# Counterpoint Research

Type: Company

Source: GetYourBrief — https://getyourbrief.com/entity/counterpoint-research
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## Timeline

- **2026-03-21**: Chery Implementation — The announced price increases for the Chery Exeed ET5 officially take effect in the retail market.
- **2026-03-19**: Xiaomi SU7 Adjustment — Xiaomi founder Lei Jun announces a 4,000 yuan increase for the SU7 standard version due to supply chain costs.
- **2026-03-10**: Chery Exeed Announcement — Exeed brand announces a 5,000 yuan hike for the ET5 and a new 5,000 yuan charge for smart driving features.
- **2026-03-08**: FAW Bestune Price Hike — Launch of the 2026 Bestune Yueyi 03 with price increases ranging from 2,000 to 5,000 yuan.
- **2024-Q2**: Valuation Warnings — Howard Morgan and other veteran VCs signal a peak in AI startup pricing.
- **2024-Q1**: Supply Chain Friction — Materials providers like Inox Air Products report lack of support for upstream infrastructure.
- **2024**: ISM 2.0 Expected — Anticipated rollout of expanded incentives for chemicals, gases, and R&D.
- **2021-12**: ISM 1.0 Launch — Indian government announces $10B incentive plan for fabs and display units.

## Recent coverage (5 stories, network-wide)

### Data Center Boom to Drive 30x Power Demand: India's Supply Chain Not Ready
2026-07-20 09:12:32 · Sector: supply · Sentiment: Negative · Impact: 6/10 · Sources: 3

India's explosive data center growth is set to consume 13.56 GW of power by 2032, a 30-fold jump. Supply chain and logistics networks for electricity and water are woefully underprepared, putting data center operations at risk.
Full story: https://getsupplybrief.com/story/india-data-center-30x-power-supply-chain-crisis

### Meta’s $299 Smart Glasses Democratize On-Device AI in a Market Growing 167%
2026-06-26 01:46:56 · Sector: ai · Sentiment: Positive · Impact: 7/10 · Sources: 3

Meta's launch of $299 Meta Glasses brings its AI assistant to a wider audience, capitalizing on a smart glasses market that surged 167% in shipments in Q1 2026. By slashing hardware costs, Meta is making on-device AI a daily reality for consumers, helping justify its massive infrastructure investments while competing in an increasingly AI-driven wearables sector.
Full story: https://getaibrief.com/story/meta-glasses-299-ai-access

### Chinese EV Makers Pivot to Price Hikes Amid Surging Supply Chain Costs
2026-03-24 00:32:02 · Sector: climate · Sentiment: Negative · Impact: 7/10 · Sources: 2

Xiaomi, Chery, and FAW Bestune have implemented price increases for key EV models, citing a 127% surge in lithium carbonate and a 90% spike in memory chip costs. However, analysts warn that stagnant domestic demand may soon force a return to the aggressive discounting that defined the 2025 market.
Full story: https://getclimatebrief.com/story/chinese-ev-price-hikes-supply-chain-costs

### India's Chip Ambitions Face Subsidy Gap; Howard Morgan Warns on AI Valuations
2026-03-20 00:51:59 · Sector: finance · Sentiment: Neutral · Impact: 6/10 · Sources: 2

Semiconductor ecosystem players are lobbying the Indian government for expanded financial incentives under ISM 2.0 to include critical materials and upstream suppliers. Meanwhile, veteran investor Howard Morgan warns that global AI startup valuations have become dangerously overheated.
Full story: https://getfinancebrief.com/story/india-semiconductor-ism-2-ai-valuations-howard-morgan

### India's Chip Ambitions Face Supply Chain Reality as AI Valuations Peak
2026-03-20 00:51:21 · Sector: startups · Sentiment: Neutral · Impact: 6/10 · Sources: 2

India's semiconductor ecosystem is demanding broader financial incentives under the upcoming ISM 2.0 to support upstream materials and equipment suppliers. Simultaneously, veteran investor Howard Morgan warns that AI startup valuations have reached unsustainable levels, signaling a potential correction for high-burn foundation model companies.
Full story: https://getstartupbrief.com/story/india-semiconductor-mission-2-ai-valuation-risks

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