How Do Automakers Generate Additional Revenues from Connected Vehicles?

Connected vehicles provide auto manufacturers, and adjacent industries, the opportunity to establish beneficial relationships with customers over the entire ownership cycle. The capability to efficiently deliver over-the-air (OTA) communications, fixes and upgrades, provides stakeholders with the opportunity to offer innovative services, generating new and recurring revenue streams. 100%…

Premium Smartphones Grew 18% in 2018 Despite the Global Smartphone Market Slowdown

Apple leads the premium segment with over half the market, followed by Samsung. Huawei almost doubled its market share (10%) in the premium segment growing 97% YoY with strong performance by the P20 and Mate 20 series. Growth of OnePlus drove the India premium market to a record high.    New Delhi, Hong Kong, Seoul, London, Beijing, San Diego, Buenos Aires – Jan 28th, 2019 According to…

Key Trends Driving Russian Smartphone Market in 2019

The Russian smartphone market has seen consistent YoY growth over the past few quarters despite a decline in the global smartphone market. This has made it a key country for smartphone OEMs looking to growing in Central and Eastern Europe in CY 2019 and beyond. Samsung, Huawei and Apple are the three major players, followed by Bright and Quick, Xiaomi, Nokia HMD, etc. The Russian audience is…

MediaTek in 2018 – Shifting to a Positive Track

Smartphone and growth products are 70%+ revenue MediaTek is likely to wrap-up 2018 with flat revenue over the previous 2017 at about NT$235 billion or over US$7.6 billion. Declining sales in its mature product lineups covering e.g. feature phone, optical storage and digital TV are only partially offset by growth products. MediaTek has regained share in the mid-tier smartphone segments. But the…

Qualcomm Snapdragon Summit 2018 Analysis

Overview: This report contains an overview of the Qualcomm Snapdragon Summit held in Maui, Hawaii in December 2018. Qualcomm brought over 350 analysts and media people to the island to unveil its two newest solutions: The Snapdragon 855 SoC for premium smartphones and the 8cx platform for always-on-always-connected PC’s. This report will go over the product details and enhancements, how we…

IoT Global Cellular Connection Tracker: Forecast CY 2025

Overview:  Global IoT Cellular Connection grew 72% in 1H18, a considerable increase from the same period last year. This report analyses the IoT connectivity tech, application comparisons and competitive landscape, adoption trends and future outlook at operator level. Moreover, the report projects the operator level analysis with LPWAN and 5G adoption by 2025. Table of Contents:…

Mobile 360 LATAM, Discussing the Issues That Matters to the Industry the Most

This year LATAM Mobile 360 was held in Buenos Aires, Argentina. It brought together more than 1,000 participants from all over Latin America, making it the biggest event in the LATAM telecommunication industry of the year.  As the G20 was held just prior in Argentina, digital and women’s inclusion were both discussed in a few sessions. LATAM Mobile 360 brings together regulators, carriers, and…

Mobile XR : The Future of Extended Reality (AR/VR/MR)

The next generation of connectivity (5G, WiFi 6, 802.11ay) is poised to enhance the way we interact with the current crop of devices. Extended Reality - XR (VR/AR/MR) is one such technology that will benefit from the introduction of 5G and Artificial Intelligence (AI). The present generation of XR devices requires either a smartphone or a powerful PC to deliver some level of immersive…

The Advent of Foldable Displays: Is Smartphone Ecosystem Ready?

Samsung and Royole have announced foldable OLED displays. Other manufacturers including, LG, Sharp and BOE are also readying foldable displays for launch. Foldable displays can be bent or folded, opening the possibility of innovative new mobile platforms. Two possible form factors include: A two-screen device that can start with a smaller screen and expand into a larger screen when unfolded…

Black Friday, Small Business Saturday and Cyber Monday Kickstarts Q4 After Sluggish Q3 Device Sales

The US smartphone market sell through fell almost 9% during the third quarter. The quarter was marked by weakness within prepaid, promotional activity which mainly required new lines, and continued growth in BYOD.  US carriers seemed OK with more focus on margins and bottom lines then competing over aggressive BOGOs or other service options to tempt churning subscribers.  This discipline…

Smartphones to Show -1% Growth in 2018

The smartphone market will experience an annual decline for the first time in history Seoul, London, San Diego, Mumbai, Hong Kong, Buenos Aires – November 3, 2018 According to Counterpoint’s latest smartphone forecast report, smartphone growth will drop to a negative 1.3% in 2018. This is a first in the history of smartphones that the market has contracted year over year. It was a tough year…

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…

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…