At MWC Shanghai 2024, Huawei, HONOR, and ZTE showcased AI advancements, while Xiaomi and Lenovo demonstrated cutting-edge consumer technology. China Mobile's 'Jiutian' LLM was highlighted for its AI applications in healthcare, hospitality, and entertainment. The event focused on the transformative impact of mobile technology in the world's largest 5G market.

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DSCC and Counterpoint Research will hold the Tech Market Research Conference in person in Silicon Valley on October 02, 2024, at the Fremont Marriott Silicon Valley. Counterpoint analysts will discuss AI's impact on the technology landscape, while DSCC analysts will address the display industry's future, including market performance, new technologies, and company performance.

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Qualcomm is developing on-device GenAI solutions for PCs, with its Snapdragon X Elite SoC line allowing GenAI features to run directly on PCs. Companies like Lenovo and HP have already launched AI PCs. The features include live transcription, new studio effects using the web camera, and 'paint' to bring drawn images to life. Qualcomm's Durga Malladi, SVP and GM of technology planning and edge solutions, discussed the topic at Collision Toronto 2024.

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China's smartphone sales grew 6.8% YoY during the 618 festival, driven by Huawei's 42.4% YoY increase in sales, while vivo and Xiaomi saw double-digit growth. Apple's sales grew 2.7% YoY, benefiting from stronger promotions and an extra week of sale prices.

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In Q1 2024, Samsung took the #1 spot in the global semiconductor market, driven by strong demand for DDR5 and storage for generative AI. NVIDIA ranked #2, recording 19% QoQ revenue growth due to its dominance in AI and data center sales. Intel reported a 14% QoQ revenue decline due to soft demand at its foundry, Altera, and Mobileye. SK hynix and Micron benefited from the solid memory market to report sequential revenue growth.

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Counterpoint will be attending MWC Shanghai 2024 from June 26 to 28. The event will take place at the Shanghai New International Expo Centre (SNIEC). Counterpoint's analysts, including Ethan Qi, Minsoo Kang, Flora Tang, Varun Gupta, Archie Zhang, Shaochen Wang, and Shenghao Bai, will be available to discuss 5G, IoT, cloud, and AI trends and how Counterpoint's research and services can benefit businesses.

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Global cellular IoT module shipments grew 7% YoY in Q1 2024, led by Quectel, Fibocom, and China Mobile, which collectively held a 50% market share. The growth was driven by demand in China and India, while other markets faced inventory and demand challenges.

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Marvell reported Q1 FY25 financial results with total revenues of $1.16 billion, down 12% YoY and 9% sequentially. The data centre business stood out with revenues up 87% YoY and 7% sequentially, driven by strong demand for AI electro-optical products and ZR Data Centre Interconnect products. The company posted a $216 million net loss, an increase of 28% YoY.

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Since its launch in 2019, 5G has experienced fast adoption, and 5G Advanced will provide operators with improved network capabilities, enabling innovative new applications and enhancing existing services. 5G Advanced will enhance existing 5G networks with superior uplink and downlink performance, higher throughput and capacity, lower latency, and improved network reliability.

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Over the next few years, 5G Advanced will provide networks with enhanced capabilities, including improved uplink, lower latency, and better coverage. To achieve this, operators will need to maximize their spectrum assets across all bands, particularly their legacy Sub-3GHz spectrum. This will enable them to enhance existing services and generate additional revenue through new services.

Source: https://www.counterpointresearch.com/insights/