The Counterpoint Daily

Counterpoint Daily

Our daily insights on the most important breaking news stories. For press inquiries requiring data or specific analyst quotes, please get in touch…

Connected & Autonomous Vehicle Summit 2021

Our Research Vice President Neil Shah will be speaking at the Connected & Autonomous Vehicle Summit 2021 on September 23rd.  The topic of the…

Counterpoint Cellular IoT Module Market Q2 2021

Global Cellular IoT Module Shipments Cross 100 Million for First Time in Q2 2021

The quarter saw record 53% and 60% YoY increase in shipments and revenue respectively. Qualcomm dominated the global cellular IoT chipset market,…

Tesla AI Day Counterpoint

Tesla AI Day: From Cars and Chips to Robots

Tesla is no longer a car company but a technology company. It is looking to build highly disruptive, efficient and intelligent products leveraging…

Stellantis_Cover_2

Stellantis Bets Big with €30-billion Investment Plan for EV Business

Stellantis, formed in 2021 after the merger of Italian American automaker Fiat Chrysler and France’s PSA, unveiled its electrification plans on July…

Counterpoint Research US Connected Car Market

US Connected Car Market on Recovery Path After COVID-19; 5G Cars to Account for 27% of Market by 2025

In 2020, 92% of connected cars in the US were using 4G LTE networks. 80 million new connected cars will be added in the US during 2020-2025. San…

Cellular IoT Module Market Q1 2021 Counterpoint

Global Cellular IoT Module Shipments up 50% YoY in Q1 2021 as Demand for 5G, LTE-Cat 1 Modules Soars

Quectel and Qualcomm maintained their top positions in the cellular IoT module vendor and chipset player market shares, respectively. Automotive,…

counterpoint podcast semiconductor shortage

Podcast: Auto Sector’s Semiconductor Shortage Likely to Ease in Late 2021

The COVID-19 pandemic impacted automobile sales in H1 2020. But as the demand started recovering in H2 2020, the semiconductor shortage crisis hit…

Counterpoint Research Will Foxconn Shake EV Industry?

Will Foxconn Shake EV Industry?

Apple supplier Foxconn, with an aim to diversify its business and reduce overdependency on Apple for revenue generation, is betting big on electric…

COVID Dents TCU Shipments but Recovery Looks Promising

COVID Dents TCU Shipments but Recovery Looks Promising

Continental, LG, and Harman together account for a majority of global TCU shipments. One in four TCUs shipped in 2025 will be 5G-enabled. Automakers…

Global Cellular IoT Module Market Q3 2020 Counterpoint

NB-IoT Module Share in Cellular IoT Module Shipments at Record 30% in Q3 2020

Quectel, Sierra Wireless, Thales and Telit controlled more than half of the global cellular IoT module revenue. Automotive, Router/CPE and…

Semiconductor Component Shortage Hits Automobile Industry

The impact of COVID-19 on the semiconductor supply chain has extended from consumer to automotive electronics. Since Q2 2020, many automotive…

5G Connected Cars to Grab 40% of China Market by 2025

5G Connected Cars to Grab 40% of China Market by 2025

Beijing, Hong Kong, New Delhi, London, Seoul, Buenos Aires, San Diego – December 18, 2020 5G connected car sales volume in China will jump to 7.1…

Uber ATG-Aurora Deal is Win-Win for Both

Uber is selling its self-driving division ATG to autonomous vehicle (AV) start-up Aurora. Uber will also take a 26% stake in Aurora and invest $400…

Counterpoint: China to lead the world in 5G connected cars

Government Push to Make China a Leader in 5G Connected Cars

Increasing need for real-time cloud computing and fast cloud-car communication is creating a market for 5G-enabled connected cars. Counterpoint…

Connected Car Shipments for Europe Hit the Expressway

Connected Car Shipments for Europe Hit the Expressway

In Q2 2020, 4 out of 5 connected cars were using 4G LTE connectivity in Europe. 69 million new connected cars will be added in Europe during…

Counterpoint: COVID-19 automotive market sales market

Weekly Update: COVID-19 Impact On Global Automotive Industry

To receive weekly updates on the COVID-19 situation and our latest research straight to your inbox, click this link to register Click here to get the…

Nio BaaS strategy market analysis

NIO’s Battery-as-a-Service (BaaS) Strategy: A Smart Move

Nio has launched battery as a service (BaaS) under Nio-Power, offering charging and swapping of batteries for EV owners. BaaS users can buy a Nio car…