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…
Smartphone shipment projections remained stable this month. The high-end segment continued to show resilience, with preparation volumes maintaining upward momentum. In the PC market, growth is expected to remain limited…
Smartphone growth expectations were modestly reduced after renewed tariff risks emerged, putting pressure on the market from 2H 25 through 2026. Demand for flagship models remains robust, and shipments of…
China’s 618 shopping festival posted stronger results than last year, as deep promotions and subsidies successfully stimulated demand. Nevertheless, the full-year shipment target has been kept unchanged because of lingering…
Global smartphone shipment forecasts have been revised downward. Entry-level AP orders were also reduced this month, following last month’s cut to mainstream AP orders. China’s 618 mid-year shopping festival has…
The tariff-related developments have introduced uncertainty and disorder, emerging as a negative factor in the second half of 2025. Pull in demand was observed across all segments, though each exhibited…
Smartphone shipments for 2025 have been revised downward due to weaker demand, tariff impacts, and the waning impact of China's subsidy programs. The overall AP orders have declined, flagship AP…
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…