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Key takeaways from Samsung’s Unpacked Event 📉 Foldable market challenges: 2023 marked a decline in Samsung's foldable device shipments and market share due to increased competition, mainly from the Mainland China market. Samsung Electronics aimed to revitalize its Fold and Flip devices through innovative AI-powered features, such as multi-tasking with Gemini on the Galaxy Z Fold6 and flex mode with live translate on the Galaxy Z Flip6. 📱 Leveraging more on software and Galaxy AI for differentiation: Modest hardware upgrades: Galaxy Z Flip6 boasts improved battery and camera, while the Galaxy Z Fold6 features a slimmer design and slightly wider screen. Samsung's focus this year appears to be leveraging AI and software integrations to enhance user experience rather than focusing solely on hardware upgrades. 🔗 Galaxy AI and ecosystem integration: Samsung plans to offer intuitive suggestions by learning user behavior and integrating data across multiple devices while ensuring on-device data storage to address privacy concerns. This approach which it unveiled through an “on-device personal knowledge graph” encourages users to stay within the Galaxy ecosystem for a more personalized experience. ⌚ New premium wearables: Introduction of Galaxy Ring and Galaxy Watch Ultra target high-margin premium segments which help build customer stickiness to Samsung’s ecosystem. The Galaxy Ring offers some exclusives like Find My Ring and better tracking and battery life when paired with a Samsung Galaxy device, potentially attracting existing Samsung users. To avoid cannibalization, the Galaxy Ring and Watch can cater to different audiences. Ring focuses on sleep and wellness with a streamlined design, while the Watch offers a broader smartwatch experience. 🎧 Galaxy Buds3 series: Samsung infuses Galaxy AI into this year’s Galaxy Buds3 with the interpreter feature exclusive to Galaxy smartphone device users. Differentiated pricing strategy with the Galaxy Buds3 Pro targeting audiophiles and the Galaxy Buds aimed more at driving attach rates for premium Galaxy smartphone users. Samsung's strategy showcases a clear pivot toward enhancing the overall user experience through AI and ecosystem integration while continuing to innovate in the premium product segments. As competition intensifies, Samsung's ability to leverage these unique features will be crucial in maintaining its market leadership. Read the full report: https://lnkd.in/gE3c-UXt Nicole Peng Sheng Win Chow Jack Leathem Runar Bjorhovde #Samsung #GalaxyUnpacked #GalaxyAI #FoldablePhones

Top cybersecurity vendors spent nearly $3 billion on acquisitions in the first half, driven by their platform ambitions. Acquisitions of CNAPP, DSPM and SIEM vendors highlight the importance for platform vendors to have analytics, data, and cloud security capabilities. Of the 40 cybersecurity vendors tracked by Canalys, they announced a total of 11 acquisitions in H1 2024. Total investment in acquisitions was estimated to be US$2.8 billion, which was up nearly 300% from a year ago. CyberArk made the largest acquisition in its history, with the $1.54 billion purchase of machine identity management specialist Venafi. Palo Alto Networks acquired IBM QRadar for $500 million. Zscaler spent $310 million on Avalor Security, a Zscaler Company as well as buying Airgap Networks Inc., a Zscaler Company. Fortinet acquired Lacework for $150 million. CrowdStrike snapped up Flow Security for $115 million. Get in touch with us for detailed reports and subscribe to our Cybersecurity Analysis service - https://lnkd.in/g_YdwJcS Matthew Ball Alex Smith Srikara Upadhyaya #cybersecurity #cyberark #Paloalto #crowdstrike #ibm #zscaler #sentinelone #fortinet #mimecast #cloudflare #acquisitions #Mergers

What do consumers think about advanced AI capabilities on smartphones? Introducing Canalys' Consumer AI Inclination Index which captures the nuance from buying intent to indifference to resistance. The 2024 version is based on a global consumer study conducted in May of almost 5,000 respondents. The latest blog presents four key takeaways: 1. interest varies drastically by geography. 2. there is a narrow segment of tech-savvy users who are very interested in AI capabilities. The question is how to identify them. 3. two out of three consumers are indifferent pragmatists. 4. young respondents did not show the strongest inclination. For more nuanced and industry implications, check out: https://lnkd.in/dyXbx6_N #AI #Consumerinsights #Tech #smartphone #AIsmartphone #GenerativeAI

Global PC market recovery continues with 3% growth in Q2 2024 The PC market gathered momentum in Q2 2024, with worldwide shipments of desktops and notebooks up 3.4% year-on-year, reaching 62.8 million units. 📈 Notebook shipments: 50 million units | 4% growth 🖥️ Desktop shipments: 12.8 million units | 1% growth | Constituted 20% of the total PC market The stage is now set for accelerated growth as the refresh cycle driven by the #Windows11 transition and #AIPC adoption ramps up over the next four quarters. Top 5 vendors for Q2 2024: 1️⃣ #Lenovo 2️⃣ #HP 3️⃣ #Dell 4️⃣ #Apple 5️⃣ #Asus Read the full market report and analyst commentary: https://lnkd.in/gksyHanq Ishan Dutt Nicole Peng Himani Reddy Ben Yeh Kieren Jessop Ashweej Aithal Greg Davis YING XU #PC #AI #GenAI #Desktop #Notebook #Mac #Windows #Microsoft

🚀AI-powered PCs: Lenovo's vision and strategy unveiled🚀 The AI PC landscape is evolving rapidly and #Lenovo aims to be at the forefront of this transformation. At #LenovoTechWorld2023, Chairman and CEO Yuanqing Yang introduced the “pocket-to-cloud” strategy, supported by a substantial US$1 billion investment in AI innovation. This marks a significant shift from Lenovo’s hardware-centric roots to becoming a provider of comprehensive end-to-end solutions. 🎬 Watch the exclusive video interview between Steve Long, Senior VP of the Intelligent Device Group (IDG) at Lenovo and Canalys Principal Analyst Ishan Dutt. This interview sheds light on Lenovo’s AI strategy and future direction: https://lnkd.in/gbHDJKB8 Key insights overview: 💡 “Pocket-to-cloud” strategy: Lenovo’s approach integrates AI across personal devices and cloud solutions, aiming to provide a seamless and comprehensive user experience. 💡3 Ps focus: - Personalization: utilizing on-device models to offer tailored AI experiences. - Productivity: enhancing user efficiency with AI-powered tools like Yoga Creator Zone and Xiaotian.  - Protected experience: strengthening security through features powered by Lenovo’s Neural Processing Unit (#NPU). 💡Collaborative efforts: Lenovo must emphasize collaboration with channel partners, ISVs and developers to drive AI PC adoption and enable its customers to unleash the full potential of on-device AI capabilities. In a highly competitive market, standing out will be difficult. Lenovo’s success will depend on compelling differentiation and effective leveraging of its broad portfolio of products and services to drive beneficial outcomes for its customers. Listen and read more insights: https://lnkd.in/gbHDJKB8 Scott Amoros Nicole Peng Himani Reddy #AI #AIPC #GenAI #Marketinsights #Innovation #Lenovo #Lenovopartners

📢📢 Hyperscaler Emissions Surge Amid AI Expansion: A Crucial Turning Point For Corporate Sustainability 🔍 Key highlights: Dr. Luiz Amaral steps down as CEO of the Science Based Targets initiative (#SBTi) amid policy controversies. #Google reports a staggering 48% increase in greenhouse gas emissions over the past five years. #Microsoft’s emissions have surged by 29.1% since 2020. These increases are primarily driven by massive investments in AI training and deployment. Debate intensifies over the use of Renewable Energy Certificates for claiming carbon neutrality versus achieving net zero. 🌍 Sustainability challenges: The SBTi’s recent policy shift on Renewable Energy Certificates for Scope 3 emissions sparks controversy, questioning the true commitment to net zero. Hyperscalers’ AI ambitions challenge their net zero goals, with emissions climbing alongside AI investments. Internal and external criticisms highlight the difficulty of balancing technological growth and environmental responsibility. 📊 Industry insights: A Canalys poll reveals a split in partner opinions on ESG ratings and the importance of these ratings for vendor evaluation. Notably, 31% of respondents do not consider a vendor’s ESG ratings, highlighting that the channel's sustainability focus is still not universal. Explore the detailed analysis of hyperscaler emissions, the implications of AI on sustainability and the ongoing debates around the feasibility of net zero for corporates in 2024: https://lnkd.in/gepS9C9X Ben Caddy Elsa Jasmine Nightingale Rachel Brindley #Sustainability #AI #Netzero #Hyperscalers #CSR #Emissions #RenewableEnergy #SBTi #ESG

🌍 Exciting strides towards sustainability at #CanalysForums2024! Under Informa's Faster Forward ESG Strategy, Canalys aims to become a zero-waste and net zero-carbon business by 2030. 🌿 Our initiatives include: ➡ Utilizing RouteZero for optimal public transport routes, especially in Berlin. ➡Encouraging efficient flying via platforms like Google Flights. ➡Promoting EV taxis through services like Uber's 'Green option' and Lyft. ➡Using renewable electricity certificates to power our events. ➡Reducing waste with reusable event stands and eliminating plastic bottles. ➡Collaborating with chefs for sustainable food sourcing and minimizing food waste. ➡Enhancing event accessibility and promoting diversity, equity, and inclusion. Canalys Forums are not just about dialogue but about tangible, actionable change. Detailed insights: https://lnkd.in/gEcGiUWA Join us in driving the future of sustainable events! 🌱 EMEA: 8 – 10 October | NORTH AMERICA: 22 – 24 October | APAC: 3 – 5 December 2024 🔗 Register now: https://canalys.com/events #sustainability #ESG #Informa #Techevent #ESGgoals #EV #DEI

Global cloud spend to exceed US$590 billion by 2028 Worldwide expenditure on cloud infrastructure services rose by 19.7% year-over-year, reaching $77.7 billion in Q1 2024. The North American region is experiencing the fastest growth, primarily due to the high acceptance and adoption rates of AI applications. The Asia-Pacific region follows. Hyperscalers announced cloud infrastructure investments in Asia in Q1 2024 to expand AI reach. Amazon Web Services (AWS) achieved a growth of 17.1%, commanding a market share of 32.0%. Microsoft Azure achieved an annual growth rate of 31.1%, consolidating its position as the second-largest player with a market share of 23.3%. Google Cloud's market share increased to 9.2%, with an annual growth rate of 27.5%. Alibaba Cloud experienced year-on-year growth of 33.4%, capturing 4.6% of global market. Start a conversation to get an in-depth analysis of the top cloud channel vendors: https://lnkd.in/gn5-xiQK Alex Smith Yi Zhang #cloud #Hyperscaler #AI #GenAI #cloudcomputing

TD SYNNEX returns to the #CanalysForums2024 as a worldwide distributor supporter with Patrick Zammit, COO, emphasizing the event’s value: “The Canalys Channels Forums consistently offers a fantastic opportunity to gain strategic insights into the industry and engage in thought-provoking and meaningful discussions with our partners in the IT ecosystem.” Join us in Berlin, Miami, and Bali to connect, innovate, and champion the future of IT together: https://canalys.com/events Hear from other impressive arrays of IT distributors: https://lnkd.in/gUWdCsnf #IT #Channel #Distributor #ITecosystem #networking #event #TDSynnex #CanalysForums

🚗 The evolution of digital cockpits in China’s automotive market 🚗 China is at the forefront of integrating advanced technologies into vehicle design, with digital cockpits transforming driver interaction. Key insights: 🌟 Rapid ADAS deployment: L2+ systems are gaining traction due to investments from automakers and tech vendors. By 2025, urban Navigation on Autopilot (NOA) systems will be accessible in more affordable vehicles, with L2+ products expected to capture a 9.3% market share. 🔄 Digital cockpits and ADAS: high-level ADAS is driving the evolution of digital cockpits. Automakers are now focusing on personalized user experiences and understanding user needs, shifting the “third space” from manufacturer-defined to user-defined. 📈 Growth and penetration: digital cockpit penetration has risen to 66% in 2023 and is expected to reach 80% by 2025. Future success will depend on balancing generalized consumer needs with enhanced fundamental functions. 🤖 Personalized experiences: AI plays a crucial role in cockpit development, enhancing the driver’s decision-making process and leading to personalized, consumer-defined scenarios. The future lies in the fusion of software and hardware, creating unique and personalized user experiences. By 2025, the automotive landscape will see significant advancements driven by these trends.   Read the full report to find out how AI will accelerate the application of personalized digital cockpit features by 2025.: https://lnkd.in/gMDqTCaC Jason Low Alvin Liu Ashwin Amberkar Johnny Xie Vincent (Weiwei) Chen Morgan（Yi） Xuan Joyce(zhaoying) liu WardsAuto Omdia #DigitalCockpit #ADAS #AutomotiveInnovation #AI #China #Automotive #Autonews