Counterpoint Research

𝗥𝗲𝘃𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝗶𝘇𝗲 𝗖𝗼𝗻𝗻𝗲𝗰𝘁𝗶𝘃𝗶𝘁𝘆 𝘄𝗶𝘁𝗵 𝗘𝗻𝘁𝗶𝘁𝗹𝗲𝗺𝗲𝗻𝘁 𝗦𝗲𝗿𝘃𝗲𝗿𝘀 Key Takeaways: - By 2026, 49% of #smartphones and 65% of cellular #watches are expected to support #eSIM, according to Counterpoint’s eSIM Device Forecast, H1 2024. - Entitlement servers (ES) unlock exciting new revenue streams while significantly elevating the #consumer experience. - While implementing entitlement servers may involve substantial deployment costs and intricate technical integrations, the long-term benefits far outweigh the challenges. - Leading Tier-1 #MNOs prioritize entitlement servers that deliver top-tier security and flexibility for advanced applications like OneNumber and seamless #eSIM transfers. - ES vendors, including Redtea Mobile, offer innovative solutions like #TSE, providing easy-to-use and adaptable options that are critical for accelerating eSIM adoption. Link to the document is available in the comment below. Mohit Agrawal Rajat Shukla (eSIM) #technology #research #trends #insights

Lam Research Q3 2024 Earnings: Strong Results Amid Industry Shifts Key Highlights: - Revenue reached $4.3 billion, up 20% YoY, with significant growth in CSBG, which rose 25%. - #DRAM revenue grew by 21%, driven by #tech upgrades and initial 1-gamma node ramp-ups. - #NAND faced a 15% decline due to cyclical challenges, but recovery is expected in 2025 as customers adopt a higher layer count. - Lam Research is on track for $1 billion in advanced packaging revenue this year. Swipe through for more details on Lam Research's performance and long-term #growth prospects. #earnings #revenue #technology #research #markets

Just published: Chinese Smartphone OEMs Revolutionizing Mobile Photography Key Takeaways: - Chinese #OEMs are introducing their premium products in SEA, with a focus on industry-leading #camera specifications and pro-level imaging experience. - During the past decade, Chinese OEMs have heavily invested in camera #development and enhancements. - To establish differentiated competitiveness and push the limits of #mobile imaging experience, tie-ups between #smartphone OEMs and classic camera brands are becoming popular. - vivo's strong #product capabilities, competitive camera performance, and successful local operations in SEA have driven its #growth, returning it to the global top five in Q3 2024.   Link to the note is in the comment below. #technology #research #trends #markets #photography #vivo

Just published: iPhone’s Growth has Slowed Down but Apple’s Innovation has not Key Takeaways: - Apple’s innovation is strategic, not rushed, aligning with market needs over hype. - Beyond #iPhones, Apple has taken categories like smartwatch, XR, and #TWS and re-invented them with multiple #innovations. - Execution and scale are Apple’s strengths, driving a 2B+ active device ecosystem. Link to the note is in the comments below. #Technology #VisionPro #XR #smartwatch #Apple #research

How is #AI evolving to create a seamless, intelligent future? Our latest #whitepaper explores MediaTek’s vision for ubiquitous AI computing, centered around four key pillars: - Devices: AI integrated across #smartphones, #automotive, and smart homes. - Cloud: Custom AI accelerators for enhanced performance and efficiency. - #Connectivity: Hybrid AI computing powered by #5G, Wi-Fi, and wired technologies. - #Partnerships: Collaborations with industry leaders like Meta, Google, and NVIDIA driving AI innovation forward. Together, these 4 pillars are shaping the future of ubiquitous AI, delivering intelligence everywhere. Swipe through for #insights from our whitepaper on AI’s future across industries. Link to download the whitepaper with all the detailed #analysis and numbers in the comment below. #technology #research #markets #mediatek

How is #AI evolving to create a seamless, intelligent future? Our latest #whitepaper explores MediaTek’s vision for ubiquitous AI computing, centered around four key pillars: - Devices: AI integrated across #smartphones, #automotive, and smart homes. - Cloud: Custom AI accelerators for enhanced performance and efficiency. - #Connectivity: Hybrid AI computing powered by #5G, Wi-Fi, and wired technologies. - #Partnerships: Collaborations with industry leaders like Meta, Google, and NVIDIA driving AI innovation forward. Together, these 4 pillars are shaping the future of ubiquitous AI, delivering intelligence everywhere. Swipe through for #insights from our whitepaper on AI’s future across industries. Link to download the whitepaper with all the detailed #analysis and numbers in the comment below. #technology #research #markets #mediatek

How is #AI evolving to create a seamless, intelligent future? Our latest #whitepaper explores MediaTek’s vision for ubiquitous AI computing, centered around four key pillars: - Devices: AI integrated across #smartphones, #automotive, and smart homes. - Cloud: Custom AI accelerators for enhanced performance and efficiency. - #Connectivity: Hybrid AI computing powered by #5G, Wi-Fi, and wired technologies. - #Partnerships: Collaborations with industry leaders like Meta, Google, and NVIDIA driving AI innovation forward. Together, these 4 pillars are shaping the future of ubiquitous AI, delivering intelligence everywhere. Swipe through for #insights from our whitepaper on AI’s future across industries. Link to download the whitepaper with all the detailed #analysis and numbers in the comment below. #technology #research #markets #mediatek

Just Published: AI to Catalyse, not Cannibalize XR Growth Key Takeaways: - Apple Vision Pro’s weaker-than-expected sales cast a shadow on the broader #XR market; the concurrent emergence of #GenAI diverted attention away from XR - #AI may catalyse XR growth by solving many of the problems that have been plaguing its hardware, software as well as the content. - XR will benefit from AI with AI assistants already creating a surge in #consumer interest. - AI can also automate XR content creation and help with #headset performance optimization, accelerating sales and investment #growth. Link to the full note is in the comments below. #AR #VR #Meta #Apple #Google #Microsoft #NVIDIA #research #markets

How is GenAI transforming the smartphone landscape?   Our latest whitepaper, based on Qualcomm’s keynote during our #AI 360 Summit, explores the rise of hyper-personalized #devices and the role of #GenAI in reshaping user experiences.   Key Insights: - GenAI #smartphones to account for 19% of global #shipments in 2024, growing to 54% by 2028. - Apple and #Samsung lead the GenAI smartphone market, while Qualcomm’s multi-modal AI capabilities are driving hyper-personalization. - #Semiconductor costs in smartphones are rising with GenAI adoption, expected to reach 45% of #BoM by 2030.   Swipe through for more insights. Link to download the whitepaper with all the detailed #analysis and numbers in the comment below. #whitepaper #technology #research #insights #trends

TSMC reports a strong Q3 2024, with #revenue reaching $23.5 billion, up 36% YoY and driven by demand for #AI and smartphones. Key Highlights: - High-Performance Computing (HPC) led with 51% of revenue, followed by #smartphones at 34%. - AI-related revenue tripled this year, now contributing 14-16% of total revenue. - Q4 2024 revenue #outlook between $26.1 and $26.9 billion, with gross margins of 57-59%. Swipe through for more details on TSMC's performance and long-term #growth prospects. #TSMC #earnings #semiconductor #technology #research #markets