AI Era

WHITEPAPER

PDF | 17 pages
Published date: August 2024

Overview
Table of Contents

As the demand for 3D NAND Flash surges, the industry is preparing for a leap to 1,000 word-line layers over the next decade, potentially achieving die densities of 100 Gbit/mm². However, scaling beyond 400 layers introduces significant challenges, such as slow etch rates and vertical profile variability, which demand continuous innovation in etch and deposition technologies.

This whitepaper, authored by Counterpoint Research in partnership with Lam Research, delves into how Lam’s innovations in etching technologies, including their cryogenic dielectric etch technology, are crucial for overcoming these challenges. Lam’s innovations enable better control of high aspect ratio etches, essential for vertical scaling, while also reducing the environmental impact of the etching process.

For those interested in the future of 3D NAND and the technologies driving its growth, this whitepaper offers valuable insights into how the industry is pushing the boundaries of memory density and performance.

To learn more submit the form to receive full whitepaper.

- Executive Summary

- The 3D NAND Revolution

- The Future Scaling of 3D NAND: Challenges

- The Future Scaling of 3D NAND: Solutions

- The Future Scaling of 3D NAND: Enabling Roadmap for AI Era

- Key Takeaways

Read more about Lam Cryo™ 3.0 Cryogenic Etch Technology announcement and details by

LEAD AUTHORS

PARTNER

Why Enterprise-specific Devices Are a SMART Choice

WHITEPAPER

Jointly released by Counterpoint Research in partnership with Social Mobile.

PDF | 14 pages
Published date: July 25, 2024

Overview
Table of Contents

For mobile devices used in specific enterprise use cases, it is often possible to use consumer-grade devices, such as smartphones, tablets, smartwatches and more. While superficially capable, they are often not optimal for the task. Our research highlights why this is and why choosing an enterprise-grade device can shorten the project timeline, streamline operations and provide significant total cost of ownership savings.

In this report, Counterpoint Research worked with Social Mobile to uncover the subtle and not so subtle factors that enterprises should consider when developing solutions for their specific use cases. In preparing this report, Counterpoint Research interviewed a diverse group of executives from various industries, including healthcare, hospitality, social care, and government. The participants hold roles in operations, product management, IT, and other technical positions. Each company represented utilizes mobile devices to deliver their respective products and services.

For enterprise-specific use cases, we advise organizations to make the SMART choice, where SMART stands for: Specialized, Maintainable, Approved, Remotely Managed, and Total Value.

To learn more submit the form to receive full Whitepaper.

Why Use Enterprise Specific Devices?
Specialized
Maintainable
Approved
Remotely Managed
Total Value
Conclusion

LEAD AUTHORS

PARTNER

Whitepaper: Unlocking eSIM Potential for Travel MVNOs and Beyond

Unlocking eSIM Potential for Travel MVNOs and Beyond

WHITEPAPER

PDF | 13 pages
Published date: June 2024

Overview
Table of Contents

Awareness of eSIM technology has been rising, not only due to the eSIM-only iPhone available exclusively in the US but also because of its growing adoption in specific use cases like travel, where it proves to be cost-effective and convenient. MVNOs have quickly identified this opportunity and are responding to increasing consumer demand with eSIM solutions.

To fully leverage the benefits of eSIM, MVNOs are seeking vendor partners who can provide Remote Service Provisioning (RSP) platforms. This whitepaper explores the unique needs of MVNOs in sectors such as travel, highlighting different challenges faced by the MVNOs and how these needs are best met by RSP vendors offering flexible and customized solutions. This whitepaper also highlights how various operators of varying sizes and industries beyond travel can collaborate with RSP vendors like Simlessly Inc. to reap the benefits of eSIM technology.

• Introduction

• Travel emerges as early adopter of eSIM

• RSP – the key element in the eSIM jigsaw

• What do MVNOs expect from their RSP vendor?

• Unlocking opportunities: eSIM’s advantages extend beyond travel

• Key takeaways

LEAD AUTHORS

PARTNER

Generative AI Phone Industry Whitepaper

Jointly released by Counterpoint Research and MediaTek along with other partners, including 01.AI, Alibaba Cloud Tongyi Qianwen, Baichuan-AI, Huya, Kugou, OPPO, Soul, Tencent AI Lab, Tencent Hunyuan and vivo (in alphabetical order).

PDF | 33 pages
Published date: May 7, 2024

Overview
Table of Contents

The integration of generative AI technology is undoubtedly the main theme of the current and future development of the smartphone industry. It will open a new chapter in the evolution of smartphone intelligence and inject new momentum into the continued prosperity of the mobile internet ecosystem. In this context, Counterpoint and MediaTek, together with industry partners, have released the Generative AI Phone Industry Whitepaper which proposes the concept of generative AI phones and defines the necessary features of such devices.

• On-device or hybrid processing of foundational models: This enables the smartphone to perform complex generative AI tasks without relying solely on cloud-based servers.

• Multimodal capabilities: This allows the device to process text, images, voice and other forms of input to generate a variety of outputs, with use cases such as translations, image generation and video generation.

• A user experience that is fluid and seamless: This enables the device to provide natural interactions and intuitive responses to the user's inputs and requests.

• Hardware specifications that are capable of supporting the above capabilities: These include but are not limited to a processor built on the latest process node designed to undertake AI workload leveraging integrated or standalone neural network processing units (such as APU/NPU/TPU), large memory capacity with high bandwidth, stable and high-speed connectivity options, and hardware-level and software-level security solutions.

Counterpoint’s Definition of Generative AI Phone

The whitepaper also delves into the ecosystem of generative AI phones, discussing the AI strategies of various stakeholders, including chip vendors, smartphone OEMs, large AI model providers, and application developers, as well as the technology landscape of both hardware and software for generative AI phones. It also presents Counterpoint's predictions on the development of generative AI phones. Counterpoint expects the installed base of generative AI phones to exceed 1 billion by 2027 as generative AI technology achieves widespread adoption. This rapid increase is the result of powerful mobile computing platforms, a rich array of AI models of varying sizes, a complete set of supporting tools, and the active exploration and ever-increasing applications of AI by various industry stakeholders.

Generative AI Phone Installed Base Forecast (In Million Units)

• Preface
• Chapter 1: The Onset of New Generative AI Phone Era
- ◦ The History of Handset Smartization
- ◦ Counterpoint’s Definition of Generative AI Phones
- ◦ Device+Cloud Hybrid To be Mainstream in Deploying Generative AI
- ◦ Multi-modal Capacity Key to Realize Vision of AI Agents
- ◦ The Advantages of On-device Large AI Models
• Chapter Two: Generative AI Phone Ecosystem
- ◦ Current Status of LLM and Forecast
  - ◘ AI Yi Model Series
  - ◘ Tongyi Qianwen by Alibaba Cloud
  - ◘ Baichuan AI
  - ◘ Tecent Hunyuan
- ◦ Large AI Model Size Projected to Grow in Next Two Years
- ◦ App-based UI and AI Agent UI Coexist for Years
- ◦ Generative AI Strategies of Chip Vendors
- ◦ Generative AI Strategies of Smartphone OEMs
  - ◘ OPPO’s Generative AI Strategy
  - ◘ vivo’s Generative AI Strategy
- ◦ Generative AI Strategies of Developers
  - ◘ Huya
  - ◘ Kugou
  - ◘ Soul
  - ◘ Tencent AI Lab
• Chapter Three: Hardware and Software Technology Landscape of Generative AI Phones
- ◦ Hardware Requirements for Deploying Large AI Models
- ◦ Demand for Software Ecosystem
- ◦ Current Smartphone SoC Platforms Support AI on Device
• Chapter Four: Generative AI Phone Forecast

KEY HIGHLIGHTS

Infographic: Mobile Market Monitor
(Q1 and Q2 2023)
Global Smartphone Shipments Market Data
(Q3 2021 – Q2 2023)
China Smartphone Shipments Market Data
(Q1 2022 – Q2 2023)
US Smartphone Shipments Market Data
(Q1 2022 – Q2 2023)
India Smartphone Shipments Market Data
(Q1 2022 – Q2 2023)

CONTRIBUTORS

John Doe

Designer

John Doe

Designer

John Doe

Designer

John Doe

Designer

John Doe

Designer

John Doe

Designer

生成式 AI 手机产业白皮书

本白皮书由Counterpoint与联发科技共同发布，其他联合发布者包括阿里云通义千问、百川大模型、虎牙、酷狗、零一万物、OPPO、Soul、腾讯AI Lab、腾讯混元、vivo（按公司名拼音首字母顺序排列）

PDF | 33 pages
Published date: May 7, 2024

Overview
Table of Contents

与生成式AI技术的融合无疑是当下与未来智能手机产业发展的主旋律，它将开启智能手机智能化演进的新篇章，并为移动互联网生态的持续繁荣注入新动能。在此背景下，Counterpoint、联发科技携手行业伙伴发布了《生成式AI手机产业白皮书》，白皮书中提出了生成式AI手机的概念，定义了生成式AI手机的必要特征：

• 支持大模型的本地部署，或是通过云端协同的方式执行复杂的生成式AI任务。生成式AI手机本身具备强大的AI算力，无须完全依赖云端服务器。

• 具备多模态能力，即可以处理文本、图像、语音等多种形式的内容输入，以生成各种形式的输出，典型用例如翻译、图像生成和视频生成等。

• 确保流畅、无缝的用户体验，设备能够以自然而直观的交互方式，快速响应用户的请求。

• 拥有实现上述特征的硬件规格，包括但不限于基于领先工艺和先进架构设计的移动计算平台，拥有集成或者独立的神经网络运算单元（如APU/NPU/TPU），大容量和高带宽的内存，以及稳定和高速的连接，硬件级和系统级的安全防御。

Counterpoint生成式AI手机定义

白皮书中还深入探讨了生成式AI手机生态中各个玩家，包括芯片厂商、手机厂商、大模型厂商、开发者的AI战略，以及生成式AI手机的软硬件科技前景，并给出了Counterpoint对生成式AI手机发展的预测。受益于强大的移动计算平台，丰富的不同体量的模型矩阵，完整的配套工具链，以及产业各方积极的应用探索，生成式AI手机将在未来几年保持高速成长，生成式AI手机的存量规模将在2027年突破10亿大关，帮助实现生成式AI技术的普惠。

全球生成式AI手机总规模预测 (单位: 百万台)

• 前言
• 第一章:智能手机开启生成式AI手机时代

◦ 手机的智能化演进
◦ Counterpoint对生成式AI手机的定义
◦ 端云结合将是生成式AI部署的主流模式
◦ 多模态是实现AI智能体愿景的关键
◦ 端侧部署AI大模型的优势

• 第二章：生成式AI手机生态系统

◦ LLM现状以及预测
- ◘ 阿里云通义大模型
- ◘ 百川大模型
- ◘ 零一万物Yi模型
- ◘ 腾讯混元
◦ 未来两年端侧大模型参数规模将继续增长
◦ APP为基础的用户界面与AI智能体将会在未来几年内共存
◦ 芯片设计公司的生成式AI战略
◦ 手机OEM厂商的生成式AI战略
- ◘ OPPO生成式AI战略
- ◘ vivo生成式AI战略
◦ 开发者生成式AI战略
- ◘ 虎牙
- ◘ 酷狗
- ◘ Soul
- ◘ 腾讯AI Lab

• 第三章：生成式AI手机的软硬件科技全景

◦ 端侧部署AI大模型的硬件要求
◦ 软件生态的需求
◦ 目前可支持端侧AI大模型手机的SoC平台

• 第四章：生成式AI手机预测

• 结论

KEY HIGHLIGHTS

Infographic: Mobile Market Monitor
(Q1 and Q2 2023)
Global Smartphone Shipments Market Data
(Q3 2021 – Q2 2023)
China Smartphone Shipments Market Data
(Q1 2022 – Q2 2023)
US Smartphone Shipments Market Data
(Q1 2022 – Q2 2023)
India Smartphone Shipments Market Data
(Q1 2022 – Q2 2023)

CONTRIBUTORS

John Doe

Designer

John Doe

Designer

John Doe

Designer

John Doe

Designer

John Doe

Designer

John Doe

Designer

Top

India Survey for Consumer Electronics Purchase Preferences This Festive Season

PDF | 17 pages Published date: September 2024

Big Picture of Flat Panel Display Market

PDF | 23 pages Published date: September 2024

OUTLINE

Recap of Taiwan Webinar Series

PDF | 58 pages Published date: August 2024

How AI will Revolutionize Semiconductor Consumption from Cloud to Edge

PDF | 27 pages Published date: August 2024

Scaling to 1,000-Layer 3D NAND in the AI Era

PDF | 17 pages Published date: August 2024

Recommended Reads

Why Enterprise-specific Devices Are a SMART Choice

PDF | 14 pages Published date: July 25, 2024

Unlocking eSIM Potential for Travel MVNOs and Beyond

PDF | 13 pages Published date: June 2024

Siddhant Cally

Recommended Reads

Generative AI Phone Industry Whitepaper

PDF | 33 pages Published date: May 7, 2024

KEY HIGHLIGHTS

CONTRIBUTORS

生成式 AI 手机产业 白皮书

PDF | 33 pages Published date: May 7, 2024

KEY HIGHLIGHTS

CONTRIBUTORS

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Term of Use and Privacy Policy

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PDF | 27 pages
Published date: August 2024

Scaling to 1,000-Layer 3D NAND
in the AI Era

PDF | 17 pages
Published date: August 2024

PDF | 14 pages
Published date: July 25, 2024

PDF | 13 pages
Published date: June 2024

PDF | 33 pages
Published date: May 7, 2024

生成式 AI 手机产业白皮书

PDF | 33 pages
Published date: May 7, 2024