Counterpoint Snap Tech || 17th December, 2015

Welcome to Counterpoint Research’s Snap Tech.

Snap Tech is a round-up of recent news events with our analysts’ expert insight summarised in a concise and digestible format. It is designed so you can absorb the key events and what they mean, quickly and painlessly.

We are experimenting with the format and timing. If you have feedback or suggestions, please let us know.


Google sees India as potentially bigger market than USA. Source: Business Standard

With Android users in India expected to leapfrog USA in 2016, India is now strategically placed regarding Google’s ambition to connect the next billion users. Announcements like vernacular language support, developer training and Google’s new Indian campus, suggest that Google wants to tap a large base of first-time users connecting to the internet through its trained pool of resources. As advertisement continues to be the main revenue driver for Google, it wants to make sure that it doesn’t lose out to competition in the mobile-only era where in app advertisement is going to be a critical factor. —Tarun Pathak

AT&T introduces NumberSync for wearables. Source: AT&T

US carriers like selling wearables, but they really love selling wearables with a SIM card. AT&T launches NumberSync, which allows subscribers to receive/send texts as well as make/receive calls to same number when you leave your phone behind. The service is available for $99 on the Samsung Gear S2 smartwatch. This is just the beginning–more connected watches & services will be announced in 2016. —Jeff Fieldhack

Brazil forces WhatsApp to shut down – briefly.  Source: Techcrunch

The judge that ordered WhatsApp off air reversed his decision after protests. It was a significant backward step for a Brazilian government that had initially seemed progressive on internet use. Even more concerning is its current posturing to close off large parts of social web use – potentially criminalizing posting social media content. Brazil is a powerful player in Latin America. Other countries in the region, for example, Venezuela may take its lead from Brazil. If this ban persists and leads to other restrictions around freedom of speech, there’s a very real risk of civil unrest and further pressure on an already beleaguered economic situation.– Tina Lu

Micromax brand YU’s new flagship scales new heights Source: Indian Express

With the launch of Yutopia, YU is now scaling up its portfolio and making sure it covers the different ends of the price spectrum. Backed by Cyanogen, it intends to venture more aggressively into the services ecosystem, deeply integrating them into the platform and thereby differentiating itself in terms of user experience. It increasingly aims to position itself as a brand aiming to make “Android better” for its end-users and not providing an “alternate Android” to the users, thereby giving tough competition to OnePlus and other Chinese players like Huawei and Oppo, all of which are moving up the price bands in India. —Tarun Pathak

Wheels are wobbling on the Xiaomi wagon. Source: WSJ [paywall]

Xiaomi is facing intense pressure as China’s smartphone market saturates. While its global expansion isnt yielding the results as expected it is likely to miss the revised sales target of 80 million units this year from an earlier target of 100 million. In its search for growth we expect Xiaomi to enter the MEA region – following in Huawei and Lenovo’s footsteps. It may also try to enter developed markets like the US, though it likely remains vulnerable to patent assertion by IPR holders that have not been able to fully exercise their rights while Xiaomi has focused on the domestic China market. —Tarun Pathak

Facebook adding multiple new features. Source: CNBC

With 1.5 billion monthly users Facebook is likely to massively undermine the market for business review and recommendation sites like Yelp, Angie’s List, Trip Advisor and others. In addition it is taking on Twitter’s Periscope with another recent launch – live video streams. Facebook is continually exploring how to extend its ad revenue beyond developed markets. New services like these will help it become more relevant in hyper-local Online to Offline (O2O) commerce. Location players with local language support will have more opportunities to extend their consumer reach with Facebook. —Pavel Naiya

iPhone 6c coming soon Source: CNET

Apple’s 4″ display iPhone 6C is imminent: It looks like the new 4 inch iPhone will come out in Q1 2016. This will likely not be a smash hit, but it fills the slot for 4 inch devices and also for the $380-$450 price range for Apple. We think the iPhone 5S price drop was an experiment to test this market. So the result is that it will be successful in Emerging Markets but still demand limited as the price will start at $450 no-contract and fall to $350 in 6 months after launch. There remains interest in the small screen form factor but with phablet penetration rising globally and more than 90% of phones in this price band with 5″ and above displays, this will be a stern test for Apple. We believe a 4.7″ or 5.5″ low-cost iPhone 6c could have made more sense —Tom Kang & Neil Shah

Samsung and Sprint opt for desperate measures Source: Fierce Wireless

Samsung commands 27% of smartphone share at Sprint and wants to increase it this holiday season with attractive offers for its devices. Samsung and Sprint are bundling a 32″ Samsung LED TV for users switching to Sprint or upgrading their devices or adding new lines. This could drive some uptick in holiday sales for Samsung but is certainly a desperate move by both players as they try to limit market share losses. —Neil Shah


Forex 2015-12-17


If you would like to reach out to us, we’d love to hear from you.

Send your queries to

Send your feedback here:

Counterpoint research is a young and fast growing research firm covering analysis of the tech industry. Coverage areas are connected devices, digital consumer goods, software & applications and other adjacent topics. We provide syndicated research reports as well as tailored. Our seminars and workshops for companies and institutions are popular and available on demand. Consulting and customized work on the above topics is provided for high precision projects.

Term of Use and Privacy Policy

Counterpoint Technology Market Research Limited


In order to access Counterpoint Technology Market Research Limited (Company or We hereafter) Web sites, you may be asked to complete a registration form. You are required to provide contact information which is used to enhance the user experience and determine whether you are a paid subscriber or not.
Personal Information When you register on we ask you for personal information. We use this information to provide you with the best advice and highest-quality service as well as with offers that we think are relevant to you. We may also contact you regarding a Web site problem or other customer service-related issues. We do not sell, share or rent personal information about you collected on Company Web sites.

How to unsubscribe and Termination

You may request to terminate your account or unsubscribe to any email subscriptions or mailing lists at any time. In accessing and using this Website, User agrees to comply with all applicable laws and agrees not to take any action that would compromise the security or viability of this Website. The Company may terminate User’s access to this Website at any time for any reason. The terms hereunder regarding Accuracy of Information and Third Party Rights shall survive termination.

Website Content and Copyright

This Website is the property of Counterpoint and is protected by international copyright law and conventions. We grant users the right to access and use the Website, so long as such use is for internal information purposes, and User does not alter, copy, disseminate, redistribute or republish any content or feature of this Website. User acknowledges that access to and use of this Website is subject to these TERMS OF USE and any expanded access or use must be approved in writing by the Company.
– Passwords are for user’s individual use
– Passwords may not be shared with others
– Users may not store documents in shared folders.
– Users may not redistribute documents to non-users unless otherwise stated in their contract terms.

Changes or Updates to the Website

The Company reserves the right to change, update or discontinue any aspect of this Website at any time without notice. Your continued use of the Website after any such change constitutes your agreement to these TERMS OF USE, as modified.
Accuracy of Information: While the information contained on this Website has been obtained from sources believed to be reliable, We disclaims all warranties as to the accuracy, completeness or adequacy of such information. User assumes sole responsibility for the use it makes of this Website to achieve his/her intended results.

Third Party Links: This Website may contain links to other third party websites, which are provided as additional resources for the convenience of Users. We do not endorse, sponsor or accept any responsibility for these third party websites, User agrees to direct any concerns relating to these third party websites to the relevant website administrator.

Cookies and Tracking

We may monitor how you use our Web sites. It is used solely for purposes of enabling us to provide you with a personalized Web site experience.
This data may also be used in the aggregate, to identify appropriate product offerings and subscription plans.
Cookies may be set in order to identify you and determine your access privileges. Cookies are simply identifiers. You have the ability to delete cookie files from your hard disk drive.