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…
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…
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…
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 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…
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…
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…