Shipment projections are being revised downward amid weak China market performance during the 618 promotional period. Smartphone vendors are cutting targets, and 2H26 results could disappoint further, as BOM cost…
China shipments have declined further in recent weeks, though a recovery is anticipated during the 618 shopping festival. China-based OEMs are expected to launch promotional campaigns during this period to…
China’s consumer market softened after the Chinese New Year, with smartphone demand declining from the same period last year. The China market has deteriorated further in recent weeks. High-end AP…
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…
Global smartphone shipment targets have been revised downward due to macroeconomic concerns. While the high-end and entry-level segments remain resilient, mid-range demand continues to face pressure. AI PCs are expected…