Counterpoint Research is attending MWC Las Vegas from 26th September to 28th September 2023
Our Research Director, Jeff Fieldhack and Associate Director, Gareth Owen, will be attending the MWC Las Vegas. You can schedule a meeting with them to discuss the latest trends in the technology, media and telecommunication industry.
When:26th to 28th September 2023
Where:Las Vegas, Nevada, USA
About the event:
MWC Las Vegas, in partnership with CTIA, is GSMA’s flagship event in North America, aimed at showcasing the hottest trends in connectivity and mobile innovation. The event is aimed towards driving innovation in technology as people meet in-person and use their collective knowledge to accelerate technology and drive human progress. From carriers and equipment manufacturers to mobile app developers and content creators, everyone will reconvene physically to explore this year’s theme,Velocity, and showcase the latest and the greatest in technology.
Click here(or send us an email at contact@www.arena-ruc.com) to schedule a meeting with them.
Counterpoint is attending the IAA Mobility Event from September 4th – September 10th, 2023
Our analysts will be attending theIAA Mobility Event, 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.
Here is the list of team members attending the event:
Dive into the latest innovations in sustainable, smartly connected mobility solutions at theIAA Summitheld at the Munich Exhibition Grounds. Throughout the day and evening, network with industry peers at the myriad of events hosted by our exhibitors. Join theIAA Conferenceto engage in discussions about the future of mobility with over 500 stakeholders, visionaries, policymakers, and influential figures who are eager to share their perspectives with the public and industry.
Click here(or send us an email at contact@www.arena-ruc.com) to schedule a meeting with them.
Counterpoint is attending the Semicon Taiwan Event from September 6th – September 8th
Our analysts will be attending theSemicon Taiwan Event, 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.
Here is the list of team members attending the event:
SEMICON Taiwan is a platform that connects Taiwan and global microelectronics ecosystems and also acts a bridge that facilitates smooth collaboration between the industry, the government, academia, and research institutions.
SEMICON Taiwan 2023 will hold its 【Largest-Ever Expo: Expanded to Hall 2】grand exhibition at Taipei Nangang Exhibition Center Halls 1 & 2, from September 6th to September 8th.
With the key focus of “Inspire Innovation. Empower Sustainability.”, the exhibition will gather more participants from major companies than ever before, including 950 exhibitors, covering 3,000 booths, and attracting over 50,000 visitors!
To respond to market demands, SEMICON Taiwan 2023 also held a series of exciting programs on September 5, focusing on popular topics such as advanced manufacturing, heterogeneous integration, compound semiconductors, automotive chips, smart manufacturing, sustainable manufacturing, and semiconductor security.
Click here(or send us an email at contact@www.arena-ruc.com) to schedule a meeting with them.
Counterpoint Research will be joiningIndustry of things World Europeas Media Partners. As part of this collaboration, our Associate DirectorMohit Agrawalwill be speaking about security and privacy considerations when managing IoT connectivity, and how do CMPs assist in enforcing security measures. You can schedule a meeting with him to discuss the latest trends in the IoT sector and understand how our leading research and services can help your business.
Topic: What are the security and privacy considerations when managing IoT connectivity, and how do CMPs assist in enforcing security measures?
At the Industry of Things World Europe more than 450 experts, decision-makers and providers from the industry will discuss use cases and business strategies from the Industry 4.0 universe. Latest technological trends, opportunities and risks as well as direct practical examples from the manufacturing industry – the Industry of Things World is designed to evaluate and discuss your technology strategy for a scalable, secure and efficient IIoT implementation around your production & your products. Don’t miss the opportunity to meet all relevant IIoT stakeholders under one roof. We look forward to welcoming you in Berlin! Your Industry of Things World Team.
Counterpoint Research will be joiningDeviceNextSummit as Knowledge Partners. As part of this collaboration, our Senior AnalystAnshika Jain, will serve as the moderator for a panel discussion centered around “Manufacturing in India: Challenges and Opportunities” within the smart wearables and accessories ecosystem.
Topic:Manufacturing in India: Challenges and Opportunities
When:11th August, 2023
Where:Aerocity, New Delhi
About the Event:
DeviceNext Summit is an industry event that unites the home-grown brands, manufacturers, channel partners, and visionary investors hailing from the world of smart devices and accessories. With its unique focus on smart devices ecosystem, this summit serves as a powerful catalyst for fostering meaningful connections and partnerships within this booming industry.
This year’s DeviceNext Summit, centered around the theme “Unifying The Device World: Bringing Key Players Of Make In India Together,” committed to bridging gaps and driving growth within the B2B smart devices ecosystem. Creating an inclusive and all-encompassing platform that brings together the key stakeholders who have played a pivotal role in the phenomenal success of the “Make in India” initiative.
MySmartPrice Tech in Focusconcluded on June 21 with a huge response from the audience and brand representatives. The event witnessed over 250 registrations and 150 concurrent viewers watching the insights from the current smartphone landscape in India. The panelists included:
Murlikrishnan B
President
Xiaomi India
Sachin Kalantri
Senior Director
Qualcomm
Tarun Pathak
Research Director
Counterpoint Research
Sohail Khan
Marketing Head
MySmartPrice
Check out the highlights from MySmartPrice Tech in Focus 2023:
We are thrilled to unveil our upcoming joint webinar with MySmartPrice!
Tech in Focus is an initiative by MySmartPrice to bring the best minds in the tech ecosystem under one roof and discuss future trends backed by data. This time, MySmartPrice has teamed up with Counterpoint Research to bring a power-packed session around the changing smartphone landscape.
The event will see data about the Smartphone ecosystem that Counterpoint Research shares and consumer preference insights that MySmartPrice shares.
The event will also have a panel discussion with some of the biggest names in the smartphone industry.
The audience will have the opportunity to engage with the speakers, ask questions, and gain a deeper understanding of thedynamic smartphone ecosystemin India.
Registration: Please register to participate in this insightful event.Space is limited, so we encourage you to secure your spot asap.
MySmartPrice is the largest shopping discovery platform for tech in India. Every month, 20mn+ shoppers visit MySmartPrice to research and know more about what they should buy and which tech is better
Counterpoint attending theMWC Shanghaifrom June 28 – June 30
Our analysts will be attending MWC Shanghai Event, 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.
Here is the list of team members attending the event:
When:June 28 – June 30 | 9:00 Am – 5:00 PM Where:Shanghai New International Expo Centre (SNIEC) | Kerry Hotel Pudong, Shanghai
Click here(or send us an email at contact@www.arena-ruc.com) to schedule a meeting with them.
About the event:
MWC Shanghai is the largest and most influential gathering of the connectivity ecosystem in Asia. It’s where world-leading companies and trailblazers share the latest thought leadership about the progression and future of connectivity. With China’s borders reopened, our in-person show return this June to Shanghai New International Expo Center!
At MWC Shanghai, we host the debates that will define society’s relationship with technology, cutting edge technology demos that will redraw the boundaries of possibility. We dedicate a hall to our 5GIn event where we introduce investors to startups to fuel innovation and grow ideas that will change the world.As the world is recovering at an unprecedented speed, the entire mobile ecosystem must seize this moment to be a force for change. Join us at the centre of it all – MWC Shanghai, where innovators, creators and leaders gather to get business done.
Tech giants showcased their most advanced solutions in AI and computing at the COMPUTEX 2023 show in Taipei in the first week of June. If NVIDIA CEO Jensen Huang’s keynote address focused on the company’s game-changing innovations around AI, Arm CEO Rene Haas’ keynote had compelling demonstrations showcasing Arm’s capabilities in AI. Qualcomm focused on on-device intelligence enhancement and Hybrid AI as the mainstream format ofAIin the future. With meaningful upgrades in computing capability, we expect to see the beginning of a new chapter in the coming years. In the following sections, we summarize the key takeaways from COMPUTEX 2023.
NVIDIA: Grace Hopper Superchip to boost AI revolution
The world’s first-of-its-kind Grace Hopper Superchip, which is manufactured by the TSMC 4nm process node, is likely to level up NVIDIA’s determination on AI. In addition, more GPUs will be used for generative AI training and inference models, which willacceleratethe transformative technology in the near term, highlighted Mr. Huang.
Our Associate Director,Brady Wang,shared his ideas and insights at the influential event。
NVIDIA also introduced the Spectrum-X platform, a fusion of the Spectrum-4 switch and Bluefield-3 DPUs, which boasts a record 51Tb/sec Ethernet speed and is tailor-made forAI networks。结合BlueField-3 DPUs和英伟达LinkXoptics, it forms an end-to-end 400GbE network optimized for AI clouds. This innovation not only fits NVIDIA’s target but also consumes a great amount of foundry capacity, especially TSMC.
NVIDIA ACE Framework
Source: Nvidia
NVIDIA: Avatar Cloud Engine (ACE) for Games
NVIDIA did not forget its loyal gamers. This time, it introduced the Avatar Cloud Engine (ACE) for Games, a groundbreaking custom AI model service. ACE empowers non-playable characters (NPCs) in games with AI-driven natural language interactions, revolutionizing the gaming experience. With ACE, gamers can enjoy more immersive and intelligent gameplay.
Notes from analyst Q&A with NVIDIA founder and CEO Jensen Huang
If most of the workload involves training AI models, the data center operates as an AI factory. An optimal computer is capable of handling both training and inference tasks, although the selection of processors is contingent upon the specific inference type.
In the foreseeable future, AI is poised to become the predominant force within the realm of NPCs in video games. These NPCs will possess a distinctive narrative and contextual background, effortlessly engaging with one another in a harmonious manner. Their movements will be fluid and their comprehension of instructions will be exceptional.
AI revolutionizes the user experience onPCs, propelling the advancement of personalized recommender systems. Furthermore, even on compact smartphones, it taps into extensive personalized internet data. As a result, future interactions generate real-time, customized content, transitioning towards generative processing to accommodate the escalating demand for personalized information. This groundbreaking development signifies the dawning of a new era characterized by the proliferation of generated and augmented information, thereby departing from the previously dominant retrieval-centric paradigm.
InfiniBand excels in high-performance computing, offering superior throughput for single computers and AI factories. It dominates in supercomputers and AI systems, while Ethernet is prevalent in cloud environments.
China leads the way in cloud services, consumer internet and digital payments. It has swiftly advanced in electric and autonomous vehicles, showcasing local innovation through numerous GPU start-ups. This underscores China’s technological dominance and promising future growth.
Omniverse streamlines computer setup with cloud integration and partnerships, enabling effortless information streaming through browser-based access. It optimizes factory design and simulation, minimizing work, errors and expenses.
Arm: Everything now is a computer; AI runs on Arm
Citing the remarkable 260% increase in data center workloads from 2015 to 2021,ArmCEO Rene Haas emphasized the pivotal role of data centers, automotive technology and AI in driving the compute demand powered by ARM designs.
According to Counterpoint Research,Arm-based notebookswill gain over Intel and AMD, almost doubling their shipment share to 25% by 2027 from 14% today.
Laptop Shipment Share by CPU/SoC Type %
source: Counterpoint Research
AI emerged as a focal point during Haas’ keynote, where he captivated the audience with compelling demonstrations showcasing Arm’s capabilities. That said, Arm is poised to support an even broader range of applications in the future.
We also echo Arm’s view and believe that generative AI, digital twins and edge computing will emerge as top technology trends in 2023 and affect the whole tech industry.
Qualcomm: Focus on on-device intelligence enhancement, Hybrid AI
Qualcomm’s “AI” Hexagon processor offers 3-5 times better computing performance compared to existing CPU/GPU solutions. The company aims to expand the application of its Snapdragon 8cx Gen 3 processor to the laptop industry with thorough support from Microsoft.
对于AI来说,高通相信有局限性the efficiency improvements of Edge AI or Cloud AI. However, leveraging Qualcomm’s connectivity solutions and combining edge AI with cloud AI can provide incremental benefits in terms of cost/energy savings, privacy and security enhancements, reliability, and latency. Therefore, the company guides that Hybrid AI (Edge AI + Cloud AI) will be the mainstream format of AI in the future.
Conclusion
With the COVID-19 pandemic loosening its grip,COMPUTEXwas back in its on-site mode this year in Taipei with solid and eye-catching AI solutions. We are stepping into a newcomputingera, with generative AI set to transform our lives. Not only server vendors and data center hyper-scalers, but mobile and PC vendors are also working together to facilitate technology improvements with AI support.
Counterpoint’s analysts continue to work closely with the tech product market to monitor all changes and trends.
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