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

[winston]

Strategy Analytics Sees Global Smartphone Wholesale Rev. to Grow 2% YoY This Yr

Global smartphone wholesale revenue was expected to grow 2% yearly this year, thanks to Apple (AAPL.US), Samsung and other high-end model mix, according to the report of Strategy Analytics.

The average selling price (ASP) was forecast to gain 10% yearly.

Source: AAStocks Financial News

[winston]

CN Aug Smartphone Sales Tumble 26% YoY, XIAOMI Sales Dive 40%: CINNO Research

Smartphone sales in mainland China in August approximated 20.44 million units, down 7.4% MoM or down 26% YoY, according to CINNO Research.

It marked the seventh month of yearly declines since February.

Given consistently tepid end-market demand, the market logged the worst August sales since 2015.

OPPO and Vivo came in as the second and third in sales respectively, with 38.3% and 37.2% YoY decreases to 3.5 million and 3.2 million units.

Apple (AAPL.US) ranked the fourth with sales shrinking 0.2% YoY to 2.7 million units.

XIAOMI-W (01810.HK) being the fifth, posted sales of 2.5 million units, down 40.3% YoY.

Source: AAStocks Financial News

http://www.aastocks.com/en/stocks/news/ ... t-news/HK6

[winston]

Global smartphone shipments set to decline in 2022, says Fitch Ratings

by Surin Murugiah

Global smartphone shipments are set to decline at high single-digit rates in 2022, as high inflation and slower global growth hit consumer sentiment and purchasing power.

China, which account for around one quarter of the global total, to fall at a rate in the mid-teens in 2022.

Source: theedgemarkets.com

https://www.theedgemarkets.com/article/ ... ch-ratings

[behappyalways]

手機也能伸縮自如？Motorola發表卷軸概念機 螢幕"1秒長高"視覺效果超炫 三星加入戰局 發表全球首款17吋卷軸螢幕│記者 陳淮安│【國際大現場】20221020│三立新聞台
https://m.youtube.com/watch?v=eyR5jl79NLE

[winston]

CN 3Q Smartphone Shipments Down 11% YoY; XIAOMI No. 5: Canalys

Canalys data indicated that China's smartphone shipments declined 11% YoY to 70 million units in 3Q22.

By brands, Vivo topped the chart with 14.1 million units of shipment, followed by OPPO (12.1 million units), Honor (12 million units), Apple (AAPL.US) (11.3 million units) and XIAOMI-W (01810.HK) (9 million units), in pecking order.

Source: AAStocks Financial News

[winston]

Global smartphone sales are set to decline 2.9 percent next year following a 12.2 percent slump in 2022.

Source: Jefferies

[winston]

China smartphone shipments fell 22 per cent in first 10 months of 2022 amid sluggish demand and manufacturing supply chain disruptions

Total smartphone shipments to China reached 214.5 million units from January to October, down from 275.3 million in the same period last year

In October alone, the country’s smartphone shipment volume fell 27.2 per cent year on year to 23.8 million units

by Iris Deng

Source: SCMP

https://www.scmp.com/tech/tech-trends/a ... 975d58c2cf

[behappyalways]

Visualizing The Smartphone Effect On The Camera Market
https://www.zerohedge.com/technology/vi ... era-market

[winston]

China’s smartphone industry to remain under pressure in 2023 as supply chain disruption and economic headwinds swirl

Buying a new phone will not be a priority for many people this year, according to an IDC analyst

Slowing consumer demand and supply chain disruption are still impacting China’s smartphone market

by Iris Deng

Total smartphone shipments in China may have shrunk 10 per cent in 2022 to 285 million units, according to a forecast by industry research firm IDC.

Source: SCMP

https://www.scmp.com/tech/big-tech/arti ... -headwinds

[winston]

IT Hardware – China
Updates From Recent Channel Checks And Results Preview

Our recent checks across the handset supply chain show that the majority of the supply
chain is still very cautious and most companies we checked with expect the
smartphone value chain to remain sluggish in 1H23.

However, most agree that the sector will likely bottom out in 2023 while interest in specification upgrades is resuming for Android brands.

We prefer the Android supply chain over Apple’s supply chain as Android should enjoy a better recovery from a low base. Maintain MARKET WEIGHT.

Source: UOBKH

https://research.uobkayhian.com/content ... e4b636c493