Market review

Smartphone projections have been revised down to a mid single digit decline, as the increase in BOM cost pressures are unlikely to ease meaningfully within this year. China shipments saw…

Smartphone projections have been revised down to a mid single digit decline, as the increase in BOM cost pressures are unlikely to ease meaningfully within this year. China shipments saw…

Both PC and smartphone shipment forecasts have been revised further downward. Amid low fulfillment rates and ongoing supply constraints, PC OEMs are lowering memory content as their current strategy to…

Smartphone shipment forecasts have been revised downward, reflecting the sharp increase in memory BOM costs. Under the current environment, Apple is likely to gain market share, supported by its stronger…

The memory BOM cost continues to rise due to persistent supply constraints, creating a meaningful headwind for the consumer market. As component costs move higher, smartphone ASPs are expected to…

AI-related demand continues to rise as foundry capacity constraints gradually ease, paving the way for further expansion in AI server demand. Smartphone shipment forecasts have also been revised upward, with…