Telecoms, Mobiles, 5G, Satellites etc. 02 (Jun 21 - Dec 26)

[behappyalways]

As Copper Soars, Telecoms Sitting On $7 Billion Mother Lode Of Old Cable

https://www.zerohedge.com/commodities/c ... -old-cable

[winston]

<News Alert> 2Q24 global smartphone shipments increased 6.5%, meeting expectations

Global smartphone shipments increased 6.5% y/y in 2Q24, meeting market expectations, driven by iPhone’s rebound in China and Xiaomi’s strong performances in emerging markets

Xiaomi’s shipments increased 27.4% y/y in 2Q24, with incremental 1H24 shipment already meeting management’s guidance of an annual increment of 15-20mn units in 2024

Expect recovery to continue in 2H24 upon the launch of Gen AI smartphones.

Maintain BUY on Xiaomi (1810.HK), AAC Tech (2018.HK), Sunny Optical (2382.HK), and BYDE (285.HK)

Source: DBS

https://www.dbs.com/insightsdirect/indu ... ecid=20180

[behappyalways]

Apple's iPhone Falls Out Of China's Top Five As Domestic Brands Soar In Popularity
https://www.zerohedge.com/markets/apple ... popularity


China smartphone shipments +10% in Q2; Apple (AAPL) China sales fell 2% Y/Y in Q2, Huawei sales +41%: Canalys.
https://x.com/zerohedge/status/1816445743529332970

[winston]

GenAI phone is a smarter smartphone

Shipments of GenAI and GenAI-capable smartphones should pick up in 2024-27F, catalysed by the introduction of innovative new models, we expect.

Handset component makers should benefit from the huge demand for high-end components to power GenAI features in phones, in our view.

Reiterate Overweight on China smartphone sector.

Xiaomi and AAC are our sector top picks as we expect them to benefit from AI feature spec upgrades.

Source: CIMB

https://rfs.cgsi.com/api/download?file= ... A031F4C881

[behappyalways]

Defeat Samsung and pick Apple.
Google goes all out to launch 4 new phones equipped with AI assistant.
It wants to challenge Samsung, the king.
Google’s thin and light foldable phone is equipped with an 8-inch inner screen.

打三星挑蘋果 谷歌火力全開推4新機配AI助理 要挑戰王者三星 谷歌輕薄摺疊機配8吋內螢幕｜非凡財經新聞｜20240814

https://m.youtube.com/watch?v=D924vBr1IyM

[behappyalways]

24.09.03【豐富│東南西北龍鳳配】Pt.3 有誰更氣魄？華為撞日，單挑蘋果！
https://m.youtube.com/watch?v=Pxx9ZBac-xQ&t=1s

[behappyalways]

The world’s first three-fold mobile phone!
Long queues at Huawei stores.
Clerk: The appointment is full.
全球首款三折疊手機!華為門店大排長龍 店員:約滿了｜TVBS新聞 ‪@TVBSNEWS01‬
https://m.youtube.com/watch?v=owdaCyeUd7k

[behappyalways]

Huawei's tri-folding phone Mate XT released!
Sniping Apple iPhone 16

華為三折疊手機Mate XT發布！狙擊蘋果iPhone16 陳鳳馨深度評析【Yahoo TV】

https://m.youtube.com/watch?v=IQcliTXbgPM

[behappyalways]

Huawei's "tri-folding phone" is booked for NT$4 million and scalpers sell it for NT$430,000

華為「三摺疊機」預約400萬 黃牛炒到NT43萬｜TVBS新聞

https://m.youtube.com/watch?v=L7wZZKtgmhI

[behappyalways]

The market is too sensitive! There is no way for the siren to rest!

24.09.10【豐富│東南西北龍鳳配】Pt.2 市場的敏感度太高！警報器沒辦法休息！

https://m.youtube.com/watch?v=aim_4Qa4I14&t=2s