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2 giorni fa · Counterpoint Global, one of our Active Fundamental Equity teams, seeks to make long-term investments in unique companies whose market value can increase significantly for underlying fundamental reasons. Their portfolios are typically concentrated and differentiated from their benchmarks.
5 giorni fa · Overview: The Manufacturing Intelligence Tracker gives the Counterpoint perspective on a curated collection of recent news and other articles pertaining to the manufacturing ecosystem, especially related to technology-related sectors.
5 ore fa · Overview: Counterpoint Research was able to meet with MediaTek senior management to discuss its diversified business units including mobile, auto, connectivity, IoT, NTN, TV, and PC/chromebooks. We also had great discussions about key technology trends including Generative AI. This report details all of the key takeaways. Table of Contents: Executive Summary Mobile GenAI Non-terrestrial ...
5 giorni fa · Over 9 Billion eSIM-capable Devices to be Shipped by 2030. By 2030, nearly 70% of all cellular devices shipped will be eSIM/iSIM-capable driven by smartphones and cellular IoT modules. eSIM/iSIM-capable devices are expected to grow at a CAGR of 22% between 2024 and 2030. ...
5 giorni fa · Scenes From a MAGA Meltdown: Inside the “America First” Movement’s War Over Democracy. May 22, 2024 / CounterPoint. Across the country, the Republican Party’s rank-and-file have turned on the GOP establishment. In Michigan, this schism broke the party — and maybe democracy itself. by Andy Kroll.
5 ore fa · By 2030, Counterpoint expects iSIM-capable devices to account for a significant portion of the cellular device ecosystem. “These are still very early days for iSIM. However, we expect iSIM adoption to pick up steam in the next three years. The technology has the potential to bring more efficiency to devices by lowering costs, size and complexity.
6 giorni fa · Tesla beats expectations with 443,956 cars delivered globally in Q2. Global EV battery market share in Jan-May 2024: CATL 37.5%, BYD 15.7%. BYD's BEV market share is set to surge in 2024, the year it is expected to overtake Tesla in BEV sales. This shift underscores the dynamic nature of the global EV market, said Counterpoint.
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