Apple avoided creating a grandiose narrative for AI at WWDC, instead focusing on specific, practical applications. The company introduced Apple Intelligence, which harnesses its chip expertise and hardware-software synergy. Apple's AI strategy focuses on intuitive features and seamless cross-app integration, unlike Google's approach.

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

MediaTek is partnering with NVIDIA to bring Windows-on-Arm to PCs, with the launch of their first AI PC expected in 2025. MediaTek aims to enable ubiquitous AI computing from edge to cloud, building on its success in mobile devices. The company will work with NVIDIA to extend their partnership into PCs, with the goal of providing a more immersive user experience and increased convenience.

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

Soracom's Co-Founder and CTO, Kenta Yasukawa, joined host Mohit Agrawal on 'The Counterpoint Podcast' to discuss IoT connectivity, AI, and the company's vision for the future. Soracom is a global cellular IoT connectivity provider, focusing on connecting devices to the internet. The conversation covered the company's recent achievements and the landscape of cellular IoT connectivity.

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

The world's top-five wafer fab equipment manufacturers' revenue decreased 9% YoY in Q1 2024 due to delayed customer investments in leading-edge semiconductors. However, increased revenue from the memory end-market in Q1 2024 offset the decline. Revenue is expected to record sequential growth in the coming quarters, with healthy growth for DRAM and NAND in H2 to drive revenue growth for tool makers. For the full year of 2024, revenue is expected to grow at 4% compared to 2023.

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

The world's top-five wafer fab equipment manufacturers' revenue decreased 9% YoY in Q1 2024 due to delayed customer investments in leading-edge semiconductors. However, increased revenue from the memory end-market in Q1 2024 offset the decline. Revenue is expected to record sequential growth in the coming quarters, with healthy growth for DRAM and NAND in H2 to drive revenue growth for tool makers. For the full year of 2024, revenue is expected to grow at 4% compared to 2023.

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

Canada's 2023 wildfire season saw a record-breaking 6,500 reported incidents affecting over 18 million hectares of land, surpassing the previous record of 7.6 million hectares. The Canadian Space Agency is developing the world's first satellite dedicated to monitoring wildfires, while AI-equipped sensors are being used to monitor critical environmental variables. Practical tools like interactive dashboards and websites are also being utilized.

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

Samsung remained the market leader with a 22% share, despite losing nearly half of its market share YoY. Motorola grew the most, taking 60% of the overall market growth to reach a 16% market share in Q1 2024. OPPO and Xiaomi's shipments grew 41% and 40% YoY respectively. TECNO entered the list of top five brands with a 10% market share in Q1 2024.

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

Samsung was the key driver of Germany's Q1 2024 smartphone market, rising 32% YoY to account for three-quarters of market growth. Google's shipments more than doubled as the company strives to grow its Europe business. Apple's growth was modest, but product mix improved significantly. Germany's smartphone shipments grew 13% YoY, ending its eight-quarter streak of YoY declines.

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

realme was the most popular smartphone brand among the youth, with 58% of the respondents opting for it. The top parameters people in India focus on when purchasing a smartphone are 'value for money' and 'latest technology', with 25% and 18% of the respondents opting for these parameters, respectively. realme leads among the youth in offering latest technology, value for money, and stylish design in the sub-INR 20,000 price segment.

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

The HP Envy x360 14 is powered by an Intel Core Ultra 7 155U processor with a dedicated NPU for AI tasks. It features a 2.8K OLED display with a 120Hz refresh rate and IMAX certification. Intel launched its Meteor Lake processors in early 2024, and HP is one of the first to launch AI PC laptops powered by these processors.

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