45 episodes

With "The Counterpoint Podcast" we aim to deliver deeper and unique, fact-based insights on various industry trends and topics in multiple engaging ways.

The Counterpoint Podcast Counterpoint Research

    • Technology
    • 5.0 • 2 Ratings

With "The Counterpoint Podcast" we aim to deliver deeper and unique, fact-based insights on various industry trends and topics in multiple engaging ways.

    High-Res, Lossless Audio Crucial to Deliver Music in its Purest Form

    High-Res, Lossless Audio Crucial to Deliver Music in its Purest Form

    Personal and home audio technology has greatly evolved over the years. We have moved from wired to mono Bluetooth and stereo wireless headphones to True Wireless Stereo (TWS) earbuds. In the home audio segment, soundbars are becoming popular as they can deliver a great home theatre experience. But it is not just about the changing form factors, there have been improvements in audio delivery systems as well. Support for higher quality audio, such as lossless audio, is important in delivering music in its purest form. 
    The TWS earbuds, in particular, include a lot of hardware and software features that enable Active Noise Cancellation (ANC), ambient awareness, and multiple mics to offer crisp call clarity. These features are quite helpful in the current work-from-home and learn-from-home scenarios. Also, 5G is here, enabling higher throughput and thus higher quality audio from streaming services like Tidal, Spotify, Amazon Music HD and Apple Music, which was not possible in the 3G and 4G era. So, why are these new technologies important in enhancing the audio listening experience? 
    In the latest episode of ‘The Counterpoint Podcast’, host Peter Richardson is joined by Gyanendra Singh, Head of Audio Marketing for Sony India, to talk about trends in the audio space. Singh, with his 17 years of experience in Sony’s audio department, shares his thoughts on high-res and other audio formats, how the COVID-19 pandemic has seen a surge in demand for audio products, and more. He also touches upon the home audio segment and how it is growing due to the pandemic-triggered restrictions on visiting cinema halls.

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    • 20 min
    COVID-19 Second Wave To Test Resilience of India's Growing Smartphone Market

    COVID-19 Second Wave To Test Resilience of India's Growing Smartphone Market

    As India battles a more virulent second wave of COVID-19, lockdown-like restrictions have been imposed across several states. This has impacted several businesses and industries, including the country’s smartphone market, which had registered record growth in Q1 2021 due to pent-up demand. With the restrictions on, the smartphone growth story has not continued in Q2 2021 as smartphones are not considered an essential category. 
    The number of COVID-19 cases has come down from its peak in the last two weeks of May, bringing some respite. But how much of an impact has the second wave created on India’s smartphone sales and manufacturing? There is also a looming uncertainty around a possible third wave in the next few months that could lead to another demand and supply disruption. 
    In the latest episode of ‘The Counterpoint Podcast’, host Peter Richardson is joined by Research Director Tarun Pathak and Senior Analyst Prachir Singh. They discuss the current scenario in the Indian smartphone market, the global chip shortage, and how manufacturing capacity and inventory have been affected. The imbalance also raises questions about the forecast and outlook for 2021, where Prachir and Tarun have covered different scenarios and use cases that could guide the market this year.

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    • 28 min
    Operator Promos Drive US 5G Smartphone Prices Under $150

    Operator Promos Drive US 5G Smartphone Prices Under $150

    The beginning of 2020 was quite challenging for the smartphone market after the COVID-19 outbreak, which resulted in lockdowns across several countries. However, things eased in the second half with pent-up demand driving smartphone sales. The momentum continued through Q1 2021, with the iPhone 12 and Samsung Galaxy S21 series doing well in the premium segment. Even the telecom operators offered great deals and trade-in offers that helped in ensuring better sales. 
    Prices of prepaid 5G smartphones in the US have come down in just under two years. With promotional offers from operators, we are even seeing these devices available under $150. So, operators are going all out with their marketing budget to push sales. Talking about this mid-range segment, LG has announced its formal exit from the smartphone market, which will leave a void to be filled in. It creates an opportunity for other smartphone makers such as Samsung, Motorola, Alcatel and TCL to increase their share. 
    In the latest episode of ‘The Counterpoint Podcast’, host Maurice Klaehne is joined by Research Director Jeff Fieldhack to talk about the US smartphone market, refurb channel, smartphone spec upgrades and more. The discussion highlights how the smartphone market is recovering after the COVID-19 impact, and touches upon the ongoing semiconductor chip shortage and its implications. Jeff also offers insights on how the prepaid and postpaid channels are performing, how 5G mobile broadband and home broadband are shaping up to ease work-from-home, and much more.

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    • 27 min
    Online Channels Help SEA Beat COVID Blues, Attract OEMs

    Online Channels Help SEA Beat COVID Blues, Attract OEMs

    The South East Asia (SEA) smartphone market declined in the first half of 2020 due to COVID-19 lockdowns. But as the restrictions started to ease, OEMs were quick enough to focus on online channels to meet the pent-up demand. Online channels in...

    • 21 min
    5G Smartphone Shipments to Double in 2021 Despite Component Shortages

    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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    • 25 min
    Auto Sector’s Semiconductor Shortage Likely to Ease in Late 2021

    Auto Sector’s Semiconductor Shortage Likely to Ease in Late 2021

    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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    • 23 min

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