Smartphone consolidation continues: Apple’s iPhone continues to gain share in the high end of the smartphone market while consumers get fewer options for affordable or entry-level 5G devices.
Ads go live on Netflix and Disney+, YouTube ad revenues decline, and streaming services get creative about financing content production.
US chip production accelerated by uncertainty in China: TSMC is fast-tracking plans to ramp up to 4-nanometer chips and will build an additional fab in Arizona. The tech gap between the US and China widens.
TSMC commits to building high-end chips in US: The global chip production landscape could shift as fabs find homes in US cities, but economic uncertainty could pause expansion plans.
Western Europe’s digital video audience continues to grow, though some financially squeezed consumers are canceling subscriptions. In 2023, more than 290 million people in the region will watch digital video at least monthly.
New advertising forecasts for Netflix and Disney+ shed light on streaming advertising’s evolution.
Sweatcoin leads US mobile health apps in traffic, with 15.0 million unique visitors in August. Fitbit and MyChart rank No. 2 and No. 3, with 12.5 million and 12.1 million unique visitors, respectively.
These days, more TV inventory is addressable than not. But even as streaming audiences expand and technology advances, fragmentation of inventory and data is proving a barrier to success for advanced TV advertisers.
Are smart TVs the new telehealth frontier? Consumer electronics giants like Samsung are getting in on the shift to home-based healthcare with telehealth integrations.
Nearly a quarter of TV viewers no longer watch linear TV—they’re flocking to other options like ad-supported video-on-demand. Today’s advertisers must understand the nuances of the landscape to effectively reach customers.
Positive movement in the chip sector: Samsung aims for 2 nanometer chips, Intel tries its luck with GPUs, and Micron plans to invest $100 billion in a New York factory.
Proximity mobile payment growth in Canada is stagnant, posing a challenge for providers. We expect them to counter this trend by boosting customer engagement rather than seeking out new users.
The two co-brand Visa credit cards can help increase customer loyalty for Samsung and bolster Axis Bank’s market share.
Smartwatches and fitness trackers face slump: Rising inflation, economic uncertainty, and slowing innovation are ending pandemic-era hyper-growth as the segment matures.
US-China conflict over chips intensifies: AMD and Nvidia stocks plunge on reports of new government sales restrictions of chips to China and Russia. US chipmakers could be forced to abandon potential sales.
With UK proximity mobile and peer-to-peer payments stagnating, providers in the market will be forced to focus on ways to resolve pain points, engage top user demographics, and facilitate growth around the margins.
We unpack the potential for cheaper consumer health devices as the FDA makes hearing aids directly available.
CHIPS and Science Act a boon for US manufacturing: President Biden signs the bipartisan bill, and chipmakers like Intel, Micron, Qualcomm, and GlobalFoundries are on board with expanding their US chip fabrication.
Samsung leads in next-gen chip production: Production of Samsung’s 3-nanometer chip leaves rivals like TSMC and Intel scrambling. And chip innovation is quickly outpacing the speed of legislating subsidy bills.
The relaunched Samsung Wallet lets users store payment cards and digital documents and features other tools that can help drive adoption.
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