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Dear reader, 
Welcome to this week’s edition of our newsletter.

With key iPhone markets nearing saturation, Apple’s other successful products like Apple Watch are fast gaining importance in the company’s revenue mix. According to Matthew Orf, Apple Watch offers an annual revenue opportunity of $70 billion.
Meta recently launched the Meta Quest Pro mixed reality headset. It comes at a price of $1,499, around double the price expected by the market before the launch event. Will this impact its sales? Harmeet Singh Walia finds out.
The Russia-Ukraine war has hit hard the EV market in Europe, with sales increasing 16% YoY in Q2 2022. According to Ayush Bhardwaj, Volkswagen was hurt the most among European OEMs, losing its top-selling EV brand status to Mercedes-Benz.

All this and much more in the news scroll below. 

Happy reading and stay safe!
Team Counterpoint
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Recent Insights

Highest Ever: Apple Watch Attach Rate Reached 30% in North America in H1 2022

In H1 2022, Apple Watch’s attach rate reached 30%, the highest for any half year since launch. The watch has evolved in consumers’ eyes from a cool...Read more

European EV Market Grew 16% in Q2 2022 led by Mercedes

Mercedes-Benz overtook Volkswagen to become the top-selling EV brand in Europe. Germany leads the European market with 28% share...Read more

Meta’s New Quest Pro: More Attractive to Enterprises Than Gamers

As expected, Meta launched Meta Quest Pro at Meta Connect 2022. It will be available from October 25, however the Quest Pro’s $1499 price tag...Read more

Qualcomm On Track To Launch Open RAN 5G Macro Base Station Portfolio

Qualcomm is in the midst of developing a suite of open RAN-based 5G infrastructure products. Two years ago, the vendor announced a new...Read more

Glance Active User Base in India Reaches All-time High of 189 Million in Q2 2022

6 million active users were added to Glance’s lockscreen platform in Q2 2022. Glance launched the Hyperlive content format to boost engagement...Read more

Podcast

Podcast #59 – Connecting the Unconnected!

When we formed Counterpoint a decade ago, our passion and mission were to provide the best, in-depth insights, data, and advisory services for the technology industry. We considered mobile connectivity and devices to be pivotal to the massive...Read more

Chart of the week:
Cellular AIoT Module Shipment Share by AI Capability by 2030
(You may have to enable images to see this chart)

Global Cellular AI Module Forecast 2019 - 2030
Click here to view this report on our Research Portal

Featured Reports

Global Foldable Smartphone Market Tracker, Q2 2022: Sep2022

Global foldable smartphones in the 2Q 2022 showed a sell-in volume of 1.91 m units, showing an increase of 250% year on year and 24% quarter on quarter. This result was largely due to an increase in the number of participants in the foldable market, while Samsung still leads.

Click here to view this report on our Research Portal

New Reports

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