Peter Richardson

Partner at Counterpoint Research. Mobile industry veteran who loves all things tech. Swims, bikes and runs for fun. Ironman. Born at 321ppm CO2; almost 421 now.

[Peter Richardson @MobilePeter]

@elonmusknews30 A

[Peter Richardson @MobilePeter]

@BYDCompany BYD is building manufacturing facilities in Hungary and Turkiye.

[Peter Richardson @MobilePeter]

Maria Grazia Davino SVP of @BYDGlobal in Germany and Northern Europe, super impressive discussion about the company’s development in the region. A lot of work to do but making rapid progress. #REAutoEU

[Peter Richardson @MobilePeter]

@BYDCompany @BYDCompany will address all levels of the European market including bringing its premium Denza brand cars starting late 2025.

[Counterpoint Research @CounterPointTR]

Just Published: BYD to Surpass Tesla as Global BEV Leader in 2025 for First Time

Key Takeaways:
📌We forecast BYD to claim the top spot in global #BEV unit sales in 2025 with a 15.7% market share, driven by scale, innovation, and strong government backing.
📌#BYD’s newly unveiled ultra-fast charging system outperforms Tesla’s Supercharger and sets a new industry benchmark.
📌BYD’s vertically integrated supply chain enables competitive pricing and operational efficiency.
📌@Tesla faces mounting headwinds, including reputational challenges, geopolitical risks, and softening sales in key markets.

More insights in a detailed blog here:
https://t.co/r59y1Mjebc

#Tesla #BYD #BEV @BYDCompany @BYDGlobal

[Counterpoint Research @CounterPointTR]

Just Published: Over 25% of Laptop PCs Shipped in 2024 Were GenAI Capable

Key Takeaways:
📌The global #PC market had a relatively healthy shipment growth in Q4 2024, driven by #AI PCs, year-end holiday season and subsidies in China.
📌Lenovo continued to lead the PC market in 2024 with 4.6% #growth, followed by #HP, #Dell and Apple. ASUS and Acer’s growth was relatively healthy.
📌AI laptops continued to gather steam in 2024 with AMD, Qualcomm and #Intel driving #CoPilotPlus laptop PCs and NVIDIA driving #GenAI-capable high-performance laptop PCs.
📌AI laptops are poised to capture close to 60% of the total #laptop market in 2025.

Read the complete note here: https://t.co/R7YCG1q6mI

#AIPC #shipments #research #markets #technology #trends #insights

[Counterpoint Research @CounterPointTR]

Meet Counterpoint Research at Galaxy Unpacked 2025

We're excited to be at #Samsung's #GalaxyUnpacked event on January 22, 2025. Join our team to discuss the latest trends in #technology and #telecommunications.

Attendees:
• Neil Shah, VP of Research
• Jeff Fieldhack, Research Director
• Jan Stryjak, Associate Director
• Gerrit Schneemann, Senior Analyst

More details here and meeting link here: https://t.co/RVBwNlRvx3

#events #research #Innovation #tech #trends

[Peter Richardson @MobilePeter]

@corry_wang Hindsight makes everyone think they would have done things differently. But in the moment, when you don't really know how things will play out, it's easy to let things slide. And of course, this was the first of many competitive analyses, that still didn't change the outcome.

[Peter Richardson @MobilePeter]

@corry_wang So, when iPhone actually launched, we were not surprised, but there was still a reluctance in the corporate consciousness to see the threat (existential as it proved to be) as real.

[Peter Richardson @MobilePeter]

@sarvikas @inseego Congrats @sarvikas and @inseego . Exciting times!

[Peter Richardson @MobilePeter]

@JezCox Enjoyed your ode to MVDP, loved it 👏

[Peter Richardson @MobilePeter]

@ianfogg42 It looks marginally better than the approx 10g of fried maize on our flight. I am so deeply unimpressed with BA that I will actively avoid it from now on.

[Peter Richardson @MobilePeter]

@charlesarthur A big part of @Qualcomm messaging is to reassure buyers (consumer and corporate) that software compatibility is not a big issue and any that remain are fast receding.

[Peter Richardson @MobilePeter]

@Snapdragon X-Plus 8 core comes initially in 2 SKUs, based on new silicon but with a smaller die size than X-Elite. Package is the same size to allow OEMs to run almost identical motherboard designs.

[Peter Richardson @MobilePeter]

@Qualcomm responding to demand with a Snapdragon X-series chip enabling AI PCs in the $800 range. Strong benchmarks and a compact footprint

[Peter Richardson @MobilePeter]

@GadgetFreak4U @Samsung @CounterPointTR @Tarunpathak @neiltwitz @varun_sinha10 @ravitejasharma @SamsungIndia @SamsungNewsIN @SamsungMobile @SamsungMobileUS @SamsungNewsroom @sophia0417 @Lightroom @Android @intel @instagram @Snapchat @Qualcomm @Snapdragon_IN @Snapdragon @saschasegan @AlexKatouzian @Google AGEs create an autofluorescence in the skin, which can be detected - presumably what Samsung's sensors look for. Dietary factors are strongly linked to AGE formation with meat and animal products the biggest contributors. Will Samsung be promoting more plant based diets now?

[Peter Richardson @MobilePeter]

@GadgetFreak4U @Samsung @CounterPointTR @Tarunpathak @neiltwitz @varun_sinha10 @ravitejasharma @SamsungIndia @SamsungNewsIN @SamsungMobile @SamsungMobileUS @SamsungNewsroom @sophia0417 @Lightroom @Android @intel @instagram @Snapchat @Qualcomm @Snapdragon_IN @Snapdragon @saschasegan @AlexKatouzian @Google Tracking of Advanced Glycation End-Products (AGEs) is a big deal. AGEs are implicated in a range of diseases including cardiac health and even Alzheimer's, but even basic cognitive function deteriorates with greater AGEs.