5 Lessons from Today’s Apple Q3 2018 Earnings Call

Apple just completed its Q3 2018 earnings call. Here are my five key thoughts on the quarter: Even Apple isn’t immune to the growing trend of longer replacement cycles. iPhone shipments were flat YoY indicating that their sales growth is slowing. However, iPhones still make up more than 50% of product revenues. How is Apple doing that? Because consumers are still buying their newest and…

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,…

The Rise of In-House Application Processor Design

The application processor (AP) or the system-on-chip (SoC), is the most critical component in a smartphone. This is what makes your smartphone a “smart” phone, by giving it the ability to perform a variety of tasks in parallel. The smartphone application processor industry is dominated by Qualcomm with its Snapdragon line of processors, but major smartphone OEMs (Original Equipment Manufacturers)…

$1000 No Longer a Barrier for Smartphone Adoption

A few years ago, expecting main stream consumers to spend a thousand dollars on a phone would have seemed unlikely. But the barrier is broken now. iPhone X, which helped Apple achieve its revenue super cycle in Q2 2018, has been surpassed by the new iPhone XS and XS Max, which have reset the pricing high-water mark. The more expensive iPhones represent an opportunity for other OEMs to launch…

USA IoT Cellular Connections to Cross Half a Billion Mark by 2025, Cellular LPWAN to Contribute Nearly Half

Seoul, Hong Kong, New Delhi, Beijing, London, Buenos Aires, San Diego 10th Oct 2018 AT&T will continue to lead by contributing to almost 50% of the USA total IoT cellular connection. T-Mobile’s and Sprint’s potential merger will lead them to be in 2nd spot in USA by pushing Verizon to 3rd by 2025. According to the latest research from Counterpoint’s IoT (Internet of Things) service, USA…

Contenders for Lithium-Ion’s Crown

Although most of the hardware in consumer electronics devices such as smartphones has improved beyond recognition over the past twenty years, the pace of technological development in battery technology has sadly lagged. Today’s Lithium-ion (Li-I) batteries, first introduced in the early 1990s, are the limiting technology and hindering the pace of technology innovation. In addition, the need to…

Global IoT Cellular Connections to Cross 5 Billion Mark by 2025, NB-IoT to contribute nearly half

Seoul, Hong Kong, New Delhi, Beijing, London, Buenos Aires, San Diego Sep 26th, 2018 China will continue to lead by contributing almost two-thirds of the global IoT Cellular Connections. Whereas, Vodafone will continue to be the largest operator elsewhere globally if we exclude China and Chinese operators.   According to the latest research from Counterpoint’s IoT (Internet of Things)…

Apple Captured 43% of the Global Premium Segment, OnePlus Entered Top Five Premium Android OEMs During Q2 2018

According to Counterpoint Research’s Market Monitor Q2 2018, the global premium smartphone segment** grew faster than the overall smartphone market. This was driven by increasing shipments from Chinese players, which have recently upgraded their flagships and are positioning them at a higher price point, at launch, compared to their previous flagship models. As these players grow outside China,…

Huawei Kirin 980: First Look

In the world of mobile SoCs, the heavyweight players from a market share point of view are all providers of merchant solutions. The standout leader is Qualcomm, with Mediatek and Unisoc tagging along some way behind. But in terms of innovation, it’s a different picture, with the more vertically integrated players leading the charge, together with Qualcomm. HiSilicon is possibly the least…

Connected Vehicles: The Next Big Thing for Digital India?

Connected vehicles are conceivably the most exciting concept powered by IoT at this time. Cars today are already being packed with more electronics than machinery. No doubt in the future, through technical developments, connected cars will evolve further, providing personalization options that are typically expected from popular consumer electronics devices such as smartphones.  Through smart…

LPWANs Will Co-Exist, No War Brewing Between Cellular and Non-Cellular

Our connectivity needs are expanding in all directions. While we’re moving aggressively with 5G connectivity to address the need of ultra-low latency networks, the communication needs of IoT are being met through LPWA technologies. The majority of IoT applications require long range, low bit-rate and small power budget, transmission protocols. The chart below highlights where LPWA sits among…

China Smartphone Market Declined for the Fourth Consecutive Quarter in Q2 2018

Huawei was the fastest and lone brand registering a positive 22% YoY growth leading the market with an all-time-record share. Huawei’s sub-brand honor also individually surpassed Xiaomi in overall volumes during the quarter, leading the e-commerce channel share as well. Beijing, Hong Kong, Seoul, San Diego, Buenos Aires, London, New Delhi – July 31st, 2018 According to the latest research from…

Qualcomm Begins Sampling mmWave Modules with Customers

Qualcomm announced today that the company is sampling mmWave modules to OEM’s who will embed the technology into 5G mobile handset devices. This is a major breakthrough within 5G as, until recently, many within the industry did not think mmWave was viable other than for fixed wireless use cases. In fact, there were carriers suspect of its R&D challenges. This distances Qualcomm from its…

Mobile Gaming Phones, a Brief History and Lessons Learned

Ever since the classic game Snake graced the first Nokia device in 1998, there has been interest by the mobile phone market to push the boundaries of mobile gaming. We have witnessed games develop from simple 2D side-scrollers to immersive AR experiences, with Pokemon GO being one of the first big wins in that field. In contrast, dedicated mobile gaming phones have had far less success in the…

Cellular Connected Drones Will be the ‘iPhone Moment’ for Drone Industry

More than 10% of Drones will support eSIMs and advanced cellular connectivity by 2022 The drone market is expanding due to rise in the number of commercial applications (refer to our previous blog for more details), and cellular connectivity will be essential for emerging use cases like live-video streaming, real-time monitoring, delivery through drones and other beyond visible line of sight…

Global Telematics Control Unit Market Set to Grow at 18% CAGR, With 175 Million Shipments During 2018-2022

LG, Continental, Harman, Bosch, and Denso are leading the global Telematics Control Unit (TCU) market, as of 2017. The market is expected to get a major boost with EU’s eCall mandate, and Japanese OEMs embracing embedded connectivity. San Diego, Buenos Aires, London, New Delhi, Hong Kong, Beijing, Seoul – June 27, 2018 According to the latest research from Counterpoint’s Internet of Things…

Uber and DiDi are Working on a Long-Term Vision of Human Mobility

Ride-hailing firms are moving towards attaining the ‘holy grail’ of mobility. This is the reason why ride-hailing firms are also investing heavily into service enhancements, besides looking at geographical growth. To achieve this, they are investing heavily to understand the socio-economics of human mobility across cities through data analytics (DA) and Machine Learning (ML). The Goal of…

Global Ride-Hailing Market Going Through A Strategic Realignment

The global ride-hailing market is undergoing a reformation phase. The market has remained hot with frequent announcements of geographic expansions and exits, funding and IPOs, investment in food and tech startups, and much more. The focus is such that investment behemoths and leading automotive OEMs are closely following developments and placing their bets carefully. At one point in time,…