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The Counterpoint Podcast
The Counterpoint Podcast episodes
- 5G Smartphone Shipments to Double in 2021 Despite Component Shortages
We saw the first wave of 5G smartphone launches in H1 2019 with prices above $1,000. These premium smartphones gave way to a completely new pricing landscape in just around a year, with the most affordable 5G smartphone coming under $200 in China in 2020. Moving into 2021, we have the ongoing issue of component shortages across the semiconductor industry.
In our previous podcast, we discussed the auto sector’s semiconductor shortage and how it may not ease until late 2021. But how will the chip and component shortage impact the smartphone market in 2021? Will we see the prices of 5G smartphones going down further or will they stabilize? While operators in the US are pushing for mmWave 5G, the other regions are mostly looking at Sub-6GHz. So, will Sub-6GHz 5G smartphones outsell the mmWave ones?
In the latest episode of ‘The Counterpoint Podcast’, host Peter Richardson is joined by Associate Director Brady Wang and Research Analyst Parv Sharma to discuss our growth outlook for 5G smartphones, expectations for 2021 and a lot more.
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The COVID-19 pandemic impacted automobile sales in H1 2020. But as the demand started recovering in H2 2020, the semiconductor shortage crisis hit the automobile industry too. The chipset production capacity is already stretched by the rise in demand from smartphones and laptops due to work-from-home and learn-from-home. As a result, the semiconductor shortage faced by the automobile industry is unlikely to ease before late 2021. Some automakers have already been forced to slow down their car sales due to production delays.
In the latest episode of ‘The Counterpoint Podcast’, host Peter Richardson is joined by Research Director Dale Gai to discuss the semiconductor chip shortage faced by the automotive sector. Dale weighs in on points like how the capex boost will not solve the shortage problem. He also shares his views on the foundry industry’s revenue growth, and challenges and opportunities for Chinese semiconductor manufacturers like SMIC.
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With smartphones becoming ubiquitous, data security has come under the scanner. In particular, robust security is needed to use smartphones for activities like financial transactions and for unlocking our homes and cars. This is where embedded hardware security can help in storing user credentials securely in an environment called secure element (SE).
Around 35% of the smartphones sold globally in H1 2020 had embedded hardware security, according to the latest research from Counterpoint’s Component Practice. Apple led with 39% market share, followed by Huawei, Qualcomm and Samsung. Currently, the secure element chips are mostly seen in premium smartphones, but we expect them to trickle down to the lower tiers. By 2025, over 50% of smartphones will have embedded hardware security.
In the latest episode of ‘The Counterpoint Podcast’, host Maurice Klaehne is joined by research analyst Parv Sharma to discuss different types of secure elements in smartphones. The discussion also deep-dives into the embedded secure element (eSE), integrated secure element (inSE), and physically unclonable function (PUF).Follow us on social media platforms –
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Over the years, the size of the SIM card has shrunk from a credit card form factor to a size smaller than the index fingernail. But as we move into a more connected world with NB-IoT devices and foldable smartphones, the eSIM (or embedded SIM) is gaining popularity.
The eSIM eliminates the need for having a physical SIM card slot, thus saving the board space for engineers, which can be used for other components. It has a wide range of applications, from smartphones and smartwatches to always-connected laptops and NB-IoT devices.
In the latest episode of ‘The Counterpoint Podcast’, host Peter Richardson is joined by VP of Research Neil Shah and Senior Analyst Karan Dasaor to discuss types of eSIMs, top players in the industry, and more. The discussion also touches upon the impact of implementing eSIM on the BOM cost and benefits across the value chain.
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Despite economic uncertainty that was created, the key takeaway from 2020 is that the smartphone market is resilient as there is a strong demand for it. There were interesting events that took place in 2020, where we saw the shift in channel where online sales have been growing. There were some geopolitical issues too where US sanctions on Huawei caused a major impact on the company. Huawei lost access to GMS for Play Store and lost access to TSMC for chipsets, among others.
At the start of the year, we were expecting 2020 to be a breakout year for 5G, and while we saw a lot of 5G phones launch, the uptick started only after the iPhone 12 launch. In just two weeks of launch, the iPhone 12 is now the world’s number one 5G smartphone.
In the latest episode of ‘The Counterpoint Podcast’, host Peter Richardson is joined by Associate Director Tarun Pathak to talk about how 2020 shaped up amidst the coronavirus pandemic. We also discuss the important events that took place this year, brand strategies and more. Finally, we also share our outlook for 2021. Come, join us to listen to this in-depth podcast summarizing 2020.
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With the COVID-19 pandemic, the world around us has changed with people working-from-home, and students learning-from-home. XR is all about offering users with an immersive experience, and standalone gaming could be one of the key drivers for the eXtended reality platform. With learning can be fun as explaining the concept of universe, chemistry and physics could be fun and exciting with virtual and augmented reality (AR). It could even benefit the manufacturing and healthcare sector among many other possibilities.
In the latest episode of ‘The Counterpoint Podcast’, host Peter Richardson is joined by Research Analysts Karn Chauhan and Harmeet Singhwalia to share their perspectives on eXtended reality. We discuss the current developments in the XR industry, the limitations and future expectations. How will XR benefit with 5G coming in the picture? Will the rumored Apple glasses be the inflection point that the XR industry needs for mass adoption? All this and more, join us to listen in our latest podcast.
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Wearables come in different forms, from fitness bands to smartwatches. These devices have a unique proposition as they are worn on wrist. This enables the user to constantly monitor vital health parameters. Basic fitness trackers come with features like a pedometer, sleep monitor and heart rate sensor. The advanced ones include GPS and workout detection features to log cycling, skipping, squats and other forms of exercises. Smartwatches like the Apple Watch and Samsung Galaxy Watch feature ECG, fall detection and LTE connectivity as well.
In the latest episode of ‘The Counterpoint Podcast’, host Peter Richardson is joined by Senior Analyst Yang Wang and Research Analyst Ankit Malhotra to discuss wearables. The discussion touches upon how wearables are motivating users to get fitter, and how they are saving lives. We also talk about how OEMs can earn recurring revenues by offering additional services, and different partnerships that could help accelerate the adoption.
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The gaming smartphones are more powerful than the regular flagship smartphones in terms of hardware, design and capabilities. In fact, popular features such as high refresh rate displays, vapour chamber cooling and dedicated gaming mode were first introduced in gaming smartphones. But what differentiates these special phones from regular flagship smartphones? And who are these phones meant for? We discuss all that and more in a podcast.
In the latest episode of ‘The Counterpoint Podcast’, host Maurice Klaehne is joined by Dinesh Sharma, Business Head, Commercial PC and Smartphone, Asus India, to talk about gaming smartphones, mobile gaming, 5G, cloud gaming and much more.
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AI is a broad definition that includes everything from statistical analysis to software to deep learning. Now, there are companies there are actually doing AI by pushing back the boundaries, and we call them practitioners. Then there are others that base their intelligence on statistics, that we call pretenders. There is also a third category called “tricksters” that do not do any AI at all. So, what is the percentage like for these companies?
In the latest episode of ‘The Counterpoint Podcast’, host Peter Richardson is joined by Richard Windsor who is a research director at large at Counterpoint Research, and also the founder and owner of the research company, Radio Free Mobile. In this podcast, Richard deep dives into the challenges and shortcomings of artificial intelligence and deep learning. The discussion also touches upon how COVID-19 pandemic has impacted the development of AI, especially for sectors where the rule of the game changes with social distancing.
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There are different types of connected cars that are available in the market, from embedded TCUs to hybrid and smartphone-connected ones. Add-on connectivity features also open up new revenue streams for automakers. But which are the leading automakers in the connected cars market, what are the key drivers and which countries are leading the segment? We discuss all this and more in our latest podcast.
In the latest episode of ‘The Counterpoint Podcast’, host Maurice Klaehne is joined by senior analyst Aman Madhok to talk about the connected cars market. Aman touches upon some interesting topics such as the type of network connectivity in connected cars, cockpit digitization and more. The discussion also highlights 5G in connected cars, autonomous vehicles, and growth expectations for the future.
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About The Counterpoint Podcast
From the publisher's feed
With "The Counterpoint Podcast" we aim to deliver deeper and unique, fact-based insights on various industry trends and topics in multiple engaging ways.