Anish Khajuria
@KhajuriaAnish
Research Analyst @Counterpointtr. 𝘐𝘯𝘤𝘶𝘳𝘢𝘣𝘭𝘦 𝘵𝘦𝘤𝘩 𝘨𝘦𝘦𝘬 & 𝘓𝘪𝘧𝘦𝘭𝘰𝘯𝘨 𝘧𝘪𝘵𝘯𝘦𝘴𝘴 𝘧𝘢𝘯𝘢𝘵𝘪𝘤
ID:3576353052
15-09-2015 23:14:08
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🌏Global Cellular IoT Module Shipments Decline 3% YoY in Q2 2023.
🏆Quectel and Fibocom maintained their market leadership while China Mobile overtook Telit Cinterion to become the third largest player.
#IoT #DigitalTransformation
Festive Season is Here 🎆🎇🪔
🎯Amazon India -top preferred online smartphone purchase channel
Most preferred brands:
🟦Samsung
⬛Apple
🟧Xiaomi
🟥OnePlus
💰42% of the plan to purchase a premium phone
#AmazonGreatIndianFestival #BigBillionDays #technology #Opinion #Diwali2023
🎯Sequans Communications acquisition will help Renesas to strengthen its cellular IoT capabilities and seize the growing market opportunities in this domain.
More insights from Counterpoint team here: counterpointresearch.com/insights/renes…
Counterpoint Quectel Thales Group life China Mobile HK Qualcomm SIMCom Wireless Sierra Wireless Intel MediaTek India UNISOC SEQUANS Sony Semicon (IL) Huawei Autotalks GCT Semiconductor u-blox Neil Shah Fibocom Neoway Technology IoT Business News IoT Now IoT Business Council IoT News IoT Weekly News Enterprise IoT Insights The Industrial Iot Daily Nordic Semiconductor Samsung Electronics ZTE Corporation Renesas Electronics Arm NXP MicrochipTech STMicroelectronics Texas Instruments Infineon CEVA, Inc. NTTドコモ Vodafone Group @MediaTek Anish Khajuria SUBHADIP ROY Hanuman Pawar Dolly Goulart China Mobile Mohit Agrawal @Quectel 📢Last month #Renesas announced its acquisition of #Sequans for $249 Mn.
🎯The acquisition provides Renesas Electronics access to SEQUANS #expertise , customer base & #partnerships in #5G / #4G cellular #IoT sector.
The full analysis is below:
counterpointresearch.com/insights/renes…
#technology
Global cellular IoT module shipments (excluding automotive embedded and telematics modules) remained flat YoY in Q1 2023, according to the latest research from Counterpoint.
Top 3️⃣ applications – smart meter, POS and router/CPE – formed more than half of the total shipments.
Counterpoint Quectel Thales Group life China Mobile HK Qualcomm SIMCom Wireless Sierra Wireless Intel MediaTek India UNISOC SEQUANS Sony Semicon (IL) Huawei Autotalks GCT Semiconductor u-blox Neil Shah Fibocom Neoway Technology IoT Business News IoT Now IoT Business Council IoT News IoT Weekly News Enterprise IoT Insights The Industrial Iot Daily Nordic Semiconductor Samsung Electronics ZTE Corporation Renesas Electronics Arm NXP MicrochipTech STMicroelectronics Texas Instruments Infineon CEVA, Inc. NTTドコモ Vodafone Group @MediaTek Anish Khajuria SUBHADIP ROY Hanuman Pawar Dolly Goulart China Mobile Mohit Agrawal 📢Global cellular #IoT module shipments (excluding #automotive embedded and #telematics modules) remained flat in Q1 2023.
🏆@Quectel, lifecinterion , Fibocom capture > half of the market.
counterpointresearch.com/iot-module-shi…
#technology #connectivity #5g #nbiot #5g redcap #gsma
Telit Cinterion has successfully divested its #automotive module business to Kontron, an Austro-German company.
✅This strategic move allows #Telit to shift its focus towards its core #business operations & management #platform .
#IoT #technology
Counterpoint Quectel Thales Group life China Mobile HK Qualcomm SIMCom Wireless Sierra Wireless Intel MediaTek India UNISOC SEQUANS Sony Semicon (IL) Huawei Autotalks GCT Semiconductor u-blox Neil Shah Fibocom Neoway Technology IoT Business News IoT Now IoT Business Council IoT News IoT Weekly News Enterprise IoT Insights The Industrial Iot Daily Nordic Semiconductor Samsung Electronics ZTE Corporation Renesas Electronics Arm NXP MicrochipTech STMicroelectronics Texas Instruments Infineon CEVA, Inc. NTTドコモ Vodafone Group @MediaTek Anish Khajuria SUBHADIP ROY Hanuman Pawar Dolly Goulart China Mobile Mohit Agrawal Semtech Corporation LG Electronics Rolling Wireless 📢The global cellular #IoT connections installed base is expected to surpass 6 billion by 2030 with a CAGR of 10.8%.
🌏 #China held more than two-thirds of total cellular IoT connections in 2022, followed by Europe and North #America .
counterpointresearch.com/global-cellula…
#technology #5G #4G
Counterpoint Quectel Thales Group life China Mobile HK Qualcomm SIMCom Wireless Sierra Wireless Intel MediaTek India UNISOC SEQUANS Sony Semicon (IL) Huawei Autotalks GCT Semiconductor u-blox Neil Shah Fibocom Neoway Technology IoT Business News IoT Now IoT Business Council IoT News IoT Weekly News Enterprise IoT Insights The Industrial Iot Daily Nordic Semiconductor Samsung Electronics ZTE Corporation Renesas Electronics Arm NXP MicrochipTech STMicroelectronics Texas Instruments Infineon CEVA, Inc. NTTドコモ Vodafone Group @MediaTek Anish Khajuria SUBHADIP ROY Hanuman Pawar Dolly Goulart China Mobile Mohit Agrawal Semtech Corporation LG Electronics Rolling Wireless 📢Global connected #agriculture node shipments to reach 187 Mn units by 2030 from 23 Mn in 2022
🌿Crop farming : 1stest growing segment, followed by #drone & #robot , #tractor and livestock monitoring
🌐Connectivity penetration to remain <10% by 2030
counterpointresearch.com/global-connect…
#iot
Counterpoint Brady Wang Parv sharma Arm Simon Segars Chris Bergey (he/him) 英楠 Ethan Qi Phil Hughes Paul Williamson Oracle Cloud Apple Akshara Bassi William Li Dale Gai Peter Richardson Anish Khajuria Hanuman Pawar SUBHADIP ROY Tech Mahindra gareth99m NVIDIA Mohamed Awad Bloomberg Ian King giles turner Welcome to the new world order!!
This is huge it Intel delivers..
Arm & Intel Foundry (IFS) join forces to bring chip designers Arm cores and Intel 18A (sub 2nm) Lunar Lake advanced process nodes.
$ARM $TSM $INTC $QCOM $AAPL
arm.com/company/news/2…
Counterpoint Brady Wang Parv sharma Arm Simon Segars Chris Bergey (he/him) 英楠 Ethan Qi Phil Hughes Paul Williamson Oracle Cloud Apple Akshara Bassi William Li Dale Gai Peter Richardson Anish Khajuria Hanuman Pawar SUBHADIP ROY Tech Mahindra gareth99m NVIDIA Mohamed Awad Bloomberg Ian King giles turner Intel Pat Gelsinger Initial focus areas for IFS with ARM IP will be:
📱Mobile SoC
🚗Automotive,
🌇Internet of Things (IoT),
☁️Data center,
✈️Aersospace
🏛Government
If successful could eat into TSMC marketshare $TSM $INTC