Apple is launching iPhone 16, which is critical against the backdrop of lengthening iPhone holding periods and the introduction of Apple Intelligence. The features and regions of Apple Intelligence will be rolled out over time, driving an iPhone revenue step cycle rather than a single super cycle. The launch is also significant as it comes at a time when Apple showcased its foray into GenAI, creating initial excitement.
Source: https://www.counterpointresearch.com/insights/
AIApple | Rating: 58 | 2024-09-20 04:40:23 AM |
Postpaid upgrade rates have hit record lows, while postpaid carriers have increased the price of legacy rate plans. Trade-in values at carriers have increased, with iPhones recording the biggest increases. The number of OEMs in carrier channels is shrinking, and prepaid sales are consolidating to a lower number of SKUs. Sell-through in the US market is down 36% from its peak in 2017.
Source: https://www.counterpointresearch.com/insights/
TechSmartphone | Rating: 42 | 2024-09-19 10:30:34 PM |
Global cellular IoT connections reached 3.3 billion in 2023, a 24% increase from the previous year. By 2030, the number is expected to exceed 6.2 billion. China accounted for 70% of global cellular IoT connections in 2023, but its share of connectivity revenues was only 36%. By 2030, Connected Cars, Smart Meters, and Smart Retail are expected to account for over 60% of the total market share for cellular IoT applications.
Source: https://www.counterpointresearch.com/insights/
IoTCounterpoint | Rating: 53 | 2024-09-19 08:40:46 AM |
Xiaomi has overtaken Apple to become the world's second-largest smartphone brand in terms of monthly sell-through volumes, with 22% year-over-year growth in sales volumes in the first half of 2024. Although its sales remained flat month-over-month in August, Apple's seasonal decline helped Xiaomi reach the second spot. Xiaomi is expected to record strong double-digit growth for the full year of 2024.
Source: https://www.counterpointresearch.com/insights/
TechXiaomi | Rating: 62 | 2024-09-18 04:30:23 AM |
Counterpoint Research's Senior Analyst, Tina Lu, will be speaking at Telco AI 2024 on September 19, 2024, at 7:00 am PT. The session will cover the evolution of the telco ecosystem, focusing on the convergence of AI in smartphones and IoT. The event explores the introduction of AI into 4G and 5G networks, optimizing efficiency and performance.
Source: https://www.counterpointresearch.com/insights/
AICounterpoint | Rating: 58 | 2024-09-17 12:20:46 PM |
The Telecom Centre of Excellence (TCoE) under the Department of Telecommunications (DOT) is organizing a 5G & 6G Hackathon on September 26th and 27th in Delhi, Bangalore, and Hyderabad. Neil Shah, our Vice President of Research, will be attending and participating as a mentor. The event aims to bring together innovators, industry leaders, and academics to explore next-generation telecom technologies.
Source: https://www.counterpointresearch.com/insights/
TechTCoE | Rating: 51 | 2024-09-17 12:11:06 PM |
Counterpoint Research's Vice President Neil Shah will be moderating a panel discussion at ET Telecom's 5G Industries Innovation Summit on September 20, 2024, at ITC Maurya in New Delhi. The panel discussion, titled 'RedCap - Making IoT Work for 5G', will feature experts from Department of Telecommunications, Jio Platforms, and COAI. The event will take place at 12:30 PM IST.
Source: https://www.counterpointresearch.com/insights/
EventCounterpoint | Rating: 53 | 2024-09-17 10:00:38 AM |
Amazon India sponsored a consumer study to understand purchase preferences for consumer electronics during India's 2024 festive season. The survey collected responses from 2,001 individuals across tier 1, tier 2, and tier 3 cities, representing a diverse group. The study analyzed consumer preferences across product categories, planned budgets, preferred channels of purchase, motivations for buying, and key parameters for eCommerce platform suitability.
Source: https://www.counterpointresearch.com/insights/
E-commerceAmazon | Rating: 50 | 2024-09-17 08:00:28 AM |
The global cellular IoT module market saw an 11% year-over-year growth in Q2 2024, driven by strong demand in China, where shipments increased by 25% YoY. 4G Cat 1 bis is the fastest-growing segment, capturing 42% of the market, led by demand from China and India. Qualcomm remained the market leader, while ASR doubled its market share due to its low-cost 4G Cat 1 bis chipset offerings.
Source: https://www.counterpointresearch.com/insights/
HardwareIoT | Rating: 53 | 2024-09-17 06:00:35 AM |
Meta's Meta Quest 3 drove 37% YoY shipment growth, while Sony's PlayStation VR2 (PSVR2) and Apple's Vision Pro saw declines. Global VR headset shipments fell 4% YoY in Q2 2024, with the top three players accounting for over 90% of the market.
Source: https://www.counterpointresearch.com/insights/
AIMeta | Rating: 62 | 2024-09-13 05:00:31 AM |
