Varun Gupta @guptavarun_v

Analyst at @CounterpointTR Previously with @Dyson AI, eSIM, IoT Devices & Ecosystem, Robotics & Smartphones Cricket Bengaluru, India Joined August 2021

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Manu Kumar Jain @manukumarjain

a month ago

Top 10 cities in #AI adoption: both #Dubai and #AbuDhabi make it to the global top 10! 🚀 - @CounterPointTR research When I moved to the UAE a few years ago, I was struck by something exemplary: the country already had a Minister of AI. Since then, I’ve seen the ambition of this…

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Counterpoint Research @CounterPointTR

a month ago

Just Published: Foldable Smartphone Growth in Rest of APAC: Chinese OEMs Bring Their A Game Key Takeaways: 📌Foldable smartphone shipments in the Rest of APAC region (Asia-Pacific excluding mainland China, India, Japan and South Korea) have grown at a 95% CAGR from 2019 to…

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Counterpoint Research @CounterPointTR

3 months ago

Meet Counterpoint Research at @Apple WWDC 2025 Counterpoint Research’s Research Director, Tarun Pathak and Research Director and General Manager, NAM, Jeff Fieldhack, will be on-site at WWDC 2025 to deliver first-hand insights, connect with key ecosystem players, and analyze the…

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Aditya Kalra @adityakalra

3 months ago

STQC, under India’s IT ministry, has 15 labs handling 28 applications at once. As of today, 342 applications are pending, with only 35 cleared, mostly local firms. "All ongoing projects will go on halt," Vivotek’s Sanjeev Gulati warned officials

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Aditya Kalra @adityakalra

3 months ago

"Expectations such as source code sharing, retesting post firmware upgrades, and multiple factory audits significantly impact internal timelines," Infinova sales executive Sumeet Chanana said in an email

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Aditya Kalra @adityakalra

3 months ago

India’s CCTV market set to hit $7 billion by 2030, up from $3.5 billion last year, per @CounterPointTR Counterpoint Research. Hikvision and Dahua hold 30% of the market, with 80 percent of total CCTV components from China, analyst Varun Gupta told Reuters. @guptavarun_v

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Rest of World @restofworld

4 months ago

Will India’s new satellite internet rules impact Starlink’s ambitions? @tame_wildcard, @guptavarun_v, and other experts weigh in restofworld.org/2025/india-sat…

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Counterpoint Research @CounterPointTR

5 months ago

Counterpoint Conversations: eSIM adoption is reshaping the consumer-device landscape. In this highlight from a recent #conversation, our Senior Analyst Varun Gupta (@guptavarun_v) speaks with Aya El Mernissi (@AyaElMernissi), Product Marketing Manager at IDEMIA Secure…

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Tarun Pathak @Tarunpathak

7 months ago

#Budget2025 @CounterPointTR Middle class got a major relief and spending likely to go up

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7 months ago

#Budget2025 @CounterPointTR Middle class got a major relief and spending likely to go up

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Tarun Pathak @Tarunpathak

7 months ago

@CounterPointTR If we translate the net imapct from all these components as a %age of BOM,this will translate to an impact of 3-4% but not all OEMs are willing to pass on to the consumers but atleast this will streamline duty structure on sub components @CounterPointTR moneycontrol.com/budget/no-smar…

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Tarun Pathak @Tarunpathak

7 months ago

Some additional comments on #Budget2025 here indiatoday.in/technology/new… @CounterPointTR

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Tarun Pathak @Tarunpathak

7 months ago

As expected great relief for the middle class with the change in Income tax slabs will. This will have a direct impact on disposable income and an indirect impact on sales of electronic goods. Comments shared with @DanishKh4n @moneycontrolcom moneycontrol.com/news/business/…

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Tarun Pathak @Tarunpathak

7 months ago

With inflation and tax liability putting pressure on disposable incomes, consumers are hoping for relief through higher tax exemptions or deductions. Adjustments to income tax slabs or an increased standard deduction could provide immediate respite #Budget2025

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Tarun Pathak @Tarunpathak

7 months ago

The semiconductor industry also expects increased investment in skill development and R&D funding, which would further accelerate innovation, empower the workforce, and attract foreign companies, positioning India as a competitive global hub #Budget2025

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Tarun Pathak @Tarunpathak

7 months ago

These measures could also indirectly benefit the consumer electronics industry, where categories like smartphones and TVs have seen sluggish demand, particularly in the mass-market segment #Budget2025