The rise of artificial intelligence (AI) technology is expected to revolutionize the semiconductor industry, driving an increase in semiconductor content across various devices, including cloud servers, smartphones, PCs, IoT, and automotive. The study explores the impact of AI trends, from Basic AI to GenAI, on semiconductor demand and whether the industry is ready to satisfy this increase.

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Counterpoint Research will hold a panel seminar on August 8, 2024, at the Shenzhen Conrad Hotel, featuring industry leaders and executives discussing the Chinese smartphone market. The event will include guest speakers Ethan Qi, Cheng Gang, Qin Shuo, and Huang Lei. The seminar will provide in-depth insights into market trends and analysis.

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The global smartphone market grew by 8% YoY to reach 289.1 million unit shipments in Q2 2024. Samsung retained the top position globally, accounting for 19% shipment share. Apple led the revenues with 42% share, while Xiaomi grew the fastest, registering 27% YoY shipment growth.

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Apple's revenues in Q2 2024 returned to growth with a 5% year-over-year gain, driven by both product and services segments. The product segments collectively grew 2% YoY, while the services segment continued its double-digit YoY growth (14%) for the fourth consecutive quarter, reaching its highest ever share (28%) within Apple's total revenues.

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According to Counterpoint's preliminary estimates, two out of three smartphones sold globally were 5G capable in the first half of 2024. Currently, all smartphone sales priced above $400 are 5G capable, and over half of the sales in the $100-$249 price segment come from 5G capable devices. The cheapest 5G phones available in the market lie in the range of $100-$150, and the key to achieving 5G democratization is to enter lower price bands below $100.

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Qualcomm held its biggest launch event in India, 'Snapdragon for India', to announce Snapdragon 4s Gen 2, a low-cost 5G mobile platform capable of 1 Gigabit 5G speeds. The company aims to bring sub-$99 5G smartphones to India, working with OEM partners to drive 5G adoption in emerging markets. Qualcomm's VP of Research, Neil Shah, and SVP and President of Qualcomm India, Savi Soin, discussed the company's strategy for India, democratizing 5G and AI for the mass market, and localizing for India.

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Tesla's deliveries and revenue showed significant growth in Q2 2024, with a 20% YoY increase in revenue to $25 billion and a 15% YoY rise in deliveries to 443,956 units. The company aims to diversify its revenue streams by focusing on advanced autonomy and Optimus robots. Tesla's largest market was the US, followed by China and Europe.

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The industry is preparing to scale 3D NAND Flash to 1,000 word-line layers over the next decade, with Lam Research's innovations in etching technologies crucial for overcoming challenges such as slow etch rates and vertical profile variability. Lam's cryogenic dielectric etch technology enables better control of high aspect ratio etches, essential for vertical scaling, and reduces the environmental impact of the etching process.

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Urban Air Mobility (UAM) is a system that aims to safely and quickly transport passengers and cargo through air in urban areas. During the 2024 Paris Olympics, a UAM service will be available on five routes, including two for tourists. This event is expected to kick off a potential UAM boom, similar to the impact of Tesla on electric vehicles.

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Xiaomi secured the eighth spot in the top 10 list of best-selling smartphones in Q2 2024, while Apple and Samsung dominated with nine spots combined. The iPhone 15 series saw a 4% increase in sales compared to its predecessor in the same period last year. Samsung managed to increase its overall unit sales in the top 10 despite the earlier launch of its S24 series shifting some sales to Q1.

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