Canalys

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

A recent Canalys survey delves into the critical external factors currently impacting Managed Service Providers (MSPs). The survey posed a direct question to partners: What external challenges are most relevant to your business operations?   The findings reveal a clear hierarchy of concerns: ➡️Talent Acquisition and Retention ➡️Evolving Cybersecurity Threats ➡️Intensifying Competition Beyond these primary concerns, partners also highlighted a range of external challenges that impact their business.   Exploring these challenges collaboratively fosters the development of effective strategies.   We encourage you to share your experiences and the most significant external threats impacting your MSP operations in the comments below. By fostering open discussion within the industry, we can collectively explore effective strategies to navigate these challenges and achieve success.   Subscribe to our Managed Services Analysis for comprehensive insights and expert guidance: https://lnkd.in/guREcg3J Robin Ody #MSP #cybersecurity #channel #managedservices

This month’s bulletin reveals why more than 90% of cybersecurity spending goes through partners. Explore the growth of #cybersecurity titans at 14.3% in Q1 2024, the global smartphone market outlook with key players like Apple, Samsung Electronics, Huawei, Google and HONOR, and the resurgence of smart personal audio shipments.    Discover how tech vendors leverage influencers to reach millennial buyers, the dominance of #AI in US federal market spending and the role of cyber insurance partnerships in providing comprehensive protection.   Key insights include in-depth regional market reports, strategy spotlight featuring #Apple, Qualcomm and #HONOR, followed by analyst takeaways from major industry events - #MWC Shanghai, Hewlett Packard Enterprise Discover, Microsoft Innovate UK, and Pax8 Denver.    The anticipation is mounting for the 2024 Canalys Forums, where this year’s theme is “Challenge, Change, Champion”. Join an impressive array of IT distributors in a prestigious lineup for the #CanalysForums2024. #channelpartners #ITmarket #technology #events #personalaudio #5G #GenAI #AIcapable #smartphone #PC #influencerprograms #partnership #ITspending #channelecosystem