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Wearables

可穿戴设备

可穿戴设备,尤其是例如AR眼镜或医疗设备等垂直应用领域的可穿戴设备,仍有巨大的发展潜力。
本报告涉及智能手表以及真无线耳机等多款可穿戴设备,并通过可穿戴设备市场的数据追踪及增长预测来洞察市场趋势并发掘机会。

近期研究

Infographic: Semiconductors Top 7 in Q2 2023

Intel maintained #1 place in Q2 2023 amid memory market slow down, which dragged down major memory players performance such as Samsung, SK Hynix and Micron. In addition, Nvidia took over the second place from Samsung due to the revenue booming on its data center business supported by strong AI server demand. Nvidia expects to see another wave of revenue growth in the upcoming quarter which could make its revenue expand again. Qualcomm’s revenue was capped by looming handset revenue and thus ranked #4 in the quarter. Broadcom and AMD’s revenues were relative resilient amid demand uncertainty.Counterpoint Semiconductor Top 7 Q2 2023

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Infographic: Global Smartphone AP Share in Q2 2023

全球Smartphone AP Market Share by Shipments

MediaTek dominated the smartphone SoC market with a share of 30% in Q2 2023. MediaTek’s shipments slightly increased in Q2 2023 as the inventory levels came down and the competition is growing in the entry level 5G. New smartphone launches in the low and mid-end segments have increased the shipments in Dimensity 6000, Dimensity 7000 series. Qualcomm captured a 29% share in the quarter. Qualcomm shipments increased by 14.5% sequentially in Q2 2023 due to the high shipment for flagship chipset Snapdragon 8 Gen 2. Also, Key design wins for the Snapdragon 600 and 400 series have also contributed to the growth of Qualcomm’s shipment in Q2 2023.

全球Smartphone AP Market Share by Revenue

Qualcomm dominated the AP market in Q2 2023 with a 40% revenue share. This growth is coming from the premium segment due to the adoption of snapdragon 8 gen 2 in Samsung flagship smartphones and Chinese OEMs. The launch of the Samsung Flip and Fold series has also contributed to this growth. Apple had a 33% share in the AP SoC market in Q2 2023 in terms of revenue. Apple’s share declined by 24% QoQ due to seasonality. The iPhone Pro series is doing better. MediaTek captured the third position with a share of 16% in the total global smartphone AP/SoC revenues. MediaTek revenue remained flat in Q2 2023 due to the weak demand and slow China market.全球Smartphone AP Market Share Q2 2023 scaled

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Infographic: Foundry Revenue Share in Q2 2023

Foundry Companies’ Share by Revenue

TSMC maintained its leadership in the foundry market with a stable 59% market share in Q2 2023. In contrast, Samsung Foundry’s market share dipped by nearly 1% to 11%, primarily due to ongoing smartphone inventory adjustments and the loss of smartphone AP SoC orders from a US client. On the other hand, UMC saw an increase in market share, driven by the continued strength of DDICs and automotive applications in Q2 2023.

Foundry Industry Share by Technology Node

In Q2 2023, the 5/4nm segment continued to dominate the market, holding a significant 21% market share. This strength was driven by robust demand, particularly in the field of AI, with key customers like Nvidia and Broadcom fueling this momentum. In contrast, the 7/6nm segment experienced weakness due to a slower-than-expected recovery in the smartphone market. On the other hand, the 28/22nm segment remained robust, as demand for primary applications, including DDIC and automotive-related applications, remained strong throughout Q2 2023.Foundry companies share Q2 2023

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Related Posts

Semiconductors

Global TWS Hearables Market Tracker and Analysis

Report / Mar 24, 2021 / Team Counterpoint
Global TWS market experienced a slight growth in sales in Q2 2021, up 1% in units and 9% in value QoQ, respectively. When compared with Q2 2020, the market recorded significant growth as the COVID-19 pandemic had started gripping the world during the same period last year.
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Global TWS Hearables Market Tracker and Analysis

Report / Mar 24, 2021 / Team Counterpoint
Global TWS market experienced a slight growth in sales in Q2 2021, up 1% in units and 9% in value QoQ, respectively. When compared with Q2 2020, the market recorded significant growth as the COVID-19 pandemic had started gripping the world during the same period last year.

Global Smartwatch Shipments by Model Quarterly Tracker, Q1 2018-Q2 2021

Reports / Sep 3, 2021 / Sujeong Lim
The latest research from Counterpoint’s IoT service reveals that the global smartwatch market grew 27% YoY in Q1 2021 in terms of shipments. It was close to the forecast numbers we expected in the previous quarter, confirming a bright prospect for the market going forward.

Global XR (VR & AR) Market Forecast, 2016 to 2025

报告/ Jul 8, 2021 / Karn Chauhan, Harmeet Singh Walia
This report includes the global XR (VR and AR) forecast for top brands shipment and value by device type from 2016 to 2025. It also includes region-wise split and price band split by device type and overall XR market split between consumer and enterprise.

对位出席IDMC on September 13th – September 14th, 2023

Our analysts will be attending the India Display Manufacturing Conference (IDMC), 2023. You can schedule a meeting with them to discuss the latest trends in the technology, media and telecommunications sector and understand how our leadingresearchandservicescan help your business.

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When:September 13th – September 14th

Where:BIEC, Bengaluru

Register for the eventhere.

About the event:

At IDMC, thought leaders from across the world will converge to share their insights and perspectives on the sector’s outlook and opportunities. This event will bring together prominent investors, business leaders in the global display industry, and leading Indian corporations.

Additionally, the event will feature an exhibition, unveiling the latest display products and trends, making it a gathering for anyone seeking to stay at the forefront of the industry.

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Related Posts

Apple’s iPhone 14 series, especially the Pro models, brings more than incremental changes compared to the iPhone 13 and iPhone 12 series. Apple has been widening the capabilities gap between the Pro and base models. For example, the iPhone 14 Pro and Pro Max feature the latest A16 Bionic SoC made on TSMC’s 4nm process, while the iPhone 14 and 14 Plus are powered by TSMC’s 5nm-based A15 Bionic SoC. The 14 Pro series also features an advanced camera system, Pro Motion display design with intuitive Dynamic Island, and more.

iPhone 14 Pro most successful iPhone model

Ever since Apple introduced the Pro and Pro Max models with its iPhone 11 series, the iPhone 14 Pro models have proved to be the most popular Pro series. According to Counterpoint’sGlobal Monthly Handset Model Sales Tracker, the iPhone 14 Pro model’svolumesandrevenuesin its first year of global release almost doubled compared to that of the iPhone 11 Pro model for the same period, driving record iPhone revenues for Apple. Further, the iPhone 14 Pro was consistently among the top three best-selling smartphone models globally for every quarter since its launch. This helped Apple dominate the premium market, with the iPhone 14 Pro alone contributing 13% volume for the above-mentioned period. The top three markets contributing to the iPhone 14 Pro’s growth were the US, China, and UK.

Apple-iPhone-14-Pro-performance

There are a few other reasons contributing to the 14 Pro’s success, including the primary camera getting the much-needed bump to 48MP resolution, and the five-core GPU. Apple also improved its ProMotion display by adding an always-on display feature and refresh rate that can go from 1Hz to 120Hz. Lastly, the Pro models also come with a pill-shaped floating notch that Apple calls Dynamic Island, a good differentiator from the iPhone 14 model.

Key differentiators for iPhone 14 Pro

Dynamic island: A notch above

Ahead of the iPhone 14 launch, there were rumors of Apple going with a new pill-shaped floating notch design. But Apple surprised everyone by adding a cool software trick and making it very meaningful for its power users and developers. Calling itDynamic Island, Apple has made this new take on the infamous notch a little more fun, interactive and useful. It is nearly a year since we have been using the iPhone 14 Pro, and the Dynamic Island seems like a good differentiator.

counterpoint iphone 14 pro review dynamic island

It comprises two parts – a physical island that houses the camera and sensors, and a virtual island on the display. As the iPhone features an OLED display, all the pixels go completely black, making the cutout and virtual island blend well to appear like one large cutout capsule. This approach is quite innovative and changes completely the conversation around the notch.

counterpoint iPhone 14 Pro Dynamic Island Use Cases

When you get important alerts, Dynamic Island adapts and expands in real time to show these notifications on the status bar. You can also tap and interact with the notification content of this expanded capsule. Dynamic Island is also a good multi-tasking option for supported apps, giving you quick access to apps, rather than swiping up and holding to scroll through the background apps.

counterpoint iPhone 14 Pro live activities

Dynamic Island initially launched with first-party and a few ecosystem apps, showing notifications for apps like Timer, Maps, AirDrop and Apple Music and even for charging, wireless charging, hotspots and others such as YouTube. Apple made the API available to the developers and apps like Spotify and Uber take good advantage of the notch, making it more functional. There is alsoLive Activitiesfeature for background notifications, which is quite helpful too.

Cameras: High-resolution sensor with better OIS, improved night mode and more

Apple has offered the biggest camera upgrade with the iPhone 14 Pro and Pro Max. Both the Pro models come with a brand-new, high-resolution 48MP camera sensor, which is 68% larger than the 12MP one on the iPhone 13 Pro. Featuring a 1/1.28-inch sensor, 2.44um pixel size and f/1.78 aperture, the camera outputs 12MP photos by default, thanks to 4-in-1 pixel binning tech.

counterpoint apple iphone 14 pro camera modules

Apple has also added a new feature calledPhotonic Engine, which is basically a computational photography model thatimprovesthedynamic rangeandlow-lightcamera performance by incorporating Apple’sDeep Fusiontech.

Over the past year, we have used the iPhone 14 Pro as a primary phone and camera for capturing photos and videos in multiple settings. Under most scenarios, the primary camera does a great job of capturing photos, which are brighter, richer in details and punchier in colors, a great upgrade from previous generation iPhones. The new camera featuring a larger sensor does a great job in low-light conditions, such as inside dim-lit cafes or restaurants. The following photos provide some evidence of its performance.

iPhone 14 Pro Camera Sample Low Light

iPhone 14 Pro Camera Sample Evening

Apple iPhone 14 Pro Seattle Low-Light Wheel

Apple iPhone 14 Pro Seattle Low-Light Space Needle

Apple iPhone 14 Pro Low Light 3

However, the algorithm needs to be improved and localized with respect to the varied human skin tones across different geographies. TheHDRgoes a little aggressive adding a slightly darker skin tone, especially in backlit scenarios. But otherwise, the 12MP front camera does a good job, especially when on video calls.

Apple iPhone 14 Pro Selfie Skin Tone

For users who like to play around with RAW capture and edit it in post-processing, there is support forApple ProRAW模式。最好的部分是,您可以捕获RAW photos in both 12MP and 48MP resolutions. Below are a couple of photos shot in RAW and edited in Adobe Lightroom. But you can also edit the photos in other apps such as Snapseed.

The primary camera also comes with second-generationsensor-shift OIStechnology. It helps in capturing blur-free photos, but most importantly it helps in capturing smooth, jerk-free videos, even at 4K 60fps and without needing a gimbal. 8K video recording is missing, and we hope the iPhone 15 series will bring this feature which has been available on the Android flagships for a few years now.

WATCH: Apple iPhone 14 Pro Video Camera Samples

TheAction Modeworks well in capturing stable footage with less camera shake, even when you are running behind a subject. The only catch here is that you can capture up to a maximum resolution of 2.8K, which is not bad either. The电影模式has also improved with its edge detection, and the best part about this mode is that it lets you change focus from frame to frame right on your smartphone. Apple has also added4K videocapture in Cinematic Mode, which is a good improvement. All of these features leverage the new A16 Bionic’s AI capabilities.

There are two more cameras – a 12MP sensor with an ultrawide lens of 13mm (120-degree field-of-view), and a 12MP sensor with a 77mm telephoto lens and OIS offering up to 3X optical zoom. All three cameras are consistent with their color science, which shows how Apple has worked on optimizing the algorithms barring skin tones. The following shots confirm the color consistency across the sensor and focal lengths.

Ultrawide

Apple iPhone 14 Pro Ultrawide

Ultrawide

Apple iPhone 14 Pro UltraWide Seattle

1x

Apple iPhone 14 Pro Wide Seattle

3x

Apple iPhone 14 Pro 3x Seattle

The ultrawide camera also doubles as a macro camera, allowing you to capture close-up shots from a distance as close as 2cm. Below are a couple of close-up photos.

iPhone 14 Pro Camera Sample Macro

Apple iPhone 14 Pro Macro

Lastly, the iPhone 14 Pro also comes with aToF 3D LiDARscanner for depth information, and it is probably the most underrated sensor on the iPhone. It may not have the everyday use case when clicking photos and videos but comes in very handy inAugmented Realityuse cases, like using the camera as a measuring tape, which is in-built, or other third-party ARKit-based phygital interactive apps for design or learning.

counterpoint-apple-iPhone-14-Pro-LiDAR-camera

Snappy performance with powerful A16 Bionic SoC

TheA16 BionicSoC made on a4nm TSMCprocess is one of the big under-the-hood upgrades in the iPhone 14 Pro series. The new SoC focuses on enhancing power efficiency, display and camera. With nearly16 billion transistors, there is a new 6-core CPU, featuring two performance cores and four high-efficiency cores. The new 16-core Neural Engine is capable of 17 TOPS, enabling advanced computational photography experiences.

counterpoint iPhone 14 pro gaming review

The SoC also comes with a 5-core GPU with 50% more memory bandwidth. Whether running multiple apps in the background or playing graphics-intensive games, the A16 Bionic handles it all without breaking a sweat. However, there are times when the back of the smartphone gets a bit warmer when pushed to the limits.

Display enhancements such as dynamic refresh rate & AoD

There are other core experiences that the chipset unlocks. For instance, there is a newDisplay Enginethat enablesalways-ondisplay capabilities for the custom-built OLED screen, and a refresh rate as low as 1Hz when idle or when there is static content on the screen. This helps in reducing power consumption and offers a slightly better battery life even when the always-on display is kept on. However, if you turn on the wallpaper option in the “always-on” display (AoD) setting, the battery drain is faster. So, ensure that you keep it off, while notifications can be left on.

The 6.1-inch SuperRetina XDR OLED display also supports a maximum refresh rate of 120Hz, offering smooth playback of videos and a good gaming experience. The screen outputs a wider color gamut, supports HDR10 and Dolby Vision, and can attain peak brightness of up to 2,000 nits outdoors. We were not able to test the peak but never faced any legibility issues during the usage.

In terms of battery life, the iPhone 14 Pro lasts for a day, and even some more, depending on your usage. There is a 3,200mAh battery unit with support for fast charging and wireless charging – both using MagSafe (faster at 15W) and Qi (7.5W). While Apple sells a 20W charging adapter, you can also use third-party USB Type-C-based adapters with the bundled Type-C-to-Lightning cable to charge your iPhone.

It takes about 90 minutes to fully charge the iPhone 14 Pro. With a mixed usage of calls, browsing the social media timeline, listening to music, and clicking some photos and videos, we get a good six hours or slightly more of screen time. One thing to add here is that Battery Health has not held up well – it is already at 91% of its maximum capacity after 12 months of use. However, the good thing is that it hasn’t really affected the battery life in a major way.Faster chargingis something that is on top of our wishlist and where Apple is falling behind.

Other useful additions: Crash detection, emergency SOS and more

There are other key features that the iPhone 14 series brings, such ascrash detection, which uses a mix of high g-force accelerometer, gyroscope, and machine learning algorithms to detect when a user is subjected to a severe crash. It then automatically contacts emergency services. There is also anEmergency SOS via satellitefeature that lets you send emergency messages and get help when a cellular or Wi-Fi network is unavailable. This feature can come in handy for users who go on treks and hikes where there is limited to no network connectivity. However, this feature is region-specific and not available across the globe.

Lastly, all iPhone 14 models support5克connectivity. However, there is one major change in the US – there is no physical SIM card and these areeSIM-only iPhones. There may still be time before we see eSIM-only iPhones across all markets. eSIM and integrating iSIM in the future will allow Apple to save some board space to make way for more thinner form factor.

Wrapping up

The iPhone 14 Pro comes with a great build quality, beautiful display, great set of cameras and many other features that make it Apple’s best Pro yet. iOS updates have consistently improved the experience, right from software features to camera performance and optimized battery life. Even the Dynamic Island functionality has improved as more apps now support it. The Live Activities feature is quite helpful in offering important background notifications, from the live status of a cab you booked to food you ordered, and even smaller things like the status of a story upload on apps like Instagram.

There are areas where we hope to see some improvements with the new iPhone 15 series. Support for faster charging speeds will be a good addition. In the camera department, we often notice that the AI and HDR go a little aggressive on different skin tones. Maybe an option to turn off HDR could have been better. 8K video recording is another feature we would love to see in the iPhone 15 series as 4K 60fps is becoming a de-facto feature that would also warrant a base storage of 512GB and going up to 2TB for all the Pro models.

  • China’s EV market growth continued to slow, with Q2 2023 EV unit sales seeing a rise of only 37% YoY – lower than the global average
  • Strong results from four of China’s big 5 EV makers were offset by a mix of tepid and disappointing results across a range of key manufacturers
  • Chinese OEMs look prepped to expand globally, with share of global (ex-China) auto sales set to pass a significant 10% milestone in Q3 2023
  • SAIC Group and BYD Auto account for the bulk of exports, with the latter well positioned for long-term growth as it enters Europe in earnest later this year

Beijing, Hong Kong, London, New Delhi, Boston, Seoul – September 8, 2023

According to Counterpoint Research’s latestChina Passenger Electric Vehicle Tracker, Q2 2023battery electric vehicle (BEV) unit sales in the country grew only 37% YoY, lower than theglobal average of 50%, highlighting a slowdown in domestic growth as the frail Chinese economy impacted demand in the world’s biggest EV market.

BYD Auto and Tesla continued to dominate unfazed, accounting for more than one-third of domestic unit sales. But the market also saw GAC Group establish itself as a solid number three on the back of strong demand for its line of compact Aion sedan and hatchbacks as it aggressively reduced prices in the midst of a price war.

“We’re also seeing strong numbers from several mid-sized domestic players that are having success across a broad range of vehicles – from sub-compact city cars through to long-range luxury cruisers. But many automakers are struggling as the market eases,” notes Ethan Qi, Associate Director. “China’s a big market but there’s also a lot of small carmakers, so any kind of slowdown and you’re probably going to see some consolidation as weaker companies inevitably exit.”

China Passenger EV* Unit Sales Share and YoY Growth by Auto Group

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来源:对比研究China Passenger EV Tracker. *Battery electric vehicles (BEV) only.

Many Chinese OEMs are looking externally for growth and are gaining a foothold in markets like Europe and Asia. “If you exclude China, by far the biggest market for EVs globally is Western Europe. It’s not China, but growth has started to accelerate this quarter,” says Qi. “Right now it’s all about MG, the SAIC-owned British badge that’s spearheading Chinese growth in the region with its compact cars and SUVs. It’s filling a vacuum in the affordable segment, where traditional names are struggling to supply consumers with EVs in that $20,000 – $40,000 sweet spot. This is where Chinese brands have a lot of depth.”

Chinese OEM Overseas EV Sales and Market Share

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来源:对比研究Global Passenger EV Tracker

BYD Auto is enjoying success across a diverse group of markets mainly in Asia, but it is gearing up for Europe growth with new models to be shipped into the region later this year.

Ivan Lam, Senior Analyst, Manufacturing, notes, “BYD has all the classic advantages of a Chinese tech company including scale and proximity to the supply chain. What makes them stand out even more is their vertical integration right through to the battery. This helps them dominate at home. And as they expand production outside China, it will also make them a serious threat to global competitors.”

“I wouldn’t be surprised if they’re able to grab a lot of share quickly because of the latent demand for affordable EVs in Europe. And a planned 2025 factory will only bolster their advantage over the long term,” muses Lam. “The maxim ‘If you can make it in China, you can make it anywhere’ really does apply here.”

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.

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我们的可穿戴设备研究服务项目

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