Recent rush order slows price decline
The projection for smartphone shipments has increased, as China’s subsidy measures are indeed benefiting smartphone sales. The benefits from these measures appear to be diminishing, and the demand generated by…
Pricing Declines and Customer Price Pressure Amid Downturn
The smartphone market outperformed expectations, with vendor promotions driving demand. Additionally, subsidies from the Chinese government are anticipated to boost sales in China, particularly benefiting the mid-to-low-end segments. However, iPhone…
The contract price in 1Q25 is expected to decline more significantly compared to 4Q24
Smartphone shipment projections have increased, driven primarily by strong demand in emerging markets for low-end Android devices. After a surge in flagship AP orders, entry-level APs also saw significant growth…
Shipment may be more important than pricing for some vendors this quarter
There are no surprises regarding the demand situation. The smartphone market continues to show recovery momentum, with strong sales of high-end models during the launch of new flagship devices. Apart…
The softness in the spot market would further drive contract prices down
The recovery of China’s smartphone market has slowed down. However, new flagship smartphone launches have still generated strong sales. Server demand from the US remained robust, with certain data centers…
Weakened consumer demand has continued to worsen the Memory market
PC demand is weaker than expected, and the recovery in the Chinese market has been much slower compared to the global market. However, China is making efforts to stimulate its…
Inventory correction has begun
The smartphone shipment projection for 2024 has been revised downward, and the market might grow in the low single digits next year. AP and smartphone makers are conservative, and most…
Pricing couldn’t be sustained without AI server demand
Smartphone shipments remained on the path of recovery, with the annual shipment slightly adjusted upward this year. However, they accumulated a lot of inventory before the end of Q2 2024,…
Memory pricing could vary depending on the applications
Except for smartphones, the rest of the consumer products performed weaker than expected. Smartphone shipment targets increased this year, driven by the upside in iPhone AP and high-end smartphone demand.…
The pricing behaves quite differently between the channel and contract markets
Smartphone demand during China's Labor Day was strong, but shipments dropped significantly afterward. Vendors are expecting strong sales from the China 618 event. Apple has launched a strong promotional campaign…