Insights Archive - Counterpoint

Global Cellular IoT Module Shipments Record First-ever Annual Decline

Team Counterpoint — Thu, 21 Mar 2024 07:31:15 +0000

The global cellular IoT module market’s shipments declined 2% in 2023 as compared to 2022.
Despite a decline in shipments, Quectel continued to lead, followed by Fibocom and China Mobile.
NB-IoT and 4G Cat 1 shipments declined in its top market, China, where 4G Cat 1 bis gained at 4G Cat 1 and NB-IoT’s expense.

Seoul, Beijing, Boston, Buenos Aires, Hong Kong, London, New Delhi, San Diego – March 21, 2024

Global cellular IoT module shipments saw their first-ever annual decline in 2023, falling 2% YoY, according to Counterpoint’s latest Global Cellular IoT Module and Chipset Tracker by Application report. Inventory adjustments following supply chain disruption and reduced demand in some key market verticals like industrial and enterprise were some of the key factors driving this decline.

4G Cat 1 bis grew the fastest in 2023, capturing over 22% of the shipments. In China, 4G Cat 1 bis has now become the primary cellular standard for POS, smart meter, telematics and asset tracking markets, owing to its affordability and energy efficiency. The market is slowly transitioning from 4G Cat 1 and NB-IoT to more efficient 4G Cat 1 bis.

Commenting on market dynamics, Associate Director Mohit Agrawal said, “India and China have shown positive growth due to increasing demand in the smart meter, POS and asset tracking markets. Conversely, the rest of the world witnessed a sharper decline, indicating a lack of expected market momentum.”

Agrawal added, “Around 12% of the modules shipped in 2023 were equipped with AI capabilities at the software or hardware level. These modules are gaining popularity in high-end markets such as automotive, router/CPE and PC, facilitating the management of the escalating data load in these sectors.”

Quectel, the leading module vendor, experienced a decline in its market share primarily because of weakened demand in markets outside China. The company has partnered with Syrma SGS Technology to manufacture IoT modules in India.
China Mobile and Fibocom experienced double-digit YoY growth. China Mobile’s growth was driven by smart meters, asset trackers and POS applications, while Fibocom’s growth was driven by POS and telematics applications.
This year’s merger between Telit and Thales propelled Telit Cinterion into the top five vendors of IoT modules. To further solidify its presence in India, Telit partnered with VVDN for local production.
Several Chinese brands like Unionman, OpenLuat, Lierda and Neoway have shown significant growth within specialized markets like smart meter, asset tracking and POS.

Commenting on the market outlook, Research Analyst Anish Khajuria said, “In 2024, the IoT module market is expected to return to growth in the second half of the year with normalizing inventory levels and increasing demand in the smart meter, POS and automotive segments. Moreover, substantial growth is forecasted for 2025, coinciding with the widespread adoption of 5G and 5G RedCap technologies in smart meters, routers/CPE, POS systems, automotive solutions, and asset tracking applications.”

For detailed research, refer to the following reports available for subscribers:

Counterpoint tracks 1,500+ IoT module SKUs on a quarterly basis and provides forecasts on shipments, revenues and ASP performances for 80+ IoT module vendors, 12+ chipset players and 18+ IoT applications across 10 major geographies.

Background

Counterpoint Technology Market Research is a global research firm specializing in products in the technology, media and telecom (TMT) industry. It services major technology and financial firms with a mix of monthly reports, customized projects and detailed analyses of the mobile and technology markets. Its key analysts are seasoned experts in the high-tech industry.

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The post Global Cellular IoT Module Shipments Record First-ever Annual Decline appeared first on Counterpoint.

Counterpoint Conversations: Sonim’s Solution-oriented Approach Driving Rugged Handsets Ecosystem

Team Counterpoint — Wed, 20 Mar 2024 12:55:45 +0000

Rugged smartphones are a niche, but an important category as they are built tough for extreme environments. They can resist water, dust, shock, and drops, making them ideal for construction workers, firefighters, and outdoor enthusiasts. But what goes into making these smartphones to ensure safety, reliability, and longevity? Varun Mishra, a Senior Analyst at Counterpoint Research, met with Michael Coad, SVP of Sonim Technologies, at MWC 2024 to learn about the company’s approach to the rugged smartphone market and more.

The Interview

Key Takeaways from the Discussion:

Sonim focuses on a solution-oriented approach:

• Rugged smartphones
• Accessories
• Software (SonimWare)
• Assistance in deployment (SonimCare)

Tests for ruggedness and more:

• Devices certified for industry standards like IP68, MIL-STD-810H.
• Sonim’s Rugged Performance Standard (RPS) benchmark for:
o Endurance and durability.
o Battery life.
o Extra loud audio.
o Chemical resistance.

User feedback for product improvement:

• Sonim collects feedback from different industry customers to:
o Improve existing devices.
o Designing of future devices.

Ensuring cellular coverage at remote locations:

• Sonim supports carrier initiatives for enabling satellite connectivity but does not plan to offer a proprietary satellite receiver.
• Exploring off-network solutions using 5G technology and device-to-device connectivity like push-to-talk.

Analyst Takeaways:

• Rugged smartphones are used in mission-critical scenarios like law enforcement and firefighting. However, in the competitive smartphone segment, it is difficult to carve out a niche and sustain it.
• While some of the large players have exited the rugged device segment, Sonim Technologies has been producing impressive revenue growth in 2023.
• Sonim’s focus on providing industry solutions rather than just a device, and its consumer-centric approach has been a key differentiating factor for the company.
• The company not only provides rugged hardware devices tested on various self-developed quality standards but also a software platform, called SonimWare, to manage key functionalities such as multi-device management and cloud services.

The post Counterpoint Conversations: Sonim’s Solution-oriented Approach Driving Rugged Handsets Ecosystem appeared first on Counterpoint.

Counterpoint Conversations: Thales Unveils Innovative Solution for Effortless eSIM Transfer

Team Counterpoint — Tue, 19 Mar 2024 13:08:13 +0000

Transferring eSIMs between smartphones is often a cumbersome task. Whether it is switching from one iPhone or Android smartphone to another, or transitioning between an iPhone and Android, users have been struggling with QR quotes and lengthy processes. At MWC 2024, Thales introduced a seamless and simplified solution aimed at alleviating this pain point. Mohit Agrawal, Associate Director at Counterpoint, met with Pauline Pinzuti, Marketing Manager at Thales, who offered us a sneak peek into the company’s ingenious solution that streamlines the eSIM transfer process.

The Interview

Key Takeaways from the Demo:

Simplified eSIM activation process:

• No need for QR codes anymore.
• eSIM activation happens directly using the carrier’s app.
• Users simply need to log in, select their plan, click a button to download the eSIM profile and activate it.

Effortless eSIM transfer:

• Upon logging into the app on a new smartphone, it can automatically detect existing eSIM profiles on another phone.
• It can then send a prompt to the old phone to transfer the eSIM profile onto a new device in simple steps.
• This also works across operating systems – from Android to iOS, and vice-versa.

Convenient solution for lost or broken phones:

• In case your old device is misplaced or broken, the app can trigger the download of a new eSIM profile on your new device.
• This solution eliminates the need to access your old, broken device.
• Here the backend system generates a new profile upon app activation, thus ensuring seamless connectivity.

Analyst Takeaways:

• This innovative eSIM transfer solution marks a significant advancement in user convenience.
• Transfer of eSIM from one device to another has historically posed challenges, hindering consumers from transitioning from physical SIMs to eSIMs effectively.
• Challenges associated with eSIM transfer encompass technical requirements, connectivity issues, device compatibility, software updates, account verification, and user experience management.
• Thales has successfully developed a seamless user experience for eSIM transfers, facilitating smooth transitions not only within the same ecosystem but also between iOS and Android devices. This user-friendly approach is expected to accelerate the adoption of eSIM technology.

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NVIDIA GTC 2024: Analysts’ Insights and Industry Trends

Team Counterpoint — Tue, 19 Mar 2024 11:05:54 +0000

AI has become a ubiquitous theme in the tech industry and NVIDIA stands out as a key player, often referred to as the kingmaker of AI. As such, one can expect GTC 2024 to showcase groundbreaking advancements and applications in AI across various domains.

Our analysts are covering the event live as well as virtually. Here’s what Brady Wang, Associate Director at Counterpoint Research, has to say from the San Jose McEnery Convention Center:

NVIDIA is the hottest company in the world right now. The company’s focus on multimodal AI training in data centers, particularly emphasizing the energy-efficient GB200 systems and DGX SuperPODs with enhanced inference capability, will contribute significantly to its growing revenues in the Data Center sector. This transition is evident as companies move from training Large Language Models (LLMs) to multimodal AI models. Furthermore, NVIDIA is highlighting the integration of AI into the physical world, with industries like robotics, automotive, and extended reality (XR) incorporating AI into the 3D realm, unlocking new possibilities and use cases.

Decoding GTC 2024 – Analyst Takeaways on Key Announcements

NVIDIA Blackwell: World’s most powerful chip launched

NVIDIA introduced Blackwell, a powerful chip with 208 billion transistors, designed for training massive 10 trillion parameter AI models. It uses a custom 4NP TSMC process and connects GPU dies with a 10 TB/second chip-to-chip link. They also launched GB200 Grace Blackwell Superchip, linking B200 Tensor Core GPUs with the Grace CPU. Counterpoint Research predicts NVIDIA’s Data Center revenue to reach over $72 billion in 2024, a 134% increase from last year, thanks to Blackwell’s adoption by cloud providers and countries for their AI supercomputers.

Source: NVIDIA GTC 2024

NVIDIA NIM: Foundational software for AI deployments through API services

NVIDIA is driving AI adoption forward with the introduction of NVIDIA NIM, an API-based platform designed for AI inferencing. This is in addition to the NVIDIA Enterprise platform which already provides access to a suite of services for AI training and inferencing. This platform facilitates quicker deployment times and offers plug-and-play options, aiming to simplify the intricacies involved in developing software for AI inferencing. It provides access to ready-made platforms through APIs for inferencing AI models for real-time insights. NVIDIA has indicated a price of $1/per GPU/per hour for access to NVIDIA NIM.

Source: NVIDIA GTC 2024

Denmark next country for AI sovereignty – Supercomputer with 191 DGX systems

Denmark’s collaboration with Novo Nordisk and NVIDIA to establish an AI Innovation Center underscores the global shift towards domestic AI data centers, emphasizing data privacy and insights protection. This strategic initiative, encompassing healthcare, drug discovery, quantum, and social science, reflects a broader trend among countries. Denmark’s commitment, including the deployment of over 191 DGX systems, showcases a concerted effort towards advanced AI capabilities in key sectors.

Source: NVIDIA GTC 2024

NVIDIA enters the XR market

NVIDIA has introduced Ominverse Cloud APIs, enabling Apple Vision Pro users to personalize and share high-fidelity OpenUSD files on mobile devices seamlessly, leveraging cloud-compensated computing for optimal content and performance. This integration of NVIDIA Omniverse and Apple Vision Pro holds promise for a revolutionary mixed-reality (MR) experience, opening doors to diverse industrial, productivity and entertainment applications.

Source: NVIDIA GTC 2024

Partnership with BYD

The partnership is an extension of the existing partnership with BYD on the NVIDIA DRIVE platform which further enhances, optimizes and digitalizes the complete product lifecycle from vehicle concept to retail through the integration of AI and Metaverse technology.

Source: NVIDIA GTC 2024

Computational lithography accelerated by integrating cuLitho in production processes

The integration of NVIDIA’s cuLitho in semiconductor manufacturing will speed up photomask production that takes weeks to days and help reduce power needs and potential environmental harm, further enabling higher chip density and yield.

As semiconductor scaling becomes more complex, a greater number of foundries, EDA vendors and lithography equipment makers will be integrating the NVIDIA cuLitho in their process flow as the amount of data processing requirements in innovative mask techniques, photoresist modeling and high-NA EUV technology for new technology nodes is expected to increase significantly.

Source: NVIDIA GTC 2024

Physical manifestation of AI – Project GR00T

Project GR00T is a major step forward in humanoid robot development, showing NVIDIA’s commitment to pushing AI boundaries. Jetson Thor, a new computing system for humanoid robots, is a key part of this effort. With a powerful GPU based on NVIDIA’s latest architecture and a transformative engine delivering 800 teraflops of AI performance, Jetson Thor enables humanoid robots to run advanced AI models like GR00T, marking a significant milestone in humanoid robotics.

Source: NVIDIA GTC 2024

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Meet Counterpoint Research at MVNOs World Congress 2024

Team Counterpoint — Mon, 18 Mar 2024 13:01:32 +0000

Insights

As the Official Research Partner, Counterpoint Research is proud to contribute to the MVNOs World Congress 2024, the industry’s leading event for the global MVNOs community.

Our Vice President Research, Neil Shah, and Associate Director, Mohit Agrawal will be attending the event from 24th to 26th June 2024. You can schedule a meeting with them to discuss the latest trends in the technology, media and telecommunication sector and understand how our leading research and services can help your business.

Request a Meeting

The Event Lounge Brussels,
Belgium

24th - 26th June
2024

MEET THE EXPERTS

Neil Shah, Research Vice President
Mohit Agrawal, Associate Director

Neil Shah

Research Vice President

Presentation

Join our Research Vice President Neil Shah‘s insightful presentation on:

Market Overview: Global IoT & B2B eSIM Deployments

• Overview of players in the market and how can we learn from them

• Examining the momentum of growth within the market

• Delving into the roles that various verticals are playing in shaping the landscape

IoT & eSIM for B2B

Monday, 24 June 2024 10:00 – 10:20

Mohit Agrawal

Associate Director

Panel Discussion

Catch our Associate Director Mohit Agrawal in action moderating a panel discussion on:

Navigating the Impact of the New IoT & eSIM Standards

• Exploring the evolving landscape of IoT & eSIM Standards

• Dive into the specific implications and features of SGP.32

• Overcoming issues like data sovereignty & roaming bands

• The transformative potential of SGP.32 for the future of connected devices

IoT & eSIM for B2B

Monday, 24 June 2024 11:00 – 11:40 CET

Book your pass for MVNOs World Congress 2024

Counterpoint Research at MVNO World Congress 2023

OUR COVERAGE

Smartphones

Semiconductors

Automotive

Internet of Things

Wearables

eSIM

PC and Tablets

Networks and Infrastructure

Consumer Research

Emerging Tech

Accelerating AI Revenues Plus Recovery in Non-AI Core Markets Signals Return to Profit for Marvell in Fiscal 2025

Gareth Owen — Mon, 18 Mar 2024 12:43:07 +0000

Marvell reported a slight increase in revenue in Q4 2024, up 1% sequentially to $1.43 billion. However, the highlight of the quarter was the high growth recorded in its data centre business, which benefited from increased AI spending. Compared to Q3, data centre revenues increased 38% and were up 54% on a YoY basis. Overall fiscal 2024 revenue totalled $5.5 billion with strong growth in the H2 driven by AI demand. However, Marvell posted a $392.7 million net loss, a lot worse than the $15.4 million it posted in the previous year.

For Q1 2025, Marvell is forecasting total revenues of $1.15 billion with weak demand expected to continue in the carrier, enterprise and consumer segments. However, the company expects that revenues in these segments will stabilise after Q1 2025, with a recovery expected in H2 2025.

Data Centre Segment

Data centre revenue reached $765 million in Q4 with cloud services being a significant contributor while revenue from AI-driven optics exceeded $200 million (Exhibit 1). In fact, data centre revenue – particularly AI-driven optics – accelerated throughout the year, increasing from around one-third of total revenue in Q1 to more than half at the end of Q4. Clearly, the acquisition of Inphi is proving to be a major strategic asset.

Demand for its cloud-optimized silicon solutions is up, driven by the increase in AI and accelerated computing investment. The chip vendor has successfully executed several 5nm designs in the last two years and expects initial shipments for its two 5nm AI compute programs to start in Q1 2025. Marvell believes that it is on track for a very substantial ramp-up in H2 2025.

Marvell reported that it is also heavily engaged with cloud customers on new 3nm opportunities and remains confident of its 3nm funnel and design win rates. In addition, AI is increasing the cadence of new chip releases, and this plays well to Marvell’s strength as a key partner for its cloud customers with a proven ASIC platform.

The company also announced an extension of its long-standing collaboration with TSMC to develop the industry’s first technology platform to produce 2nm chips optimized for accelerated infrastructure. This new platform will enable Marvell to deliver substantial advancements in performance, power and area, which will be critical for next-generation accelerated workloads.

Carrier and Enterprise Networking

Carrier and enterprise markets have been experiencing a period of weak industry demand for several months. As a result, revenues at both segments were down sequentially in Q4. Marvell expects further sequential declines in Q1 of approximately 50% for carrier networking and 40% for enterprise. Beyond Q1, Marvell expects these markets to stabilise and forecasts a recovery in fiscal H2 2025.

This exhibit compares Data Centre versus Carrier Network revenues during 2023-2034.

At their peak during the pandemic, the carrier and enterprise networking market contributed a total of $2.5 billion to Marvell’s revenue. Looking forward, Marvell expects both of these markets to contribute over $1 billion each in revenue on an annual basis once demand normalizes. Both these businesses have very long product life cycles – typically seven years in production. In particular, Marvell stresses that it has not lost business or market share, with the lower revenues being attributable to demand softness and inventory corrections. In fact, the company maintains that its up-coming product upgrades will drive up revenues as both these cyclical markets recover over the next few years.

Analyst Viewpoint

Marvell is a critical enabler of accelerated infrastructure for AI with a full suite of solutions across data centre interconnect, switching and compute plus in-house expertise to integrate all these technologies together. Essentially, the company is a one-stop shop for data centres. As a result, Counterpoint Research believes that the company is well positioned to capitalise on the massive AI-based technology build-out as it continues to gain momentum during 2024.

Growth in generative AI applications is driving cloud providers to build new data centres. As a result, Marvell is experiencing an increase in design wins in AI, custom silicon and networking optics. This is providing good opportunities, particularly in custom silicon. However, this is not a zero-sum game with both the merchant and custom silicon expected to benefit. Also, the on-going transformation of data centre architectures is resulting in increased investment in inferencing, which drives more bandwidth between data centres, resulting in more demand for Marvell’s data centre interconnect products.

In Q1 of fiscal 2025, Marvell expects continued sequential growth in its data centre revenues with initial shipments of its cloud-optimized silicon programmes for AI complementing its electro-optics products. Carrier, enterprise and consumer markets are expected to bottom out in Q1 – representing a cyclical trough – which limits any downside. With a healthy gross margin of 42.1% and focus on high-growth areas (and clear view of demand for fiscal 2025 and 2026), Counterpoint Research believes that Marvell is set for recovery and a profitable fiscal 2025.

The post Accelerating AI Revenues Plus Recovery in Non-AI Core Markets Signals Return to Profit for Marvell in Fiscal 2025 appeared first on Counterpoint.

Counterpoint Conversations: OnePlus Focusing on User-centric AI to Redefine Smartphone Experience

Team Counterpoint — Fri, 15 Mar 2024 13:44:42 +0000

Generative AI was the headline trend at MWC 24. From smartphone OEMs to operators and chipmakers, everyone showcased the AI use cases they have been working on. In the same vein, OnePlus announced the Watch 2 smartwatch and a special edition Genshin Impact 12R smartphone and spoke about how AI can enhance both productivity and personalized creativity.

Jan Stryjak, an Associate Director at Counterpoint, met with Gary Chen, Director of Software Product Strategy at OnePlus, to dive into the company’s vision for AI in smartphones. Chen also provided an exclusive sneak peek at the upcoming Smart Image Eraser feature on OnePlus smartphones.

The Interview

Key Takeaways from the Discussion:

User-centric Approach:

– “We spent a lot of time discussing with the team what the real user scenario is, what is the real benefit of generative AI, and not just talk AI everywhere.” – Gary Chen.
– OnePlus is prioritizing identifying real user scenarios where AI can provide tangible benefits.
– It will simply avoid adding AI features for marketing purposes.

Two Key Directions:

• OnePlus sees AI playing a crucial role in two areas:
– Boosting productivity by summarizing articles and translating languages to enhance daily tasks.
– Personalized creativity like removing unwanted objects from photos.

Using AI for Efficiency:

– The new Trinity Engine in OxygenOS uses AI to optimize smartphone performance.
– It can predict user behavior to pre-load apps and also manage power consumption during sleep.

Strategic Partnerships:

– OnePlus is collaborating with Qualcomm on hardware.
– It is also partnering with Google and Microsoft on the cloud.

Key Challenges and Considerations:

– Identifying genuine user benefits.
– Defining hardware needs for AI features (balancing between cloud and on-device processing).
– To ensure responsible AI development considering data privacy and content control.

Analyst Takeaways:

• OnePlus was one of a few smartphone OEMs that launched devices at MWC, keen to regain some momentum in Europe following a few difficult years where its share has plummeted, further exacerbated by a licensing dispute with Nokia. However, now that OnePlus has overcome those hurdles, it is looking to grab some attention with its user-centric AI capabilities.
• The capabilities are impressive, particularly in the areas of productivity and creativity, further helped by OnePlus’ powerful Trinity Engine and some useful partnerships with Qualcomm, Microsoft and Google.
• The challenge that OnePlus faces is that lots of other smartphone OEMs are also pushing on-device AI, and some, such as Samsung, Xiaomi and HONOR, are arguably doing and communicating things a bit better.
• If OnePlus can capitalize on the resurgence of its parent company OPPO in Europe, which is itself a big ask, then it might be able to stand out from the crowd.

The post Counterpoint Conversations: OnePlus Focusing on User-centric AI to Redefine Smartphone Experience appeared first on Counterpoint.

Counterpoint Conversations: Micron’s UFS 4.0 Memory Enabling Next-Gen AI Experiences at the Edge

Team Counterpoint — Thu, 14 Mar 2024 13:05:02 +0000

In the era of on-device AI, smartphones are transforming into powerful edge computing devices. This shift demands a significant leap in storage and high-speed transfer capabilities to handle the increasing demands of these complex AI models. Micron, a leading memory and storage innovator, is spearheading this exciting frontier.

At MWC 2024, Counterpoint’s VP of Research, Neil Shah, sat down with Micron’s VP of Marketing, Christopher Moore, to delve deeper into how the company’s cutting-edge technology is paving the way for the first wave of generative AI-powered smartphones.

The Interview

Key Takeaways from the Discussion:

New and faster UFS 4.0 storage:

• Ultra-fast transfer speeds (over 4 gigabytes per second).
• Tiny footprint, 9×13 millimeters (mm), allowing for a slimmer smartphone design.

Enabling AI Innovation:

• HONOR and Samsung pushing the boundaries of AI integration.
• The HONOR Magic 6 Pro supports features like intent-based AI, where the phone intelligently interprets user actions.

Micron’s Secret Sauce (Firmware features):

• One-button refresh – to defragment storage for sequential read for improved performance.
• High-Performance Mode (HPM) – to optimize phone performance by automatically prioritizing app loading.

Focus on Efficiency:

• Developing energy-efficient solutions, measured in “tops per watt,” to maximize battery life in AI-powered devices.

Analyst Takeaways:

• Advanced “Logic” semiconductors (CPU/NPU/GPU) are essential foundation blocks integrating billions of transistors and smart software to enable the computation of billions of parameters enabling generative AI at the edge. Meanwhile, equally advanced “memory” semiconductors in the form of LPDDR5X DRAM and UFS 4.0 NAND storage, completes the overall computational foundation capabilities at the edge.
• It is quite impressive to see Micron’s marquee design win powering GenAI smartphones with its cutting-edge memory solutions and smart firmware driving performance and power efficiencies for such computational heavy tasks in battery-powered edge devices.

The post Counterpoint Conversations: Micron’s UFS 4.0 Memory Enabling Next-Gen AI Experiences at the Edge appeared first on Counterpoint.

Claude 3 Dethrones GPT-4 to Mark Phase Two in LLM Competition

Wei Sun — Thu, 14 Mar 2024 10:47:23 +0000

Anthropic, one of OpenAI’s top competitors, introduced its latest Large Language Model (LLM), called Claude 3, in early March. The AI community was taken by surprise as Claude 3’s capabilities proved to be superior to that of OpenAI’s flagship GPT-4, marking the first instance of GPT-4 being outperformed. Meanwhile, Google’s Gemini Ultra trailed behind both.

The launch of Claude 3 ushered in what appears to be the second phase of LLM competition, where companies prioritize in-context understanding, robustness and reasoning over mere scale. The generative AI sector has recently been accelerating rapidly on the back of contributions from key players including OpenAI, Anthropic, Google, Meta and Mistral AI.

The first phase of the LLM competition was set in motion following the debut of OpenAI’s ChatGPT in late 2022. This phase was characterized by a race to scale, with companies vying to develop increasingly powerful models primarily focused on size and computational capabilities.

OpenAI’s GPT-4 once epitomized the zenith of these efforts, setting benchmarks for what generative AI could achieve in terms of understanding and generating human-like text. Many subsequent LLMs, including Google’s Gemini series, Anthropic’s Claude 2, Meta’s Llama series and Mistral AI’s Mistral Large, continued to challenge the dominance of GPT-4, yet failed.

However, the ascendancy of Anthropic’s Claude 3 signifies a paradigm shift to a new era. Now the battlefield has become multi-polarized.

Phase Two Begins

We think GPT-4 being surpassed by Claude 3 marks the second stage of LLM contests:

The Claude 3 family showcases three cutting-edge models, named Claude 3 Haiku, Claude 3 Sonnet, and Claude 3 Opus, arranged by their growing capabilities. Claude 3 Opus is superior to GPT-4 in all key performance benchmarks.

Source: Anthropic website: Claude 3 announcement

Claude 3 has an unprecedented level of understanding in advanced science. For example, Kevin Fischer, a theoretical quantum physicist, was astounded by Claude 3’s grasp of his doctoral thesis.

Claude 3 not only comprehends complex scientific principles but also exhibits a degree of emergent capability. For example, another expert in quantum computing was taken aback when Claude 3 reinvented his algorithm with just two prompts, without seeing his yet-to-be-published paper.

The degree of Claude 3’s “meta-awareness” (can be just superb pattern-matching alignments with data created by humans) lets it figure out that it is being tested in a simulation in the needle-in-the-haystack evaluation. This testing method, just like “finding a needle in a haystack,” is designed to ascertain whether LLMs can accurately pinpoint key facts within hundreds of thousands of words. Initially invented by Greg Kamradt, a member of the open-source community, this approach quickly gained traction among major AI companies. Giants like Google, Mistral AI, and Anthropic now commonly showcase their new models’ performance through these tests.

What does it mean to be in the Stage Two of LLM competition?

Linear vs Accelerated Progress

We have observed that currently there is an accelerated rate of innovation progress in the LLM battlefield. Even though it is only March, a host of contenders, such as Google’s Gemini Ultra and Mistral AI’s Mistral Large, have already attempted to take the throne from OpenAI’s GPT-4. However, it was Anthropic’s Claude 3 Opus that emerged on top, marking a pivotal breakthrough in the ongoing quest for supremacy.

Open vs Close

The rivalry within the realm of closed-source LLMs has escalated, positioning closed-source generative AI technologies as a pivotal tactic for forging any company’s defensive “moat”.

For instance, Mistral AI initially captured attention with its impressive open-source Mixture of Experts (MoE) lean models but has now pivoted to spotlight its proprietary Mistral Large model.

Advice for Developers

In the ever-changing LLM landscape, developers need to understand that given your specific use case, making assessments that truly gauge a model’s strengths and weaknesses becomes more important than blindly trusting the general benchmarks:

Stay agile, ready to integrate newer models or versions as they become available. Today’s choice might need reassessment tomorrow.
A blend of understanding each model’s unique strengths, continuous exploration and adaptation cannot be more emphasized, given the specific needs of your applications.
Much like the varied tactics of donning armor for battle, adapting your prompts is crucial to maximizing a model’s potential. Comprehensive tutorials are readily available online to guide you.

The post Claude 3 Dethrones GPT-4 to Mark Phase Two in LLM Competition appeared first on Counterpoint.

Counterpoint Research Weekly Newsletter

Team Counterpoint — Thu, 14 Mar 2024 08:28:14 +0000

Read the latest edition of our insightful weekly newsletter on this page. You can also subscribe to receive it straight in your inbox every week.

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March 14, 2024

Early Galaxy S24 Sales Highlight GenAI Demand: Guess Which Variant Grew Most?

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Global XR (AR & VR Headsets) Market Share: Quarterly

Q4 2023 Global Smartphone Sales, Top 10 Best Sellers

China Smartphone Market Share: Quarterly

India Smartphone Market Share: Quarterly

Global PC Shipments Show Early Signs of Recovery in Q4 2023; AI PC to be Major Driver in 2024

Global Premium Smartphone Market Continues to See Record Sales in 2023

Infographic: Q3 2023 | Semiconductors, Foundry Share and Smartphone AP Share

Top 5 Smartphone Models Share For 8 Countries

Over 1 Billion Generative AI (GenAI) Smartphones to be Shipped Cumulatively During CY2024-2027

Infographic: Q3-2023 | Smartphones | Mobile Market Monitor

2023 Global Smartphone Shipments to Hit Lowest Level in Almost a Decade

Global Semiconductor Foundry Market Share: Quarterly

Global Electric Vehicle Market Share, Q4 2021 – Q3 2023

Global Smartphone Market Reaches its Lowest Q3 Levels in a Decade; Apple’s Share at 16%

The post Counterpoint Research Weekly Newsletter appeared first on Counterpoint.

Global XR (AR & VR Headsets) Market Share: Quarterly

Team Counterpoint — Thu, 14 Mar 2024 03:00:18 +0000

Access our quarterly data for XR headset shipment market share. This data covers both AR and VR headsets.

Counterpoint Quarterly

Wearables Q4 2023

Global XR (AR & VR Headsets) Market Share: Quarterly

Published Date: Mar 14, 2024

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Global XR (VR&AR) Market Share Q4 2023
Brands	Q4 2022	Q1 2023	Q2 2023	Q3 2023	Q4 2023
Meta	83%	51%	51%	46%	72%
Sony	0%	33%	29%	30%	15%
Pico	7%	7%	6%	8%	4%
Others	10%	9%	14%	16%	9%

Source: AR & VR Headsets (XR) Quarterly Model Shipments Tracker: Q1 2020 – Q4 2023

DOWNLOAD THIS REPORT:

Highlights:

• The global XR headset market showed annual shipment growth of 20% in Q4 2023. However, for the full year of 2023, it declined 19% due to the lack of compelling offerings and use cases.

• After three years, Meta introduced a Quest 2 successor in the holiday season of Q4 2023. Seasonality, holiday offers and price cuts made the Quest 2 an attractive VR offering during the quarter. All this helped Meta and the overall XR market to perform better.

• Due to the PSVR 2, standalone VR contribution decreased to 79% of the total XR market shipments in Q4 2023, compared to 94% in Q4 2022.

• Meta continued to dominate the XR headset market with its Quest 3 and Quest 2 models. However, its market share decreased during the quarter compared to Q4 2022 due to the presence of Sony’s PSVR 2.

*Data on this page is updated every quarter

This data represents a repository of quarterly data for the global XR (AR & VR Headsets) shipments market.

For detailed insights on the data, please reach out to us at sales(at)counterpointresearch.com. If you are a member of the press, please contact us at press(at)counterpointresearch.com for any media enquiries.

VIDEO:

AjnaLens VR Training – Teleporting Trainees to Job Site

The global XR headset market share numbers are from:

XR (AR &VR Headsets) Quarterly Model Tracker: Q1 2020 – Q4 2023

Excel File

Published Date: March 2024

This is a comprehensive database of Extended Reality (XR) headset model level shipments by quarter including retail price and 30+ specifications and features. It covers tethered as well as standalone Virtual Reality (VR) and Augmented Reality (AR) headset models. We are tracking 35+ XR brands and 70+ headset models by memory variants.

Counterpoint Conversations: HONOR’s AI Strategy – Articulating the Vision, Communicating to Consumers

Team Counterpoint — Wed, 13 Mar 2024 12:06:06 +0000

HONOR’s MWC profile has developed strongly over the last few years. In 2024, HONOR saw its biggest MWC launch since spinning off from Huawei more than three years ago. The brand has come a long way and is now trying to navigate the difficult terrain of making on-device GenAI look compelling.

AI has been a recurring theme across most of the tech sector this year and is something smartphone OEMs have kicked off in earnest – yet few have articulated the strategy or end-user benefits in depth.

However, HONOR has been one of the exceptions. Counterpoint’s Research VP Peter Richardson met up with HONOR CMO Ray Guo at the MWC to get his take on innovation, openness, and how these two areas fit into the company’s broader AI strategy.

The Interview

Key Takeaways from the Discussion:

Creating a new ecosystem: Open ecosystem enabled by ‘platform level’ AI.

“We are not using AI as an application level, but more like using AI capability to step change, to rewrite the whole operating system.”
Coupling this with the focus on collaboration makes them more open, broadening areas of innovation.
More innovative, more collaborative – this is going to be HONOR’s competitive advantage.

Striking Key partnerships:

Android, Microsoft.
Intel, NVIDIA, Qualcomm.
Porsche Design Magic V2 RSR – slimmest flagship foldable.

AI benefits to end-consumers

GenAI and LLM capabilities accelerating – and HONOR is rebuilding, rewriting the whole technology stack on OS. This means:
More seamless collaboration across devices.
More fluent interaction as shown by the Intent-based UI (IUI).
This is the ‘Magic’ that is being communicated to the consumer.

Analyst Take

HONOR’s IUI is a logical way forward, but its on-stage demonstrations were not convincing, at least not yet.
And there is much more to HONOR’s new devices than the GenAI features, camera functions being the most obvious. Here, HONOR is in safer territory, with strong performance from its prior devices that are already well-recognized.
HONOR stands a good chance of making further market share progress in Europe during 2024 but it will not be easy. There is stiff competition from the likes of OPPO and Xiaomi. And of course, Apple and Samsung remain strong rivals with Samsung’s own GenAI features better communicated.
On-device GenAI messaging is important, which we believe was a significant factor in the Galaxy S24’s success in Western Europe, where the model saw a 28% bump during the first three weeks of availability. There will be a lot of competition going forward and numerous opportunities as well.

The post Counterpoint Conversations: HONOR’s AI Strategy – Articulating the Vision, Communicating to Consumers appeared first on Counterpoint.

S24 vs S23 Series YoY Growth Positive On GenAI Support, Europe and US Demand

Team Counterpoint — Wed, 13 Mar 2024 10:32:51 +0000

Samsung’s Galaxy S24 series vs S23 series global unit sales during the first three weeks of availability grew 8% YoY
Driver: S24 Plus sales grows most on strong price-to-specs balance to optimal GenAI experience
Driver: Developed markets across Western Europe, Korea and US key demand driver on high pre-orders
Outlook: Samsung’s first GenAI smartphone performance hints at longer-term potential for the segment

Seoul, Beijing, Boston, Buenos Aires, Fort Collins, Hong Kong, London, New Delhi – March 13, 2024

According to Counterpoint Research’s latest Weekly Smartphone Model Sales Tracker, global unit sales of Samsung’s Galaxy S24 series devices grew 8% YoY compared to the Galaxy S23 series during its first three respective weeks of availability. S24 and S24 Ultra demand unit sales remained relatively flat compared to the S24 Plus, which grew by 52% YoY to account for over one-fifth of sales.

“The big driver this year for Samsung’s key flagship has been the S24 Plus model,” states Minsoo Kang, Senior Analyst. “It’s hitting the sweet spot on pricing, nudging upgraders as well as specs to support new users wanting optimized on-device AI.”

Strong performance of the Galaxy Plus series, which comes with a robust 12GB of DRAM – the minimum spec for a large language model to run well – highlights the increasing importance of higher specifications to provide optimized on-device experiences – a key selling point during Samsung’s S24 series launch.

From a regional perspective, the Galaxy S24 series has been especially popular across Western Europe on preorders, as well as Korea and the US, with respective volumes up 28%, 22% and 14%.

“Although overall growth of the Galaxy S24 series remains in single digits globally, it’s high single digits. And in Samsung’s biggest market – the US – we’re seeing YoY growth in the mid-teens – solid numbers especially considering the tough February.” says Jeff Fieldhack, Research Director for North America. “And considering we’re still really at the beginning stages of the coming GenAI smartphone boom, there is plenty of runway for more growth.”

Background

Counterpoint Technology Market Research is a global research firm specializing in products in the TMT (technology, media and telecom) industry. It services major technology and financial firms with a mix of monthly reports, customized projects and detailed analyses of the mobile and technology markets. Its key analysts are seasoned experts in the high-tech industry.

Follow Counterpoint Research

press(at)counterpointresearch.com

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Top Automotive OEMs Collaborate for Faster ADAS Improvement

Brady Wang — Wed, 13 Mar 2024 05:27:23 +0000

Top automotive OEMs prioritize collaboration with multiple ADAS SoC suppliers to maximize performance and pricing
NVIDIA leads in collaborations with most automotive OEMs on comprehensive tools and support from Leve 2+ to Level 4 autonomy
Mobileye’s initial dominance in Level 1 and 2 autonomy was undermined by inflexibility, resulting in Chinese car OEMs preferring alternatives
Qualcomm is poised to leverage its position as a prominent player in digital cockpit to enter ADAS market

Ahead of NVIDIA’s GTC event next week, we are re-sharing parts of our Accelerating Automotive Intelligence: Car OEMs Forge Strategic Alliances with ADAS SoC Providers, 2023 Update report, which outlines how key vendors like NVIDIA – as well as a host of others – are working in partnership with the OEMs. Sharing resources and knowledge is helping the industry to move faster in advancing ADAS and autonomous driving.

Key points from the report

The major OEM and autonomous SoC supplier alliances are those with chipmakers NVIDIA, Qualcomm, Mobileye while smaller providers jockey for position.

Source: Counterpoint Research Accelerating Automotive Intelligence: Car OEMs Forge Strategic Alliances with ADAS SoC Providers, 2023 Update.

NVIDIA’s involvement in ADAS and AD chip technology has been significant in recent years with the company advancing in developing powerful and efficient chips tailored for these applications. Among its key partners are Volvo for autonomous driving, SAIC for intelligent EVs, BYD for next-gen ADAS as well as a host of others.

Qualcomm’s robust roadmap is facilitating collaboration with the likes of Renault to develop centralized compute architecture of the OEMs next-gen SDVs. It’s also working with GM on next-gen ADAS and GWM for autonomous driving in upcoming models.

Mobileye was one of the early movers, establishing early collaborations with Chinese EV OEMS to provide ADAS chips; the company’s closed ecosystem and relatively lower computing power has resulted in those companies transitioning to alternative solutions.

But Mobileye remains a key player, working together with the likes of Porsche and Volkswagen to develop ADAS and AD tech as well as autonomous driving systems.

Other major providers include Renesas which works closely with compatriot Honda, and German giant Continental which jointly announced a strategic partnership with Ambarella to develop full-stack hardware and software solutions for assisted and automated driving systems.

Our 18 page report has the full list of key ADAS AP-SoC providers and partnerships and is available for clients here.

The post Top Automotive OEMs Collaborate for Faster ADAS Improvement appeared first on Counterpoint.

Meet us at NVIDIA 2024 GTC AI Conference

Team Counterpoint — Wed, 13 Mar 2024 05:10:15 +0000

Our analysts are attending the NVIDIA 2024 GTC AI Conference from 18th-21st March 2024 at San Jose, CA.

You can schedule a meeting with him to discuss the latest trends in the technology, semiconductors and AI sector and understand how our leading research and services can help your business. You can also register to experience the full event virtually.

About NVIDIA 2024 GTC AI Conference:

From the highly anticipated keynote by NVIDIA CEO Jensen Huang to over 900 inspiring sessions, 300+ exhibits, 20+ technical workshops covering generative AI and more, and tons of unique networking events, GTC delivers something for every technical level and interest area. Whether you join us in person or virtually, you’re in for an incredible experience at the conference for the era of AI.

Click here (or send us an email at contact@counterpointresearch.com) to schedule a meeting with him.

The post Meet us at NVIDIA 2024 GTC AI Conference appeared first on Counterpoint.

Counterpoint Research will be at BCN2024 LATAM SUMMIT

Team Counterpoint — Tue, 12 Mar 2024 10:05:07 +0000

Counterpoint Research is attending the BCN2024 LATAM SUMMIT on 13th & 14th March 2024

Our Senior Analyst, Tina Lu, will be speaking at the 9th edition of the summit. She is joining the event as a panelist.

Topic: Technological and business perspective of the global telecommunications sector in 2024

When: 13th & 14th March 2024

Where: Virtual

About the BCN2024 LATAM SUMMIT:

BCN LATAM SUMMIT 2024 continues to be the virtual epicenter for telecommunications professionals in Latin America who want to know in as much detail as possible what is happening at MWC Barcelona. In this edition, we will dive into the challenges of 5G’s advancement, from its evolution from 5G NSA to 5G SA and its monetization, to the imminent cloudification of the network and incorporation of artificial intelligence into this dynamic and ever-changing landscape.

The post Counterpoint Research will be at BCN2024 LATAM SUMMIT appeared first on Counterpoint.

Global Smartphone AP-SoC Market Share: Quarterly

Team Counterpoint — Mon, 11 Mar 2024 07:15:25 +0000

Our quarterly data for global smartphone chipsets market share. This data is based on smartphone AP/SoC shipment numbers.

Counterpoint Quarterly

Semiconductors Q4 2023

Global Smartphone AP (Application Processor) Shipments Market Share: Q3 2022 to Q4 2023

Published Date: Mar 11, 2024

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Brands	Q3 2022	Q4 2022	Q1 2023	Q2 2023	Q3 2023	Q4 2023
MediaTek	35%	33%	33%	31%	38%	36%
Qualcomm	32%	19%	27%	29%	26%	23%
Apple	16%	28%	26%	19%	17%	20%
UNISOC	9%	11%	8%	15%	12%	13%
Samsung	8%	8%	4%	6%	5%	5%
HiSilicon (Huawei)	0%	0%	0%	0%	1%	1%
Others	1%	1%	1%	1%	1%	1%

Source: Global Smartphone AP-SoC Shipments & Forecast Tracker by Model – Q4 2023

DOWNLOAD THIS REPORT:

Highlights:

• Apple: Apple’s shipments grew in Q4 2023 due to the launch of the iPhone 15 and iPhone 15 Pro series.

• MediaTek: MediaTek had a strong Q4 with inventory restocking by smartphone OEMs. Growing demand for 5G and 4G SoCs and the successful ramp-up of the company’s third-generation flagship SoC, Dimensity 9300, contributed to the growth.

• Qualcomm: Qualcomm’s shipments increased in Q4 2023 due to restocking and design wins for flagship chipsets Snapdragon 8 Gen 3 and 8 Gen 2 from Chinese smartphone OEMs.

• Samsung: Samsung’s shipments slightly increased in Q4 2023 due to the launch of Exynos 2400 with the Galaxy S24. The Samsung Galaxy M14 series’ launch with Exynos 1330 and the Galaxy A54 series’ launch with Exynos 1380 have added volumes to the overall Samsung numbers.

• UNISOC: UNISOC’s shipments increased in Q4 2023. We are expecting UNISOC to gain traction in the entry-level 5G segment in H2 2024 after recent management changes and a greater focus on the 5G market.

The global smartphone AP market share numbers are from:

Global Smartphone AP-SOC Shipment & Forecast Tracker by Model – Q4 2023

Excel File

Published Date: March 2024

This report tracks the smartphone AP/SoC Shipments by Model for all the vendors. The scope of this report is from the AP/SoC shipments from all the key vendors like Apple, Qualcomm, MediaTek, Huawei, Samsung, UNISOC and JLQ. We have covered all the main models starting from Q1 2020 to Q4 2023. We have also included a one-quarter forecast for Q1E 2024. This report will help you to understand the AP/SoC Market from the shipment perspective.

Betting Big on AI, HONOR Unveils New Devices, Technologies

Team Counterpoint — Fri, 08 Mar 2024 07:13:14 +0000

HONOR brought its latest premium smartphones Magic 6 Pro and Magic V2 RSR to the global stage along with the newly launched AI PC MagicBook 16 Pro.
The MagicBook 16 Pro stands out for its AI features, highlighting HONOR’s collaborations with Intel, NVIDIA and Microsoft.
HONOR’s approach of working with industry players across hardware and software creates a more integrated and open technological ecosystem, aiming to offer superior AI use cases and experiences.

At the recently concluded MWC Barcelona, HONOR unveiled an array of new devices and technologies, showcasing its “all-scenario strategy” and solidifying its commitment to embedding advanced AI capabilities throughout its product suite.

Among the highlights were the Magic 6 Pro and foldable Magic V2 RSR, designed in collaboration with Porsche Design. Initially launched in China in January, they have now made their global debut. The event also introduced new offerings, including the MagicBook Pro 16 laptop and Pad 9 tablet.

Particularly notable was the debut of MagicBook Pro 16, distinguished by its extensive AI features that rightfully designate it as an AI PC. Its features such as Smart Picture Search, Smart Document Summary, Text Comprehension and AI Subtitle stem from HONOR’s partnerships with industry giants Intel, NVIDIA and Microsoft. The laptop is powered by Intel’s high-performance Core Ultra 7 processor 155H and NVIDIA’s dedicated GeForce RTX 40 series laptop GPU. Integrating Microsoft’s Azure Speech Services, the MagicBook Pro 16 exemplifies the synergy between on-device and cloud-based AI, underscoring HONOR’s strategy to revolutionize user experience with generative AI.

The event reiterated HONOR’s ambitious AI vision, illustrating how its platform-level AI enables seamless device connectivity across different platforms. An example of this innovation is the enhanced Magic Ring feature, which allows effortless transfer of tasks, such as document editing, between smartphones, tablets and laptops, regardless of their operating systems.

Another significant advancement is Magic Portal, which utilizes AI to simplify complex tasks into single-step processes, demonstrating HONOR’s application of generative AI in practical, user-centric scenarios. For the global market, HONOR employs the open-source LlaMA 2 model for Magic Portal, contrasting with its self-developed LLM used in China. This adaptation facilitates integration with both Chinese and international apps, including Google Maps, TikTok and WhatsApp, highlighting HONOR’s inclusive approach to global AI functionality.

This will definitely help the brand’s premium product line to compete in Europe, which has been considered as its second home base after China.

These AI-enhanced features not only demonstrate HONOR’s innovative approach to the AI revolution but also its commitment to designing user interfaces that prioritize efficiency and convenience. By fostering collaborations across the tech industry, HONOR aims to deliver superior AI use cases and enrich user experiences, stepping beyond a closed ecosystem to a more integrated and open technological landscape.

The post Betting Big on AI, HONOR Unveils New Devices, Technologies appeared first on Counterpoint.

OnePlus Watch 2: Big Upgrades, Competitive Pricing

Team Counterpoint — Thu, 07 Mar 2024 09:29:00 +0000

OnePlus’ Watch 2 is a substantial upgrade with a bigger and brighter display, dual-band GPS, bigger battery, and increased internal storage among others.
However, the primary upgrade is its ability to run both Google’s WearOS 4 and Real-Time OS (RTOS) without sacrificing the battery life.
Retailing at $300, the OnePlus Watch 2 is priced lower than its competing WearOS offerings from Samsung and Google.

Three years after launching the OnePlus Watch, the company announced a new smartwatch – OnePlus Watch 2 – at MWC 2024 in Barcelona. The latest model is a substantial upgrade with a bigger and brighter display, dual-band GPS, bigger battery, and increased internal storage among others. However, the primary upgrade is its ability to run both Google’s WearOS 4 and Real-Time OS (RTOS) without sacrificing the battery life.

While most High-Level OS (HLOS) smartwatches offer a battery life of a day or two, the OnePlus Watch 2 can last for 100 hours on a single charge in smart mode, and even 12 days in power-saving mode, alleviating concerns over daily charging.

Google has made fundamental changes to the WearOS 4 with a hybrid interface, which allows OnePlus to cherry-pick the best of both OSs. The smartwatch can seamlessly switch between RTOS and HLOS depending on the active task. Tasks like running WearOS apps or third-party apps will invoke WearOS.

Other features like continuous health tracking and smartphone notification mirroring would be taken care of by the power-efficient RTOS. This means RTOS will be constantly active, whereas the HLOS will only run when required. We can expect to see this hybrid version of WearOS 4 in upcoming smartwatches, paving the way for further adoption of Google’s smartwatch OS and maintaining share against Apple’s Watch OS.

OnePlus’ dual-chipset approach facilitates the switch between RTOS and HLOS, powered by the BES2700 microcontroller unit and Qualcomm’s Snapdragon W5 application processor respectively. The Snapdragon processor shuts down completely when in power-saving mode.

With Fossil’s exit from the smartwatch market and Samsung’s Galaxy watches running on its Exynos processors, Qualcomm can maintain or even grow its presence across the smartwatch space with the OnePlus’ Watch 2 owing to its wider presence across the globe compared to the Pixel Watch 2.

Retailing at $300, the OnePlus Watch 2 is priced lower than its competing WearOS offerings from Samsung and Google and would likely appeal to users entering the WearOS ecosystem or OnePlus users looking for enhanced integration with their smartphones. Older-generation Galaxy Watches retailing at lower prices would also compete with the smartwatch in emerging markets like India. Like its peers, the smartwatch is incompatible with iOS and Android Go-powered smartphones.

While the OnePlus Watch 2 has implemented commendable upgrades, we expect to see further advancements like cellular connectivity, fall detection and SOS in its next update. FDA approval, like its peers, would also prove to be a boost in showcasing its capabilities.

With major smartphone OEMs expanding their foray into the health-tracking market, OnePlus could also bring more devices like smart scales and smart rings in the coming years to remain competitive.

OnePlus had less than 1% market share in the global smartwatch market in 2023, which could grow owing to this new upgraded iteration.

The post OnePlus Watch 2: Big Upgrades, Competitive Pricing appeared first on Counterpoint.

Apple iPhone Market Share: 2007 to 2023

Team Counterpoint — Wed, 06 Mar 2024 18:00:19 +0000

Access annual and quarterly data on global iPhone shipments and market share starting from 2007.

Counterpoint Quarterly

Smartphones Q4 2023

Apple iPhone Market Share: Quarterly

Published Date: Mar 7, 2024

Apple iPhone Shipments Market Share: Quarterly
Apple iPhone Shipments: Quarterly (Mn Units)

Quarter	Q4 2021	Q1 2022	Q2 2022	Q3 2022	Q4 2022	Q1 2023	Q2 2023	Q3 2023	Q4 2023
Shipments Market Share (in %)	19%	15%	13%	14%	20%	17%	14%	14%	19%

Quarter	Q4 2021	Q1 2022	Q2 2022	Q3 2022	Q4 2022	Q1 2023	Q2 2023	Q3 2023	Q4 2023
Shipments (in Mn)	81.5	59	46.5	49.2	70	58	45.3	48.9	74

Apple iPhone Shipments Market Share: Quarterly
Apple iPhone Shipments: Quarterly (Mn Units)

Quarter	Q4 2021	Q1 2022	Q2 2022	Q3 2022	Q4 2022	Q1 2023	Q2 2023	Q3 2023	Q4 2023
Shipments Market Share (in %)	19%	15%	13%	14%	20%	17%	14%	14%	19%

Quarter	Q4 2021	Q1 2022	Q2 2022	Q3 2022	Q4 2022	Q1 2023	Q2 2023	Q3 2023	Q4 2023
Shipments (in Mn)	81.5	59	46.5	49.2	70	58	45.3	48.9	74

Highlights:

• Apple took the top spot globally, with smartphone shipments growing by 51% QoQ and by 2% YoY, to reach 74 million units in Q4 2023.

• Apple captured 61% market in the US and 20% in China, becoming the top smartphone vendor in both these countries.

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DOWNLOAD THIS REPORT:

Apple iPhone Market Share: 2007 to 2023

Apple iPhone Shipments Market Share: Annual
Apple iPhone Shipments: Annual (Mn Units)

Year	2007	2008	2009	2010	2011	2012	2013	2014	2015	2016	2017	2018	2019	2020	2021	2022	2023
Market Share	3%	9%	14%	15%	18%	18%	15%	15%	12%	11%	11%	10%	11%	12%	14%	16%	16%

Year	2007	2008	2009	2010	2011	2012	2013	2014	2015	2016	2017	2018	2019	2020	2021	2022	2023
Shipments (in Mn)	3.7	13.1	24.9	47.5	93	135.8	153.4	192.6	231.5	215.2	215.8	206.3	195.6	201.1	237.9	227	226.2

Apple iPhone Shipments Market Share: Annual
Apple iPhone Shipments: Annual (Mn Units)

Year	2007	2008	2009	2010	2011	2012	2013	2014	2015	2016	2017	2018	2019	2020	2021	2022	2023
Market Share	3%	9%	14%	15%	18%	18%	15%	15%	12%	11%	11%	10%	11%	12%	14%	16%	16%

Year	2007	2008	2009	2010	2011	2012	2013	2014	2015	2016	2017	2018	2019	2020	2021	2022	2023
Shipments (in Mn)	3.7	13.1	24.9	47.5	93	135.8	153.4	192.6	231.5	215.2	215.8	206.3	195.6	201.1	237.9	227	226.2

The global iPhone market share numbers are from:

Apple iPhone Sell-in vs Sell-through and ASP Q1 2017 to Q4 2023

Excel File

Published Date: March 2024

Counterpoint Research uniquely tracks both sell-in and sell-through of mobile handsets in the market, giving a broader perspective of the market dynamics. This report covers quarterly sell-in vs sell-through of Apple iPhone models along with average selling price (ASP). The report provides global iPhone shipment and sales by quarter helping clients to understand the demand/supply scenario for the individual models.

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Key Takeaways from the Discussion:

Sonim focuses on a solution-oriented approach:

Tests for ruggedness and more:

User feedback for product improvement:

Ensuring cellular coverage at remote locations:

Analyst Takeaways:

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Effortless eSIM transfer:

Convenient solution for lost or broken phones:

Analyst Takeaways:

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User-centric Approach:

Two Key Directions:

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Global XR (AR & VR Headsets) Market Share: Quarterly

Global XR (AR & VR Headsets) Market Share: Quarterly

Highlights:

VIDEO:

AjnaLens VR Training – Teleporting Trainees to Job Site

XR (AR &VR Headsets) Quarterly Model Tracker: Q1 2020 – Q4 2023

Counterpoint Conversations: HONOR’s AI Strategy – Articulating the Vision, Communicating to Consumers

The Interview

Key Takeaways from the Discussion:

Creating a new ecosystem: Open ecosystem enabled by ‘platform level’ AI.

Striking Key partnerships:

AI benefits to end-consumers

Analyst Take

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S24 vs S23 Series YoY Growth Positive On GenAI Support, Europe and US Demand

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