Foldable Devices – Opportunities, Market Overview and Forecast

Overview: The smartphone market has seen a certain form of stagnation which the OEMs are trying to overcome with many forms of innovations that are possible. As possibilities of a greater number of cameras, higher RAM, thinner bezels and smaller notches get exhausted, OEMs are exploring innovations in display. This report lays out the trends in the hardware and investigates the forecast of…

Tapping the Vast Opportunity of Smart Cities in LATAM

In LATAM, governments are the biggest contractor of projects. Between 2013 and 2016, public investment represented around 4% of the region’s total GDP or roughly US$213 billion, according to the World Bank. Nearly 40% of all public investment in the region is a public-private partnership. Building up of urban infrastructure attracted most of these investments. Unfortunately, these projects are…

Smart Feature Phone A $28 Billion Opportunity in Next Three Years

Overview: Internet connectivity is emerging as one of the fundamental pillars of societal well-being. As part of the sustainable development goals, the United Nations aims, “to significantly increase access to information and communications technology”, and will strive, “to provide universal and affordable access to the Internet in the least developed countries by 2020”. However, 34% of the…

Smart Feature Phones to Create US$28 billion Revenue Opportunity

Seoul, Hong Kong, New Delhi, Beijing, London, Buenos Aires, San Diego February 18th, 2019 As the penetration of smart feature phones increases across the world, new business and revenue opportunities will be created for the entire mobile value chain. Over the next three years, nearly 370 million smart feature phones are expected to be sold across the world, according to the latest research…

Facebook Needs to Bet Big on Instagram and Payments for Monetization Opportunities Ahead

Facebook reported a strong third quarter with a healthy 33% YoY growth in revenue. This was driven by regional ad growth in APAC (+38%) followed by Europe (+34%) and North America (+33%). For the first time in Q2 2018, Facebook released the numbers of users using at least one of its apps (Facebook, WhatsApp, Instagram or Messenger) each month. The number is a staggering 2.6 billion in the…

Rappi, and the Untapped Tech Investment Opportunity in LATAM

Latin America (LATAM) technology investment offers a unique opening to those that seek opportunities as it is fairly mature technologically but still underfunded. Counterpoint’s Market Monitor shows that LATAM’s smartphone installed base was more than 61% of the population at the end of 2017. Internet World Stat shows that in the same period, more than 66% of the LATAM population had access to…

Oppo, Xiaomi and Vivo Reached Their Highest Ever Shipments in a Single Quarter, Despite a Global Slowdown

iPhone helps Apple to record 3rd quarter revenue even as shipments remain flat YoY Huawei  holds on to 2nd position for the second consecutive quarter Emerging market growth could not offset the decline in China & other developed markets New Delhi, Mumbai, Hong Kong, Seoul, London, Buenos Aires – November 1st, 2018 According to the latest research from Counterpoint’s Market Monitor…

Growing Opportunities for New Handset OEMs and White Label Vendors in the US Market

For the first time in many years, the US market is looking for new handset OEM vendors. This is in stark contrast to many years of carriers actively attempting to reduce the number of OEMs and SKUs carried. For the past five years, the US market has been dominated by only five OEMs responsible for up to 90% of handset volumes.  The large portfolios have hefty expenses due to carrying costs,…

Apple and eSIM – Control, Convenience and Commercial Opportunities

We have talked and deep-dived on the potential of eSIM across different connected things (see here) from automotive to drones (see here), to IoT (see here) and smartphones. The move that the industry (not all operators though) was waiting for, when someone like Apple integrates eSIM in smartphones is finally arriving; though Google was the first major player to add in last year's Pixel series,…

Xiaomi Replaces OPPO To Take the Fourth Position; iTel Entered the Top 10 Smartphone List for The First Time in Q1 2018

Global smartphone shipments declined 3% annually in Q1 2018. Top 10 players now capture 76% of the market thereby leaving 600+ brands to compete for the remaining 24% of the market. The waning smartphone demand is due to a slow-down in developed markets where replacement cycles are lengthening with overall smartphone features and design reaching its peak. However, emerging markets still offer a…

Xiaomi IPO : Need Focus on Intellectual Property & Opportunities

It is a historical day for the eight year old upstart Chinese consumer electronics vendor Xiaomi as it filed for its Initial Public Offering (IPO) in Hong Kong The company aims to raise several billion dollars which could drum up its valuation to tens of billions of dollars (see here - Further Analysis by Richard Windsor) The timing is perfect for Xiaomi, as it made a strong comeback into…

Connected Car Opportunity Propels Multi-Billion-Dollar Turf War

Over the next five years, number of cars equipped with embedded connectivity will rise by 300%. The technology will transform the way we commute, communicate and interact with products and services while we travel and will create a multi-billion-dollar opportunity for ecosystem players by 2022. The changing market dynamics will transform the business model of automotive OEMs and create a turf…

Huawei, Oppo & vivo Dominate China Smartphone Market

According to the latest research from Counterpoint’s Market Monitor service, the smartphones shipments in China grew a modest 4% annually during Q1 2017 (Jan-Mar) and declined a massive 20% sequentially. Market Performances: The Chinese holiday season quarter shipments remain soft, as most of the sell-in to the channel has now shifted to the end of December. Demand has reduced during the first…

Huawei, Oppo, Vivo Together Contribute to More Than Half of the Chinese Smartphone Market in Q1 2017

According to the latest research from Counterpoint’s Market Monitor service, the smartphones shipments in China grew a modest 4% annually during Q1 2017 (Jan-Mar) and declined a massive 20% sequentially. Commenting on the results, Research Director, James Yan, highlighted, “We are seeing the Chinese holiday season quarter shipments remain soft, as most of the sell-in to the channel has now…

Oppo, vivo and Gionee are driving the selfie-trend in India

Key takeaways Overall mobile handsets and the smartphone segment witnessed a healthy growth of 6% and 15% YoY respectively in Q1 2017. Smartphones and feature phones contributed equally to the overall mobile handset shipments in the quarter. LTE-capable smartphones contributed 96% of total smartphone shipments in Q1 2017. LTE is now a default feature for smartphones in India.…

OPPO’s 2016 Autumn Flagship Models: R9S and R9S Plus

Counterpoint attended OPPO’s autumn flagship model press conference in Shanghai on October 19th. The two models launched are OPPO R9s and R9s Plus, a successor of its hit model OPPO R9 and R9 Plus. The two models are very similar in terms of design, but OPPO has made various improvements in terms of specs in OPPO R9s and OPPO R9s Plus.OPPO’s products are well received in the market because of its…

Oppo & Vivo – The New Smartphone Leaders in China

As per the latest research from Counterpoint’s Market Monitor, the demand for smartphones in China grew a healthy 8% annually and 7% sequentially in Q3 2016. The world’s leading smartphone market is undergoing a shift in competitive environment with rise of local brands such as Oppo, Vivo and LeEco. Commenting on the findings, Research Director, James Yan, highlighted, “Over the last twenty…

Q2 2016: Oppo & Vivo Enters Global Top Five Global Smartphone Rankings

New Delhi, Mumbai, Hong Kong, Seoul, London, Buenos Aires – July 28, 2016 Global smartphone demand returned to a modest positive growth after a flattish first quarter as the seven out of the top ten smartphone brands were Chinese, together capturing a third of the smartphone market. According to the latest research from Counterpoint’s Market Monitor service, the global smartphone shipments grew…