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

[behappyalways]

Huawei’s new phones set off a rush to buy, breaking the US ban.

華為新機掀搶購潮 突破美方禁令.陸封「爭氣機」｜方念華｜FOCUS全球新聞 20230905@tvbsfocus

https://m.youtube.com/watch?v=AQtMqcfWa8g

[behappyalways]

Huawei mobile phone stores and Apple mobile phone stores these days.
https://twitter.com/TripInChina/status/ ... 7906823187

[behappyalways]

The boat has passed the Ten Thousand Mountains
Talks about Apple, Qualcomm etc etc...
Pt.1 The second round of Sino-US technology war begins! American balls!


轻舟已过万重山
Talks about Apple, Qualcomm etc etc...
'23.09.12【豐富│東南西北龍鳳配】Pt.1 中美科技二回戰開打！美國夾蛋蛋！
https://m.youtube.com/watch?v=QRzdU3_4P64

[winston]

IDC: CN Wearables Shipment Rises 17% YoY in 2Q

China's wearables market shipped 33.5 million units in 2Q23, a 17.3% YoY increase and the largest quarterly shipment volume since 2022, according to a report by market research firm IDC.

Despite not returning to 2021 shipment levels, the wearable market is starting to see green shoots in demand on the back of a resurgence in outdoor and travelling activities, coupled with price reductions for a number of mainstream models in the middle of the year, and the market is showing an overall recovery.

China shipped 9.42 million smartwatches in 2Q23, an 11.5% YoY increase.

Demand for adult smartwatches was boosted by price reductions in the mid-year promotions of flagship models.

During the period, 4.63 million smart bracelets were shipped, representing a 20.9% YoY growth.

Shipments of earpieces amounted to 19.33 million units, representing a YoY growth of 19.5%.

The adult wrist wearables market is further concentrated among the three leading players, namely Huawei, Xiaomi and Apple, which are showing stronger growth due to higher brand recognition and promotional pricing advantages.

IDC expects shipments of adult wrist wearables to grow by 5.6% YoY, with shipments of adult smartwatches growing by 3% and bracelets by 9.3%.

Source: AAStocks Financial News

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

[behappyalways]

Foldable mobile phones around the world are growing against the trend, and manufacturers in the United States, China and South Korea are seizing business opportunities

全球摺疊手機逆勢成長 美中韓業者大搶商機｜FOCUS午間新聞 20231003 @tvbsfocus

https://m.youtube.com/watch?v=rQXk3PAUeno

[behappyalways]

During Q2 smartphones had their worst sales growth in a decade
https://twitter.com/Mayhem4Markets/stat ... 9701413908

[behappyalways]

"300 Mbps WiFi Speed": Entire Qatar Airways Fleet To Be Supported By Starlink
https://www.zerohedge.com/technology/30 ... d-starlink

[behappyalways]

Apple’s iPhone loses top spot in China to Huawei: Analysts
https://www.cnbc.com/2023/10/16/apples- ... lysts.html

[behappyalways]

Sales of Apple's new phones in China are poor; Cook visits Chengdu to boost sales

蘋果新機中國銷量不佳 庫克訪成都救買氣｜方念華｜FOCUS全球新聞 20231018@tvbsfocus

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

[winston]

Canalys: Global Smartphone Mkt Shrinks Just 1% in 3Q; Samsung Leads Shipment

Market research firm Canalys, wrote in a report that the global smartphone market declined by just 1% in 3Q, with shipments reaching 293 million units as vendors improved inventories in 2Q and launched new products in 3Q.

Samsung topped the list, with shipments of 57.4 million units, down 10% YoY, and its market share dropping to 20% from 22% a year earlier. It cemented its hold on the first position thanks to earlier iterations of its new folding-screen products.

Apple (AAPL.US) followed closely behind, with shipments down 6% YoY to 50 million units and market share down 1 ppt to 17%. Shipments are mainly driven by demand for the new iPhone 15.

XIAOMI-W (01810.HK) was third thanks to its strong performance in emerging markets. It shipped 41.5 million units, a 2% YoY increase, with its market share flat at 14%.

OPPO (including OnePlus) was fourth, with shipments down 8% YoY to 26.4 million units and market share down 1 ppt to 9%.

Transsion (including Tecno, Infinix and iTel) remained in fifth place, continuing its strong momentum from the previous quarter, with shipments up 40% YoY to 26.0 million units, and market share up 3 ppts to 9%.

Source: AAStocks Financial News

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