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Weltweite Smartphone-Lieferungen im dritten Quartal 2025 um 4 % gegenüber dem Vorjahr gestiegen

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Counterpoint Research was recently invited to a tour of Intel’s Fab 52 in Phoenix, Arizona. It is the site of the ramp-up of Panther Lake. The Fab was incredibly impressive. If Intel is able to secure foundry customers, Fab 62 (at framework today) will be added for more capacity later in the decade. Fab 52 is primarily targeting Intel’s own products, including the PC CPU Panther Lake and the data center CPU Clearwater Forest. Intel’s balance sheet is in a much better position today than a year ago. Challenges remain for IFS, but management has a clear path today that has better promise than two years ago. We will be closely watching the performance and design wins of Panther Lake.

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@Intel Tech Tour 2025 Key Takeaways: Panther Lake AI PC Platform, 18A Technology and More

Unlocking Snapdragon’s secret sauce and the tech behind your phone's camera, Counterpoint VP of Research, Neil Shah, sat down with Judd Heap, VP of Product Management, Multimedia at Qualcomm, to discuss the evolution of smartphone camera and multimedia capabilities. Judd highlighted significant advancements from 4K video to 8K, improved electronic image stabilisation (EIS), and enhanced low-light performance.

The integration of AI into the Image Signal Processor (ISP) enables the understanding of user intent and the intelligent control of auto-exposure, auto-white balance, and auto-focus. These innovations are among the key advancements. Qualcomm also introduced new features like a 20-bit ISP, Night Vision 3.0 and AI-powered segmentation that recognises food and vegetation among other things.

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Snapdragon's AI, APV Codec, 20-bit ISP Powering New Mobile Photography and Videography Experiences

At Qualcomm's 10th Snapdragon Summit in Hawaii, Counterpoint Research's General Manager for the Americas, Jeff Fieldhack, sat down with Qualcomm's Dino Bekis to discuss the future of wearables and mixed-signal solutions. In this video interview, Dino explains why ultrasonic fingerprint sensors are seeing dramatic growth and how 5G and on-device AI are shaping the next generation of smartwatches. He also touched on how Qualcomm audio platforms are enabling hearables to become standalone platforms that connect directly to the cloud. The discussion also touches on how Qualcomm is leading the way in creating a seamless, multi-device ecosystem where personal AI can create more intuitive user experience.

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#5G #AI @snapdragon @SnapdragonLatam @SnapdragonBrasil

@qualcomm's Wearables Chief on the Future of Smart Devices with AI, 5G

Counterpoint analysts were on ground at the recently concluded IAA Mobility event in Germany. Senior analyst Murtuza Ali and Associate Director Greg Basich had a chance to talk to Brian Written, Chief Product Security Officer at Aptiv to discuss advancements in automotive technology. The key focus of the discussion was on how these technologies are making vehicles safer, smarter, and more secure. The discussion also focused on ADAS (Advanced Driver-Assistance Systems), Edge AI, and cybersecurity among other topics.

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Discussing Automotive Cybersecurity, Edge AI and ADAS Radar Innovations With Aptiv

At the Snapdragon Summit 2025 in Maui, Research Director Marc Einstein sat down with Qualcomm Product Management lead, Amandeep Dhaliwal to discuss new advancements in mobile gaming. Dhaliwal highlighted the introduction of Adreno High-Performance Memory (HPM), a new feature within the GPU that acts as a fast, private cache. This innovation reduces memory bandwidth by 30-40%, leading to a 10-15% improvement in battery life for gamers. He also spoke about GPU power savings and on-device AI to game-ready drivers and Unreal Engine 5 (UE5) support to offer console-class experiences on mobile devices.

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#Gaming #UnrealEngine5 @UnrealEngine @qualcomm @snapdragon @SnapdragonBrasil @SnapdragonLatam @ESLMobile @QualcommSnapdragonConquest @SnapdragonKR

AI, Mesh Shading, and UE5 - @qualcomm's Blueprint for Next-Gen Mobile Gaming

At Qualcomm’s 10th Snapdragon Summit in Maui, Counterpoint Research’s Neil Shah sat down with Timothy Carambat, CEO and co-founder of Anything LLM, to explore how his team is building an LLM-Agnostic AI assistant that works across every device. It is all-in-one AI assistant designed to work across, PCs, smartphones, XR and wearables, without locking into any single model or cloud provider. AnythingLLM also offers a unique, privacy-first approach to the constantly evolving AI landscape.

You can try out AnythingLLM here: https://anythingllm.com

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AnythingLLM – On-Device, LLM-Agnostic Platform Putting You in Control of Your AI

Qualcomm celebrated the 10 year anniversary of its Snapdragon Summit in Hawaii, and Counterpoint analysts were on ground to cover the product launches. At the event, VP of Research Neil Shah sat down with Qualcomm's Group General Manager for Mobile, Compute, and XR, Alex Katouzian to discuss the decade-long journey of the Snapdragon Summit, and focus on AI.

Alex explains that while AI was once a background feature, it is now at the forefront with agentic AI, ushering new era of personalized, on-device intelligence. He also stresses on the importance of a hybrid approach that combines cloud and on-device processing. Qualcomm announced the Snapdragon 8 Elite Gen 5 mobile platform along with the Snapdragon X2 Elite compute platform at the summit. Alex emphasized the efficiency of these platforms, and how the solutions across multiple devices offer a more seamless user experience.

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@qualcomm @snapdragon @SnapdragonLatam @SnapdragonBrasil | #AI #AgenticAI

@qualcomm's “AI Everywhere” Strategy | Snapdragon Summit 2025

Just unboxed Apple’s slimmest and lightest iPhone, the iPhone Air. Featuring a powerful A19 Pro SoC, the iPhone Air is just 5.6mm thin and weights just 165 grams. It packs a single 48MP Fusion camera with 2x lossless zoom, and an 18MP center stage front camera with a square sensor, capable of clicking landscape and portrait photos, without having to rotate the device. The iPhone Air also comes with a 6.5-inch LTPO ProMotion display with 120Hz adaptive refresh rate. Here is our unboxing and quick first look at the iPhone Air.

@Apple @AppleIndia

Apple iPhone Air: Unboxing and Quick Look

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Manager Strategie

SK Telecom

Wir wenden uns immer dann an Counterpoint, wenn wir auf ein Problem stoßen. Das Team liefert stets die aktuellsten und präzisesten Antworten auf unsere Fragen. Wir haben stets das Gefühl, einen langfristigen Berater und Partner zu haben, dem wir vertrauen können.

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