Counterpoint Research

𝗠𝗲𝗲𝘁 𝗖𝗼𝘂𝗻𝘁𝗲𝗿𝗽𝗼𝗶𝗻𝘁 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗮𝘁 𝗪𝗔𝗜𝗖 𝟮𝟬𝟮𝟲 𝖳𝗁𝖾 𝖶𝗈𝗋𝗅𝖽 𝖠𝗋𝗍𝗂𝖿𝗂𝖼𝗂𝖺𝗅 𝖨𝗇𝗍𝖾𝗅𝗅𝗂𝗀𝖾𝗇𝖼𝖾 𝖢𝗈𝗇𝖿𝖾𝗋𝖾𝗇𝖼𝖾 (𝖶𝖠𝖨𝖢) 𝗐𝗂𝗅𝗅 𝖻𝖾 𝗁𝗈𝗌𝗍𝖾𝖽 𝗂𝗇 𝖲𝗁𝖺𝗇𝗀𝗁𝖺𝗂, 𝖢𝗁𝗂𝗇𝖺, 𝖿𝗋𝗈𝗆 𝖩𝗎𝗅𝗒 𝟣𝟩-𝟤𝟢, 𝟤𝟢𝟤𝟨. 𝖮𝗎𝗋 𝖺𝗇𝖺𝗅𝗒𝗌𝗍𝗌 Ethan Qi (@ethan_qyn) 𝖺𝗇𝖽 Shaochen Wang 𝗐𝗂𝗅𝗅 𝖻𝖾 𝖺𝗍𝗍𝖾𝗇𝖽𝗂𝗇𝗀 𝖶𝖠𝖨𝖢 𝗍𝗁𝗋𝗈𝗎𝗀𝗁𝗈𝗎𝗍 𝗍𝗁𝖾 𝖾𝗏𝖾𝗇𝗍. 𝖨𝖿 𝗒𝗈𝗎 𝖺𝗋𝖾 𝖺𝗍𝗍𝖾𝗇𝖽𝗂𝗇𝗀 𝖶𝖠𝖨𝖢 𝟤𝟢𝟤𝟨, 𝗅𝖾𝗍'𝗌 𝗌𝖾𝗍 𝗎𝗉 𝖺 𝗍𝗂𝗆𝖾 𝗍𝗈 𝖽𝗂𝗌𝖼𝗎𝗌𝗌 𝗍𝗁𝖾 𝗅𝖺𝗍𝖾𝗌𝗍 𝖽𝖾𝗏𝖾𝗅𝗈𝗉𝗆𝖾𝗇𝗍𝗌 𝗂𝗇 𝖠𝖨, 𝗋𝗈𝖻𝗈𝗍𝗂𝖼𝗌 𝖺𝗇𝖽 𝗂𝗇𝗍𝖾𝗅𝗅𝗂𝗀𝖾𝗇𝗍 𝖼𝗈𝗆𝗉𝗎𝗍𝗂𝗇𝗀, 𝖺𝗇𝖽 𝖾𝗑𝗉𝗅𝗈𝗋𝖾 𝗁𝗈𝗐 Counterpoint Research'𝗌 𝗆𝖺𝗋𝗄𝖾𝗍 𝗂𝗇𝗌𝗂𝗀𝗁𝗍𝗌 𝖼𝖺𝗇 𝗌𝗎𝗉𝗉𝗈𝗋𝗍 𝗒𝗈𝗎𝗋 𝖻𝗎𝗌𝗂𝗇𝖾𝗌𝗌 𝗌𝗍𝗋𝖺𝗍𝖾𝗀𝗒. 𝗘𝘃𝗲𝗻𝘁 𝗱𝗲𝘁𝗮𝗶𝗹𝘀: 𝗗𝗮𝘁𝗲: 𝖩𝗎𝗅𝗒 𝟣𝟩-𝟤𝟢, 𝟤𝟢𝟤𝟨 𝗟𝗼𝗰𝗮𝘁𝗶𝗼𝗻: 𝖲𝗁𝖺𝗇𝗀𝗁𝖺𝗂, 𝖢𝗁𝗂𝗇𝖺 𝗦𝗰𝗵𝗲𝗱𝘂𝗹𝗲 𝗮 𝗺𝗲𝗲𝘁𝗶𝗻𝗴 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/insights/me… 𝗥𝗲𝗹𝗮𝘁𝗲𝗱 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀: 𝗛𝘂𝗺𝗮𝗻𝗼𝗶𝗱 𝗥𝗼𝗯𝗼𝘁𝗶𝗰𝘀 𝗟𝗲𝗮𝗻𝘀 𝗼𝗻 𝗔𝘂𝘁𝗼𝗺𝗼𝘁𝗶𝘃𝗲 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗳𝗼𝗿 𝗙𝘂𝘁𝘂𝗿𝗲 𝗚𝗿𝗼𝘄𝘁𝗵 counterpointresearch.com/en/insights/hu… 𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗔𝗜 𝟯𝟲𝟬 𝗣𝘂𝗹𝘀𝗲 - 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗧𝗿𝗲𝗻𝗱𝘀, 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲 𝗮𝗻𝗱 𝗜𝗺𝗽𝗮𝗰𝘁 𝗿𝗲𝗽𝗼𝗿𝘁 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/reports/ai-… #WAIC2026 #ArtificialIntelligence #Robotics #IntelligentComputing #MarketResearch

𝗠𝘂𝘀𝗸 𝘃𝘀. 𝗪𝗮𝗻𝗴 𝗠𝗮𝗱𝗲 𝗛𝗲𝗮𝗱𝗹𝗶𝗻𝗲𝘀: 𝗛𝗲𝗿𝗲'𝘀 𝗪𝗵𝗮𝘁 𝗶𝘁 𝗔𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝗠𝗲𝗮𝗻𝘀 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗔𝗜 𝗥𝗮𝗰𝗲 𝖳𝗁𝖾 𝗉𝗎𝖻𝗅𝗂𝖼 𝖾𝗑𝖼𝗁𝖺𝗇𝗀𝖾 𝖻𝖾𝗍𝗐𝖾𝖾𝗇 𝖤𝗅𝗈𝗇 𝖬𝗎𝗌𝗄 𝖺𝗇𝖽 𝖠𝗅𝖾𝗑𝖺𝗇𝖽𝗋 𝖶𝖺𝗇𝗀 𝗋𝖾𝖿𝗅𝖾𝖼𝗍𝗌 𝗌𝗈𝗆𝖾𝗍𝗁𝗂𝗇𝗀 𝗆𝗎𝖼𝗁 𝖻𝗂𝗀𝗀𝖾𝗋 𝗍𝗁𝖺𝗇 𝖺 𝗋𝗂𝗏𝖺𝗅𝗋𝗒 𝖻𝖾𝗍𝗐𝖾𝖾𝗇 𝖠𝖨 𝗅𝖾𝖺𝖽𝖾𝗋𝗌. 𝖮𝗎𝗋 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁 𝖣𝗂𝗋𝖾𝖼𝗍𝗈𝗋, 𝖳𝖺𝗋𝗎𝗇 𝖯𝖺𝗍𝗁𝖺𝗄 (@Tarunpathak), 𝖺𝗉𝗉𝖾𝖺𝗋𝖾𝖽 𝗈𝗇 @NDTVProfitIndia’𝗌 𝖨𝗇𝖽𝗂𝖺 𝖡𝗎𝗌𝗂𝗇𝖾𝗌𝗌 𝖱𝖾𝗉𝗈𝗋𝗍, 𝗁𝗈𝗌𝗍𝖾𝖽 𝖻𝗒 𝖦𝖺𝗎𝗋𝗂𝖾 𝖣𝗐𝗂𝗏𝖾𝖽𝗂 (@GaurieD) 𝗍𝗈 𝖽𝗂𝗌𝖼𝗎𝗌𝗌 𝗍𝗁𝖾 𝗇𝖾𝗑𝗍 𝗉𝗁𝖺𝗌𝖾 𝗈𝖿 𝖠𝖨 𝖼𝗈𝗆𝗉𝖾𝗍𝗂𝗍𝗂𝗈𝗇, 𝗐𝗁𝗂𝖼𝗁 𝗐𝗂𝗅𝗅 𝖻𝖾 𝖽𝖾𝖿𝗂𝗇𝖾𝖽 𝖻𝗒 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾, 𝖼𝗈𝗆𝗉𝗎𝗍𝖾, 𝖺𝗇𝖽 𝗆𝗈𝗇𝖾𝗍𝗂𝗌𝖺𝗍𝗂𝗈𝗇. 𝖧𝖾 𝖺𝗅𝗌𝗈 𝗌𝗉𝗈𝗄𝖾 𝖺𝖻𝗈𝗎𝗍 𝗁𝗈𝗐 𝖨𝗇𝖽𝗂𝖺 𝖼𝖺𝗇 𝗉𝗈𝗌𝗂𝗍𝗂𝗈𝗇 𝗂𝗍𝗌𝖾𝗅𝖿 𝗂𝗇 𝗍𝗁𝗂𝗌 𝗋𝖺𝗉𝗂𝖽𝗅𝗒 𝖾𝗏𝗈𝗅𝗏𝗂𝗇𝗀 𝗅𝖺𝗇𝖽𝗌𝖼𝖺𝗉𝖾. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:   • 𝖠𝖨 𝖼𝗈𝗆𝗉𝖾𝗍𝗂𝗍𝗂𝗈𝗇 𝗂𝗌 𝗆𝗈𝗏𝗂𝗇𝗀 𝖻𝖾𝗒𝗈𝗇𝖽 𝗆𝗈𝖽𝖾𝗅 𝗅𝖾𝖺𝖽𝖾𝗋𝗌𝗁𝗂𝗉 𝗍𝗈 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾, 𝖼𝗈𝗆𝗉𝗎𝗍𝖾, 𝖺𝗇𝖽 𝗌𝗎𝗌𝗍𝖺𝗂𝗇𝖺𝖻𝗅𝖾 𝗆𝗈𝗇𝖾𝗍𝗂𝗌𝖺𝗍𝗂𝗈𝗇.   • 𝖮𝗏𝖾𝗋 $𝟩𝟢𝟢 𝖻𝗂𝗅𝗅𝗂𝗈𝗇 𝗂𝗇 𝖠𝖨 𝗂𝗇𝗏𝖾𝗌𝗍𝗆𝖾𝗇𝗍𝗌 𝗇𝗈𝗐 𝗇𝖾𝖾𝖽 𝗏𝗂𝖺𝖻𝗅𝖾 𝗅𝗈𝗇𝗀-𝗍𝖾𝗋𝗆 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗆𝗈𝖽𝖾𝗅𝗌.   • @Meta 𝖺𝗇𝖽 @SpaceXAI 𝖿𝗈𝗅𝗅𝗈𝗐 𝖽𝗂𝖿𝖿𝖾𝗋𝖾𝗇𝗍 𝗌𝗍𝗋𝖺𝗍𝖾𝗀𝗂𝖾𝗌, 𝖻𝗎𝗍 𝖻𝗈𝗍𝗁 𝖺𝗋𝖾 𝖼𝗈𝗇𝗏𝖾𝗋𝗀𝗂𝗇𝗀 𝗈𝗇 𝗆𝗈𝗇𝖾𝗍𝗂𝗓𝗂𝗇𝗀 𝖠𝖨 𝖼𝗈𝗆𝗉𝗎𝗍𝖾.   • 𝖨𝗇𝖽𝗂𝖺 𝗁𝖺𝗌 𝖺𝗇 𝗈𝗉𝗉𝗈𝗋𝗍𝗎𝗇𝗂𝗍𝗒 𝗍𝗈 𝖻𝖾𝖼𝗈𝗆𝖾 𝖻𝗈𝗍𝗁 𝖺 𝗌𝗈𝗏𝖾𝗋𝖾𝗂𝗀𝗇 𝖠𝖨 𝖽𝖾𝗏𝖾𝗅𝗈𝗉𝖾𝗋 𝖺𝗇𝖽 𝖺 𝗀𝗅𝗈𝖻𝖺𝗅 𝖠𝖨 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾 𝗁𝗎𝖻.   • 𝖠𝖨 𝖽𝖺𝗍𝖺 𝖼𝖾𝗇𝗍𝖾𝗋𝗌, 𝗌𝖾𝗆𝗂𝖼𝗈𝗇𝖽𝗎𝖼𝗍𝗈𝗋𝗌 𝖺𝗇𝖽 𝗌𝗎𝗉𝗉𝗈𝗋𝗍𝗂𝗏𝖾 𝗋𝖾𝗀𝗎𝗅𝖺𝗍𝗂𝗈𝗇𝗌 𝗐𝗂𝗅𝗅 𝖻𝖾 𝖼𝗋𝗂𝗍𝗂𝖼𝖺𝗅 𝗍𝗈 𝖨𝗇𝖽𝗂𝖺'𝗌 𝖠𝖨 𝗀𝗋𝗈𝗐𝗍𝗁 𝗈𝗏𝖾𝗋 𝗍𝗁𝖾 𝗇𝖾𝗑𝗍 𝖽𝖾𝖼𝖺𝖽𝖾. 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍 𝖾𝗑𝗉𝖾𝖼𝗍𝗌 𝖨𝗇𝖽𝗂𝖺'𝗌 𝖽𝖺𝗍𝖺 𝖼𝖾𝗇𝗍𝖾𝗋 𝖼𝖺𝗉𝖺𝖼𝗂𝗍𝗒 𝗍𝗈 𝗀𝗋𝗈𝗐 𝟣𝟢𝗑 𝗂𝗇 𝗍𝗁𝖾 𝗇𝖾𝗑𝗍 𝟦-𝟧 𝗒𝖾𝖺𝗋𝗌. 𝖳𝗁𝗂𝗌 𝗎𝗇𝗅𝗈𝖼𝗄𝗌 𝗆𝖺𝗃𝗈𝗋 𝗈𝗉𝗉𝗈𝗋𝗍𝗎𝗇𝗂𝗍𝗂𝖾𝗌 𝖿𝗈𝗋 𝗍𝗁𝖾 𝗌𝖾𝗆𝗂𝖼𝗈𝗇𝖽𝗎𝖼𝗍𝗈𝗋 𝗌𝗎𝗉𝗉𝗅𝗒 𝖼𝗁𝖺𝗂𝗇, 𝗉𝗋𝗈𝗏𝗂𝖽𝖾𝖽 𝗉𝗈𝗅𝗂𝖼𝗒 𝗄𝖾𝖾𝗉𝗌 𝗉𝖺𝖼𝖾. 𝗥𝗲𝗹𝗮𝘁𝗲𝗱 𝗥𝗲𝗽𝗼𝗿𝘁: 𝗜𝗻𝗱𝗶𝗮 𝗔𝗜 𝗦𝘂𝗺𝗺𝗶𝘁 𝟮𝟬𝟮𝟲 - 𝗙𝗿𝗼𝗺 𝗚𝗣𝗨𝘀 𝘁𝗼 𝗩𝗼𝗶𝗰𝗲 𝗔𝗜: 𝗜𝗻𝘀𝗶𝗱𝗲 𝗜𝗻𝗱𝗶𝗮’𝘀 𝗦𝗼𝘃𝗲𝗿𝗲𝗶𝗴𝗻 𝗔𝗜 𝗣𝘂𝘀𝗵: counterpointresearch.com/en/reports/Ind… 𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗔𝗜 𝟯𝟲𝟬 𝗣𝘂𝗹𝘀𝗲 - 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗧𝗿𝗲𝗻𝗱𝘀, 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲 𝗮𝗻𝗱 𝗜𝗺𝗽𝗮𝗰𝘁 𝗿𝗲𝗽𝗼𝗿𝘁 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/reports/ai-… #AI #ArtificialIntelligence #ElonMusk #DataCenters #SovereignAI $META @elonmusk @alexandr_wang

𝗤𝟮 𝟮𝟬𝟮𝟲 𝗚𝗹𝗼𝗯𝗮𝗹 𝗦𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗦𝗵𝗶𝗽𝗺𝗲𝗻𝘁𝘀 𝗦𝗹𝘂𝗺𝗽 𝘁𝗼 𝗟𝗼𝘄𝗲𝘀𝘁 𝗤𝟮 𝗟𝗲𝘃𝗲𝗹 𝗶𝗻 𝟭𝟯 𝗬𝗲𝗮𝗿𝘀 𝗮𝘀 𝗠𝗲𝗺𝗼𝗿𝘆 𝗖𝗿𝗶𝘀𝗶𝘀 𝗗𝗲𝗲𝗽𝗲𝗻𝘀 𝖦𝗅𝗈𝖻𝖺𝗅 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌 𝖿𝖾𝗅𝗅 𝟣𝟣% 𝖸𝗈𝖸 𝗂𝗇 𝖰𝟤 𝟤𝟢𝟤𝟨 (𝗉𝗋𝖾𝗅𝗂𝗆), 𝗋𝖾𝖺𝖼𝗁𝗂𝗇𝗀 𝗍𝗁𝖾 𝗅𝗈𝗐𝖾𝗌𝗍 𝗌𝖾𝖼𝗈𝗇𝖽-𝗊𝗎𝖺𝗋𝗍𝖾𝗋 𝗅𝖾𝗏𝖾𝗅𝗌 𝗌𝗂𝗇𝖼𝖾 𝟤𝟢𝟣𝟥 𝖺𝗌 𝗍𝗁𝖾 𝖣𝖱𝖠𝖬 𝖺𝗇𝖽 𝖭𝖠𝖭𝖣 𝗌𝗁𝗈𝗋𝗍𝖺𝗀𝖾 𝗂𝗇𝗍𝖾𝗇𝗌𝗂𝖿𝗂𝖾𝖽. 𝖮𝖤𝖬𝗌 𝖺𝗋𝖾 𝗉𝖺𝗌𝗌𝗂𝗇𝗀 𝖡𝖮𝖬 𝖼𝗈𝗌𝗍 𝗁𝗂𝗄𝖾𝗌 𝗌𝗍𝗋𝖺𝗂𝗀𝗁𝗍 𝗍𝗈 𝖼𝗈𝗇𝗌𝗎𝗆𝖾𝗋𝗌, 𝗁𝗂𝗍𝗍𝗂𝗇𝗀 𝖾𝗇𝗍𝗋𝗒 𝖺𝗇𝖽 𝗆𝗂𝖽-𝗍𝗂𝖾𝗋 𝗉𝗁𝗈𝗇𝖾𝗌 𝗁𝖺𝗋𝖽𝖾𝗌𝗍. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:   • @SamsungMobile 𝗋𝖾𝖼𝗅𝖺𝗂𝗆𝖾𝖽 𝗍𝗁𝖾 𝗀𝗅𝗈𝖻𝖺𝗅 𝗅𝖾𝖺𝖽𝖾𝗋𝗌𝗁𝗂𝗉 𝗉𝗈𝗌𝗂𝗍𝗂𝗈𝗇 𝗐𝗂𝗍𝗁 𝖺 𝟤𝟦% 𝗆𝖺𝗋𝗄𝖾𝗍 𝗌𝗁𝖺𝗋𝖾, 𝗋𝖾𝖼𝗈𝗋𝖽𝗂𝗇𝗀 𝗍𝗁𝖾 𝗌𝗍𝗋𝗈𝗇𝗀𝖾𝗌𝗍 𝖸𝗈𝖸 𝗀𝗋𝗈𝗐𝗍𝗁 𝖺𝗆𝗈𝗇𝗀 𝗍𝗁𝖾 𝗍𝗈𝗉 𝖿𝗂𝗏𝖾 𝖻𝗋𝖺𝗇𝖽𝗌, 𝖺𝗌 𝗉𝗋𝗂𝖼𝗂𝗇𝗀 𝖺𝗇𝖽 𝖼𝗈𝗆𝗉𝖾𝗍𝗂𝗍𝗂𝗏𝖾 𝖽𝗒𝗇𝖺𝗆𝗂𝖼𝗌 𝗂𝗇 𝖼𝖾𝗋𝗍𝖺𝗂𝗇 𝗋𝖾𝗀𝗂𝗈𝗇𝗌 𝗐𝗈𝗋𝗄𝖾𝖽 𝗂𝗇 𝗂𝗍𝗌 𝖿𝖺𝗏𝗈𝗎𝗋.   • @Apple'𝗌 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌 𝗀𝗋𝖾𝗐 𝟥% 𝖸𝗈𝖸 𝗂𝗇 𝖰𝟤 𝟤𝟢𝟤𝟨, 𝗐𝗂𝗍𝗁 𝗂𝗍𝗌 𝖰𝟤 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍 𝗌𝗁𝖺𝗋𝖾 𝗋𝖾𝖺𝖼𝗁𝗂𝗇𝗀 𝟤𝟢% 𝖿𝗈𝗋 𝗍𝗁𝖾 𝖿𝗂𝗋𝗌𝗍 𝗍𝗂𝗆𝖾, 𝗌𝗎𝗉𝗉𝗈𝗋𝗍𝖾𝖽 𝖻𝗒 𝗌𝗍𝗋𝗈𝗇𝗀 𝖽𝖾𝗆𝖺𝗇𝖽 𝖿𝗈𝗋 𝗂𝗍𝗌 𝗉𝗋𝖾𝗆𝗂𝗎𝗆 𝗂𝖯𝗁𝗈𝗇𝖾 𝗅𝗂𝗇𝖾𝗎𝗉.   • @Xiaomi, @oppo 𝖺𝗇𝖽 @Vivo_GLOBAL 𝗋𝖾𝖼𝗈𝗋𝖽𝖾𝖽 𝗍𝗁𝖾 𝗌𝗍𝖾𝖾𝗉𝖾𝗌𝗍 𝖽𝖾𝖼𝗅𝗂𝗇𝖾𝗌 𝖺𝗆𝗈𝗇𝗀 𝗍𝗁𝖾 𝗍𝗈𝗉 𝖿𝗂𝗏𝖾 𝖮𝖤𝖬𝗌 𝖺𝗌 𝗍𝗁𝖾𝗂𝗋 𝗐𝗂𝖽𝖾𝗋 𝖾𝗑𝗉𝗈𝗌𝗎𝗋𝖾 𝗍𝗈 𝗆𝖾𝗆𝗈𝗋𝗒-𝗌𝖾𝗇𝗌𝗂𝗍𝗂𝗏𝖾 𝖾𝗇𝗍𝗋𝗒 𝖺𝗇𝖽 𝗆𝗂𝖽-𝗍𝗂𝖾𝗋 𝗉𝗋𝗂𝖼𝖾 𝖻𝖺𝗇𝖽𝗌 𝗐𝖾𝗂𝗀𝗁𝖾𝖽 𝗈𝗇 𝗏𝗈𝗅𝗎𝗆𝖾𝗌. • 𝖡𝖾𝗒𝗈𝗇𝖽 𝗍𝗁𝖾 𝗍𝗈𝗉 𝖿𝗂𝗏𝖾 𝖻𝗋𝖺𝗇𝖽𝗌, @Google 𝖺𝗇𝖽 @Huawei 𝗐𝗂𝗍𝗇𝖾𝗌𝗌𝖾𝖽 𝗌𝗂𝗀𝗇𝗂𝖿𝗂𝖼𝖺𝗇𝗍 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍 𝗀𝗋𝗈𝗐𝗍𝗁 𝗂𝗇 𝖰𝟤 𝟤𝟢𝟤𝟨, 𝗋𝗂𝗌𝗂𝗇𝗀 𝟣𝟨% 𝖺𝗇𝖽 𝟨% 𝖸𝗈𝖸, 𝗋𝖾𝗌𝗉𝖾𝖼𝗍𝗂𝗏𝖾𝗅𝗒.   • 𝖳𝗁𝖾 𝗈𝗎𝗍𝗅𝗈𝗈𝗄 𝖿𝗈𝗋 𝗍𝗁𝖾 𝗋𝖾𝗌𝗍 𝗈𝖿 𝟤𝟢𝟤𝟨 𝗋𝖾𝗆𝖺𝗂𝗇𝗌 𝖼𝗁𝖺𝗅𝗅𝖾𝗇𝗀𝗂𝗇𝗀. 𝗠𝗼𝗿𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻 𝗮 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗽𝗼𝘀𝘁 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/insights/gl… 𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗚𝗹𝗼𝗯𝗮𝗹 𝗠𝗲𝗺𝗼𝗿𝘆 𝗣𝗿𝗶𝗰𝗲 𝗧𝗿𝗮𝗰𝗸𝗲𝗿 𝗮𝗻𝗱 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁, 𝗝𝘂𝗹𝘆 𝟮𝟬𝟮𝟲 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/reports/mem… #Smartphones #MemoryShortage #Semiconductors #MemoryCrisis #TechNews #CounterpointResearch $aapl $GOOG

𝗖𝗼𝘂𝗻𝘁𝗲𝗿𝗽𝗼𝗶𝗻𝘁 𝗪𝗲𝗯𝗶𝗻𝗮𝗿: 𝗪𝗵𝗲𝗿𝗲 𝗶𝘀 𝘁𝗵𝗲 𝗠𝗲𝗺𝗼𝗿𝘆 𝗠𝗮𝗿𝗸𝗲𝘁 𝗛𝗲𝗮𝗱𝗶𝗻𝗴 𝗶𝗻 𝗝𝘂𝗹𝘆? 𝖬𝖾𝗆𝗈𝗋𝗒 𝗉𝗋𝗂𝖼𝖾𝗌 𝖺𝗋𝖾 𝖼𝗅𝗂𝗆𝖻𝗂𝗇𝗀, 𝗌𝗎𝗉𝗉𝗅𝗒 𝗂𝗌 𝗍𝗂𝗀𝗁𝗍, 𝖺𝗇𝖽 @SKhynix 𝗃𝗎𝗌𝗍 𝖾𝗇𝗍𝖾𝗋𝖾𝖽 𝗍𝗁𝖾 𝖴𝖲 𝗆𝖺𝗋𝗄𝖾𝗍 𝖺𝗌 𝗆𝖾𝗆𝗈𝗋𝗒 𝗌𝗎𝗉𝗉𝗅𝗂𝖾𝗋𝗌 𝖻𝗋𝖺𝖼𝖾 𝖿𝗈𝗋 𝖺 𝗌𝗁𝗂𝖿𝗍𝗂𝗇𝗀 𝗉𝗅𝖺𝗒𝗂𝗇𝗀 𝖿𝗂𝖾𝗅𝖽. 𝖮𝗎𝗋 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁 𝖣𝗂𝗋𝖾𝖼𝗍𝗈𝗋, 𝖬𝖲 𝖧𝗐𝖺𝗇𝗀, 𝖻𝗋𝖾𝖺𝗄𝗌 𝗂𝗍 𝖺𝗅𝗅 𝖽𝗈𝗐𝗇, 𝖿𝗋𝗈𝗆 𝗉𝗋𝗂𝖼𝗂𝗇𝗀 𝗍𝗋𝖾𝗇𝖽𝗌, 𝖧𝖡𝖬 𝖽𝖾𝗆𝖺𝗇𝖽, 𝖺𝗇𝖽 𝖼𝗈𝗆𝗉𝖾𝗍𝗂𝗍𝗈𝗋 𝖽𝗒𝗇𝖺𝗆𝗂𝖼𝗌 𝗂𝗇 𝖺 𝟦𝟧-𝗆𝗂𝗇𝗎𝗍𝖾 𝗉𝗋𝖾𝗌𝖾𝗇𝗍𝖺𝗍𝗂𝗈𝗇. 𝖠 𝟣𝟧-𝗆𝗂𝗇𝗎𝗍𝖾 𝖰&𝖠 𝗐𝗂𝗅𝗅 𝖿𝗈𝗅𝗅𝗈𝗐 𝗍𝗁𝖾 𝗌𝖾𝗌𝗌𝗂𝗈𝗇. 𝖨𝗍 𝗂𝗌 𝖺 𝖿𝗋𝖾𝖾 𝗐𝖾𝖻𝗂𝗇𝖺𝗋. 𝖱𝖾𝗀𝗂𝗌𝗍𝖾𝗋 𝗇𝗈𝗐 𝗐𝗂𝗍𝗁 𝗒𝗈𝗎𝗋 𝖼𝗈𝗋𝗉𝗈𝗋𝖺𝗍𝖾 𝖾𝗆𝖺𝗂𝗅 𝖨𝖣. 𝗞𝗲𝘆 𝗧𝗼𝗽𝗶𝗰𝘀   • 𝖬𝖾𝗆𝗈𝗋𝗒 𝖯𝗋𝗂𝖼𝗂𝗇𝗀 𝖳𝗋𝖾𝗇𝖽𝗌 𝖺𝗇𝖽 𝖳𝗋𝖺𝗃𝖾𝖼𝗍𝗈𝗋𝗒   • 𝖠𝗇𝖺𝗅𝗒𝗌𝗂𝗌 𝗈𝗇 𝖧𝗈𝗐 𝖫𝗈𝗇𝗀 𝗍𝗁𝖾 𝖬𝖾𝗆𝗈𝗋𝗒 𝖢𝗒𝖼𝗅𝖾 𝖶𝗂𝗅𝗅 𝖫𝖺𝗌𝗍   • 𝖠𝖨 𝖤𝖼𝗈𝗌𝗒𝗌𝗍𝖾𝗆 𝖺𝗇𝖽 𝖧𝗂𝗀𝗁-𝖡𝖺𝗇𝖽𝗐𝗂𝖽𝗍𝗁 𝖬𝖾𝗆𝗈𝗋𝗒 (𝖧𝖡𝖬) 𝖣𝗒𝗇𝖺𝗆𝗂𝖼𝗌   • 𝖪𝖾𝗒 𝖨𝗆𝗉𝗅𝗂𝖼𝖺𝗍𝗂𝗈𝗇𝗌 𝗍𝗈 𝖨𝗇𝖽𝗎𝗌𝗍𝗋𝗒 𝖲𝗎𝗉𝗉𝗅𝗒 𝖢𝗁𝖺𝗂𝗇 𝗗𝗮𝘁𝗲: 𝖩𝗎𝗅𝗒 𝟤𝟫, 𝟤𝟢𝟤𝟨 (𝖶𝖾𝖽) 𝗧𝗶𝗺𝗲: 𝟣𝟢:𝟢𝟢 𝖠𝖬 𝖯𝖣𝖳 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: us06web.zoom.us/webinar/regist… 𝖳𝗁𝖾 𝖿𝗎𝗅𝗅 𝗋𝖾𝗉𝗈𝗋𝗍 𝗐𝗂𝗅𝗅 𝖻𝖾 𝗆𝖺𝖽𝖾 𝖺𝗏𝖺𝗂𝗅𝖺𝖻𝗅𝖾 𝗍𝗈 𝖺𝗅𝗅 𝗋𝖾𝗀𝗂𝗌𝗍𝗋𝖺𝗇𝗍𝗌. 𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗚𝗹𝗼𝗯𝗮𝗹 𝗠𝗲𝗺𝗼𝗿𝘆 𝗣𝗿𝗶𝗰𝗲 𝗧𝗿𝗮𝗰𝗸𝗲𝗿 𝗮𝗻𝗱 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁, 𝗝𝘂𝗹𝘆 𝟮𝟬𝟮𝟲 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/reports/mem… #TechWebinar #Semiconductors #HBM  #MemoryMarket #SupplyChain #AI #CounterpointResearch $MU

𝗠𝗲𝗺𝗼𝗿𝘆 𝗣𝗿𝗶𝗰𝗲 𝗦𝘂𝗿𝗴𝗲 & 𝗔𝗱𝘃𝗮𝗻𝗰𝗲𝗱 𝗣𝗮𝗰𝗸𝗮𝗴𝗶𝗻𝗴 𝘁𝗼 𝗗𝗿𝗶𝘃𝗲 𝗶𝗣𝗵𝗼𝗻𝗲 𝟭𝟴 𝗣𝗿𝗼 𝗠𝗮𝘅 𝗕𝗼𝗠 𝗖𝗼𝘀𝘁 𝗨𝗽 𝗡𝗲𝗮𝗿𝗹𝘆 $𝟯𝟬𝟬 𝖳𝗁𝖾 𝗎𝗉𝖼𝗈𝗆𝗂𝗇𝗀 𝗂𝖯𝗁𝗈𝗇𝖾 𝟣𝟪 𝖯𝗋𝗈 𝖬𝖺𝗑 (𝟣𝟤𝖦𝖡 + 𝟣𝖳𝖡) 𝗏𝖺𝗋𝗂𝖺𝗇𝗍 𝗂𝗌 𝖾𝗌𝗍𝗂𝗆𝖺𝗍𝖾𝖽 𝗍𝗈 𝗌𝖾𝖾 𝗂𝗍𝗌 𝖡𝗂𝗅𝗅 𝗈𝖿 𝖬𝖺𝗍𝖾𝗋𝗂𝖺𝗅𝗌 𝖼𝗈𝗌𝗍 𝗋𝗂𝗌𝖾 𝖻𝗒 𝗇𝖾𝖺𝗋𝗅𝗒 $𝟥𝟢𝟢 𝗈𝗏𝖾𝗋 𝗂𝖯𝗁𝗈𝗇𝖾 𝟣𝟩 𝖯𝗋𝗈 𝖬𝖺𝗑 (𝟣𝟤𝖦𝖡 + 𝟣𝖳𝖡) 𝗏𝖺𝗋𝗂𝖺𝗇𝗍. 𝖮𝗎𝗋 𝗅𝖺𝗍𝖾𝗌𝗍 𝖡𝗈𝖬 𝗌𝖾𝗋𝗏𝗂𝖼𝖾 𝖺𝗇𝖺𝗅𝗒𝗌𝗂𝗌 𝖻𝗋𝖾𝖺𝗄𝗌 𝖽𝗈𝗐𝗇 𝗁𝗈𝗐 𝖾𝗌𝖼𝖺𝗅𝖺𝗍𝗂𝗇𝗀 𝗆𝖾𝗆𝗈𝗋𝗒 𝖼𝗈𝗌𝗍𝗌 𝖺𝗋𝖾 𝗋𝖾𝗌𝗁𝖺𝗉𝗂𝗇𝗀 𝖼𝗈𝗆𝗉𝗈𝗇𝖾𝗇𝗍 𝗌𝗉𝖾𝗇𝖽 𝖺𝗇𝖽 𝖺𝗅𝗍𝖾𝗋𝗂𝗇𝗀 𝖼𝗈𝗌𝗍 𝖽𝗒𝗇𝖺𝗆𝗂𝖼𝗌. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀: • 𝖬𝖾𝗆𝗈𝗋𝗒 𝖺𝖼𝖼𝗈𝗎𝗇𝗍𝗌 𝖿𝗈𝗋 𝗍𝗁𝖾 𝖻𝗂𝗀𝗀𝖾𝗌𝗍 𝖽𝗋𝗂𝗏𝖾𝗋 𝗈𝖿 𝗍𝗁𝖾 𝗋𝗂𝗌𝖾, 𝖿𝗈𝗅𝗅𝗈𝗐𝖾𝖽 𝖻𝗒 𝗍𝗁𝖾 𝗅𝖺𝗍𝖾𝗌𝗍 𝟤𝗇𝗆 𝖲𝗈𝖢 𝗐𝗂𝗍𝗁 𝗂𝗍𝗌 𝗅𝖺𝗍𝖾𝗌𝗍 𝗉𝖺𝖼𝗄𝖺𝗀𝗂𝗇𝗀. • 𝖣𝗂𝗌𝗉𝗅𝖺𝗒 𝖺𝗇𝖽 𝗈𝗍𝗁𝖾𝗋 𝗉𝖺𝗋𝗍𝗌 𝗆𝖺𝗒 𝖼𝗈𝗌𝗍 𝗅𝖾𝗌𝗌 𝗍𝗁𝖺𝗇 𝗂𝗍𝗌 𝗉𝗋𝖾𝖽𝖾𝖼𝖾𝗌𝗌𝗈𝗋, 𝗐𝗁𝗂𝗅𝖾 𝖼𝖺𝗆𝖾𝗋𝖺 𝖼𝗈𝗌𝗍 𝗐𝗂𝗅𝗅 𝗌𝗅𝗂𝗀𝗁𝗍𝗅𝗒 𝗂𝗇𝖼𝗋𝖾𝖺𝗌𝖾 𝖽𝗎𝖾 𝗍𝗈 𝗍𝗁𝖾 𝗇𝖾𝗐 𝗍𝖾𝖼𝗁𝗇𝗈𝗅𝗈𝗀𝗒. • @Apple 𝗂𝗌 𝖾𝗑𝗉𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝖺𝗉𝗉𝗅𝗒 𝖽𝗂𝖿𝖿𝖾𝗋𝖾𝗇𝗍 𝗋𝖾𝗍𝖺𝗂𝗅 𝗉𝗋𝗂𝖼𝖾 𝗂𝗇𝖼𝗋𝖾𝖺𝗌𝖾𝗌 𝖺𝖼𝗋𝗈𝗌𝗌 𝖽𝗂𝖿𝖿𝖾𝗋𝖾𝗇𝗍 𝗌𝗍𝗈𝗋𝖺𝗀𝖾 𝗏𝖺𝗋𝗂𝖺𝗇𝗍𝗌 𝗍𝗈 𝖺𝗏𝗈𝗂𝖽 𝗍𝗁𝖾 𝗅𝗈𝗌𝗌 𝗈𝖿 𝗀𝗋𝗈𝗌𝗌 𝗉𝗋𝗈𝖿𝗂𝗍 𝗈𝗇 𝗅𝖺𝗋𝗀𝖾-𝖼𝖺𝗉𝖺𝖼𝗂𝗍𝗒 𝗆𝗈𝖽𝖾𝗅𝗌. • 𝖤𝗏𝖾𝗇 𝗐𝗂𝗍𝗁 𝖺𝗇 𝖺𝗏𝖾𝗋𝖺𝗀𝖾 $𝟤𝟢𝟢 𝗋𝖾𝗍𝖺𝗂𝗅 𝗉𝗋𝗂𝖼𝖾 𝗋𝗂𝗌𝖾, 𝗍𝗁𝖾 𝗂𝖯𝗁𝗈𝗇𝖾 𝟣𝟪 𝖯𝗋𝗈 𝖬𝖺𝗑 𝗂𝗌 𝗌𝗍𝗂𝗅𝗅 𝖾𝗑𝗉𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝖽𝖾𝗅𝗂𝗏𝖾𝗋 𝖺 𝗌𝗅𝗂𝗀𝗁𝗍𝗅𝗒 𝗅𝗈𝗐𝖾𝗋 𝗀𝗋𝗈𝗌𝗌 𝗆𝖺𝗋𝗀𝗂𝗇 𝗍𝗁𝖺𝗇 𝗍𝗁𝖾 𝗂𝖯𝗁𝗈𝗇𝖾 𝟣𝟩 𝖯𝗋𝗈 𝖬𝖺𝗑 𝗂𝗇 𝟤𝟢𝟤𝟧. 𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗕𝗶𝗹𝗹 𝗼𝗳 𝗠𝗮𝘁𝗲𝗿𝗶𝗮𝗹𝘀 (𝗕𝗼𝗠) 𝗖𝗼𝘀𝘁 𝗥𝗲𝗽𝗼𝗿𝘁𝘀 𝗛𝗲𝗿𝗲: counterpointresearch.com/en/research-po… #Apple #iPhone18ProMax #Memory #Semiconductors #SupplyChain #CounterpointResearch

𝖮𝗎𝗋 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁 𝖣𝗂𝗋𝖾𝖼𝗍𝗈𝗋, 𝖳𝗈𝗆 𝖪𝖺𝗇𝗀 (@mobilekang), 𝗃𝗈𝗂𝗇𝖾𝖽 @BBC’𝗌 𝖡𝗎𝗌𝗂𝗇𝖾𝗌𝗌 𝖳𝗈𝖽𝖺𝗒 𝗐𝗂𝗍𝗁 @VandhnaBhan 𝗍𝗈 𝗎𝗇𝗉𝖺𝖼𝗄 𝗍𝗁𝖾 𝖠𝖨 𝗆𝖾𝗆𝗈𝗋𝗒 𝖻𝗈𝗈𝗆, @SKhynix'𝗌 𝗅𝖺𝗇𝖽𝗆𝖺𝗋𝗄 𝖴𝖲 𝗅𝗂𝗌𝗍𝗂𝗇𝗀 𝖺𝗇𝖽 𝗐𝗁𝖺𝗍 𝗂𝗍 𝗆𝖾𝖺𝗇𝗌 𝖿𝗈𝗋 𝗂𝗇𝗏𝖾𝗌𝗍𝗈𝗋𝗌. 𝖨𝗇 𝗍𝗁𝖾 𝗂𝗇𝗍𝖾𝗋𝗏𝗂𝖾𝗐, 𝖳𝗈𝗆 𝖻𝗋𝖾𝖺𝗄𝗌 𝖽𝗈𝗐𝗇 𝗐𝗁𝗒 𝗆𝖾𝗆𝗈𝗋𝗒 𝗌𝗍𝗈𝖼𝗄𝗌 𝖺𝗋𝖾 𝗇𝗈𝗐 𝖼𝗈𝗆𝗆𝖺𝗇𝖽𝗂𝗇𝗀 𝗂𝗇𝗏𝖾𝗌𝗍𝗈𝗋 𝖺𝗍𝗍𝖾𝗇𝗍𝗂𝗈𝗇 𝗈𝗇𝖼𝖾 𝗋𝖾𝗌𝖾𝗋𝗏𝖾𝖽 𝖿𝗈𝗋 𝖦𝖯𝖴 𝗆𝖺𝗄𝖾𝗋𝗌. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀: • 𝖧𝖡𝖬 𝗌𝗁𝗈𝗋𝗍𝖺𝗀𝖾𝗌 𝖽𝗋𝗈𝗏𝖾 𝗆𝖾𝗆𝗈𝗋𝗒 𝖼𝗁𝗂𝗉 𝗉𝗋𝗂𝖼𝖾𝗌 𝗎𝗉 𝟤𝗑-𝟥𝗑, 𝖺𝗇𝖽 𝖾𝗏𝖾𝗇 𝗎𝗉 𝗍𝗈 𝟣𝟢𝗑 𝗈𝗏𝖾𝗋 𝗍𝗁𝖾 𝗉𝖺𝗌𝗍 𝗒𝖾𝖺𝗋. • 𝖲𝖪 𝖧𝗒𝗇𝗂𝗑 𝖺𝗅𝗌𝗈 𝖻𝗋𝗂𝖾𝖿𝗅𝗒 𝗈𝗏𝖾𝗋𝗍𝗈𝗈𝗄 @Samsung 𝖤𝗅𝖾𝖼𝗍𝗋𝗈𝗇𝗂𝖼𝗌 𝖺𝗌 𝖪𝗈𝗋𝖾𝖺'𝗌 𝗅𝖺𝗋𝗀𝖾𝗌𝗍 𝖼𝗈𝗆𝗉𝖺𝗇𝗒 𝖻𝗒 𝗆𝖺𝗋𝗄𝖾𝗍 𝖼𝖺𝗉 𝖿𝗈𝗋 𝖺 𝖿𝖾𝗐 𝖽𝖺𝗒𝗌. • 𝖮𝗉𝖾𝗋𝖺𝗍𝗂𝗇𝗀 𝗆𝖺𝗋𝗀𝗂𝗇𝗌 𝗈𝖿 𝖲𝖪 𝖧𝗒𝗇𝗂𝗑 𝖺𝗋𝖾 𝗉𝗋𝗈𝗃𝖾𝖼𝗍𝖾𝖽 𝖺𝗍 𝟩𝟩-𝟩𝟫% 𝗍𝗁𝗂𝗌 𝗊𝗎𝖺𝗋𝗍𝖾𝗋, 𝗈𝗎𝗍𝗉𝖺𝖼𝗂𝗇𝗀 @MicronTech, @nvidia 𝖺𝗇𝖽 @Meta. 𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗚𝗹𝗼𝗯𝗮𝗹 𝗠𝗲𝗺𝗼𝗿𝘆 𝗣𝗿𝗶𝗰𝗲 𝗧𝗿𝗮𝗰𝗸𝗲𝗿 𝗮𝗻𝗱 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁, 𝗝𝘂𝗹𝘆 𝟮𝟬𝟮𝟲 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/reports/mem… 𝗥𝗲𝗹𝗮𝘁𝗲𝗱 𝗿𝗲𝗽𝗼𝗿𝘁 - 𝗠𝗲𝗺𝗼𝗿𝘆 𝗣𝗿𝗶𝗰𝗲 𝗧𝗿𝗮𝗰𝗸𝗲𝗿, 𝗝𝘂𝗹𝘆 𝟮𝟬𝟮𝟲: 𝗧𝗲𝗮𝗿𝘀 𝗼𝗳 𝗢𝗘𝗠𝗦 counterpointresearch.com/en/reports/mem… #SKHynix #HBM #Semiconductors #Memory #CounterpointResearch #AIChips #AI @BBCBreaking

𝗥𝗼𝗰𝗸𝗲𝘁 𝗟𝗮𝗯 𝘁𝗼 𝗔𝗰𝗾𝘂𝗶𝗿𝗲 𝗜𝗿𝗶𝗱𝗶𝘂𝗺: 𝗦𝗽𝗮𝗰𝗲 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗛𝗲𝗮𝗱𝗶𝗻𝗴 𝘁𝗼 𝗖𝗼𝗻𝘀𝗼𝗹𝗶𝗱𝗮𝘁𝗶𝗼𝗻 𝗣𝗵𝗮𝘀𝗲 𝖥𝗈𝗅𝗅𝗈𝗐𝗂𝗇𝗀 𝖲𝖤𝖲-Intelsat, @EutelsatGroup-OneWeb, 𝖵𝗂𝖺𝗌𝖺𝗍-@InmarsatGlobal, @AmazonLeo’𝗌 𝗉𝗋𝗈𝗉𝗈𝗌𝖾𝖽 𝖺𝖼𝗊𝗎𝗂𝗌𝗂𝗍𝗂𝗈𝗇 𝗈𝖿 @Globalstar, 𝖺𝗇𝖽 𝗇𝗈𝗐 @RocketLab'𝗌 𝗉𝗋𝗈𝗉𝗈𝗌𝖾𝖽 𝖺𝖼𝗊𝗎𝗂𝗌𝗂𝗍𝗂𝗈𝗇 𝗈𝖿 @IridiumComm 𝖿𝗈𝗋 𝖺𝗋𝗈𝗎𝗇𝖽 $𝟧𝟦 𝗉𝖾𝗋 𝗌𝗁𝖺𝗋𝖾, 𝗏𝖺𝗅𝗎𝗂𝗇𝗀 𝗍𝗁𝖾 𝖼𝗈𝗆𝗉𝖺𝗇𝗒 𝖺𝗍 $𝟪 𝖻𝗂𝗅𝗅𝗂𝗈𝗇, 𝗂𝗌 𝗀𝖾𝗇𝖾𝗋𝖺𝗍𝗂𝗇𝗀 𝗌𝗂𝗀𝗇𝗂𝖿𝗂𝖼𝖺𝗇𝗍 𝖺𝗍𝗍𝖾𝗇𝗍𝗂𝗈𝗇 𝖺𝖼𝗋𝗈𝗌𝗌 𝗍𝗁𝖾 𝗌𝖺𝗍𝖾𝗅𝗅𝗂𝗍𝖾 𝖺𝗇𝖽 𝗍𝖾𝗅𝖾𝖼𝗈𝗆 𝗌𝖾𝖼𝗍𝗈𝗋. 𝖨𝗍 𝖺𝗅𝗌𝗈 𝗌𝗁𝗈𝗐𝗌 𝗍𝗁𝖾 𝗀𝗋𝗈𝗐𝗂𝗇𝗀 𝖼𝗈𝗇𝗌𝗈𝗅𝗂𝖽𝖺𝗍𝗂𝗈𝗇 𝗍𝗋𝖾𝗇𝖽 𝗐𝗁𝖾𝗋𝖾 𝖿𝗂𝗋𝗆𝗌 𝖺𝗋𝖾 𝗌𝖼𝗋𝖺𝗆𝖻𝗅𝗂𝗇𝗀 𝗍𝗈 𝖾𝗌𝗍𝖺𝖻𝗅𝗂𝗌𝗁 𝗏𝖾𝗋𝗍𝗂𝖼𝖺𝗅𝗅𝗒 𝗂𝗇𝗍𝖾𝗀𝗋𝖺𝗍𝖾𝖽 𝗌𝗉𝖺𝖼𝖾 𝖼𝗈𝗆𝗉𝖺𝗇𝗂𝖾𝗌. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀: • 𝖨𝗋𝗂𝖽𝗂𝗎𝗆 𝗂𝗌 𝗍𝗁𝖾 𝗀𝗅𝗈𝖻𝖺𝗅 𝗈𝗉𝖾𝗋𝖺𝗍𝗈𝗋 𝗈𝖿 𝖫-𝖻𝖺𝗇𝖽 𝗌𝗉𝖾𝖼𝗍𝗋𝗎𝗆, 𝗂𝗍𝗌 𝟨𝟨-𝗌𝖺𝗍𝖾𝗅𝗅𝗂𝗍𝖾 𝗉𝗈𝗅𝖾-𝗍𝗈-𝗉𝗈𝗅𝖾 𝖫𝖤𝖮 𝖼𝗈𝗇𝗌𝗍𝖾𝗅𝗅𝖺𝗍𝗂𝗈𝗇, 𝟤.𝟧𝟧 𝗆𝗂𝗅𝗅𝗂𝗈𝗇 𝗎𝗌𝖾𝗋𝗌, 𝖺𝗇𝖽 𝗂𝗍𝗌 𝗋𝖾𝖼𝗎𝗋𝗋𝗂𝗇𝗀 𝗋𝖾𝗏𝖾𝗇𝗎𝖾𝗌-𝖻𝖺𝗌𝖾𝖽 𝖻𝗎𝗌𝗂𝗇𝖾𝗌𝗌 𝗍𝗁𝖺𝗍 𝗍𝗈𝗈𝗄 𝖽𝖾𝖼𝖺𝖽𝖾𝗌 𝗍𝗈 𝖽𝖾𝗏𝖾𝗅𝗈𝗉. • 𝖳𝗁𝖾 𝖻𝗎𝗒𝗈𝗎𝗍 𝗆𝖺𝗄𝖾𝗌 𝖱𝗈𝖼𝗄𝖾𝗍 𝖫𝖺𝖻 𝖺𝗇 𝖾𝗇𝖽-𝗍𝗈-𝖾𝗇𝖽 𝗌𝖺𝗍𝖾𝗅𝗅𝗂𝗍𝖾 𝖼𝗈𝗇𝗇𝖾𝖼𝗍𝗂𝗏𝗂𝗍𝗒 𝖼𝗈𝗆𝗉𝖺𝗇𝗒 𝗍𝗁𝖺𝗍 𝖼𝗈𝗏𝖾𝗋𝗌 𝗅𝖺𝗎𝗇𝖼𝗁 𝗌𝖾𝗋𝗏𝗂𝖼𝖾𝗌, 𝗌𝗉𝖺𝖼𝖾𝖼𝗋𝖺𝖿𝗍, 𝗌𝗉𝖾𝖼𝗍𝗋𝗎𝗆, 𝗌𝖺𝗍𝖾𝗅𝗅𝗂𝗍𝖾 𝖼𝗈𝗇𝗌𝗍𝖾𝗅𝗅𝖺𝗍𝗂𝗈𝗇 𝗆𝖺𝗇𝖺𝗀𝖾𝗆𝖾𝗇𝗍, 𝖺𝗇𝖽 𝗋𝖾𝖼𝗎𝗋𝗋𝗂𝗇𝗀 𝖼𝗈𝗇𝗇𝖾𝖼𝗍𝗂𝗏𝗂𝗍𝗒 𝗌𝖾𝗋𝗏𝗂𝖼𝖾𝗌. • 𝖶𝗂𝗍𝗁 𝗍𝗁𝖾 𝖺𝖽𝗏𝖺𝗇𝖼𝖾𝗆𝖾𝗇𝗍 𝗈𝖿 𝟥𝖦𝖯𝖯 𝖭𝖳𝖭 𝗍𝖾𝖼𝗁𝗇𝗈𝗅𝗈𝗀𝗒 𝖺𝗇𝖽 𝗀𝗋𝗈𝗐𝗂𝗇𝗀 𝗎𝗌𝖺𝗀𝖾 𝗈𝖿 𝖽𝗂𝗋𝖾𝖼𝗍-𝗍𝗈-𝖽𝖾𝗏𝗂𝖼𝖾 𝗌𝖾𝗋𝗏𝗂𝖼𝖾𝗌, 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍 𝗉𝗋𝖾𝖽𝗂𝖼𝗍𝗌 𝗆𝗈𝗋𝖾 𝗍𝗁𝖺𝗇 𝟫𝟩𝟢 𝗆𝗂𝗅𝗅𝗂𝗈𝗇 𝖨𝗈𝖳 𝖼𝗈𝗇𝗇𝖾𝖼𝗍𝗂𝗈𝗇𝗌 𝗍𝗁𝖺𝗍 𝖼𝖺𝗇 𝗅𝖾𝗏𝖾𝗋𝖺𝗀𝖾 𝗌𝖺𝗍𝖾𝗅𝗅𝗂𝗍𝖾 𝗌𝖾𝗋𝗏𝗂𝖼𝖾𝗌 𝖻𝗒 𝟤𝟢𝟥𝟢. 𝗠𝗼𝗿𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻 𝗮 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗽𝗼𝘀𝘁 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/insights/ro… 𝗔𝗹𝘀𝗼 𝗥𝗲𝗮𝗱: 𝗔𝗺𝗮𝘇𝗼𝗻 𝗟𝗲𝗼’𝘀 𝗚𝗹𝗼𝗯𝗮𝗹𝘀𝘁𝗮𝗿 𝗔𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻: 𝗔𝗺𝗮𝘇𝗼𝗻 𝗛𝗲𝗮𝗱𝗶𝗻𝗴 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗦𝘁𝗮𝗿𝘀: counterpointresearch.com/en/insights/am… #RocketLab #Iridium #SatelliteIoT #NTN #CounterpointResearch

𝗦𝗽𝗮𝗰𝗲𝗫𝗔𝗜 𝗟𝗮𝘂𝗻𝗰𝗵𝗲𝘀 𝗚𝗿𝗼𝗸 𝟰.𝟱: 𝗖𝗼𝘂𝗹𝗱 𝗧𝗵𝗶𝘀 𝗦𝗽𝗮𝗿𝗸 𝗮𝗻 𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 𝗔𝗜 𝗣𝗿𝗶𝗰𝗲 𝗪𝗮𝗿? @SpaceXAI 𝗅𝖺𝗎𝗇𝖼𝗁𝖾𝖽 @grok 𝟦.𝟧 𝖿𝗈𝗋 𝗁𝗂𝗀𝗁-𝗏𝗈𝗅𝗎𝗆𝖾 𝖼𝗈𝖽𝗂𝗇𝗀 𝖺𝗇𝖽 𝖺𝗀𝖾𝗇𝗍𝗂𝖼 𝖠𝖨 𝗍𝖺𝗌𝗄𝗌. 𝖳𝗁𝖾 𝗆𝗈𝖽𝖾𝗅 𝗂𝗌 𝖺𝗀𝗀𝗋𝖾𝗌𝗌𝗂𝗏𝖾𝗅𝗒 𝗉𝗋𝗂𝖼𝖾𝖽 𝖺𝗍 $𝟤 𝗉𝖾𝗋 𝗆𝗂𝗅𝗅𝗂𝗈𝗇 𝗂𝗇𝗉𝗎𝗍 𝗍𝗈𝗄𝖾𝗇𝗌 𝖺𝗇𝖽 $𝟨 𝗉𝖾𝗋 𝗆𝗂𝗅𝗅𝗂𝗈𝗇 𝗈𝗎𝗍𝗉𝗎𝗍 𝗍𝗈𝗄𝖾𝗇𝗌, 𝗐𝗁𝗂𝖼𝗁 𝗌𝗂𝗀𝗇𝗂𝖿𝗂𝖼𝖺𝗇𝗍𝗅𝗒 𝗎𝗇𝖽𝖾𝗋𝖼𝗎𝗍𝗌 𝗋𝗂𝗏𝖺𝗅𝗌 𝗌𝗎𝖼𝗁 𝖺𝗌 @AnthropicAI’𝗌 𝖢𝗅𝖺𝗎𝖽𝖾 𝖮𝗉𝗎𝗌 𝟦.𝟪, 𝗐𝗁𝗂𝖼𝗁 𝖼𝗈𝗌𝗍𝗌 $𝟧 𝗂𝗇𝗉𝗎𝗍 𝖺𝗇𝖽 $𝟤𝟧 𝗈𝗎𝗍𝗉𝗎𝗍. 𝗢𝘂𝗿 𝗮𝗻𝗮𝗹𝘆𝘀𝘁 𝘁𝗮𝗸𝗲 𝗼𝗻 𝘄𝗵𝗮𝘁 𝘁𝗵𝗶𝘀 𝗺𝗲𝗮𝗻𝘀 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗲𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 𝗔𝗜 𝗺𝗮𝗿𝗸𝗲𝘁 𝗰𝗼𝘃𝗲𝗿𝘀: • 𝖳𝗁𝖾 𝖳𝗈𝗄𝖾𝗇 𝖡𝗂𝗅𝗅 𝖲𝗁𝗈𝖼𝗄 • 𝖦𝗋𝗈𝗄'𝗌 𝖠𝗀𝗀𝗋𝖾𝗌𝗌𝗂𝗏𝖾 𝖤𝗇𝗍𝗋𝗒 𝖯𝗈𝗂𝗇𝗍 • 𝖳𝗁𝖾 𝖲𝗁𝗂𝖿𝗍 𝗍𝗈 𝖬𝗎𝗅𝗍𝗂-𝖬𝗈𝖽𝖾𝗅 𝖣𝗂𝗏𝖾𝗋𝗌𝗂𝖿𝗂𝖼𝖺𝗍𝗂𝗈𝗇 • 𝖦𝗋𝗈𝗄’𝗌 𝖫𝗈𝗇𝗀 𝖦𝖺𝗆𝖾 • 𝖭𝖾𝗐 𝖠𝖽𝖽𝗂𝗍𝗂𝗈𝗇𝖺𝗅 𝖳𝗁𝗋𝖾𝖺𝗍 𝗍𝗈 @OpenAI & 𝖠𝗇𝗍𝗁𝗋𝗈𝗉𝗂𝖼 - 𝖲𝗍𝖺𝗋𝗍 𝗈𝖿 𝖺 𝖯𝗋𝗂𝖼𝖾 𝖶𝖺𝗋? 𝗥𝗲𝗮𝗱 𝗼𝘂𝗿 𝗾𝘂𝗶𝗰𝗸 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/insights/sp… 𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 “𝗔𝗜 𝟯𝟲𝟬 𝗣𝘂𝗹𝘀𝗲 - 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗧𝗿𝗲𝗻𝗱𝘀, 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲 𝗮𝗻𝗱 𝗜𝗺𝗽𝗮𝗰𝘁, 𝗠𝗮𝘆 𝟮𝟬𝟮𝟲” 𝗲𝗱𝗶𝘁𝗶𝗼𝗻 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/reports/ai-… #EnterpriseAI #AIStrategy #Grok #SpaceXAI #GenerativeAI #AgenticAI

𝗚𝗹𝗼𝗯𝗮𝗹 𝗥𝗲𝘁𝗮𝗶𝗹 𝗪𝗶-𝗙𝗶 𝗖𝗣𝗘 𝗦𝗵𝗶𝗽𝗺𝗲𝗻𝘁𝘀 𝗙𝗮𝗹𝗹 𝟲% 𝗬𝗼𝗬 𝗶𝗻 𝗤𝟭 𝟮𝟬𝟮𝟲 𝖦𝗅𝗈𝖻𝖺𝗅 𝗋𝖾𝗍𝖺𝗂𝗅 𝖶𝗂-𝖥𝗂 𝖢𝖯𝖤 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌 𝖼𝗈𝗇𝗍𝗂𝗇𝗎𝖾 𝗍𝗈 𝖽𝖾𝖼𝗅𝗂𝗇𝖾 𝖺𝗌 𝖨𝖲𝖯𝗌 𝗂𝗇𝖼𝗋𝖾𝖺𝗌𝗂𝗇𝗀𝗅𝗒 𝖻𝗎𝗇𝖽𝗅𝖾 𝖺𝖽𝗏𝖺𝗇𝖼𝖾𝖽, 𝗁𝗂𝗀𝗁-𝗊𝗎𝖺𝗅𝗂𝗍𝗒 𝗁𝖺𝗋𝖽𝗐𝖺𝗋𝖾 𝗐𝗂𝗍𝗁 𝗍𝗁𝖾𝗂𝗋 𝖻𝗋𝗈𝖺𝖽𝖻𝖺𝗇𝖽 𝗌𝗎𝖻𝗌𝖼𝗋𝗂𝗉𝗍𝗂𝗈𝗇𝗌. 𝖳𝗁𝗂𝗌 𝗂𝗌 𝗍𝗁𝖾 𝖿𝗈𝗎𝗋𝗍𝗁 𝖼𝗈𝗇𝗌𝖾𝖼𝗎𝗍𝗂𝗏𝖾 𝗒𝖾𝖺𝗋 𝗈𝖿 𝗆𝖺𝗋𝗄𝖾𝗍 𝖽𝖾𝖼𝗅𝗂𝗇𝖾 𝗂𝗇 𝟤𝟢𝟤𝟧, 𝗐𝗂𝗍𝗁 𝖺 𝗇𝖾𝖺𝗋𝗅𝗒 𝟥𝟦% 𝖽𝖾𝖼𝗋𝖾𝖺𝗌𝖾 𝖿𝗋𝗈𝗆 𝗍𝗁𝖾 𝟤𝟢𝟤𝟣 𝗉𝖾𝖺𝗄. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀 • 𝖬𝖾𝗌𝗁 𝖶𝗂-𝖥𝗂 𝗌𝗒𝗌𝗍𝖾𝗆 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌 𝗀𝗋𝖾𝗐 𝖽𝗎𝖾 𝗍𝗈 𝗌𝗍𝗋𝗈𝗇𝗀 𝖼𝗈𝗇𝗌𝗎𝗆𝖾𝗋 𝖽𝖾𝗆𝖺𝗇𝖽 𝖿𝗈𝗋 𝗋𝖾𝗅𝗂𝖺𝖻𝗅𝖾 𝖼𝗈𝗏𝖾𝗋𝖺𝗀𝖾 𝗍𝗁𝗋𝗈𝗎𝗀𝗁𝗈𝗎𝗍 𝗍𝗁𝖾 𝗁𝗈𝗆𝖾, 𝖾𝗇𝖺𝖻𝗅𝗂𝗇𝗀 𝗂𝗇𝖼𝗋𝖾𝖺𝗌𝗂𝗇𝗀 𝗇𝗎𝗆𝖻𝖾𝗋𝗌 𝗈𝖿 𝖼𝗈𝗇𝗇𝖾𝖼𝗍𝖾𝖽 𝖽𝖾𝗏𝗂𝖼𝖾𝗌. • 𝖵𝖾𝗇𝖽𝗈𝗋𝗌 𝗐𝗂𝗍𝗁 𝗌𝗍𝗋𝗈𝗇𝗀 𝖻𝗋𝖺𝗇𝖽 𝗋𝖾𝖼𝗈𝗀𝗇𝗂𝗍𝗂𝗈𝗇, 𝗌𝗎𝖼𝗁 𝖺𝗌 @Google 𝗈𝗋 @amazon'𝗌 𝖤𝖾𝗋𝗈, 𝖺𝗅𝗈𝗇𝗀𝗌𝗂𝖽𝖾 𝗋𝗈𝖻𝗎𝗌𝗍 𝗌𝗆𝖺𝗋𝗍 𝗁𝗈𝗆𝖾 𝖾𝖼𝗈𝗌𝗒𝗌𝗍𝖾𝗆𝗌, 𝖺𝗋𝖾 𝗈𝗎𝗍𝗉𝖺𝖼𝗂𝗇𝗀 𝗈𝗏𝖾𝗋𝖺𝗅𝗅 𝗆𝖺𝗋𝗄𝖾𝗍 𝗀𝗋𝗈𝗐𝗍𝗁. • 𝖢𝗅𝗈𝗎𝖽 𝖺𝗇𝖽 𝗈𝗇𝗅𝗂𝗇𝖾 𝗀𝖺𝗆𝗂𝗇𝗀 𝖺𝗋𝖾 𝖽𝗋𝗂𝗏𝗂𝗇𝗀 𝖽𝖾𝗆𝖺𝗇𝖽 𝖿𝗈𝗋 𝗀𝖺𝗆𝗂𝗇𝗀 𝗋𝗈𝗎𝗍𝖾𝗋𝗌 𝗐𝗂𝗍𝗁𝗂𝗇 𝗍𝗁𝖾 𝗋𝖾𝗍𝖺𝗂𝗅 𝗋𝗈𝗎𝗍𝖾𝗋 𝗆𝖺𝗋𝗄𝖾𝗍. 𝖡𝗋𝖺𝗇𝖽𝗌 𝗁𝖺𝗏𝖾 𝗌𝗍𝖺𝗋𝗍𝖾𝖽 𝗍𝗈 𝖿𝗈𝖼𝗎𝗌 𝗈𝗇 𝗍𝗁𝗂𝗌 𝗌𝖾𝗀𝗆𝖾𝗇𝗍 𝖺𝗌 𝗂𝗍 𝖼𝗈𝗇𝗍𝗂𝗇𝗎𝖾𝗌 𝗍𝗈 𝖻𝖾 𝗈𝗇𝖾 𝗈𝖿 𝗍𝗁𝖾 𝖿𝖺𝗌𝗍𝖾𝗌𝗍-𝗀𝗋𝗈𝗐𝗂𝗇𝗀. 𝗠𝗼𝗿𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻 𝗮 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗽𝗼𝘀𝘁 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/reports/glo… 𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗚𝗹𝗼𝗯𝗮𝗹 𝗥𝗲𝘁𝗮𝗶𝗹 𝗪𝗶-𝗙𝗶 𝗖𝗣𝗘 𝗠𝗮𝗿𝗸𝗲𝘁 𝗧𝗿𝗮𝗰𝗸𝗲𝗿 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/insights/gl… #WiFi #CPE #Networking #SmartHome #IoT @ASUS, @NETGEAR, @Xiaomi, @TPLINK

𝗖𝗼𝗺𝗽𝘂𝘁𝗲𝘅 𝟮𝟬𝟮𝟲: 𝗙𝗿𝗼𝗺 𝗔𝗴𝗲𝗻𝘁𝗶𝗰 𝗖𝗼𝗺𝗽𝘂𝘁𝗲 𝘁𝗼 𝗢𝗽𝘁𝗶𝗰𝗮𝗹 𝗦𝗰𝗮𝗹𝗲-𝗘𝘃𝗲𝗿𝘆𝘄𝗵𝗲𝗿𝗲 - 𝗧𝗵𝗲 𝗡𝗲𝘄 𝗧𝗿𝗶𝗹𝗹𝗶𝗼𝗻 𝗗𝗼𝗹𝗹𝗮𝗿 𝗔𝗜 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 𝗣𝗹𝗮𝘆𝗯𝗼𝗼𝗸 𝖢𝗈𝗆𝗉𝗎𝗍𝖾𝗑 𝟤𝟢𝟤𝟨 𝗆𝖺𝖽𝖾 𝗈𝗇𝖾 𝗍𝗁𝗂𝗇𝗀 𝖼𝗅𝖾𝖺𝗋: 𝗍𝗁𝖾 𝖠𝖨 𝖼𝗈𝗇𝗏𝖾𝗋𝗌𝖺𝗍𝗂𝗈𝗇𝗌 𝗂𝗇 𝗍𝗁𝖾 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗒 𝗁𝖺𝗏𝖾 𝗉𝗂𝗏𝗈𝗍𝖾𝖽 𝖿𝗋𝗈𝗆 𝖠𝖨 𝗍𝗋𝖺𝗂𝗇𝗂𝗇𝗀 𝗍𝗈 𝖺𝗀𝖾𝗇𝗍𝗂𝖼 𝖠𝖨 𝗂𝗇𝖿𝖾𝗋𝖾𝗇𝖼𝗂𝗇𝗀. 𝖳𝗁𝗂𝗌 𝗌𝗁𝗂𝖿𝗍 𝗂𝗌 𝗋𝖾𝗌𝗁𝖺𝗉𝗂𝗇𝗀 𝖾𝗏𝖾𝗋𝗒𝗍𝗁𝗂𝗇𝗀 𝖿𝗋𝗈𝗆 𝖢𝖯𝖴-𝗍𝗈-𝖦𝖯𝖴 𝗋𝖺𝗍𝗂𝗈𝗌, 𝖼𝗈𝗆𝗉𝗎𝗍𝖾 𝖺𝗋𝖼𝗁𝗂𝗍𝖾𝖼𝗍𝗎𝗋𝖾𝗌, 𝗆𝖾𝗆𝗈𝗋𝗒 𝖽𝖾𝗆𝖺𝗇𝖽, 𝗋𝖺𝖼𝗄 𝖽𝖾𝗌𝗂𝗀𝗇, 𝗍𝗈 𝗉𝗈𝗐𝖾𝗋 𝖽𝖾𝗅𝗂𝗏𝖾𝗋𝗒 𝖺𝗇𝖽 𝖼𝗈𝗈𝗅𝗂𝗇𝗀. 𝗢𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗖𝗼𝗺𝗽𝘂𝘁𝗲𝘅 𝟮𝟬𝟮𝟲 𝗿𝗲𝗽𝗼𝗿𝘁 𝗯𝗿𝗶𝗻𝗴𝘀 𝗼𝗻-𝘁𝗵𝗲-𝗴𝗿𝗼𝘂𝗻𝗱 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗰𝗼𝘃𝗲𝗿𝗶𝗻𝗴: • 𝖳𝗁𝖾 𝖥𝗂𝗏𝖾 𝖶𝖺𝗏𝖾𝗌 𝗈𝖿 𝖠𝖨 𝖿𝗋𝖺𝗆𝖾𝗐𝗈𝗋𝗄 𝖺𝗇𝖽 𝗏𝖺𝗅𝗎𝖾 𝗆𝗂𝗀𝗋𝖺𝗍𝗂𝗈𝗇. • 𝖳𝗁𝖾 𝖼𝗈𝗆𝗉𝗎𝗍𝖾 𝗌𝗂𝗅𝗂𝖼𝗈𝗇 𝖺𝗇𝖽 𝗋𝖺𝖼𝗄 𝗋𝖺𝖼𝖾, 𝗂𝗇𝖼𝗅𝗎𝖽𝗂𝗇𝗀 𝖦𝖯𝖴, 𝖠𝖲𝖨𝖢, 𝖺𝗇𝖽 𝖢𝖯𝖴 𝖼𝗈𝗇𝗏𝖾𝗋𝗀𝖾𝗇𝖼𝖾, 𝗂𝗇𝖼𝗅𝗎𝖽𝗂𝗇𝗀 𝗍𝗁𝖾 𝗋𝗂𝗌𝖾 𝗈𝖿 𝖠𝖨 𝖠𝖲𝖨𝖢𝗌 𝖺𝗇𝖽 𝖭𝖯𝖴𝗌 𝖺𝗇𝖽 𝗆𝗈𝗋𝖾. • 𝖬𝖾𝗆𝗈𝗋𝗒 𝖺𝗇𝖽 𝗌𝗍𝗈𝗋𝖺𝗀𝖾, 𝗂𝗇𝖼𝗅𝗎𝖽𝗂𝗇𝗀 𝗍𝗁𝖾 𝖺𝗀𝖾𝗇𝗍𝗂𝖼 𝖠𝖨-𝖽𝗋𝗂𝗏𝖾𝗇 𝖣𝖱𝖠𝖬 𝖽𝗋𝗈𝗎𝗀𝗁𝗍, @nvidia 𝖵𝖾𝗋𝖺 𝖢𝖯𝖴 𝖺𝗇𝖽 𝗆𝗈𝗋𝖾. • 𝖤𝖽𝗀𝖾 𝖠𝖨 𝖺𝗇𝖽 𝖯𝗁𝗒𝗌𝗂𝖼𝖺𝗅 𝖠𝖨, 𝗂𝗇𝖼𝗅𝗎𝖽𝗂𝗇𝗀 @Qualcomm'𝗌 𝖾𝖽𝗀𝖾-𝗍𝗈-𝖽𝖺𝗍𝖺-𝖼𝖾𝗇𝗍𝖾𝗋 𝖣𝗋𝖺𝗀𝗈𝗇𝖿𝗅𝗒 𝗌𝗍𝗋𝖺𝗍𝖾𝗀𝗒, @Phison_USA'𝗌 𝖺𝗂𝖣𝖠𝖯𝖳𝖨𝖵 𝗆𝖾𝗆𝗈𝗋𝗒 𝖺𝗋𝖼𝗁𝗂𝗍𝖾𝖼𝗍𝗎𝗋𝖾, 𝖺𝗇𝖽 𝖭𝖵𝖨𝖣𝖨𝖠'𝗌 𝖯𝗁𝗒𝗌𝗂𝖼𝖺𝗅 𝖠𝖨 𝖻𝖾𝗍. • 𝖣𝖺𝗍𝖺 𝖼𝖾𝗇𝗍𝖾𝗋 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾 𝖼𝗈𝗏𝖾𝗋𝗂𝗇𝗀 𝖻𝖺𝗇𝖽𝗐𝗂𝖽𝗍𝗁, 𝗉𝗈𝗐𝖾𝗋, 𝖺𝗇𝖽 𝖼𝗈𝗈𝗅𝗂𝗇𝗀 𝖽𝖾𝗏𝖾𝗅𝗈𝗉𝗆𝖾𝗇𝗍𝗌 𝖿𝗋𝗈𝗆 @LightmatterCo, @AyarLabs, @AsteraLabs 𝖺𝗇𝖽 𝗆𝗈𝗋𝖾. • 𝖲𝗍𝗋𝖺𝗍𝖾𝗀𝗂𝖼 𝗉𝖺𝗋𝗍𝗇𝖾𝗋𝗌𝗁𝗂𝗉𝗌 𝗂𝗇𝖼𝗅𝗎𝖽𝗂𝗇𝗀 @MediaTek-𝖭𝖵𝖨𝖣𝖨𝖠, 𝖥𝗈𝗑𝖼𝗈𝗇𝗇'𝗌 𝖾𝗑𝗉𝖺𝗇𝖽𝗂𝗇𝗀 𝖠𝖨 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾 𝗌𝗍𝖺𝖼𝗄 𝖺𝗇𝖽 𝗆𝗈𝗋𝖾. 𝗔𝗰𝗰𝗲𝘀𝘀 𝘁𝗵𝗲 𝗶𝗻-𝗱𝗲𝗽𝘁𝗵 𝗿𝗲𝗽𝗼𝗿𝘁 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/reports/com… #COMPUTEX2026 #AI #AgenticAI #Semiconductors #DataCenters #ASIC #EdgeAI #DRAM #NAND #CounterpointResearch

𝖮𝗎𝗋 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁 𝖣𝗂𝗋𝖾𝖼𝗍𝗈𝗋 Tom Kang (@mobilekang) 𝗃𝗈𝗂𝗇𝖾𝖽 @ChannelNewsAsia’𝗌 Roland Lim (@RolandLimCNA) 𝗍𝗈 𝖻𝗋𝖾𝖺𝗄 𝖽𝗈𝗐𝗇 @Samsung'𝗌 𝖰𝟤 𝟤𝟢𝟤𝟨 𝖾𝖺𝗋𝗇𝗂𝗇𝗀𝗌 𝗀𝗎𝗂𝖽𝖺𝗇𝖼𝖾, 𝗐𝗁𝖾𝗋𝖾 𝗍𝗁𝖾 𝖠𝖨-𝖽𝗋𝗂𝗏𝖾𝗇 𝗆𝖾𝗆𝗈𝗋𝗒 𝖻𝗈𝗈𝗆 𝗂𝗌 𝗁𝖾𝖺𝖽𝖾𝖽, 𝗐𝗁𝖺𝗍'𝗌 𝖽𝗋𝗂𝗏𝗂𝗇𝗀 𝗉𝗋𝗈𝖿𝗂𝗍𝖺𝖻𝗂𝗅𝗂𝗍𝗒, 𝗌𝗎𝗉𝗉𝗅𝗒 𝖼𝗈𝗇𝗌𝗍𝗋𝖺𝗂𝗇𝗍𝗌, 𝖺𝗇𝖽 𝗍𝗁𝖾 𝖼𝗈𝗆𝗉𝖾𝗍𝗂𝗍𝗂𝗏𝖾 𝗅𝖺𝗇𝖽𝗌𝖼𝖺𝗉𝖾 𝗍𝗁𝖺𝗍 𝗂𝗌 𝗌𝗁𝖺𝗉𝗂𝗇𝗀 𝗍𝗁𝖾 𝗌𝖾𝗆𝗂𝖼𝗈𝗇𝖽𝗎𝖼𝗍𝗈𝗋 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗒. 𝗞𝗲𝘆 𝘁𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀: • 𝖲𝖺𝗆𝗌𝗎𝗇𝗀'𝗌 𝗆𝖾𝗆𝗈𝗋𝗒 𝖻𝗎𝗌𝗂𝗇𝖾𝗌𝗌 𝗂𝗌 𝖾𝗌𝗍𝗂𝗆𝖺𝗍𝖾𝖽 𝗍𝗈 𝗁𝖺𝗏𝖾 𝖽𝖾𝗅𝗂𝗏𝖾𝗋𝖾𝖽 𝖺𝗇 𝖾𝗑𝗍𝗋𝖺𝗈𝗋𝖽𝗂𝗇𝖺𝗋𝗒 𝟪𝟢% 𝗈𝗉𝖾𝗋𝖺𝗍𝗂𝗇𝗀 𝗉𝗋𝗈𝖿𝗂𝗍 𝗆𝖺𝗋𝗀𝗂𝗇 𝗂𝗇 𝖰𝟤 𝟤𝟢𝟤𝟨. • 𝖠𝖨-𝖽𝗋𝗂𝗏𝖾𝗇 𝖽𝖾𝗆𝖺𝗇𝖽 𝗍𝗁𝖺𝗍 𝗌𝗍𝖺𝗋𝗍𝖾𝖽 𝗐𝗂𝗍𝗁 𝖧𝖡𝖬 𝗁𝖺𝗌 𝗇𝗈𝗐 𝖻𝗋𝗈𝖺𝖽𝖾𝗇𝖾𝖽 𝗂𝗇𝗍𝗈 𝖣𝖱𝖠𝖬 𝖺𝗇𝖽 𝖭𝖠𝖭𝖣, 𝗆𝖺𝗄𝗂𝗇𝗀 𝗂𝗍 𝖺𝗇 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗒-𝗐𝗂𝖽𝖾 𝖻𝗈𝗈𝗆. • 𝖨𝗇 𝗍𝗁𝖾 𝗅𝖺𝗌𝗍 𝗍𝗐𝗈 𝗊𝗎𝖺𝗋𝗍𝖾𝗋𝗌, 𝗉𝗋𝗂𝖼𝖾𝗌 𝗋𝗈𝗌𝖾 nearly 𝟧𝟢%, 𝖺𝗇𝖽 𝖺𝗇𝗈𝗍𝗁𝖾𝗋 𝟤𝟢% 𝗃𝗎𝗆𝗉 𝗁𝖺𝗌 𝖺𝗅𝗋𝖾𝖺𝖽𝗒 𝖻𝖾𝖾𝗇 𝗌𝖾𝖾𝗇 𝗍𝗁𝗂𝗌 𝗆𝗈𝗇𝗍𝗁. • 𝖠𝗌 𝗍𝗈𝖽𝖺𝗒'𝗌 𝗂𝗇𝗏𝖾𝗌𝗍𝗆𝖾𝗇𝗍𝗌 𝗐𝗈𝗇'𝗍 𝖺𝖽𝖽 𝖼𝖺𝗉𝖺𝖼𝗂𝗍𝗒 𝗎𝗇𝗍𝗂𝗅 𝟤𝟢𝟤𝟪, 𝗌𝗎𝗉𝗉𝗅𝗒 𝖼𝗈𝗇𝗌𝗍𝗋𝖺𝗂𝗇𝗍𝗌 𝖺𝗋𝖾 𝖾𝗑𝗉𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝗉𝖾𝗋𝗌𝗂𝗌𝗍 𝗍𝗁𝗋𝗈𝗎𝗀𝗁 𝟤𝟢𝟤𝟩. • 𝖲𝖺𝗆𝗌𝗎𝗇𝗀 𝗁𝖺𝗌 𝗇𝖺𝗋𝗋𝗈𝗐𝖾𝖽 𝗍𝗁𝖾 𝖧𝖡𝖬 𝗀𝖺𝗉 𝗐𝗂𝗍𝗁 @SKhynix, 𝖺𝗇𝖽 𝗐𝗂𝗍𝗁 𝗂𝗍𝗌 𝖧𝖡𝖬𝟦𝖤, 𝖲𝖺𝗆𝗌𝗎𝗇𝗀 𝖼𝗈𝗎𝗅𝖽 𝖻𝖾𝖼𝗈𝗆𝖾 𝖺 𝗌𝗍𝗋𝗈𝗇𝗀 𝖼𝗁𝖺𝗅𝗅𝖾𝗇𝗀𝖾𝗋 𝖿𝗈𝗋 𝗍𝗁𝖾 #𝟣 𝗌𝗉𝗈𝗍. • 𝖢𝗁𝗂𝗇𝖾𝗌𝖾 𝗆𝖾𝗆𝗈𝗋𝗒 𝗆𝖺𝗄𝖾𝗋𝗌 𝖺𝗋𝖾 𝖺𝗅𝗌𝗈 𝖻𝖾𝖼𝗈𝗆𝗂𝗇𝗀 𝗉𝗋𝗈𝖿𝗂𝗍𝖺𝖻𝗅𝖾, 𝗂𝗇𝖼𝗋𝖾𝖺𝗌𝗂𝗇𝗀 𝗂𝗇𝗏𝖾𝗌𝗍𝗆𝖾𝗇𝗍𝗌 𝖺𝗇𝖽 𝗂𝗇𝗍𝖾𝗇𝗌𝗂𝖿𝗒𝗂𝗇𝗀 𝖼𝗈𝗆𝗉𝖾𝗍𝗂𝗍𝗂𝗈𝗇 𝖿𝗈𝗋 𝗌𝖾𝗆𝗂𝖼𝗈𝗇𝖽𝗎𝖼𝗍𝗈𝗋 𝗍𝖺𝗅𝖾𝗇𝗍. 𝗪𝗮𝘁𝗰𝗵 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻 𝗼𝗻 𝗖𝗡𝗔: channelnewsasia.com/watch/ai-drive… 𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗝𝘂𝗹𝘆 𝟮𝟬𝟮𝟲 𝗚𝗹𝗼𝗯𝗮𝗹 𝗠𝗲𝗺𝗼𝗿𝘆 𝗣𝗿𝗶𝗰𝗲 𝗧𝗿𝗮𝗰𝗸𝗲𝗿 𝗮𝗻𝗱 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/reports/mem… 𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗿𝗲𝗽𝗼𝗿𝘁: 𝗠𝗲𝗺𝗼𝗿𝘆 𝗣𝗿𝗶𝗰𝗲 𝗧𝗿𝗮𝗰𝗸𝗲𝗿, 𝗝𝘂𝗹𝘆 𝟮𝟬𝟮𝟲: 𝗧𝗲𝗮𝗿𝘀 𝗼𝗳 𝗢𝗘𝗠𝗦, 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/reports/mem… #Semiconductors #Memory #HBM #Samsung #SKhynix #AI #DRAM #NAND #CounterpointResearch #NVIDIA $NVDA $AAPL

𝗔𝗽𝗽𝗹𝗲 𝗗𝗼𝗺𝗶𝗻𝗮𝘁𝗲𝘀 𝗮𝘀 𝗘𝗱𝗴𝗲 𝗔𝗜 𝗛𝗶𝘁𝘀 𝟮𝟱% 𝗼𝗳 𝗦𝗺𝗮𝗿𝘁𝘄𝗮𝘁𝗰𝗵 𝗦𝗵𝗶𝗽𝗺𝗲𝗻𝘁𝘀 𝗶𝗻 𝗤𝟭 𝟮𝟬𝟮𝟲 𝖦𝗅𝗈𝖻𝖺𝗅 𝖤𝖽𝗀𝖾 𝖠𝖨-𝖼𝖺𝗉𝖺𝖻𝗅𝖾 𝗌𝗆𝖺𝗋𝗍𝗐𝖺𝗍𝖼𝗁 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌 𝗀𝗋𝖾𝗐 𝟩𝟢% 𝗂𝗇 𝖰𝟣 𝟤𝟢𝟤𝟨, 𝗐𝗂𝗍𝗁 @Apple 𝖺𝖼𝖼𝗈𝗎𝗇𝗍𝗂𝗇𝗀 𝖿𝗈𝗋 𝗇𝖾𝖺𝗋𝗅𝗒 𝟫𝟢%. 𝖫𝗈𝗐-𝗉𝗈𝗐𝖾𝗋 𝗇𝖾𝗎𝗋𝖺𝗅 𝖺𝖼𝖼𝖾𝗅𝖾𝗋𝖺𝗍𝗈𝗋𝗌 𝗁𝖺𝗏𝖾 𝗆𝖺𝖽𝖾 𝗈𝗇-𝖽𝖾𝗏𝗂𝖼𝖾 𝗉𝗋𝗈𝖼𝖾𝗌𝗌𝗂𝗇𝗀 𝖿𝖾𝖺𝗌𝗂𝖻𝗅𝖾 𝗐𝗂𝗍𝗁𝗈𝗎𝗍 𝖼𝗈𝗆𝗉𝗋𝗈𝗆𝗂𝗌𝗂𝗇𝗀 𝗍𝗁𝖾 𝖽𝖾𝗏𝗂𝖼𝖾’𝗌 𝖻𝖺𝗍𝗍𝖾𝗋𝗒 𝗅𝗂𝖿𝖾, 𝖺𝗅𝗅𝗈𝗐𝗂𝗇𝗀 𝖠𝖨 𝖿𝖾𝖺𝗍𝗎𝗋𝖾𝗌 𝗍𝗈 𝗋𝗎𝗇 𝖽𝗂𝗋𝖾𝖼𝗍𝗅𝗒 𝗈𝗇 𝗍𝗁𝖾 𝗐𝖺𝗍𝖼𝗁. 𝖧𝖾𝖺𝗅𝗍𝗁 𝖺𝗇𝖽 𝖿𝗂𝗍𝗇𝖾𝗌𝗌 𝗆𝗈𝗇𝗂𝗍𝗈𝗋𝗂𝗇𝗀 𝗂𝗌 𝗍𝗁𝖾 𝗉𝗋𝗂𝗆𝖺𝗋𝗒 𝖽𝗋𝗂𝗏𝖾𝗋 𝗈𝖿 𝖤𝖽𝗀𝖾 𝖠𝖨 𝗂𝗇𝗍𝖾𝗀𝗋𝖺𝗍𝗂𝗈𝗇 𝗂𝗇 𝗌𝗆𝖺𝗋𝗍𝗐𝖺𝗍𝖼𝗁𝖾𝗌. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:   • 𝖮𝗇-𝖽𝖾𝗏𝗂𝖼𝖾 𝗇𝖾𝗎𝗋𝖺𝗅 𝖺𝖼𝖼𝖾𝗅𝖾𝗋𝖺𝗍𝗈𝗋𝗌 𝗆𝖺𝗄𝖾 𝗈𝗇-𝖽𝖾𝗏𝗂𝖼𝖾 𝗂𝗇𝖿𝖾𝗋𝖾𝗇𝖼𝖾 𝖿𝖾𝖺𝗌𝗂𝖻𝗅𝖾, 𝗐𝗂𝗍𝗁 𝖺𝗅𝗐𝖺𝗒𝗌-𝗈𝗇 𝗁𝖾𝖺𝗅𝗍𝗁 𝗆𝗈𝗇𝗂𝗍𝗈𝗋𝗂𝗇𝗀, 𝗂𝗇𝗌𝗍𝖺𝗇𝗍 𝗌𝖺𝖿𝖾𝗍𝗒 𝖺𝗅𝖾𝗋𝗍𝗌 𝖺𝗇𝖽 𝗉𝗋𝗂𝗏𝖺𝖼𝗒 𝖾𝗑𝗉𝖾𝖼𝗍𝖺𝗍𝗂𝗈𝗇𝗌 𝖻𝖾𝗂𝗇𝗀 𝗉𝗋𝗈𝖼𝖾𝗌𝗌𝖾𝖽 𝗅𝗈𝖼𝖺𝗅𝗅𝗒.   • 𝖶𝗂𝗍𝗁 𝗍𝗁𝖾 𝗎𝗉𝖼𝗈𝗆𝗂𝗇𝗀 𝗈𝗇-𝖽𝖾𝗏𝗂𝖼𝖾 𝖼𝗁𝗂𝗉𝗌𝖾𝗍 𝗂𝗇𝗍𝖾𝗀𝗋𝖺𝗍𝗂𝗈𝗇, 𝗌𝗎𝖼𝗁 𝖺𝗌 @Qualcomm @Snapdragon 𝖶𝖾𝖺𝗋 𝖤𝗅𝗂𝗍𝖾, 𝗍𝗁𝖾 𝖤𝖽𝗀𝖾 𝖠𝖨 𝗉𝖾𝗇𝖾𝗍𝗋𝖺𝗍𝗂𝗈𝗇 𝗂𝗇 𝗌𝗆𝖺𝗋𝗍𝗐𝖺𝗍𝖼𝗁𝖾𝗌 𝗂𝗌 𝖾𝗑𝗉𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝖼𝗋𝗈𝗌𝗌 𝟥𝟤% 𝗂𝗇 𝟤𝟢𝟤𝟨. 𝗠𝗼𝗿𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻 𝗮 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗽𝗼𝘀𝘁 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/insights/ap… 𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗚𝗹𝗼𝗯𝗮𝗹 𝗦𝗺𝗮𝗿𝘁𝘄𝗮𝘁𝗰𝗵 𝗦𝗵𝗶𝗽𝗺𝗲𝗻𝘁𝘀 𝗧𝗿𝗮𝗰𝗸𝗲𝗿 𝗯𝘆 𝗠𝗼𝗱𝗲𝗹 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/reports/glo… #EdgeAI #Smartwatches #WearableTech #AI #OneDeviceAI #CounterpointResearch

𝗖𝗵𝗶𝗻𝗮 𝗦𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗦𝗮𝗹𝗲𝘀 𝗗𝗲𝗰𝗹𝗶𝗻𝗲 𝟭𝟯% 𝗬𝗼𝗬 𝗢𝘃𝗲𝗿 𝟲𝟭𝟴 𝗦𝗵𝗼𝗽𝗽𝗶𝗻𝗴 𝗣𝗲𝗿𝗶𝗼𝗱 𝖢𝗁𝗂𝗇𝖺’𝗌 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗌𝖺𝗅𝖾𝗌 𝖽𝖾𝖼𝗅𝗂𝗇𝖾𝖽 𝟣𝟥% 𝖸𝗈𝖸 𝖽𝗎𝗋𝗂𝗇𝗀 𝗍𝗁𝖾 𝟨𝟣𝟪 𝗉𝗋𝗈𝗆𝗈𝗍𝗂𝗈𝗇𝖺𝗅 𝗉𝖾𝗋𝗂𝗈𝖽, 𝗆𝖺𝗂𝗇𝗅𝗒 𝖽𝗎𝖾 𝗍𝗈 𝗉𝗋𝗂𝖼𝖾 𝗁𝗂𝗄𝖾𝗌 𝖽𝗋𝗂𝗏𝖾𝗇 𝖻𝗒 𝗁𝗂𝗀𝗁𝖾𝗋 𝗆𝖾𝗆𝗈𝗋𝗒 𝗉𝗋𝗂𝖼𝖾𝗌. 𝖠𝖼𝖼𝗈𝗋𝖽𝗂𝗇𝗀 𝗍𝗈 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁’𝗌 𝖢𝗁𝗂𝗇𝖺 𝖶𝖾𝖾𝗄𝗅𝗒 𝖲𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝖲𝖾𝗅𝗅-𝖮𝗎𝗍 𝖳𝗋𝖺𝖼𝗄𝖾𝗋, 𝖺𝗅𝗅 𝗆𝖺𝗃𝗈𝗋 𝖻𝗋𝖺𝗇𝖽𝗌, 𝖾𝗑𝖼𝖾𝗉𝗍 @Huawei, 𝗋𝖾𝖼𝗈𝗋𝖽𝖾𝖽 𝖺 𝖸𝗈𝖸 𝖽𝖾𝖼𝗅𝗂𝗇𝖾. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:   • 𝖧𝗎𝖺𝗐𝖾𝗂 𝗅𝖾𝖽 𝗍𝗁𝖾 𝗆𝖺𝗋𝗄𝖾𝗍 𝗐𝗂𝗍𝗁 𝖺 𝟤𝟣% 𝗌𝗁𝖺𝗋𝖾, 𝗉𝗋𝗂𝗆𝖺𝗋𝗂𝗅𝗒 𝖽𝗋𝗂𝗏𝖾𝗇 𝖻𝗒 𝗍𝗁𝖾 𝗌𝗍𝗋𝗈𝗇𝗀 𝗉𝖾𝗋𝖿𝗈𝗋𝗆𝖺𝗇𝖼𝖾 𝗈𝖿 𝗍𝗁𝖾 𝖤𝗇𝗃𝗈𝗒 𝟫𝟢 𝖯𝗋𝗈 𝖬𝖺𝗑 𝖺𝗇𝖽 𝗍𝗁𝖾 𝖻𝗋𝖺𝗇𝖽’𝗌 𝖼𝗈𝗆𝗉𝖾𝗍𝗂𝗍𝗂𝗏𝖾 𝗉𝗋𝗂𝖼𝗂𝗇𝗀 𝗌𝗍𝗋𝖺𝗍𝖾𝗀𝗒.   • 𝖮𝗍𝗁𝖾𝗋 𝖻𝗋𝖺𝗇𝖽𝗌’ 𝗉𝗋𝗈𝗆𝗈𝗍𝗂𝗈𝗇𝗌 𝗐𝖾𝗋𝖾 𝗅𝖾𝗌𝗌 𝖺𝗀𝗀𝗋𝖾𝗌𝗌𝗂𝗏𝖾 𝗍𝗁𝖺𝗇 𝖽𝗎𝗋𝗂𝗇𝗀 𝗅𝖺𝗌𝗍 𝗒𝖾𝖺𝗋’𝗌 𝟨𝟣𝟪 𝗉𝖾𝗋𝗂𝗈𝖽 𝖽𝗎𝖾 𝗍𝗈 𝗁𝗂𝗀𝗁𝖾𝗋 𝖼𝗈𝗌𝗍𝗌. 𝖳𝗁𝗂𝗌 𝗋𝖾𝗌𝗎𝗅𝗍𝖾𝖽 𝗂𝗇 𝖺 𝗆𝗈𝗋𝖾 𝗌𝗂𝗀𝗇𝗂𝖿𝗂𝖼𝖺𝗇𝗍 𝖸𝗈𝖸 𝖽𝖾𝖼𝗅𝗂𝗇𝖾 𝗂𝗇 𝗌𝖺𝗅𝖾𝗌.   • @Apple 𝖻𝖾𝗀𝖺𝗇 𝗂𝗍𝗌 𝗉𝗋𝗈𝗆𝗈𝗍𝗂𝗈𝗇𝖺𝗅 𝖼𝖺𝗆𝗉𝖺𝗂𝗀𝗇 𝖺𝖻𝗈𝗎𝗍 𝗈𝗇𝖾 𝗆𝗈𝗇𝗍𝗁 𝖺𝗁𝖾𝖺𝖽 𝗈𝖿 𝗍𝗁𝖾 𝟨𝟣𝟪 𝖽𝖺𝗒, 𝗈𝖿𝖿𝖾𝗋𝗂𝗇𝗀 𝗍𝗈𝗍𝖺𝗅 𝗌𝖺𝗏𝗂𝗇𝗀𝗌 𝗈𝖿 𝗎𝗉 𝗍𝗈 𝖢𝖭𝖸 𝟤,𝟢𝟢𝟢 𝗈𝗇 𝗍𝗁𝖾 𝗂𝖯𝗁𝗈𝗇𝖾 𝟣𝟩 𝖯𝗋𝗈. 𝗠𝗼𝗿𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻 𝗮 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗽𝗼𝘀𝘁 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/insights/ch… 𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗖𝗵𝗶𝗻𝗮 𝗪𝗲𝗲𝗸𝗹𝘆 𝗦𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗕𝗿𝗮𝗻𝗱 𝗟𝗲𝘃𝗲𝗹 𝗦𝗮𝗹𝗲𝘀 𝗧𝗿𝗮𝗰𝗸𝗲𝗿 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/reports/chi… #Smartphones #China #China618 #CounterpointResearch #Huawei #Apple @Honorglobal @Vivo_GLOBAL @oppo @Xiaomi

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𝗬𝗼𝘂𝗿 𝗡𝗲𝘅𝘁 𝗣𝗵𝗼𝗻𝗲 𝗪𝗼𝗻'𝘁 𝗪𝗮𝗶𝘁 𝗳𝗼𝗿 𝗜𝗻𝘀𝘁𝗿𝘂𝗰𝘁𝗶𝗼𝗻𝘀. 𝗜𝘁'𝗹𝗹 𝗝𝘂𝘀𝘁 𝗔𝗰𝘁 𝖲𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾𝗌 𝖺𝗋𝖾 𝖾𝗇𝗍𝖾𝗋𝗂𝗇𝗀 𝗍𝗁𝖾 𝖺𝗀𝖾𝗇𝗍𝗂𝖼 𝖠𝖨 𝖾𝗋𝖺. 𝖳𝗁𝗂𝗌 𝗆𝖾𝖺𝗇𝗌 𝗂𝗍 𝖼𝖺𝗇 𝗌𝗈𝗈𝗇 𝖺𝗎𝗍𝗈𝗇𝗈𝗆𝗈𝗎𝗌𝗅𝗒 𝖾𝗑𝖾𝖼𝗎𝗍𝖾 𝗆𝗎𝗅𝗍𝗂-𝗌𝗍𝖾𝗉 𝗍𝖺𝗌𝗄𝗌, 𝗍𝗈 𝖼𝗈𝗆𝗉𝗅𝖾𝗍𝖾 𝖺 𝗎𝗌𝖾𝗋'𝗌 𝗀𝗈𝖺𝗅 𝗐𝗁𝗂𝗅𝖾 𝗍𝖺𝗄𝗂𝗇𝗀 𝖺𝗍 𝗅𝖾𝖺𝗌𝗍 𝗈𝗇𝖾 𝖼𝗈𝗇𝗌𝖾𝗊𝗎𝖾𝗇𝗍𝗂𝖺𝗅 𝖺𝖼𝗍𝗂𝗈𝗇 𝗐𝗂𝗍𝗁𝗈𝗎𝗍 𝗌𝗍𝖾𝗉-𝖻𝗒-𝗌𝗍𝖾𝗉 𝖼𝗈𝗇𝖿𝗂𝗋𝗆𝖺𝗍𝗂𝗈𝗇. 𝗔 𝗳𝗲𝘄 𝗸𝗲𝘆 𝗳𝗶𝗻𝗱𝗶𝗻𝗴𝘀 𝗳𝗿𝗼𝗺 𝗼𝘂𝗿 𝗿𝗲𝗽𝗼𝗿𝘁: • 𝖣𝖾𝗅𝗂𝗏𝖾𝗋𝗂𝗇𝗀 𝖺𝗀𝖾𝗇𝗍𝗂𝖼 𝖠𝖨 𝗈𝗇-𝖽𝖾𝗏𝗂𝖼𝖾 𝗋𝖾𝗊𝗎𝗂𝗋𝖾𝗌 𝗆𝗈𝗋𝖾 𝗉𝗈𝗐𝖾𝗋𝖿𝗎𝗅 𝗁𝖺𝗋𝖽𝗐𝖺𝗋𝖾. 𝖤𝗇𝗍𝗋𝗒- 𝖺𝗇𝖽 𝗆𝗂𝖽-𝗍𝗂𝖾𝗋 𝗉𝗁𝗈𝗇𝖾𝗌 𝗐𝗂𝗅𝗅 𝗋𝖾𝗅𝗒 𝗆𝗈𝗋𝖾 𝗈𝗇 𝖼𝗅𝗈𝗎𝖽-𝖻𝖺𝗌𝖾𝖽 𝖺𝗀𝖾𝗇𝗍𝗌, 𝗐𝗁𝗂𝗅𝖾 𝖿𝗅𝖺𝗀𝗌𝗁𝗂𝗉 𝖽𝖾𝗏𝗂𝖼𝖾𝗌 𝗐𝗂𝗅𝗅 𝗋𝗎𝗇 𝖺𝖽𝗏𝖺𝗇𝖼𝖾𝖽 𝖺𝗀𝖾𝗇𝗍𝗌 𝗅𝗈𝖼𝖺𝗅𝗅𝗒 𝖿𝗈𝗋 𝖿𝖺𝗌𝗍𝖾𝗋, 𝗆𝗈𝗋𝖾 𝗉𝗋𝗂𝗏𝖺𝗍𝖾 𝖺𝗇𝖽 𝗈𝖿𝖿𝗅𝗂𝗇𝖾 𝖾𝗑𝗉𝖾𝗋𝗂𝖾𝗇𝖼𝖾𝗌. • 𝖮𝗉𝖾𝗇𝖢𝗅𝖺𝗐, 𝖺𝗇 𝗈𝗉𝖾𝗇-𝗌𝗈𝗎𝗋𝖼𝖾 𝖿𝗋𝖺𝗆𝖾𝗐𝗈𝗋𝗄 𝖿𝗈𝗋 𝖻𝗎𝗂𝗅𝖽𝗂𝗇𝗀 𝗉𝖾𝗋𝗌𝗈𝗇𝖺𝗅 𝖠𝖨 𝖺𝗌𝗌𝗂𝗌𝗍𝖺𝗇𝗍𝗌, 𝖿𝗎𝗇𝖼𝗍𝗂𝗈𝗇𝗌 𝖺𝗌 𝖺 𝗌𝗒𝗌𝗍𝖾𝗆-𝗅𝖾𝗏𝖾𝗅 𝖺𝗀𝖾𝗇𝗍 𝗍𝗁𝖺𝗍 𝗍𝗋𝖺𝗇𝗌𝗅𝖺𝗍𝖾𝗌 𝗎𝗌𝖾𝗋 𝗂𝗇𝗍𝖾𝗇𝗍 𝗂𝗇𝗍𝗈 𝖾𝗑𝖾𝖼𝗎𝗍𝖺𝖻𝗅𝖾 𝗐𝗈𝗋𝗄𝖿𝗅𝗈𝗐𝗌 𝖻𝗒 𝖺𝗎𝗍𝗈𝗆𝖺𝗍𝗂𝖼𝖺𝗅𝗅𝗒 𝖽𝖾𝖼𝗈𝗆𝗉𝗈𝗌𝗂𝗇𝗀 𝗍𝖺𝗌𝗄𝗌. • 𝖲𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗏𝖾𝗇𝖽𝗈𝗋𝗌 𝗁𝖺𝗏𝖾 𝖻𝖾𝗀𝗎𝗇 𝗂𝗇𝗍𝗋𝗈𝖽𝗎𝖼𝗂𝗇𝗀 𝖢𝗅𝖺𝗐-𝗂𝗇𝗌𝗉𝗂𝗋𝖾𝖽 𝖿𝗋𝖺𝗆𝖾𝗐𝗈𝗋𝗄𝗌 𝗍𝗈 𝖾𝗌𝗍𝖺𝖻𝗅𝗂𝗌𝗁 𝖺 𝖼𝗈𝗆𝗆𝗈𝗇 𝖾𝗑𝖾𝖼𝗎𝗍𝗂𝗈𝗇 𝗅𝖺𝗒𝖾𝗋 𝖻𝖾𝗍𝗐𝖾𝖾𝗇 𝖠𝖨 𝗆𝗈𝖽𝖾𝗅𝗌, 𝗈𝗉𝖾𝗋𝖺𝗍𝗂𝗇𝗀 𝗌𝗒𝗌𝗍𝖾𝗆𝗌 𝖺𝗇𝖽 𝖺𝗉𝗉𝗅𝗂𝖼𝖺𝗍𝗂𝗈𝗇𝗌 • 𝖷𝗂𝖺𝗈𝗆𝗂 (@Xiaomi) 𝗁𝖺𝗌 𝖺𝗇𝗇𝗈𝗎𝗇𝖼𝖾𝖽 𝖬𝗂𝖢𝗅𝖺𝗐 𝖺𝗌 𝖺 𝖼𝗈𝗋𝖾 𝗉𝖺𝗋𝗍 𝗈𝖿 𝗂𝗍𝗌 𝖿𝗎𝗍𝗎𝗋𝖾 𝖺𝗀𝖾𝗇𝗍 𝗌𝗍𝗋𝖺𝗍𝖾𝗀𝗒 𝗐𝗁𝖾𝗋𝖾𝖺𝗌 𝖳𝖤𝖢𝖭𝖮 (@tecnomobile) 𝗁𝖺𝗌 𝗂𝗇𝗍𝗋𝗈𝖽𝗎𝖼𝖾𝖽 𝖤𝗅𝗅𝖺𝖢𝗅𝖺𝗐, 𝖺 𝖽𝖾𝖽𝗂𝖼𝖺𝗍𝖾𝖽 𝖺𝗀𝖾𝗇𝗍 𝖽𝖾𝖾𝗉𝗅𝗒 𝗂𝗇𝗍𝖾𝗀𝗋𝖺𝗍𝖾𝖽 𝗂𝗇𝗍𝗈 𝗍𝗁𝖾 𝖤𝗅𝗅𝖺 𝖠𝖨 𝖺𝗌𝗌𝗂𝗌𝗍𝖺𝗇𝗍 𝖾𝖼𝗈𝗌𝗒𝗌𝗍𝖾𝗆, 𝖼𝗈𝗆𝖻𝗂𝗇𝗂𝗇𝗀 𝗆𝗈𝖽𝗎𝗅𝖺𝗋 𝖺𝗀𝖾𝗇𝗍𝗌, 𝖠𝖨 𝖺𝗌𝗌𝗂𝗌𝗍𝖺𝗇𝗍𝗌 𝖺𝗇𝖽 𝖼𝗅𝗈𝗎𝖽 𝗂𝗇𝗍𝖾𝗅𝗅𝗂𝗀𝖾𝗇𝖼𝖾 𝗍𝗈 𝖻𝗋𝗂𝗇𝗀 𝖺𝗀𝖾𝗇𝗍𝗂𝖼 𝖼𝖺𝗉𝖺𝖻𝗂𝗅𝗂𝗍𝗂𝖾𝗌 𝗍𝗈 𝖺 𝗐𝗂𝖽𝖾𝗋 𝗋𝖺𝗇𝗀𝖾 𝗈𝖿 𝖽𝖾𝗏𝗂𝖼𝖾𝗌. • 𝖳𝖤𝖢𝖭𝖮’𝗌 𝖺𝗀𝖾𝗇𝗍𝗂𝖼 𝖠𝖨 𝗋𝗈𝖺𝖽𝗆𝖺𝗉 𝗌𝗍𝖾𝗆𝗌 𝖿𝗋𝗈𝗆 𝗂𝗍𝗌 𝖦𝗅𝗈𝖼𝖺𝗅 𝗉𝗁𝗂𝗅𝗈𝗌𝗈𝗉𝗁𝗒 𝗍𝗁𝖺𝗍 𝗆𝖾𝗋𝗀𝖾𝗌 𝗀𝗅𝗈𝖻𝖺𝗅 𝗍𝖾𝖼𝗁 𝗏𝗂𝗌𝗂𝗈𝗇 𝗐𝗂𝗍𝗁 𝖽𝖾𝖾𝗉 𝖾𝗆𝖾𝗋𝗀𝗂𝗇𝗀-𝗆𝖺𝗋𝗄𝖾𝗍 𝗎𝗌𝖾𝗋 𝗂𝗇𝗌𝗂𝗀𝗁𝗍𝗌, 𝖽𝗂𝗍𝖼𝗁𝗂𝗇𝗀 𝗀𝖾𝗇𝖾𝗋𝗂𝖼 𝗈𝗇𝖾-𝗌𝗂𝗓𝖾-𝖿𝗂𝗍𝗌-𝖺𝗅𝗅 𝖠𝖨 𝗍𝗈 𝗌𝗈𝗅𝗏𝖾 𝗍𝗁𝖾 𝗌𝗉𝖾𝖼𝗂𝖿𝗂𝖼 𝗉𝖺𝗂𝗇 𝗉𝗈𝗂𝗇𝗍𝗌. 𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗳𝘂𝗹𝗹 𝗿𝗲𝗽𝗼𝗿𝘁 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/reports/age… #𝖠𝗀𝖾𝗇𝗍𝗂𝖼𝖠𝖨 #𝖲𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾𝗌 #𝖮𝗉𝖾𝗇𝖢𝗅𝖺𝗐 #𝖠𝖨 #𝖳𝖤𝖢𝖭𝖮 #𝖤𝗅𝗅𝖺𝖢𝗅𝖺𝗐

𝗔𝗿𝗲 𝗦𝗺𝗮𝗿𝘁𝗴𝗹𝗮𝘀𝘀𝗲𝘀 𝗥𝗲𝗮𝗱𝘆 𝘁𝗼 𝗥𝗲𝗽𝗹𝗮𝗰𝗲 𝗦𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲𝘀? @DXOMARK, 𝗂𝗇 𝖼𝗈𝗅𝗅𝖺𝖻𝗈𝗋𝖺𝗍𝗂𝗈𝗇 𝗐𝗂𝗍𝗁 Counterpoint Research 𝖺𝗇𝖽 @Qualcomm, 𝗂𝗌 𝗁𝗈𝗌𝗍𝗂𝗇𝗀 𝖺 𝗐𝖾𝖻𝗂𝗇𝖺𝗋 𝗍𝗈 𝖽𝗂𝗌𝖼𝗎𝗌𝗌 𝗍𝗁𝖾 𝗋𝖺𝗉𝗂𝖽𝗅𝗒 𝖾𝗏𝗈𝗅𝗏𝗂𝗇𝗀 𝗌𝗆𝖺𝗋𝗍𝗀𝗅𝖺𝗌𝗌𝖾𝗌 𝗆𝖺𝗋𝗄𝖾𝗍. 𝖮𝗎𝗋 𝖯𝗋𝗂𝗇𝖼𝗂𝗉𝖺𝗅 𝖠𝗇𝖺𝗅𝗒𝗌𝗍, Flora Tang (@tang_flora), 𝗐𝗂𝗅𝗅 𝖻𝖾 𝗌𝗉𝖾𝖺𝗄𝗂𝗇𝗀 𝗈𝗇 𝖺𝖽𝗈𝗉𝗍𝗂𝗈𝗇 𝗍𝗋𝖾𝗇𝖽𝗌, 𝗀𝗋𝗈𝗐𝗍𝗁 𝖽𝗋𝗂𝗏𝖾𝗋𝗌, 𝗋𝖾𝗀𝗂𝗈𝗇𝖺𝗅 𝖿𝗈𝗋𝖾𝖼𝖺𝗌𝗍𝗌, 𝖺𝗇𝖽 𝖼𝗈𝗆𝗉𝖾𝗍𝗂𝗍𝗂𝗏𝖾 𝖽𝗒𝗇𝖺𝗆𝗂𝖼𝗌 𝗂𝗇 𝗍𝗁𝖾 𝗀𝗅𝗈𝖻𝖺𝗅 𝗌𝗆𝖺𝗋𝗍𝗀𝗅𝖺𝗌𝗌𝖾𝗌 𝗆𝖺𝗋𝗄𝖾𝗍. 𝗠𝗮𝗿𝗸𝗲𝘁 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗳𝗿𝗼𝗺 𝗖𝗼𝘂𝗻𝘁𝗲𝗿𝗽𝗼𝗶𝗻𝘁 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝘄𝗶𝗹𝗹 𝗰𝗼𝘃𝗲𝗿: 𝗨𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝘄𝗵𝗲𝗿𝗲 𝘁𝗵𝗲 𝘀𝗺𝗮𝗿𝘁𝗴𝗹𝗮𝘀𝘀𝗲𝘀 𝗺𝗮𝗿𝗸𝗲𝘁 𝗶𝘀 𝗵𝗲𝗮𝗱𝗶𝗻𝗴: •𝖠𝖽𝗈𝗉𝗍𝗂𝗈𝗇 𝗍𝗋𝖾𝗇𝖽𝗌 𝖺𝗇𝖽 𝗀𝗋𝗈𝗐𝗍𝗁 𝖽𝗋𝗂𝗏𝖾𝗋𝗌 •𝖱𝖾𝗀𝗂𝗈𝗇𝖺𝗅 𝖽𝗒𝗇𝖺𝗆𝗂𝖼𝗌 𝖺𝗇𝖽 𝖿𝗈𝗋𝖾𝖼𝖺𝗌𝗍𝗌 •𝖢𝗈𝗆𝗉𝖾𝗍𝗂𝗍𝗂𝗏𝖾 𝗅𝖺𝗇𝖽𝗌𝖼𝖺𝗉𝖾 𝖺𝗇𝖽 𝗉𝗋𝗈𝖽𝗎𝖼𝗍 𝖾𝗏𝗈𝗅𝗎𝗍𝗂𝗈𝗇 •𝖯𝗋𝗈𝖿𝗂𝗍𝖺𝖻𝗂𝗅𝗂𝗍𝗒 𝗈𝗎𝗍𝗅𝗈𝗈𝗄 𝖺𝗇𝖽 𝗂𝗆𝗉𝖺𝖼𝗍 𝗈𝖿 𝗆𝖾𝗆𝗈𝗋𝗒 𝗉𝗋𝗂𝖼𝗂𝗇𝗀 𝗘𝘃𝗲𝗻𝘁 𝗱𝗲𝘁𝗮𝗶𝗹𝘀 • 𝖩𝗎𝗅𝗒 𝟤𝟢, 𝟤𝟢𝟤𝟨 - 𝖤𝗇𝗀𝗅𝗂𝗌𝗁 𝖲𝖾𝗌𝗌𝗂𝗈𝗇 | 𝟧:𝟢𝟢 𝖯𝖬 - 𝟨:𝟢𝟢 𝖯𝖬 (𝖦𝖬𝖳+𝟤) | 𝖱𝖾𝗀𝗂𝗌𝗍𝖾𝗋 𝖧𝖾𝗋𝖾 (@ec5b268f-5f1a-4ca2-835b-41793a28b447" target="_blank" rel="nofollow noopener">events.teams.microsoft.com/event/d3c9a822…) • 𝖩𝗎𝗅𝗒 𝟤𝟥, 𝟤𝟢𝟤𝟨 - 𝖤𝗇𝗀𝗅𝗂𝗌𝗁 𝖲𝖾𝗌𝗌𝗂𝗈𝗇 𝗐𝗂𝗍𝗁 𝖢𝗁𝗂𝗇𝖾𝗌𝖾 𝖳𝗋𝖺𝗇𝗌𝗅𝖺𝗍𝗂𝗈𝗇 | 𝟧:𝟢𝟢 𝖯𝖬 - 𝟨:𝟢𝟢 𝖯𝖬 (𝖢𝖲𝖳) | 𝖱𝖾𝗀𝗂𝗌𝗍𝖾𝗋 𝖧𝖾𝗋𝖾 (@ec5b268f-5f1a-4ca2-835b-41793a28b447" target="_blank" rel="nofollow noopener">events.teams.microsoft.com/event/eee252ef…) 𝗟𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲 𝗮𝗯𝗼𝘂𝘁 𝘁𝗵𝗲 𝘄𝗲𝗯𝗶𝗻𝗮𝗿 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/insights/co… 𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗚𝗹𝗼𝗯𝗮𝗹 𝗫𝗥 & 𝗦𝗺𝗮𝗿𝘁 𝗚𝗹𝗮𝘀𝘀𝗲𝘀 𝗠𝗮𝗿𝗸𝗲𝘁 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲 𝗧𝗿𝗮𝗰𝗸𝗲𝗿 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/reports/glo… #XR #Smartglasses #AIGlasses #AI #DXOMARK #Qualcomm #CounterpointResearch

𝐌𝐞𝐞𝐭 𝐂𝐨𝐮𝐧𝐭𝐞𝐫𝐩𝐨𝐢𝐧𝐭 𝐑𝐞𝐬𝐞𝐚𝐫𝐜𝐡 𝐚𝐭 𝐌𝐨𝐛𝐢𝐥𝐞 𝐃𝐢𝐬𝐫𝐮𝐩𝐭 𝟐𝟎𝟐𝟔 The Mobile Disrupt 2026 conference, hosted in Miami, Florida, from July 7-8, 2026, is centered around the mobility industry, connecting companies across mobile device management, enterprise mobility, IoT, and more. Meet our Senior Analyst, Emily Herbert (@EmilyH_Research), to discuss market trends in smartphones, the secondary smartphone market, and the telecom industry. 𝐃𝐚𝐭𝐞: July 7-8, 2026 𝐋𝐨𝐜𝐚𝐭𝐢𝐨𝐧: Fontainebleau Miami Beach, Florida 𝐋𝐞𝐚𝐫𝐧 𝐦𝐨𝐫𝐞 𝐚𝐛𝐨𝐮𝐭 𝐭𝐡𝐞 𝐞𝐯𝐞𝐧𝐭 𝐚𝐧𝐝 𝐬𝐜𝐡𝐞𝐝𝐮𝐥𝐞 𝐚 𝐦𝐞𝐞𝐭𝐢𝐧𝐠 𝐡𝐞𝐫𝐞: counterpointresearch.com/en/insights/me… #MobileDisrupt2026 #SecondarySmartphone #Telecom #IoT