Counterpoint Technology Market Research

Just published: BEV Sales to Hit 10 Million in 2024; Hybrids Growth to Beat BEVs, ICE to Decline Key takeaways: - BEV milestone: BEV sales will hit the 10-million milestone in 2024 on the resumption of long-term decline for ICE vehicles, whose market share is projected to drop below 50% in four years. - Regional Insights and Market Dynamics: #China will dominate BEV sales with over 50% global share until 2027. Its share will decline gradually but will still surpass the combined sales of #NorthAmerica and #Europe in 2030. Major growth in Europe and the US will start in 2025. - BYD vs Tesla: BYD’s BEV sales will surge and overtake Tesla’s in 2024. - Hybrid vehicle dominance: Hybrid vehicles (PHEVs and HEVs) will dominate the electric segment in the near term. Link to the full note is in the comments below. #electricvehicles #automotive #industry #research #markets #sustainability #Tesla #BYD #EV

To maximize the opportunities offered by 5G Advanced, operators need to fully leverage their FDD Sub-3GHz spectrum assets to ensure seamless coverage across urban, suburban and rural regions. This will require a new breed of multi-antenna, ultra-wideband massive MIMO radios with significantly higher spectrum efficiencies, throughputs and low-latencies compared to existing radios. Read our recent note - FDD Sub-3GHz Massive MIMO Radios Will Play A Critical Role Enabling Operators To Maximise Opportunities Offered By 5G Advanced Key takeaways: - Sub-3GHz Bands: Essential for extending #5G coverage and #IoT services, providing reliable indoor coverage, and offering lower latency. - Advanced Radio Technologies: FDD Beamforming, multi-band power amplifiers, GigaBand technology, and energy-saving #AI software enhance spectrum efficiency, reduce power consumption, and minimize costs. - FDD Massive #MIMO: Boosts capacity and coverage, significantly improving spectrum efficiency and user experience while reducing capex and opex costs. - Huawei Innovations: Industry-leading FDD triple-band MIMO modules, GigaBand RF modules, advanced power amplifiers, and the GigaGreen platform optimize performance and #energy efficiency. Link to the full note is in the comments below. #5GAdvanced #MassiveMIMO #Telecom #Technology #Innovation #SpectrumEfficiency #Huawei #FDD #Sub3GHz #EnergyEfficiency #CounterpointResearch #Operators

Since its 2019 launch, #5G adoption has outpaced all previous #cellular generations. However, operators are just starting to #monetize their 5G #investments. Read our recent note - TDD Multi-Carrier Aggregation Builds Foundation For New 5G Advanced Experiences Key takeaways: - 5G Advanced marks the beginning of the Multi-Gigabit era in cellular #communications, with TDD multi-carrier aggregation enabling fiber-like downlink speeds of 5-10Gbps. - 3CC multi-carrier aggregation in sub-6GHz bands will be the preferred choice for many #operators as they roll out the first wave of 5G Advanced networks. Link to the full note is in the comments below. #TDD #Huawei #networks #market #research #technology

Just published: Domestic Players Fuel China TCU Sales Growth in Q1 2024; LG Remains Market Leader Key takeaways: - #TCU sales in #China grew 9% YoY in Q1 2024, driven by double-digit growth of key domestic players. - China continued to lead global TCU #sales with a 32% share, a flat YoY growth in #market share. - Advanced #infotainment and safety features are driving the increasing connectivity demand among users. - China remained the #5G TCU leader with an 89% market share globally, driven by the diverse 5G products launched by the country’s TCU players. - Neusoft led among the domestic players, but Huawei witnessed the highest growth (45% YoY) among the #top five TCU players. Link to the full note is in the comments below.

Under the ‘Future First’ theme, MWC Shanghai was centered around #AI, #5G, and large language models (#LLMs), highlighting advancements set to reshape industries. From AI-embedded consumer electronics to #AR glasses and the latest AI solutions, attendees were given a glimpse into the #future of connectivity and #innovation. Swipe through for key highlights. For the full scoop, check out our blog in the comments below. #technology #smartphones #research #industry #GSMA

Our latest infographics summarizing the global semiconductor, #foundry, and #smartphone AP market in Q1 2024 are out now! Below are the key takeaways for the top 7 #semiconductor companies by revenue: - Samsung Semiconductor took the #1 spot with strong demand from the #memory market, especially for DDR5 and storage for generative AI. - NVIDIA ranked #2, recording another quarter of revenue #growth (19% QoQ), thanks to its dominance in AI, which triggered a sales boom in the #data center segment. - Intel Corporation reported a 14% QoQ revenue decline in Q1 2024 due to soft demand at Intel foundry, Altera and Mobileye. - SK hynix and Micron Technology also benefited from the solid memory #market to report sequential revenue growth and rank #4 and #7 respectively during the quarter.  - Qualcomm and Broadcom ranked #5 and #6 respectively, both reporting single-digit QoQ revenue declines due to weak #performance in their key businesses. Link to the rest of the infographics in comments below.

Just published: China’s Smartphone Sales Grew 6.8% YoY During 618 Period in 2024 Key takeaways: - China’s #smartphone sales grew 6.8% YoY during the 618 festival - This year, price #discounts offered by most OEMs were similar to last year’s. - Huawei was the big winner with a 42.4% YoY increase in #sales, driven by continued demand for its new #5G products. - vivo and Xiaomi also performed better, both seeing double-digit growth compared to last year. - Apple’s sales grew 2.7% YoY, benefiting from stronger promotions and an extra week of sale prices compared to 2023. Link to the full note is in the comments below. #China #research #Industry #markets #industry #technology #vivo #Apple #HONOR #Xiaomi

Just published: Global Cellular IoT Module Market Shows Early Signs of Recovery Key takeaways: - Global cellular #IoT module shipments grew 7% YoY in Q1 2024. - Quectel led the market followed by Fibocom and China Mobile International Limited - Quectel, Fibocom, and China Mobile were the leading module players, collectively holding a 50% #market share in Q1 2024. - For markets excluding China, the top three vendors were Quectel, Telit Cinterion, and Fibocom. - IoT module shipments will #grow at a CAGR of 9% between 2023 and 2030. Link to the full note is in the comments below. #IoT #Module #technology #researc #industry #internetofthings #digitaltransformation #markets #5G

Our analysts Ethan Qi, MINSOO KANG, Flora Tang, Shenghao Bai, Varun Gupta, Archie Qi Zhang, and Shaochen Wang will be attending MWC Shanghai, 2024 from June 26 – June 28. Schedule a meeting with them to discuss the latest trends in the technology and telecommunications sector, and understand how our leading research and services can help your business. Link in comments below. #MWC24 #technology #research #telecommunications #events #industry #markets #smartphones #automotive #IoT

Recently published: Custom Silicon and New Interconnect Opportunities To Drive Growth at Marvell Key takeaways: - Counterpoint Research sees Marvell as well-positioned to benefit from the AI #data centre #growth. However, new revenue streams will begin towards the end of FY25, laying a strong foundation for FY26. - Custom silicon, despite high entry barriers, promises lucrative medium- and long-term prospects for Marvell. - The data centre market presents three $1 billion opportunities: AEC interconnects, PCIe Gen 6 retimers, and pluggable DCI coherent DSPs. Link to the full note is in the comments below. #AI #Marvell #revenue #research #markets #technology #markets