Research

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.

  • Smartphones Memory Capacity Tracker

    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 2014 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

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    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.

  • MWC 2015: A Preview Of Industry Shifts

    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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  • Monthly Market Pulse for Feb 2015

    The Market: At 4.8% Y/Y, the market exhibits decent annual growth although is seasonally down sequentially as the effects of the Lunar New Year holiday impacts together with some poor weather conditions in some areas and a short month limited retail sales during February 2015.

    Smartphones: Negative penetration growth, it decreased -.3% M/M, but increased 11.2% Y/Y. February 2015 smartphone penetration was about 76.7%. The annual growth is driven mainly by smartphone price erosion and increasing sales of 4G. LTE represented 59% of all smartphones sold in February, and a 27.5pp Y/Y increase.

    Vendors: Smartphone landscape was stable with minor shift on brand’s participation. The biggest market share winner in February was Samsung with 1.3pp gain driven by both smartphone and feature-phone upticks. The momentum remains with Lenovo, including Motorola, Huawei and multiple Chinese and Regional brands.

    Price-band analysis: Apple and Samsung dominate the premium segment with combined share of 92%. Samsung dominates the price bands between $300 to $499. A large group of Others is chipping away the Tier 1 vendors, including Samsung, in all price bands below $299.

    Hardware Features: Growth of the premium features slowed down in February; driven by the growth of below $99 smartphones. Still more than half of the smartphone sold in February are above 5” display and have Quad-core processors. Excluding iPhone, smartphone cameras in February averaged 8.33 megapixel, and display size 4.3”
    Monthly Research Topic: MWC key insights from the 2015 show

     Table of Contents

    • Key Tekeaways
    • Monthly Research Topics
    • Market Sizing – Demand and Supply
    • O/S landscape
    • Market by Price band
    • Competitive Landscape
    • Country Analysis: US/China/Korea/Japan
    • Market share by Price band
    • Features and Specs
    • Hardware trends and feature adoption rates
    • Vendor market share by feature set
    • Hit model lists for major vendors, globally and more

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  • MOBILE DEVICES MONITOR – Q4 2014

    Following up on the series of quarterly Market Monitor reports sent out please find out a new report highlighting Value Share for top 20 smartphone brands through Q4 2014

    Summary of the report

    • Global handset market reached roughly US$110 Billion in wholesale revenues up 27% annually during Q4 2014.
    • Smartphones contribute close to 97% of the total handset market by revenue.
    • Smartphone market reached roughly US$107 Billion in revenues up 31% annually due to healthy smartphone shipments growth (+26% YoY)
    • Overall smartphone industry ASP increased (+4% YoY) during the quarter driven by record iPhone sales. However most of the growth is still coming from sub-$200 smartphones and across emerging markets which is clearly evident from rise in revenue share of Chinese OEMs.
    • Asia (including China) contributed to almost 45% of the global smartphone industry revenues and more than half of global smartphone industry volumes.
    • Apple extended the lead over Samsung in Smartphone segment by Value and topped the list with roughly 48% share surpassing Samsung which captured 18% share.
    • Samsung revenue share is down to 18%, lowest since CY 2012 in a single quarter. At its peak it captured 37% share during Q3 2013.
    • This is mainly because Samsung’s revenues were down 20% annually and 2% sequentially due to dip in smartphone demand relative to the market growth.
    • The top 5 OEMs captured close to three-fourths of the total industry smartphone revenues
    • Meanwhile, Xiaomi’s revenue increased by almost 142% YoY and Huawei revenues reached a new high with close to 4% mark for the first time.
    • If we leave out of Samsung, Apple generated more smartphone revenues than the next twenty smartphone brands combined in our rankings in Q4 2014

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