Counterpoint Research

We are thrilled to announce that #AI 360 Summit is just around the corner, happening on October 2nd at the Fremont Marriott, Silicon Valley! This exclusive #event brings together an elite lineup of speakers from the world’s leading #tech companies. Don’t miss the chance to hear #insights from industry leaders shaping the future of AI across #foundry, devices, #cloud infrastructure, and beyond. Join us and gain direct access to top-tier experts driving #innovation and change in the AI space! #AI360Summit #TechLeadership #SiliconValley #markets #research

Just Published: Survey - OPPO India India Leads in After-sales Service Experience With 62% ‘Very Satisfied’ Customers Key Takeaways: - OPPO India was followed by vivo and Samsung India, with 58% and 57% of their customers, respectively, rating the in-store #smartphone after-sales #service experience as very satisfactory. - As many as 9 out of 10 customers highlight face-to-face #phone repairs as an important parameter. OPPO India leads here with 78% of its users noting that repairs were done in their presence. - OPPO India leads in customer satisfaction for repair quality, repair costs, quick issue resolution, staff expertise, and multilingual communication offerings. Link to the full note is in the comments below. #smartphones #OPPO #vivo #Samsung #Xiaomi #research #survey #technology

We are thrilled to announce that the AI 360 Summit is just around the corner, scheduled for October 2nd at the Fremont Marriott in Silicon Valley. This exclusive event brings together leading experts and industry executives to discuss the most significant trends shaping the future of #AI and #technology. Key Highlights:  • Gain insights from thought leaders including Tom Kang, Neil Shah, Jeff Fieldhack, Peter Richardson, and Mohit Agrawal of Counterpoint Research. • Explore cutting-edge discussions on AI’s transformative role across #tech applications—from #smartphones to the #edge.  • Engage with industry leaders and cultivate valuable #connections for strategic #growth. Don’t miss this opportunity to be part of the conversation. Link to the details in the comments below. Dr. Vinesh Sukumar James C Chen Christopher Moore Carlos Morales Sameer Bidichandani Chiuman Ho Iri Trashanski Vis Valluri Jeff Yee Peter Carson Jari Salomaa Anupam Rastogi Qualcomm MediaTek Micron Technology Ambiq Google OPPO Ceva, Inc. SK hynix Vizaport DeepSig, Inc. Valo Emergent Ventures

Join us for an insightful panel at our 𝗔𝗜 𝟯𝟲𝟬 𝗦𝘂𝗺𝗺𝗶𝘁 as we explore the 𝗥𝗼𝗹𝗲 𝗼𝗳 𝗔𝗜 𝗶𝗻 𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝘃𝗲 𝗔𝗽𝗽𝘀 𝗮𝗻𝗱 𝗨𝘀𝗲 𝗖𝗮𝘀𝗲𝘀 𝗮𝘁 𝘁𝗵𝗲 𝗘𝗱𝗴𝗲. 𝗠𝗼𝗱𝗲𝗿𝗮𝘁𝗼𝗿: Jeff Fieldhack, Research Director, Counterpoint Research 𝗣𝗮𝗻𝗲𝗹𝗶𝘀𝘁𝘀: • James C Chen, VP of Product Technology Marketing, MediaTek • Carlos Morales, VP of Artificial Intelligence, Ambiq • Iri Trashanski, Chief Strategy and Marketing Officer, Ceva, Inc. Don't miss this opportunity to discover how AI is driving innovation and creating new applications at the edge! Link to the event details in the comment below.  #AI #EdgeComputing #AI360Summit #Innovation

Just Published: AI-embedded Cellular Modules to Cross 25% of All IoT Module Shipments by 2030 Key Takeaways: - #AI-embedded cellular modules, which accounted for 6% of total cellular #IoT module #shipments in 2023, are set to grow at a CAGR of 35% until 2030. - Cellular #modules have advanced from simple baseband #components to AI-enabled SoCs that integrate #CPU, GPU, and NPU to boost functionality and performance. - The demand for on-device AI is rising due to the focus on local analysis, real-time decision-making, and enhanced security. - Growth in AI modules by 2030 will be driven by applications such as drones, #automotive, POS & retail, healthcare, and industrial. Link to the full note is in the comment below.

Just Published: Europe Automakers Face Double Whammy of Chinese Onslaught, Emission Targets Key Takeaways: - Stagnating #EV sales in Europe this year have put several #automakers at risk of incurring heavy fines for their inability to meet Euro 7 emission norms.   - OEMs have baked in EV sales contribution as the key to lowering their fleet average emissions.  - Automakers need to address consumer perceptions of high EV prices, related insurance premiums, and poor charging experience to improve EV #sales. Link to the full note is in the comment below. #automotive #Tesla #research #insights #technology

Get ready for an exciting panel at our 𝗔𝗜 𝟯𝟲𝟬 𝗦𝘂𝗺𝗺𝗶𝘁! Join industry experts as they explore the future of GenAI in smartphones and PCs, focusing on how to drive performance, power, and profitability. Panel: 𝗚𝗲𝗻𝗔𝗜 𝗦𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 & 𝗣𝗖 𝗘𝘃𝗼𝗹𝘂𝘁𝗶𝗼𝗻: 𝗗𝗲𝗹𝗶𝘃𝗲𝗿𝗶𝗻𝗴 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲, 𝗣𝗼𝘄𝗲𝗿 & 𝗣𝗿𝗼𝗳𝗶𝘁𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗠𝗼𝗱𝗲𝗿𝗮𝘁𝗼𝗿: Peter Richardson, VP of Research, Counterpoint Research 𝗣𝗮𝗻𝗲𝗹𝗶𝘀𝘁𝘀: • Dr. Vinesh Sukumar, Senior Director, AI/ML Product Management, Qualcomm • Dr. Chiuman Ho, Senior Director of AI, OPPO Don’t miss this deep dive into the AI-driven innovations shaping the next wave of devices! Details are in the comment below. #AI #GenAI #Smartphones #PCs #AI360Summit #Innovation

Join us on October 2nd for the 𝗔𝗜 𝟯𝟲𝟬 𝗦𝘂𝗺𝗺𝗶𝘁, where industry leaders will explore AI’s transformative journey—from #foundry to #cloud and beyond.   Here’s what you can look forward to: • Actionable #data and forecasts across sectors: semiconductors, #smartphones, PCs, #servers, and applications • In-depth analysis of #AI economics and its impact on your business strategy • Unique opportunities to exchange insights with top #analysts, industry experts, and peers   Keynote speaker Carlos Morales, VP of AI at Ambiq, will dive into AI’s role in driving #innovation at the edge with real-world applications. Don’t miss it! Link to the detailed agenda in the comments below.

Join us on October 2nd at the 𝗔𝗜 𝟯𝟲𝟬 𝗦𝘂𝗺𝗺𝗶𝘁, where industry leaders dive into the future of #AI, from #foundry to #cloud and everything in between. At this event, you will: • Gain exclusive #data and forecasts on AI's impact across semiconductors, smartphones, #PCs, servers, and more • Learn about the #tech and innovation in #semiconductors enabling AI across the edge • Explore the financial implications of AI and its potential effects on your #business • Connect with experts, #analysts, and peers to share and discover valuable insights Christopher Moore, Vice President of Marketing, Mobile Business Unit at Micron Technology, will be one of our keynote #speakers, talking about how innovation in memory enables next-gen AI experiences at the #edge. Link to the event details in the comments below.

Just Published: Global Cellular IoT Connectivity Revenue to Exceed $26 Billion by 2030 Key Takeaways: - Global Cellular #IoT connections surged 24% in 2023 to surpass 3.3 billion, set to exceed 6.2 billion by 2030. - Although China accounted for 70% of the global total cellular IoT #connections in 2023 with 2.3 billion, its share of global connectivity #revenues was 36%. - By 2030, Connected Cars, Smart #Meters, and Smart #Retail are expected to collectively account for over 60% of the total market share for #cellular IoT applications. - By 2030, #5G connections will surpass NB-IoT connections globally, accounting for nearly 50% of total IoT #connectivity revenues. Link to the full note is in the comment below. Mohit Agrawal Siddhant Cally