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

[behappyalways]

"We Are Not Optimistic": Top Sony Exec Doesn't See Smartphone Demand Recovery This Year
https://www.zerohedge.com/markets/we-ar ... overy-year

[behappyalways]

Amazon 'Denies' Considering Moving Into Low-Cost Mobile Phones
https://www.zerohedge.com/markets/amazo ... ile-phones

[behappyalways]

Overturned? The Google Folding Machine was just launched, but it was flawed, and there were traces on the screen. Korean folding technology is the most mature. LG has a flexible and rollable panel. The global folding machine market will exceed 30 million units in 2024

翻車了？Google摺疊機才剛上市就爆瑕疵 螢幕現痕跡 韓摺疊技術最成熟 LG有柔性可捲曲面板 全球摺疊機市場2024將破3千萬支｜記者 方昱翔 鍾昀叡｜【LIVE大現場】20230630｜三立新聞台

https://m.youtube.com/watch?v=X_xUJex1sUc

[winston]

Global Smartphone Shipments Decline 11% YoY in 2Q23: Canalys

Global smartphone shipments declined 11% YoY in 2Q23, as sluggish market demand began to affect market leaders such as Samsung and Apple (AAPL.US), according to the data of Canalys.

During the quarter, Samsung was the champion with a market share of 21%; Apple came as second with 17% market share; and XIAOMI-W (01810.HK) ranked third with a market share of 13%.

Canalys analysts explained that the smartphone market has recorded six consecutive quarters of decline since 2022, but the market has sent early signs of recovery as inventories have begun to dwindle.

Source: AAStocks Financial News

http://www.aastocks.com/en/stocks/news/ ... -news/AAFN

[behappyalways]

China has built 6 times the number of 5G towers in 3 months than the US has installed in 2 years
https://m.youtube.com/watch?v=vIw38sQQ7FY

[winston]

China’s smartphone market narrows decline in second quarter, with Huawei back in the country’s top 5 vendor ranking

The world’s largest smartphone market saw 65.7 million handsets ship in the second quarter, down 2.1 per cent from a year earlier

That marked the first time in six quarters that the domestic smartphone industry saw a contraction in single digits

by Iris Deng

Source: SCMP

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

[winston]

2Q23 Global Smartphone Shipment Vol. Down 10% YoY: Canalys

The shipment volume of the global smartphone market cascaded 10% on a YoY basis to 258 million units in the second quarter, suggesting a slowdown in decline, according to a report published by Canalys.

Samsung firmly clenched the top spot as the best-selling smartphone maker, with its shipment volume dropping by 14% YoY to 53 million units.

Apple (AAPL.US) retained the second place, with its shipment volume down by 13% YoY to 43 million units.

XIAOMI-W (01810.HK) occupied the third position, with its shipment volume sliding by 16% YoY to 33.2 million units.

Source: AAStocks Financial News

http://www.aastocks.com/en/stocks/news/ ... -news/AAFN

[behappyalways]

Iphone Maker Foxconn Slashes Full-Year Sales Outlook On Sliding Smartphone Demand
https://www.zerohedge.com/markets/iphon ... one-demand

[winston]

Canalys: Global Shipments of Personal Smart Audio Devices Fall 2% in 2Q23; Apple's Grows 2%

Canalys reported that global shipments of personal smart audio devices (including TWS, wireless headsets and neckband headphones) rebounded in 2Q23.

Compared to the double-digit decline in 1Q23, 2Q23 only fell 2%, with shipments reaching 95.68 million units, basically catching up shipments in the same period last year.

Of which, the TWS market returned to single-digit growth of 8%, with shipments reaching 68.16 million units.

After a market correction in 1H23, the personal smart audio market received some relief in 2Q23 and is gradually returning to a healthy state.

The shipment of Apple Inc. (AAPL.US) grew 2%, topping chart with 26% market share.

Source: AAStocks Financial News

http://www.aastocks.com/en/stocks/news/ ... -news/AAFN

[winston]

Global Smartphone Shipments Expected to Fall 6% YoY in 2023, Worst Yr in a Decade

Market research agency Counterpoint Research released a report saying that global smartphone shipments are expected to fall by 6% YoY to 1.15 billion units this year, the worst in a decade, due to a deteriorating economy and deflation in China, as well as disappointing demand in the US.

Source: AAStocks Financial News

http://www.aastocks.com/en/stocks/news/ ... -news/AAFN