近期研究
- Podcast
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- 9月 19, 2023
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- Team Counterpoint
Generative AIlike ChatGPT and Google’s Bard have disrupted the industry. However, they are still limited to browser windows and smartphone apps, where the processing is done through cloud computing. That is about to change soon as Qualcomm Snapdragon-powered devices will soon be able to run on-device generative AI.
At MWC 2023, Qualcomm showcasedStable Diffusionon aSnapdragon 8 Gen 2-powered Android smartphone. The demo showed how a smartphone can generate a new image with text commands or even change the background, without connecting to the internet. Running generative AI apps directly on a device offers several advantages, including lower operational costs, better privacy, security, and reliability of working without internet connectivity.
ALSO LISTEN:Podcast #69: ChatGPT and Generative AI: Differences, Ecosystem, Challenges, Opportunities
In the latest episode of ‘The Counterpoint Podcast’, hostPeter Richardsonis joined by Qualcomm’s Senior Vice President of Product ManagementZiad Asgharto talk about on-device generative AI. The discussion covers a range of topics from day-to-day use cases to scaling issues for computing resources and working with partners and the community to unlock new generative AI experiences across the Snapdragon product line.
Click the play button to listen to the podcast
You can read the transcripthere.
Podcast Chapter Markers
01:35:Ziad starts by defining generative AI and comparing it with machine learning and other types of AI.
03:56:Ziad talks about AI experiences that are already present in Snapdragon-powered devices.
06:24:Ziad addresses the scaling issue for computing resources used to train large language models.
09:46:Ziad deep dives into the types of day-to-day applications for generative AI on devices like a smartphone.
13:34:Ziad talks about the hybrid AI model, involving both cloud interaction and edge.
15:43:Ziad on how Qualcomm is leveraging its silicon chip capabilities to unlock generative AI experiences.
19:20:Ziad on how Qualcomm is working with its ecosystem and the developer community.
21:57:Ziad touches on the privacy and security aspect with respect to on-device generative AI.
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- Blog / PR
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- 9月 18, 2023
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- Apple has increased the price for its latest Pro Max model by $100 in the US.
- Apple is offering better trade-in values for N-2 or N-3 devices compared to last year to help upgrade its older-generation base.
- The Pro Max price increase to $1,199 is mostly a result of an upgrade to a titanium chassis as well as a telephoto camera.
- iPhone 15promotions are slightly worse compared to last year, especially with the higher price of the iPhone 15 Pro Max.
Apple has released its new iPhone 15 series, confirming the price increase for the Pro Max model by $100 in the US. This is the first time since the Pro series launched in 2019 that Apple has raised its prices. Apple’s carrier promotions have softened slightly compared to the iPhone 14 launch while trade-in values for N-1 devices (newest generation minus one, i.e. iPhone 14) have also decreased. Apple is offering better trade-in values for N-2 or N-3 devices compared to last year to help upgrade its older-generation base.
New pricing for Pro Max – Now at $1,199 for base model
The Pro Max price increase to $1,199 is mostly a result of an upgrade to a titanium chassis as well as a telephoto camera, which will allow for 5x optical zoom with a 120mm lens. The base model now also comes with 256GB of storage. This price increase may change consumer purchasing patterns and potentially have repercussions for Apple’s overall ASP as consumers may decide to purchase more affordable models this time around. It may be noted here that the 256GB iPhone 14 Pro Max also retailed for $1,199.
US promotions decrease slightly
US carriers Verizon, T-Mobile and AT&T generally have the same top-line promotions for the highest tiered plans on Apple’s website as last year’s iPhone 14 launch. This means that both AT&T and T-Mobile will offer up to $1,000 off on devices with a qualifying trade-in and eligible plan. Verizon remains the outlier, offering a discount of only $800. However, Verizon and T-Mobile’s lower-tiered plans have seen a decrease in value. This means that iPhone 15 promotions are slightly worse compared to last year, especially with the higher price of the iPhone 15 Pro Max.
This comes at a time when carriers are seeing historically low upgrade rates and smartphone purchases are being delayed as consumers continue to face economic uncertainty. Nevertheless, we believe the iPhone 15 has the potential to be another big upgrade cycle for Apple, especially for the iPhone 11 and iPhone 12 owners as they look to upgrade their three- to four-year-old devices.
Trade-in Values Have Decreased for N-1 Models, But Apple is Pushing its Older Base to Upgrade
Although the discounts offered have largely remained the same, the pure trade-in values of N-1 devices have fallen, again. When the iPhone 13 series launched, customers could get a maximum of $790 in trade-in value for their old iPhone 12 Pro Max. This trade-in value dropped to $720 for the iPhone 13 Pro Max when the iPhone 14 series released last year. This year’s iPhone 15 launch saw trade-in values drop to $650 for the iPhone 14 Pro Max as the highest-value trade-in device.
Compared to the years before, Apple is putting a stronger focus on offering better trade-in values for its N-2 and N-3 models such as the iPhone 13 series and iPhone 12 series. Trade-in values for N-2 models have increased 9%-28% YoY for this year’s launch. This also shows that Apple wants to incentivize customers to upgrade their older models to the latest iPhone 15 while signaling to the iPhone 14 users to hold off for now. In fact, these trade-in values could potentially be more attractive to customers than carrier deals, especially if they are not on the highest tiered plans available. This might lead to more customers purchasing an unlocked device directly from Apple rather than opting for a carrier promotion offered by Apple.
联系d Posts
- Blog / PR
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- 9月 18, 2023
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At the launch of theiPhone 15andWatch 9series this week, Apple mentioned that it was on track to release theApple Vision Pro, which it announced in June this year, in early 2024. It has also included some features in the new iPhone and Apple Watch that are consistent with its Vision Pro development:
- A double-finger tap gesture can be used to select actions in the Apple Watch 9.The gesture uses a mix of sensor inputs processed by the Watch 9’s upgraded neural engine to identify the prompt. While the Apple Vision Pro uses cameras to spot gestures, the new Watch interactions will engender the use of subtle hand gestures that will also be used to interact with the Apple Vision Pro.
- The new iPhone 15 Pro and Pro Max cameras can record images and videos stereoscopically.When viewed via the Vision Pro, the images and videos will have depth and provide a more immersive experience.
In our analysis of theApple Vision Pro, we highlight that it is the most complex consumer electronics product ever made. And it is already causing a shift in approach by its rivals.
Nevertheless, we still believe that Apple is using the Vision Pro essentially as an insurance policy. The majority of Apple’s revenue and profit is derived from the iPhone product line, and related products and accessories – Watch, for example, would not exist without iPhone.
Therefore, iPhone is the core of Apple’s almost $2.75-trillion market cap (at the time of writing). Apple is bound to do anything in its power to defend the iPhone’s market position.
For a long time, people have speculated that the product most likely to replace the smartphone as their primary interface with digital life will be some sort of augmented reality device. So far, the eXtended Reality (XR) market has been disappointing – generating a few 10s of millions of unit sales but not a huge amount of consistent usage, apart from some niche enterprise use cases. Furthermore, the technical challenge of making true augmented reality glasses has proven to be beyond the capabilities of even the most technically gifted companies.
Apple is therefore not immediately threatened by the slowly developing XR industry. But would it be wise for it to sit on the sidelines and watch while potential competitors work on what might, one day, be a product that can truly compete with its iPhone revenue stream? Of course not, and it hasn’t.
For Apple, the worst possible outcome would be if the XR segment took off strongly and it did not have a product in the game. Even if Apple spends a few billion dollars developing its XR products and the market still doesn’t take off, it would be costly but scarcely make a dent in its ample cash reserves.
So, Apple has made the logical choice and invested in creating the Apple Vision Pro. Along the way, it has amassed an impressively large patent portfolio that it can use to defend its position.
If, ultimately, the XR market does take off, Apple will be in a prime position to exploit the opportunity. However, if it continues to behave as an interesting niche market, then Apple has cemented its place by having a product that will be used to measure all others.
Subscribing clients can read ourfull analysis of the Apple Vision Prothat also includes sales projection scenarios.
联系d Posts
- 白皮书
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- 9月 15, 2023
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Overview:
In today’s rapidly evolving telecommunications landscape, the significance of digital transformation for Mobile Virtual Network Operators (MVNOs) cannot be overstated. As the industry witnesses a surge in technological advancements and changing consumer expectations, MVNOs face unprecedented opportunities as well as challenges. Digital transformation serves as the catalyst that empowers MVNOs to remain competitive, enhance customer experiences, streamline operations, and unlock new revenue streams.
This whitepaper looks at the changing MVNO landscape and how MVNOs can go “DIGITAL” –Differentiated,Intelligent,Growing,IntegratedTelco that isAgile and alwaysListening.
Table of Content:
- MVNO landscape
- Why should MVNOs go digital
- Challenges faced by MVNOs for digital transformation
- What can MVNOs do
- Test how DIGITAL is your MVNO
Number of Pages:10
Authors:
Neil Shah
Research Vice President
Mohit Agrawal
Associate Director
Download the full white paper using the form below
我们在网络和基础设施领域的意见领袖
Neil Shah
Vice President of Research
Gareth Owen
Associate Director
Tina Lu
一个高级alyst
Parv Sharma
一个高级alyst
