‘The Morning Brief’ is a thrice weekly podcast hosted byDia Rekhifrom the Economic Times. The show focuses on sharing stories from the world of business, economy, politics and markets. Dia Rekhi engages in a discussion with our Vice President of Research-Neil Shahcentered around the topic of “Threads.”
Neil talked about Meta’s edge over Twitter and Meta’s strategy, Twitter’s scale in India and its positioning, implications of Musk’s involvement on Twitter’s monetization efforts, Threads immediate aim and challenges.
Apple introduced the App Store on iOS as a digital distribution platform for games and apps and revolutionized the way software is distributed on mobile devices. Roughly, 15-20 years ago, one would have to visit a store to buy a game or software, and the store would charge around 50% as a mark-up fee. The App Store, on the other hand, takes a 30% cut from developers. Google followed the same model onAndroid. BothAppleandGoogletout about the role of the respective app stores in creating new jobs in the “app economy”. And while Apple says it treats all developers equally, there are sops given to the likes ofAmazon Prime Videoby charging a lower % cut. This has led to a battle royale between Apple and Epic Games.
Recently,Fortnitecreator 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 ofFortniteplayers 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’, hostPeter Richardsonis joined byDr. Richard Windsorto 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.
The global smartphone market is undergoing a major change as wetransition from 4G to 5G. And despite the slowdown due toCOVID-19,5Gsmartphone sales are growing as they penetrate themature markets like China, South Korea, Europe and the US. Typically, when a new generation of cellular technology comes in, it is more expensive in the beginning. This has happened with 4G, where the initial smartphones were expensive. But with the economies of scale and penetration in emerging markets,4Gsmartphones and 4G smart feature phones are now affordable. We expect the same to happen with 5G smartphones.
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 ashigh refresh rate displays, bigger batteries andmultiple camera setups, which drive the cost of 5G smartphones.
In the latest episode of ‘The Counterpoint Podcast’, hostPeter Richardsonis joined by analystsShobhit SrivastavaandEthan Qi讨论的因素正在推动马的法案terial (BoM) cost of 5G smartphones. In the discussion, we take a deep dive into the differences between sub-6GHz andmmWaveimplementations, and the additional costs that are involved with mmWave. We also touch upon therole of component vendorsin bringing down the cost.
As theCOVID-19outbreak continues in several countries across the globe, working from home and distance learning from home has become the new normal. Having stable and reliable internet connectivity beyond smartphones has become a top priority. As a result, a lot of pent-up demand for broadband is coming from both developed and emerging markets. With fiber and other fixed wired broadband connectivity being elusive for many consumers,Fixed Wireless Access(FWA) is turning out to be a viable alternative.
FWA technology has been around for quite some time now if you rememberLTEand WiMAX. However, these technologies have complexities involved with laying the cables and fiber to offer last-mile connectivity. These technologies also failed to offer stable internet speeds as wired line broadband. But that changes with 5G.
Fixed wireless access (FWA) is emerging as one of the leading use cases for5GNew Radio (NR) architecture, something that we recently highlighted in ourreport. We at Counterpoint expect that the global consumer 5G FWA will reach more than 50 million connections in 2025 and increase tomore than 450 million in 2030.
In the latest episode of ‘The Counterpoint Podcast’, hostMaurice Klaehneand senior analystTina Luare joined byShiv Putcha, founder and principal analyst atMandala Insightsto 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 10 years.
Detailed analysis on FWA momentum, adoption, opportunities, ecosystem growth, and the outlook is available for licensinghere.
The world around us has changed since theCOVID-19outbreak that started in early 2020. Lockdowns have been imposed in several countries, social distancing is being followed in public places and many other changes that we can notice. COVID-19 has also changed the way we commute and travel, with public transport andshared mobilitytaking a big hit. As a result, mobility looks challenging in the short term. But how does the future of mobility look afterCOVID-19?
Besides the pandemic, we also have theworld economic crisisthat has impacted businesses and consumers across the globe. Considering some people will avoidpublic transportfor a while, there is an increasing need for a personal vehicle. But has that improved the car sales? The pandemic has also forced businesses to go digital, so what are dealers and automakers doing to push sales? We answer these questions and more in our new podcast.
In the latest episode of ‘The Counterpoint Podcast’, hostPeter Richardsonand senior research analyst Aman Madhok discuss the future of mobility after the COVID-19 pandemic. The discussion covers topics including emerging mobility options such ase-bikes,e-scootersandelectric vehicles. 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.
You can also follow our detailed, weekly update on coronavirus’ impact on the global automotive industryhere.
Onlinemusic streamingentered a golden era in 2019, withpaid subscriptions crossing 350 million users. Moving to 2020, the year started with a global pandemic where theCOVID-19virus outbreak was seen in several countries. As a result, lockdowns were imposed in most countries, and that turned out to be a silver lining to accelerate the growth of the music streaming market. Global subscriptions hit394 million in Q1 2020, withpodcastscontinuing to drive growth.
Podcasts have seen big growth as even individual content creators are trying to cater to this segment of the audience. In the current challenging environment due to the coronavirus, health-, wellness- and meditation-related podcasts have grown. Other genres include personal finance and entertainment. The lockdowns have even caused a shift in listening patterns. Earlier, people would listen to podcasts when commuting. Now, as people are spending more time at home, listening has increased on devices likesmart TVs,smart speakers, and more.
To attract more customers, music streaming platforms likeSpotifyhave been bringing promotional offers in key markets like India. The company is offering a yearly subscription plan for just INR 699 (around $9).Apple Music, on the other hand, has expanded to 52 new countries, offering free subscriptions for six months. In terms of revenue share, Spotify leads the pack, followed by Apple Music and Amazon Music.
In the latest episode of ‘The Counterpoint Podcast’, hostMaurice Klaehneand research analystAbhilash Kumardiscuss 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 foundhere.
We are living in an interesting time where5Gis finally making inroads in the mature markets like the US, the UK, China, and South Korea, among others. But more interestingly, while these markets are transitioning from4Gto 5G, a lot of emerging markets are stuck on 2G. Even markets like India, which is now the second-biggest smartphone market in the world, has 4G connectivity, but2Gand3Gfeature phones are still relevant.
The challenge for telecom operators here is to convince these 2G/3G feature phone users to upgrade to a 4G enabled smartphone. But given the budget constrains of these users, operators and handset vendors need to develop low-cost devices that connect the unconnected to the internet. It also opens up opportunities to bring smart feature phones that support apps likeWhatsApp, YouTube,digital paymentslikemPesa, and more.
In the latest episode, “The Counterpoint Podcast” hostMaurice Klaehneand associate directorTarun Pathakdiscuss the feature phone market which has a sizeable chunk of share. The discussion focuses on different topics like opportunities for both handset vendors and network operators. Even a popular feature phone chipset maker like Unisoc can have a bigger role from the 5G NR IoT perspective.
Detailed whitepaper highlighting Cellular Technology Transitions and Potential for SoC Players can be foundhere.
Thesmart homemarket has been steadily growing, with security cameras,smart speakers, andsmart TVscurrently dominating the market. According to Counterpoint’s latest research,growth at a CAGR of 21% is projectedfrom 2019-2025. We are expecting six billion Wi-Fi capable smart home devices will be shipped globally between 2020-2025.
Smart speakers have been the fastest-growing smart home devices due to the low entry barrier. They offer access to voice assistants and let you control other smart home devices. Security cameras offer additional layers of security and peace of mind, whereas connected TVs challenge conventional cable viewing by helping people ‘cut the cord’. In the next five years, other segments such as dishwashers, refrigerators, and laundry machines with smart home capabilities are likely to get more mainstream.
In the latest episode of “The Counterpoint Podcast” hostRitesh Bendreand Counterpoint Research analystMaurice Klaehnediscuss the current state of the smart home market. Maurice sheds light on why we believeWi-Fi 6will drive the smart home connectivity by 2025. The discussion also touches up the strongest growth areas in the segment as more household items become connected. These include white goods, smart lighting, and home automation segments.
A lot has changed over the past couple of months ever since theCOVID-19outbreak has been declared as “pandemic” by the WHO. To control thecoronavirus爆发,来自世界各地的国家into lockdown mode. This has completely transformed the way we have been used to working. While several industries and business sectors are feeling the heat, the Indiasmartphonemanufacturing sector seems to be heavily impacted.
Due to the lockdown, both online and offline smartphone sales have completely stopped. With workers locked down in their homes, the production has also come to a standstill. As of now, the state governments have extended the lockdown till May 3, but there is no clarity on whether or not it will be extended further. But exactly how much of an impact are we talking about here?Samsunghas the biggest manufacturing plant in Noida, where it manufactures devices for India as well as for exporting globally. Companies likeOppomanufactures smartphones in India,Xiaomimakes smartphones, smart TVs and accessories like power banks in India. They are all severely affected with this lockdown.
In the latest episode of “The Counterpoint Podcast” hostRitesh Bendreand Counterpoint Research associate directorTarun Pathakdiscuss the impact of COVID-19 on India smartphone manufacturing. We also talk about smartphone segments that will likely be affected due to the coronavirus. The topic also covers supply and demand, and our revised outlook for 2020.
Smartwatches are gaining popularity worldwide, especially given the fact that they double asfitness trackers. But they are not just for adults. There is a market forkids’ smartwatchtoo. Thesesmartwatchesaren’t just fancy toys for tech kids, but they are functional too – having features like4Gconnectivity, GPS and geo-fencing to name a few.
Exhibit: Global Kids Smartwatch Shipment by Brand Market Share in 2018 vs 2019
Chinese brands have been quick to realize the demand and capitalize on the same. In fact,China dominates the kid’s smartwatch market globallywith 62% market share. In the latest episode of “The Counterpoint Podcast” host Ritesh Bendre and Research AnalystSatyajit Sinhadiscuss about the fast-growing kids’ smartwatch that is shaping up. The podcast covers topics like top players and their market share, privacy and security related to these smartwatches and more.
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