Cellular Tracker & Forecasts
Tracking and forecast data of IoT modules and chipsets by key vendor.
季度数据故障techn ASP /收入ology, application, AI support and key regions. 10 year forecasts on modules by vendor, technology, applications, ASPs and revenues; chipset forecasts broken down by vendor, technology and application.
ComplimentaryReport
Report / Jul 11, 2023 / Team Counterpoint
The IoT Intelligence Tracker gives the Counterpoint perspective on a curated collection of recent news and other articles that have made an impact on the IoT ecosystem (module vendors, chipset players, MNOs, service providers, applications, and more). It gives readers an idea of the current state of affairs in the sector and potential ramifications, helping connect the dots.
Reports
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- Sep 14, 2023
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Overview:
Today, on Thursday 14th September 2023, sales began of the most environmentally friendly smartphone ever made: the Fairphone 5. To mark the occasion, this report looks into Fairphone’s performance as a sustainability pioneer over the last year, and assesses its future prospects.
Table of Contents:
- Executive summary
- Circularity summary for Fairphone
- Sustainability vision
- Design, use and end of life
- Outlook
- SWOT analysis
- Conclusion
Number of Pages:13
Published Date:September 2023
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- Sep 14, 2023
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Overview:
The annual smartphone shipments are forecast to decline 6.5% to 1.15bn units in 2023, the lowest in a decade, as macroeconomic headwinds and consumer weakness continue to pressure the sector. Despite some recent recovery in macroeconomic indicators, consumer sentiment in relation to new smartphone purchasing is still weak and not yet showing significant signs of recovery.
- AssumingAppledoes not run into initial production problems with its new iPhone 15 series like it did last year, mobile operators will be eager to steal high-value consumers from rivals in Q4 2023. And with a big iPhone 12 installed base likely to be ready to renew, promotions are expected to be aggressive, leaving Apple well-positioned across key regions.
- SamsungGalaxy S23 series performance in the first two quarters after its launch, marginally exceeded its predecessor. Overall shipments for 2023 will be 3% higher than S22 Series since the expected launch of S23 FE at the year-end will boost the overall sales.
In this report, we forecast the quarterly shipment of key smartphone models by major OEMs – Apple, Samsung, Huawei, Honor, Xiaomi, OPPO, Vivo, Oneplus, Motorola, Google, and Sony – until Q4 2024 and it focuses on giving a detailed view of flagship shipments globally.
Published Date:September 2023
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- Sep 12, 2023
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Overview:
In this comprehensive study, we delve into the intricate details of the semiconductor manufacturing industry, with a specific focus on foundry capacity, wafer pricing, and utilization rates for processes at 28nm and below. As the semiconductor landscape continues to evolve rapidly, understanding these critical metrics is paramount for making decisions in this dynamic market.
Table of Contents:
- Foundry Capacity by Linewidth Tracker (28nm and below)
- Foundry Wafer Price by Linewidth Tracker (28nm and below)
- Foundry Utilization Rate by Linewidth Tracker
- Global Foundry sales/market share tracker
- Contacts
Published Date:September 2023
Report / Jul 21, 2023 / Anish Khajuria
This report tracks the global cellular smart IoT module and chipsets shipments along with their connectivity technology ( 4G and 5G). 4G technology can be further split into 4G Cat 4 and Cat Others. This report also helps to understand ASP trends at a brand, region and application level.
Report / Jun 22, 2023 / Subhadip Roy
This report includes 40+ aspects of specifications including module type, chipset supplier, chipset model, fallback technology, GNSS, Wi-Fi, Bluetooth, SIM type, packaging type, AI capability, ASP, and more. It covers the specification mapping for more than 1700+ IoT module SKUs across 85+ IoT module vendors.
Report / Jun 22, 2023 / Hanumant Pawar
This report forecasts IoT chipset shipments by module vendors by cellular connectivity technology (2G, 3G, 4G, 5G, NB-IoT, LTE-M, LPWA-Dual Mode) by application segment globally. The period covered by this report is Q1 2020 to 2030 with eight quarterly and six yearly forecasts. This report helps in understanding the evolution of chipset players and the market dynamics of chipset players in the global cellular IoT module market.
Analysts Insights
- Blogs
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- Aug 8, 2023
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- Mohit Agrawal
- Blogs
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- Aug 3, 2023
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- Hanumant Pawar
- Blogs
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- Jul 31, 2023
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- Gareth Owen
- Press releases
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- Jul 19, 2023
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- Soumen Mandal
- Blogs
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- Jun 30, 2023
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- Team Counterpoint
Our Opinion Leaders inIoT
Neil Shah
Vice President of Research
Anshika Jain
Senior Analyst
Soumen Mandal
Senior Analyst