Recommended Reports from Counterpoint Research
Below are some samples recommended by the Team from our complete report database. The full list of reports are available to our clients. For free samples or full reports for purchase please send an email to the webmaster to info[at]counterpointresearch.com or call one of our offices. Please send any inquiries to info[at]counterpointresearch.com. We will also send you more information and a detailed description of each report.
IoT is a catch-all term that describes how everything that can be connected will be connected. IoT remains a broad term encompassing many disparate areas of development. In this research note we provide a structure for thinking about the IoT landscape and define some of the discrete regions of the broader IoT landscape.
This is as a precursor to sizing and forecasting the market opportunity presented by IoT.
IFA 2015 provided an opportunity to take stock of the developments in the connected devices space. In this report we analyse how the new products on show and keynote speeches reflect the themes that we have been seeing and discussing for many months:
- Fragmentation of the smartphone market in brand terms.
– Consolidation of the smartphone market in platform terms.
– Despite its limited scope for differentiation hardware still used as the main competitive lever – followed closely by price.
– IoT in the home solving niche problems, struggling to find a killer application.
– Wearables market – especially smartwatches continuing to explode, driven in part now thanks to Google Wear supporting iOS.
– PC evolution gathering pace with Windows 10 and Intel’s new processor generation.
Counterpoint Research with its unique methodology of tracking smartphone sales can analyze the smartphone market trends by different parameters, specifications and feature sets by device type, brands price-bands, volumes, across geographies.
One of the popular reports which our clients subscribe to is tracking the internal memory capacity (NAND Flash) trends for smartphones quarterly by different brands, price-bands and different geographies. NAND Flash memory is an important component in a smartphone and can correspond to as high as 12% of the total smartphone BOM cost
The latest finding for Q1 2015 smartphone markets were:
- 8GB storage capacity sales has started encroaching sub-$100 wholesale price band & 8GB+ is the new norm for any phone above $100 wholesale
- 16GB storage & above is prevalent now in almost 90% of the smartphones for top 15 brands’ portfolios in $200-$399 price band from 40% a year ago
- 32GB is being squeezed out between average smartphone users opting for 16GB (with memoy slot) type phones and maturing power users choosing 64GB+ aligning to flagship SKU strategies employed by likes of Apple, Xiaomi, Samsung and others
- 64GB & 128GB option is completely driven by Apple at this point as many Android flagships still offer expandable storage – though this might change as many brands try to copy Apple – eyeing pure profits
- Apple is driving the overall internal memory capacity consumption with 16-64-128 GB SKUs strategy coupled with higher volumes.
- Average capacity dipped slightly from 50GB to 44GB levels as demand shifted to emerging markets and hence slightly lower memory products
- Brands with fewer SKUs e.g. Motorola, apple) are dominating and seeing average capacities climb QoQ
- Players such as Xiaomi, Motorola are moving up the price bands and hence average storage capcaity will rise with models such as Nexus 6 & Mi Note, Mi Note Pro
- Mid-Tier players especially Lenovo, ZTE, Huawei are seeing average capacity installs in their devices almost doubling in a year
- Samsung is also seeing an uptick with higher mix of storage capcaities in A series, Note series and will continue with S6 series 32-64-128 GB strategy
This is a very important tool for anyone in mobile value chain on supply side as well as Wall Street research companies interested in understanding global smartphone semiconductor trends at an in-depth level like never before.
Counterpoint’s team of global analysts attended this year’s Mobile World Congress event at Barcelona Spain. MWC 2015 drew in more than 90,000 attendees and almost 2000 exhibitors. It is the key industry event for product announcements, launches, exhibition and sales.
However the elephant in the room has been the “partnerships” that are revealed at MWC and which set the tone for the future growth, strategies and technologies with implications on the entire mobile industry.
We review some of the more interesting developments arising at MWC and place them in context:
- Samsung Galaxy S6: The new Galaxies were the stand out products. Both are capable and expected of rekindling growth in Samsung’s high-end portfolio. More importantly they signal a change in Samsung’s attitude
- Partnerships: The announcements at MWC offer insights into directional future trends. Many focused on the nascent areas of wearables and IoT, though we see the substantive focus on the enterprise sector
- Alternative Operating Systems (O/S): The opportunity for alternatives to iOS and Android remains substantial. Windows, Cyanogen and Sailfish currently present the greatest prospect of undermining the incumbent player’s hegemony.
- Wearables: The subject of focus and interest at MWC, however the boundaries and segments within the sector remain blurred and changing. New entrants are coming from traditional watch and fashion brands to challenge tech OEMs. Apple cast the longest shadow despite not being present at MWC.
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