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Market Review
Cost-Driven Device and Memory ASP Hikes Suppressing Consumer Demand
- 2026-09-30
- Review
Smartphone ASPs have risen significantly due to higher BOM costs, and entry-level demand softened. 2H26…
Upward price momentum is expected to temper in the coming quarters
- 2026-08-30
- Review
Entry-level smartphone demand remains soft, with the trend continuing to deteriorate. Smartphone AP orders could…
Contract Price would Hike Further
- 2026-07-29
- Review
Smartphone shipments declined 8% YoY in 2Q26, and we expect the decline to steepen further…
Memory Prices Rise Further Despite Weak Consumer Demand
- 2026-06-30
- Review
Smartphone vendors are cutting targets, and 2H26 results could disappoint further, as BOM cost increases…