Smartphone ASPs have risen significantly due to higher BOM costs, and entry-level demand softened. 2H26 shipments are likely to come in below 1H26 levels, a pattern consistent with that observed…
Entry-level smartphone demand remains soft, with the trend continuing to deteriorate. Smartphone AP orders could see a sharp decline next year, particularly in the low-end segment. Apple's newly launched Mac…
Smartphone shipments declined 8% YoY in 2Q26, and we expect the decline to steepen further in 2H26. China shipments have continued to deteriorate following the 618 shopping festival. PC shipments…
Smartphone vendors are cutting targets, and 2H26 results could disappoint further, as BOM cost increases are weighing more heavily and durably on consumers than expected. Shipment projections are being revised…
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…