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The Counterpoint Podcast
The Counterpoint Podcast episodes
- iPhone 12 to Make 5G Mainstream in Europe
In the latest episode of ‘The Counterpoint Podcast’, host Peter Richardson is joined by associate director Jan Stryjak to talk about the European smartphone market outlook. Jan shares some updates on COVID-19, and how the market has been performing. The discussion touches upon the gap that Huawei has created and smartphone makers that are benefitted from that. And lastly, Jan also talks about the new Apple iPhone 12 series and how it can give the much-needed boost to 5G in Europe.
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The lockdown period brought upon the pent-up demand, and smartphone makers are coming up with aggressive marketing strategies to cater to the users. Aggressive pricing and innovative marketing strategies such as shopping through WhatsApp have helped smartphone makers bounce back. E-commerce platforms are also running promotional sales with discounts and more, which has further helped the growth.
In the latest episode of ‘The Counterpoint Podcast’, host Maurice Klaehne is joined by research associate Tanvi Sharma to talk about the SEA market. The discussion revolves around the impact of coronavirus on smartphone market, brand strategies and the shift from offline to online sales. The podcast episode also highlights how brands are re-calibrating and diversifying production to ensure minimal disruption if such a situation arises again.
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The foldable phones have been around for a few years now, especially if you remember the clamshell form factor. Even the Nokia Communicator was a foldable smartphone with a small screen on the outside and a bigger display on the inside. But a lot has changed over the years, as we moved from phones with alphanumeric keypads to full QWERTY keyboards to a fully evolved touchscreen smartphone. A smartphone with a flexible, foldable display which was once just a concept, is now a reality. The current foldables come in different form factors, offering different functionalities.
In the latest episode of ‘The Counterpoint Podcast’, host Maurice Klaehne is joined by VP of Research Neil Shah to talk about foldable smartphones. Having used the Galaxy Fold before, and currently using the Galaxy Z Fold 2, Neil shares his thoughts on foldables, and his first impressions of the new Samsung foldable phone. The discussion also touches upon different foldable form factors that we have seen so far, the challenges from design and software perspective, and more.
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Recently, Fortnite creator Epic Games bypassed the App Store payment gateway, after which Apple booted the game out of the App Store and also terminated their account. In return, Epic Games filed a lawsuit against Apple, after which Apple also filed its counterclaims alleging breach of contract. In a court filing, Epic Games accused Apple to maintain its monopoly over in-app payments on the iOS platform and inflating prices. This battle that would eventually hurt Epic Games more as millions of Fortnite players access the game from Apple devices. It will be interesting to see how this battle will eventually resolve.
In the latest episode of ‘The Counterpoint Podcast’, host Peter Richardson is joined by Dr. Richard Windsor to talk about the App Economy and the problems related to it. He is the Research Director at large at Counterpoint Research, and also the founder and owner of the research company, Radio Free Mobile. In the podcast, Richard deep dives to explain about the battle royale that is happening between Apple and Epic Games. The discussion also touches upon iOS 14 mandating App Tracking Transparency and the implications. He also shares his views on a better way to grow the app economy.
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There are various factors that drive the cost of 5G smartphones. As the technology is still in its nascent stage, smartphone makers need to add a separate baseband, RF antennas, and passive filters for 5G to work. But there are other factors, such as high refresh rate displays, bigger batteries and multiple camera setups that drive the cost of 5G smartphones.
In the latest episode of ‘The Counterpoint Podcast’, host Peter Richardson is joined by analyst Shobhit Srivastava and Ethan Qi to discuss factors that are driving the Bill of Material (BoM) costs of 5G smartphones. In the discussion, we deep dive into differences between Sub-6GHz and mmWave implementations, and the additional costs that are involved with mmWave. We also touched upon the role of component vendors in bringing down the cost and more.
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In the latest episode of ‘The Counterpoint Podcast’, host Maurice Klaehne is joined by research director Jeff Fieldhack and senior analyst Pavel Naiya to discuss how Americans are entertaining themselves amid the lockdowns. Pavel offers insights on different apps and services consumers are spending their money on. Jeff, on the other hand, sheds some light on how carriers were well prepared to offer uninterrupted internet access, even with the spike in usage. He also talks about different promotional offers that carriers have been running on different streaming services to get the consumers hooked on.
For those interested in a detailed analysis of app spending and other smartphone consumer behavior, the full report is available for our subscribed clients on our research portal.
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Fixed wireless access (FWA) is emerging as one of the leading use cases for 5G New Radio (NR) architecture, something that we recently highlighted in our report. We at Counterpoint expect that the global consumer 5G FWA will reach more than 50 million connections in 2025 and increase to more than 450 million in 2030.
In the latest episode of ‘The Counterpoint Podcast’, host Maurice Klaehne and senior analyst Tina Lu are joined by Shiv Putcha, founder and principal analyst at Mandala Insights to talk about FWA. The topic of the discussion covers primary drivers for FWA momentum, current deployment status and challenges. We also offer an insight onto the outlook of Fixed Wireless Access for the next 30 years.
Detailed analysis on FWA momentum, adoption, opportunities, ecosystem growth, and the outlook is available for licensing here.
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In the latest episode of ‘The Counterpoint Podcast’, host Peter Richardson and senior research analyst Aman Madhok discuss the future of mobility post the COVID-19 pandemic. The discussion covers topics such as emerging mobility options such as e-bikes, e-scooters, electric vehicles, and more. We have also touched upon the types of investments and partnerships that are happening in the industry, and how they will benefit the future of world mobility. Come join us to listen to the podcast.
You can also follow our detailed, weekly coronavirus update and its impact on the global automotive industry here.
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The Q2 2020 was probably one of the worst quarters for smartphone makers in years. As the COVID-19 outbreak started, the Indian government had imposed a strict lockdown starting March 25. As a result, smartphone production and sales came to a standstill. April was the worst month with all smartphone brands registering zero sales. Though, as lockdown restrictions started to ease, pent-up demand pushed India smartphone user base to half a billion.
In the latest episode of “The Counterpoint Podcast”, host Peter Richardson is joined by research analyst Shilpi Jain to talk about how the India smartphone market performed in Q2 2020. The discussion touches upon various topics from supply and demand side, effects of India-China border clash on consumer sentiments and more.
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In the latest episode of ‘The Counterpoint Podcast’, host Maurice Klaehne and research analyst Abhilash Kumar discuss the growth of the music streaming market in Q1 2020. We also deep-dive to understand factors that are driving the growth of podcasts and touch upon the revenue share of the music streaming platform.
Our detailed report on the Global Online Music Streaming Market in Q1 2020 can be found here.
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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.