⁦MediaTek⁩ Eric Fisher speaking on the GenAI opportunities for semi industry—forecasted to double silicon revenues with more edge connectivity, higher ASPs, and custom silicon. ⁦Counterpoint Research⁩

IoT has slowed but MediaTek expecting 2x growth in next two years. Strong in China and growth within NAM and EUR.

⁦MediaTek⁩ believes it is best positioned to take growing custom silicon opportunities. Mtk happy to work with both front end and back end customers. ⁦Counterpoint Research⁩

⁦MediaTek⁩ seeing growth within consumer WiFi, redcap/wearables, and flagship 9300 seeing more design wins (one launching in US this year). Global flagship AP SOC revenue forecasted to double this year. ⁦Counterpoint Research⁩

⁦MediaTek⁩ cloud and enterprise projected to be large US EUR growth area…$15b SAM…custom silicon opportunities…super competitive space. ⁦Counterpoint Research⁩

⁦MediaTek⁩ Finbar Moynihan giving the MTK smartphone highlights. Key to watch will be flagship 9000 series which is forecasted to double revenues $1.5b in 2024. China Android share an impressive 30%. ⁦Counterpoint Research⁩

BOLD move FCC. This will: 1) Level playing field-VZ is already forced to 60-day unlock 2) Increase prepaid smartphone prices-carriers will not subsidize n lose money if sub leaves in 60 3) More churn-OEMs will sell more smartphones Counterpoint Research docs.fcc.gov/public/attachm…

Strong results and guidance by T-Mobile Capital Markets Day. Maybe the most interesting piece is the carrier expects to KEEP its network lead over the next two years via its lead on 5G SA core rollout, 5G NR, spectral efficiency, and network slicing lead.

Hearing the latest CPU, GPU and AI PC solutions from ⁦AMD⁩ at the Advancing AI 2024 event in San Francisco. Lisa Su and AMD management team will bring the details. ⁦All the details to follow. ⁦Counterpoint Research⁩

⁦Lisa Su⁩ kicking off AMD #AI event. Key theme, AMD has the full portfolio to be the end-to-end AI leader in key verticals such as healthcare, industrial, auto, connectivity, PC and gaming. ⁦Counterpoint Research⁩

⁦AMD⁩ unveils the new Turin CPU. The company has gone from 0 to 34% value share within data center space. 5th gen Turin: 150b transistors, 192 cores, 16 4nm chiplets. Key brag is 1 new server powered by AMD can replace 7 legacy servers. ⁦⁦Counterpoint Research⁩

⁦AMD⁩ announces follow up chip to MI300 GPU. 40% better inference performance. AMD upped its AI chip forecast to $500b from $400b. Expectation is MI325 gains share. ⁦Counterpoint Research⁩

⁦Meta⁩ and ⁦AMD⁩ partnership is strong. 1.5 million AMD EPYC CPU processors delivered to Meta. Llama 405b model runs exclusively on MI300 for all live traffic. ⁦Counterpoint Research⁩

⁦AMD⁩ key announcements: 5thGen Turin CPU, MI325 GPU, Pollara/Salina networking updates, AMD Ryzen 300 series (100+ design wins) and some cool new AI PC co pilot applications. ⁦Counterpoint Research⁩

Savi Soin Qualcomm India Snapdragon India Sumit Sonal Chris Patrick Muralikrishnan B Arushi Khanna Ankit Malhotra 😷 Aloha!! 🌴 And here we are in beautiful Maui for the annual Qualcomm Snapdragon unveiling its latest platforms, innovations Watch out for Counterpoint Research team coverage of the latest and greatest!! #SnapdragonSummit

Another ⁦5G Americas⁩ has kicked off! Great opening evening. Tomorrow will be filled with round table sessions diving into oRAN, FWA, GenAI &5G, advancements in connected vehicles, NTN, cloud computing for 5G, the path to 6G & more. ⁦Counterpoint Research⁩

⁦Counterpoint Research⁩ had the opportunity to speak with MobileX founder, ⁦⁦Peter Adderton⁩ . A very unique marketing campaign was announced today CES. This could be a very interesting disruption to watch within the US wireless market. Full interview/details to come.

#honorAlphaPlan MWC presentation clearly was focused on smartphone AI agents w/Qualcomm & Google on stage. The company also announced 4 products and $10b 5yr AI investment plan. See Counterpoint Research for details.

#Inseego announces 2 FWA products and first to design in X85 modem from Qualcomm. FWA service providers excited to deploy. DL supports 400MHz 4xTDD, 1024 QAM. Counterpoint Research

Big Motorola event! All details coming soon! ⁦Counterpoint Research⁩