Counterpoint Research

Global Technology Industry Research, Analysis & Strategic Consulting Firm

[Counterpoint Research @CounterPointTR]

𝗖𝗼𝘂𝗻𝘁𝗲𝗿𝗽𝗼𝗶𝗻𝘁 𝗪𝗲𝗲𝗸𝗹𝘆 𝗠𝗲𝗱𝗶𝗮 𝗦𝗽𝗼𝘁𝗹𝗶𝗴𝗵𝘁 (𝐎𝐜𝐭𝐨𝐛𝐞𝐫 𝟣𝟩 – 𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟤𝟥, 𝟮𝟬𝟮𝟲)

𝖥𝗋𝗈𝗆 𝖳𝖾𝗌𝗅𝖺’𝗌 𝖠𝖨 𝗌𝗒𝗇𝖾𝗋𝗀𝗒 𝗍𝗈 𝖺 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗆𝖺𝗋𝗄𝖾𝗍 𝗌𝗊𝗎𝖾𝖾𝗓𝖾𝖽 𝖻𝗒 𝗆𝖾𝗆𝗈𝗋𝗒 𝖼𝗈𝗌𝗍𝗌, 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍 𝗋𝖾𝗌𝖾𝖺𝗋𝖼𝗁 𝖺𝗇𝖽 𝖺𝗇𝖺𝗅𝗒𝗌𝗍𝗌 𝖿𝖾𝖺𝗍𝗎𝗋𝖾𝖽 𝖺𝖼𝗋𝗈𝗌𝗌 𝗍𝗈𝗉 𝗀𝗅𝗈𝖻𝖺𝗅 𝗆𝖾𝖽𝗂𝖺 𝗍𝗁𝗂𝗌 𝗐𝖾𝖾𝗄.

𝖳𝗁𝗂𝗌 𝗐𝖾𝖾𝗄, 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍 𝗋𝖾𝗌𝖾𝖺𝗋𝖼𝗁 𝖺𝗇𝖽 𝖺𝗇𝖺𝗅𝗒𝗌𝗍𝗌 𝖾𝖺𝗋𝗇𝖾𝖽 𝟤.𝟧𝟪𝖪 𝗆𝖾𝖽𝗂𝖺 𝗆𝖾𝗇𝗍𝗂𝗈𝗇𝗌, 𝟣𝟢 𝖿𝗋𝗈𝗆 𝖳𝗂𝖾𝗋 𝟣 𝗈𝗎𝗍𝗅𝖾𝗍𝗌, 𝗌𝗉𝗋𝖾𝖺𝖽 𝖺𝖼𝗋𝗈𝗌𝗌 𝟩 𝗉𝗎𝖻𝗅𝗂𝖼𝖺𝗍𝗂𝗈𝗇𝗌 𝗅𝗂𝗄𝖾 @CNBC, @cnbcafrica, @WSJ, @FortuneMagazine 𝖺𝗇𝖽 @BusinessInsider, 𝗐𝗂𝗍𝗁 𝗌𝗁𝖺𝗋𝗉, 𝖽𝖺𝗍𝖺-𝖻𝖺𝖼𝗄𝖾𝖽 𝗂𝗇𝗉𝗎𝗍𝗌 𝗈𝗇 𝗌𝗈𝗆𝖾 𝗈𝖿 𝗍𝗁𝖾 𝖻𝗂𝗀𝗀𝖾𝗌𝗍 𝗍𝗋𝗂𝗀𝗀𝖾𝗋𝗌 𝗂𝗇 𝗍𝖾𝖼𝗁 𝗅𝗂𝗄𝖾-

• 𝖬𝗎𝗌𝗄’𝗌 “𝗉𝗁𝗒𝗌𝗂𝖼𝖺𝗅 𝖠𝖨” 𝗉𝗅𝖺𝗍𝖿𝗈𝗋𝗆 𝗉𝗅𝖺𝗒
• 𝖳𝗁𝖾 𝗆𝖾𝗆𝗈𝗋𝗒 𝗌𝗁𝗈𝗋𝗍𝖺𝗀𝖾 𝗆𝖺𝗄𝗂𝗇𝗀 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝖽𝖾𝗆𝖺𝗇𝖽 𝗆𝗈𝗋𝖾 𝗌𝖾𝗅𝖾𝖼𝗍𝗂𝗏𝖾
• 𝖠 𝖽𝖾𝖼𝗅𝗂𝗇𝖾 𝗂𝗇 𝖢𝗁𝗂𝗇𝖺’𝗌 𝖢𝖷𝖬𝖳 𝗌𝗁𝖺𝗋𝖾𝗌
• 𝖥𝗈𝗅𝖽𝖺𝖻𝗅𝖾𝗌 𝖺𝗍 𝟤% 𝗈𝖿 𝗍𝗁𝖾 𝗀𝗅𝗈𝖻𝖺𝗅 𝗉𝗁𝗈𝗇𝖾 𝗆𝖺𝗋𝗄𝖾t
• 𝖱𝖺𝗒𝖭𝖾𝗈’𝗌 𝗅𝖾𝖺𝖽 𝗂𝗇 𝖠𝖱 𝗌𝗆𝖺𝗋𝗍 𝗀𝗅𝖺𝗌𝗌𝖾𝗌
• 𝖲𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌’ 𝗐𝖾𝖺𝗄𝖾𝗌𝗍 𝖰𝟥 𝗌𝗂𝗇𝖼𝖾 𝟤𝟢𝟣𝟤

𝐇𝐞𝐫𝐞’𝐬 𝐚 𝐥𝐨𝐨𝐤 𝐚𝐭 𝐭𝐡𝐢𝐬 𝐰𝐞𝐞𝐤’𝐬 𝐭𝐨𝐩 𝐦𝐞𝐧𝐭𝐢𝐨𝐧𝐬:

𝗖𝗡𝗕𝗖
𝗁𝗍𝗍𝗉𝗌://𝗐𝗐𝗐.𝖼𝗇𝖻𝖼𝖺𝖿𝗋𝗂𝖼𝖺.𝖼𝗈𝗆/𝗆𝖾𝖽𝗂𝖺/𝟩𝟩𝟫𝟤𝟦𝟣𝟣𝟢𝟥𝟧𝟣𝟧𝟪/𝖼𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍-𝗆𝖾𝗆𝗈𝗋𝗒-𝗌𝗁𝗈𝗋𝗍𝖺𝗀𝖾-𝖽𝖾𝖾𝗉𝖾𝗇𝗌-𝗉𝗋𝖾𝗌𝗌𝗎𝗋𝖾-𝗈𝗇-𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾-𝗆𝖺𝗋𝗄𝖾𝗍

𝗁𝗍𝗍𝗉𝗌://𝗐𝗐𝗐.𝖼𝗇𝖻𝖼.𝖼𝗈𝗆/𝟤𝟢𝟤𝟨/𝟣𝟢/𝟣𝟫/𝖼𝗁𝗂𝗇𝖺-𝖼𝗑𝗆𝗍-𝗉𝗋𝗈𝖿𝗂𝗍-𝗈𝗎𝗍𝗅𝗈𝗈𝗄-𝗌𝗁𝖺𝗋𝖾𝗌.𝗁𝗍𝗆𝗅

𝗪𝗦𝗝
𝗁𝗍𝗍𝗉𝗌://𝗐𝗐𝗐.𝗐𝗌𝗃.𝖼𝗈𝗆/𝗍𝖾𝖼𝗁/𝗉𝖾𝗋𝗌𝗈𝗇𝖺𝗅-𝗍𝖾𝖼𝗁/𝗂𝗉𝗁𝗈𝗇𝖾-𝖽𝗎𝗈-𝗋𝖾𝗏𝗂𝖾𝗐-𝖼𝖺𝖿𝖼𝖻𝖻𝖾𝟩

𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗜𝗻𝘀𝗶𝗱𝗲𝗿
𝗁𝗍𝗍𝗉𝗌://𝗆𝖺𝗋𝗄𝖾𝗍𝗌.𝖻𝗎𝗌𝗂𝗇𝖾𝗌𝗌𝗂𝗇𝗌𝗂𝖽𝖾𝗋.𝖼𝗈𝗆/𝗇𝖾𝗐𝗌/𝗌𝗍𝗈𝖼𝗄𝗌/𝗋𝖺𝗒𝗇𝖾𝗈-𝖺𝗇𝗇𝗈𝗎𝗇𝖼𝖾𝗌-𝖼𝖺𝗇𝖺𝖽𝗂𝖺𝗇-𝗋𝖾𝗍𝖺𝗂𝗅-𝗋𝗈𝗅𝗅𝗈𝗎𝗍-𝖿𝗈𝗋-𝗂𝗍𝗌-𝗇𝖾𝗑𝗍-𝗀𝖾𝗇𝖾𝗋𝖺𝗍𝗂𝗈𝗇-𝖺𝗋-𝖾𝗇𝗍𝖾𝗋𝗍𝖺𝗂𝗇𝗆𝖾𝗇𝗍-𝖺𝗇𝖽-𝖺𝗂-𝗀𝗅𝖺𝗌𝗌𝖾𝗌-𝟣𝟢𝟥𝟨𝟨𝟦𝟫𝟨𝟦𝟩

𝗙𝗼𝗿𝘁𝘂𝗻𝗲
𝗁𝗍𝗍𝗉𝗌://𝖿𝗈𝗋𝗍𝗎𝗇𝖾.𝖼𝗈𝗆/𝟤𝟢𝟤𝟨/𝟣𝟢/𝟤𝟢/𝗇𝗈𝗍𝗁𝗂𝗇𝗀𝗌-𝖻𝗋𝖺𝗇𝖽-𝖼𝗁𝗂𝖾𝖿-𝗂𝗌-𝖿𝖾𝖽-𝗎𝗉-𝗈𝖿-𝖻𝗈𝗋𝗂𝗇𝗀-𝖺𝗇𝖽-𝗀𝖾𝗇𝖾𝗋𝗂𝖼-𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾-𝖺𝖽𝗌-𝗁𝖾-𝗌𝗁𝖺𝗋𝖾𝗌-𝗁𝗂𝗌-𝗆𝖺𝗋𝗄𝖾𝗍𝗂𝗇𝗀-𝗌𝗍𝗋𝖺𝗍𝖾𝗀𝗒-𝖿𝗈𝗋-𝗍𝖺𝗄𝗂𝗇𝗀-𝗈𝗇-𝗌𝖺𝗆𝗌𝗎𝗇𝗀-𝖺𝗇𝖽-𝖺𝗉𝗉𝗅𝖾/

𝗥𝗲𝗮𝗱 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗿𝗼𝘂𝗻𝗱𝘂𝗽:

#𝖶𝖾𝖾𝗄𝗅𝗒𝖬𝖾𝖽𝗂𝖺𝖲𝗉𝗈𝗍𝗅𝗂𝗀𝗁𝗍 #𝖬𝖾𝗆𝗈𝗋𝗒𝖬𝖺𝗋𝗄𝖾𝗍 #𝖲𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾𝗌 #𝖳𝖾𝗌𝗅𝖺 #𝖯𝗁𝗒𝗌𝗂𝖼𝖺𝗅𝖠𝖨 #𝖣𝖱𝖠𝖬 #𝖠𝖨𝖦𝗅𝖺𝗌𝗌𝖾𝗌 #𝖥𝗈𝗅𝖽𝖺𝖻𝗅𝖾𝗌

[Counterpoint Research @CounterPointTR]

𝗜𝗻𝗱𝗶𝗮 𝗦𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗦𝗵𝗶𝗽𝗺𝗲𝗻𝘁𝘀 𝗗𝗿𝗼𝗽 𝟮𝟬% 𝗶𝗻 𝗤𝟯; 𝗦𝘂𝗯 - 𝗜𝗡𝗥 𝟮𝟬,𝟬𝟬𝟬 𝗦𝗲𝗴𝗺𝗲𝗻𝘁 𝗡𝗲𝗮𝗿𝗹𝘆 𝗛𝗮𝗹𝘃𝗲𝘀

𝖨𝗇𝖽𝗂𝖺’𝗌 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗆𝖺𝗋𝗄𝖾𝗍 𝗁𝗂𝗍𝗌 𝖺 𝖽𝖾𝖼𝖺𝖽𝖾 𝗅𝗈𝗐, 𝗐𝗂𝗍𝗁 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌 𝗉𝗅𝗎𝗇𝗀𝗂𝗇𝗀 𝟤𝟢% 𝖸𝗈𝖸 𝗂𝗇 𝖰𝟥 𝟤𝟢𝟤𝟨 (𝖩𝗎𝗅𝗒–𝖲𝖾𝗉𝗍𝖾𝗆𝖻𝖾𝗋). 𝖱𝖾𝖼𝗈𝗋𝖽-𝗁𝗂𝗀𝗁 𝗆𝖾𝗆𝗈𝗋𝗒 𝗉𝗋𝗂𝖼𝖾𝗌 𝗉𝗎𝗌𝗁𝖾𝖽 𝗎𝗉 𝖽𝖾𝗏𝗂𝖼𝖾 𝖼𝗈𝗌𝗍𝗌, 𝗐𝗁𝗂𝗅𝖾 𝗉𝖾𝗋𝗌𝗂𝗌𝗍𝖾𝗇𝗍𝗅𝗒 𝗐𝖾𝖺𝗄 𝖽𝖾𝗆𝖺𝗇𝖽 𝗉𝗋𝗈𝗆𝗉𝗍𝖾𝖽 𝖻𝗋𝖺𝗇𝖽𝗌 𝗍𝗈 𝗋𝖾𝗂𝗇 𝗂𝗇 𝖼𝗁𝖺𝗇𝗇𝖾𝗅 𝗂𝗇𝗏𝖾𝗇𝗍𝗈𝗋𝗒, 𝖾𝗏𝖾𝗇 𝖺𝗁𝖾𝖺𝖽 𝗈𝖿 𝗍𝗁𝖾 𝖿𝖾𝗌𝗍𝗂𝗏𝖾 𝗌𝖾𝖺𝗌𝗈𝗇.

𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:
• @Samsung 𝗋𝖾𝖼𝗅𝖺𝗂𝗆𝖾𝖽 𝗍𝗁𝖾 𝗍𝗈𝗉 𝗌𝗉𝗈𝗍 𝖺𝖿𝗍𝖾𝗋 𝗇𝗂𝗇𝖾 𝗊𝗎𝖺𝗋𝗍𝖾𝗋𝗌 𝗐𝗂𝗍𝗁 𝖺 𝟣𝟩% 𝗌𝗁𝖺𝗋𝖾. 𝖥𝗎𝗋𝗍𝗁𝖾𝗋, 𝗂𝗍 𝗐𝖺𝗌 𝗍𝗁𝖾 𝗈𝗇𝗅𝗒 𝗉𝗅𝖺𝗒𝖾𝗋 𝖺𝗆𝗈𝗇𝗀 𝗍𝗁𝖾 𝗍𝗈𝗉 𝖿𝗂𝗏𝖾 𝗍𝗈 𝗋𝖾𝗀𝗂𝗌𝗍𝖾𝗋 𝖸𝗈𝖸 𝗀𝗋𝗈𝗐𝗍𝗁 𝖽𝗎𝗋𝗂𝗇𝗀 𝗍𝗁𝖾 𝗊𝗎𝖺𝗋𝗍𝖾𝗋.

• 𝖠𝗂+ 𝖲𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 (@aiplus_official) 𝗐𝖺𝗌 𝗍𝗁𝖾 𝖿𝖺𝗌𝗍𝖾𝗌𝗍-𝗀𝗋𝗈𝗐𝗂𝗇𝗀 𝖻𝗋𝖺𝗇𝖽 𝗂𝗇 𝖰𝟥 𝟤𝟢𝟤𝟨, 𝗋𝖾𝖼𝗈𝗋𝖽𝗂𝗇𝗀 𝟥𝟢𝟨% 𝖸𝗈𝖸 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍 𝗀𝗋𝗈𝗐𝗍𝗁, 𝗌𝗎𝗉𝗉𝗈𝗋𝗍𝖾𝖽 𝖻𝗒 𝖺𝗇 𝖾𝗑𝗉𝖺𝗇𝖽𝖾𝖽 𝗉𝗋𝗈𝖽𝗎𝖼𝗍 𝗉𝗈𝗋𝗍𝖿𝗈𝗅𝗂𝗈 𝖺𝗇𝖽 𝗂𝗇𝖼𝗋𝖾𝖺𝗌𝗂𝗇𝗀 𝗆𝖺𝗋𝗄𝖾𝗍 𝗉𝗋𝖾𝗌𝖾𝗇𝖼𝖾.

• 𝖲𝗎𝖻-𝖨𝖭𝖱 𝟤𝟢,𝟢𝟢𝟢 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌 𝖽𝖾𝖼𝗅𝗂𝗇𝖾𝖽 𝖻𝗒 𝟦𝟩% 𝗂𝗇 𝖰𝟥 𝟤𝟢𝟤𝟨, 𝖺𝗌 𝗋𝗂𝗌𝗂𝗇𝗀 𝗆𝗈𝖽𝖾𝗅 𝗉𝗋𝗂𝖼𝖾𝗌 𝗉𝗎𝗌𝗁𝖾𝖽 𝖽𝖾𝗏𝗂𝖼𝖾𝗌 𝗂𝗇𝗍𝗈 𝗁𝗂𝗀𝗁𝖾𝗋 𝗉𝗋𝗂𝖼𝖾 𝖻𝖺𝗇𝖽𝗌.

• @madebygoogle 𝗐𝗂𝗍𝗇𝖾𝗌𝗌𝖾𝖽 𝗈𝗏𝖾𝗋 𝟧𝟢% 𝖸𝗈𝖸 𝗀𝗋𝗈𝗐𝗍𝗁 𝗂𝗇 𝖰𝟥 𝟤𝟢𝟤𝟨, 𝖽𝗋𝗂𝗏𝖾𝗇 𝖻𝗒 𝗍𝗁𝖾 𝗂𝗇𝖼𝗋𝖾𝖺𝗌𝖾 𝗂𝗇 𝗉𝗋𝗈𝗆𝗈𝗍𝗂𝗈𝗇𝖺𝗅 𝖺𝖼𝗍𝗂𝗏𝗂𝗍𝗒 𝖺𝗇𝖽 𝗆𝖺𝗂𝗇𝗅𝗂𝗇𝖾 𝗋𝖾𝗍𝖺𝗂𝗅 𝖾𝗑𝗉𝖺𝗇𝗌𝗂𝗈𝗇.

• 𝖮𝖤𝖬𝗌 𝖺𝗋𝖾 𝖾𝗑𝗉𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝗂𝗆𝗉𝗅𝖾𝗆𝖾𝗇𝗍 𝖺𝗇𝗈𝗍𝗁𝖾𝗋 𝗋𝗈𝗎𝗇𝖽 𝗈𝖿 𝗉𝗋𝗂𝖼𝖾 𝗁𝗂𝗄𝖾𝗌 𝖺𝖿𝗍𝖾𝗋 𝗍𝗁𝖾 𝖿𝖾𝗌𝗍𝗂𝗏𝖾 𝗌𝖾𝖺𝗌𝗈𝗇 𝗌𝖺𝗅𝖾.

𝗪𝗵𝗮𝘁’𝘀 𝗱𝗿𝗶𝘃𝗶𝗻𝗴 𝘁𝗵𝗲 𝗱𝗲𝗰𝗹𝗶𝗻𝗲, 𝗮𝗻𝗱 𝘄𝗵𝗮𝘁 𝗱𝗼𝗲𝘀 𝗶𝘁 𝗺𝗲𝗮𝗻 𝗳𝗼𝗿 𝘀𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗯𝗿𝗮𝗻𝗱𝘀 𝗶𝗻 𝗜𝗻𝗱𝗶𝗮? 𝗥𝗲𝗮𝗱 𝗼𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀 𝗵𝗲𝗿𝗲:
https://t.co/tMzvCpMaUn

𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗶𝗻𝗴 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗰𝗮𝗻 𝗮𝗰𝗰𝗲𝘀𝘀 𝘁𝗵𝗲 𝗜𝗻𝗱𝗶𝗮 𝗦𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗠𝗼𝗱𝗲𝗹 𝗧𝗿𝗮𝗰𝗸𝗲𝗿 𝗵𝗲𝗿𝗲:
https://t.co/HiUF1Qa786

#IndiaSmartphoneMarket #Smartphones #MemoryPrices #ConsumerElectronics @Apple @IndiaPOCO @OPPOIndia @XiaomiIndia @IqooInd @Vivo_India @OnePlus_IN

[Counterpoint Research @CounterPointTR]

𝗦𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗣𝗿𝗶𝗰𝗲 𝗛𝗶𝗸𝗲𝘀: 𝗔𝗿𝗲 𝗖𝗼𝗻𝘀𝘂𝗺𝗲𝗿𝘀 𝗗𝗲𝗹𝗮𝘆𝗶𝗻𝗴 𝗧𝗵𝗲𝗶𝗿 𝗡𝗲𝘅𝘁 𝗨𝗽𝗴𝗿𝗮𝗱𝗲?

𝖮𝗎𝗋 𝖲𝖾𝗇𝗂𝗈𝗋 𝖠𝗇𝖺𝗅𝗒𝗌𝗍 𝖲𝗁𝗂𝗅𝗉𝗂 𝖩𝖺𝗂𝗇 (@Shilpijain30) 𝗃𝗈𝗂𝗇𝖾𝖽 @BBCNews 𝗐𝗂𝗍𝗁 @stevelai 𝗍𝗈 𝖽𝗂𝗌𝖼𝗎𝗌𝗌 𝗁𝗈𝗐 𝗋𝗂𝗌𝗂𝗇𝗀 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗉𝗋𝗂𝖼𝖾𝗌 𝖺𝗇𝖽 𝗆𝖾𝗆𝗈𝗋𝗒 𝗌𝗎𝗉𝗉𝗅𝗒 𝖼𝗈𝗇𝗌𝗍𝗋𝖺𝗂𝗇𝗍𝗌 𝖺𝗋𝖾 𝖺𝖿𝖿𝖾𝖼𝗍𝗂𝗇𝗀 𝖼𝗈𝗇𝗌𝗎𝗆𝖾𝗋 𝖻𝗎𝗒𝗂𝗇𝗀 𝖻𝖾𝗁𝖺𝗏𝗂𝗈𝗋, 𝖻𝗋𝖺𝗇𝖽 𝗉𝖾𝗋𝖿𝗈𝗋𝗆𝖺𝗇𝖼𝖾 𝖺𝗇𝖽 𝗍𝗁𝖾 𝖻𝗋𝗈𝖺𝖽𝖾𝗋 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗆𝖺𝗋𝗄𝖾𝗍.

𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:
  • 𝖧𝗂𝗀𝗁𝖾𝗋 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗉𝗋𝗂𝖼𝖾𝗌 𝖼𝗈𝗎𝗅𝖽 𝗉𝗎𝗌𝗁 𝖼𝗈𝗇𝗌𝗎𝗆𝖾𝗋𝗌 𝗍𝗈 𝖽𝖾𝗅𝖺𝗒 𝗎𝗉𝗀𝗋𝖺𝖽𝖾𝗌, 𝗈𝗋 𝖾𝗏𝖾𝗇 𝖼𝗈𝗇𝗌𝗂𝖽𝖾𝗋 𝗋𝖾𝖿𝗎𝗋𝖻𝗂𝗌𝗁𝖾𝖽 𝖽𝖾𝗏𝗂𝖼𝖾𝗌 𝖺𝗇𝖽 𝖾𝗑𝗍𝖾𝗇𝖽 𝗋𝖾𝗉𝗅𝖺𝖼𝖾𝗆𝖾𝗇𝗍 𝖼𝗒𝖼𝗅𝖾𝗌.

  • 𝖯𝗋𝖾𝗆𝗂𝗎𝗆 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾𝗌 𝖺𝗋𝖾 𝗉𝗋𝗈𝗏𝗂𝗇𝗀 𝗆𝗈𝗋𝖾 𝗋𝖾𝗌𝗂𝗅𝗂𝖾𝗇𝗍, 𝗐𝗁𝗂𝗅𝖾 𝖻𝗋𝖺𝗇𝖽𝗌 𝗐𝗂𝗍𝗁 𝗀𝗋𝖾𝖺𝗍𝖾𝗋 𝖾𝗑𝗉𝗈𝗌𝗎𝗋𝖾 𝗍𝗈 𝖺𝖿𝖿𝗈𝗋𝖽𝖺𝖻𝗅𝖾 𝖺𝗇𝖽 𝗆𝗂𝖽-𝗋𝖺𝗇𝗀𝖾 𝗌𝖾𝗀𝗆𝖾𝗇𝗍𝗌 𝖿𝖺𝖼𝖾 𝗆𝗈𝗎𝗇𝗍𝗂𝗇𝗀 𝖼𝗈𝗌𝗍 𝗉𝗋𝖾𝗌𝗌𝗎𝗋𝖾𝗌.

  • @Apple 𝖺𝗇𝖽 @Samsung 𝖺𝗋𝖾 𝗋𝖾𝗅𝖺𝗍𝗂𝗏𝖾𝗅𝗒 𝖻𝖾𝗍𝗍𝖾𝗋 𝗉𝗈𝗌𝗂𝗍𝗂𝗈𝗇𝖾𝖽, 𝖻𝖾𝗇𝖾𝖿𝗂𝗍𝗂𝗇𝗀 𝖿𝗋𝗈𝗆 𝗉𝗋𝖾𝗆𝗂𝗎𝗆 𝖽𝖾𝗆𝖺𝗇𝖽, 𝗉𝗋𝗂𝖼𝗂𝗇𝗀 𝖿𝗅𝖾𝗑𝗂𝖻𝗂𝗅𝗂𝗍𝗒 𝖺𝗇𝖽, 𝗂𝗇 𝖲𝖺𝗆𝗌𝗎𝗇𝗀’𝗌 𝖼𝖺𝗌𝖾, 𝗆𝗈𝗋𝖾 𝗌𝗍𝖺𝖻𝗅𝖾 𝖼𝗈𝗆𝗉𝗈𝗇𝖾𝗇𝗍 𝖺𝗏𝖺𝗂𝗅𝖺𝖻𝗂𝗅𝗂𝗍𝗒.

  • 𝖦𝗋𝗈𝗐𝗂𝗇𝗀 𝗆𝖺𝗋𝗄𝖾𝗍 𝗌𝗁𝖺𝗋𝖾 𝖽𝗈𝖾𝗌 𝗇𝗈𝗍 𝗇𝖾𝖼𝖾𝗌𝗌𝖺𝗋𝗂𝗅𝗒 𝗆𝖾𝖺𝗇 𝗋𝗂𝗌𝗂𝗇𝗀 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌, 𝖺𝗇𝖽 𝖾𝗏𝖾𝗇 𝖠𝗉𝗉𝗅𝖾 𝖺𝗇𝖽 𝖲𝖺𝗆𝗌𝗎𝗇𝗀 𝖺𝗋𝖾 𝗇𝗈𝗍 𝗂𝗆𝗆𝗎𝗇𝖾 𝗍𝗈 𝗂𝗇𝖼𝗋𝖾𝖺𝗌𝗂𝗇𝗀 𝖼𝗈𝗌𝗍𝗌 𝖺𝗌 𝗉𝗋𝗂𝖼𝖾𝗌 𝗋𝗂𝗌𝖾 𝗂𝗇 𝗍𝗁𝖾 𝗎𝗅𝗍𝗋𝖺-𝗉𝗋𝖾𝗆𝗂𝗎𝗆 𝗌𝖾𝗀𝗆𝖾𝗇𝗍.

𝗥𝗲𝗮𝗱 𝗼𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀 𝘁𝗼 𝗱𝗶𝘀𝗰𝗼𝘃𝗲𝗿 𝗵𝗼𝘄 𝗺𝗲𝗺𝗼𝗿𝘆 𝗰𝗼𝗻𝘀𝘁𝗿𝗮𝗶𝗻𝘁𝘀 𝗮𝗿𝗲 𝗶𝗺𝗽𝗮𝗰𝘁𝗶𝗻𝗴 𝘁𝗵𝗲 𝗴𝗹𝗼𝗯𝗮𝗹 𝘀𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝗮𝗻𝗱 𝗵𝗼𝘄 @Xiaomi, @Vivo_GLOBAL, 𝗮𝗻𝗱 @oppo 𝗮𝗿𝗲 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗶𝗻𝗴 𝗮𝗺𝗶𝗱 𝘁𝗵𝗲 𝗼𝗻𝗴𝗼𝗶𝗻𝗴 𝘀𝗹𝗼𝘄𝗱𝗼𝘄𝗻:
https://t.co/Xt0oqaCGsZ

#Smartphones #SmartphoneMarket #MemoryCrisis

[Counterpoint Research @CounterPointTR]

𝗣𝗖 𝗦𝗵𝗶𝗽𝗺𝗲𝗻𝘁𝘀 𝗔𝗿𝗲 𝗖𝗿𝗮𝘀𝗵𝗶𝗻𝗴: 𝗪𝗵𝘆 𝗤𝟰 𝟮𝟬𝟮𝟲 𝗖𝗼𝘂𝗹𝗱 𝗕𝗲 𝗘𝘃𝗲𝗻 𝗪𝗼𝗿𝘀𝗲

𝖦𝗅𝗈𝖻𝖺𝗅 𝖯𝖢 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌 𝖽𝖾𝖼𝗅𝗂𝗇𝖾𝖽 𝟤𝟣% 𝖸𝗈𝖸 𝗂𝗇 𝖰𝟥 𝟤𝟢𝟤𝟨 𝗍𝗈 𝟧𝟩 𝗆𝗂𝗅𝗅𝗂𝗈𝗇 𝗎𝗇𝗂𝗍𝗌, 𝖺𝗌 𝖾𝗅𝖾𝗏𝖺𝗍𝖾𝖽 𝗆𝖾𝗆𝗈𝗋𝗒 𝖺𝗇𝖽 𝗈𝗍𝗁𝖾𝗋 𝖼𝗈𝗆𝗉𝗈𝗇𝖾𝗇𝗍 𝖼𝗈𝗌𝗍𝗌 𝖼𝗈𝗇𝗍𝗂𝗇𝗎𝖾𝖽 𝗍𝗈 𝗉𝗎𝗌𝗁 𝗎𝗉 𝖯𝖢 𝗉𝗋𝗂𝖼𝖾𝗌 𝖺𝗇𝖽 𝖼𝗈𝗇𝗌𝗍𝗋𝖺𝗂𝗇 𝖽𝖾𝗆𝖺𝗇𝖽. 𝖲𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌 𝖺𝗅𝗌𝗈 𝖿𝖾𝗅𝗅 𝟣𝟥.𝟪% 𝖰𝗈𝖰. 𝖢𝗈𝗆𝗆𝖾𝗋𝖼𝗂𝖺𝗅 𝖽𝖾𝗆𝖺𝗇𝖽 𝗐𝖺𝗌 𝗋𝖾𝗅𝖺𝗍𝗂𝗏𝖾𝗅𝗒 𝗋𝖾𝗌𝗂𝗅𝗂𝖾𝗇𝗍, 𝗌𝗎𝗉𝗉𝗈𝗋𝗍𝖾𝖽 𝖻𝗒 𝗈𝗇𝗀𝗈𝗂𝗇𝗀 𝖿𝗅𝖾𝖾𝗍 𝗋𝖾𝗉𝗅𝖺𝖼𝖾𝗆𝖾𝗇𝗍 𝖺𝗇𝖽 𝖶𝗂𝗇𝖽𝗈𝗐𝗌 𝗆𝗂𝗀𝗋𝖺𝗍𝗂𝗈𝗇, 𝖻𝗎𝗍 𝗐𝖺𝗌 𝗂𝗇𝗌𝗎𝖿𝖿𝗂𝖼𝗂𝖾𝗇𝗍 𝗍𝗈 𝗈𝖿𝖿𝗌𝖾𝗍 𝗍𝗁𝖾 𝖻𝗋𝗈𝖺𝖽𝖾𝗋 𝗆𝖺𝗋𝗄𝖾𝗍 𝖼𝗈𝗇𝗍𝗋𝖺𝖼𝗍𝗂𝗈𝗇.

𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:
  • @Lenovo 𝗋𝖾𝗍𝖺𝗂𝗇𝖾𝖽 𝗂𝗍𝗌 𝗆𝖺𝗋𝗄𝖾𝗍 𝗅𝖾𝖺𝖽𝖾𝗋𝗌𝗁𝗂𝗉, 𝗐𝗁𝗂𝗅𝖾 @ASUS 𝖺𝗇𝖽 @Apple 𝗋𝖾𝖼𝗈𝗋𝖽𝖾𝖽 𝗌𝗆𝖺𝗅𝗅𝖾𝗋 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍 𝖽𝖾𝖼𝗅𝗂𝗇𝖾𝗌 𝗍𝗁𝖺𝗇 𝗍𝗁𝖾 𝗈𝗏𝖾𝗋𝖺𝗅𝗅 𝗆𝖺𝗋𝗄𝖾𝗍 𝖺𝗇𝖽 𝗀𝖺𝗂𝗇𝖾𝖽 𝗆𝖺𝗋𝗄𝖾𝗍 𝗌𝗁𝖺𝗋𝖾.

  • 𝖢𝗈𝗇𝗌𝗎𝗆𝖾𝗋 𝖽𝖾𝗆𝖺𝗇𝖽 𝗋𝖾𝗆𝖺𝗂𝗇𝖾𝖽 𝗐𝖾𝖺𝗄, 𝗐𝗁𝗂𝗅𝖾 𝖼𝗈𝗆𝗆𝖾𝗋𝖼𝗂𝖺𝗅 𝗋𝖾𝗉𝗅𝖺𝖼𝖾𝗆𝖾𝗇𝗍 𝖽𝖾𝗆𝖺𝗇𝖽 𝗉𝗋𝗈𝗏𝗂𝖽𝖾𝖽 𝗌𝗈𝗆𝖾 𝗌𝗎𝗉𝗉𝗈𝗋𝗍.

  • 𝖦𝗅𝗈𝖻𝖺𝗅 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌 𝖺𝗋𝖾 𝖿𝗈𝗋𝖾𝖼𝖺𝗌𝗍 𝗍𝗈 𝖽𝖾𝖼𝗅𝗂𝗇𝖾 𝟤𝟩% 𝖸𝗈𝖸 𝗂𝗇 𝖰𝟦 𝟤𝟢𝟤𝟨, 𝗐𝗂𝗍𝗁 𝖿𝗎𝗅𝗅-𝗒𝖾𝖺𝗋 𝟤𝟢𝟤𝟩 𝗏𝗈𝗅𝗎𝗆𝖾𝗌 𝖾𝗑𝗉𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝗋𝖾𝗆𝖺𝗂𝗇 𝖻𝗋𝗈𝖺𝖽𝗅𝗒 𝖿𝗅𝖺𝗍 𝖼𝗈𝗆𝗉𝖺𝗋𝖾𝖽 𝗐𝗂𝗍𝗁 𝟤𝟢𝟤𝟨.

𝗜𝘀 𝘁𝗵𝗲 𝗣𝗖 𝗺𝗮𝗿𝗸𝗲𝘁 𝗵𝗲𝗮𝗱𝗶𝗻𝗴 𝗳𝗼𝗿 𝗮 𝗱𝗲𝗲𝗽𝗲𝗿 𝘀𝗹𝘂𝗺𝗽? 𝗥𝗲𝗮𝗱 𝗼𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀 𝘁𝗼 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝘄𝗵𝗮𝘁 𝘁𝗼 𝗲𝘅𝗽𝗲𝗰𝘁 𝗶𝗻 𝗤𝟰 𝟮𝟬𝟮𝟲:
https://t.co/PCw0okDOBc

#PCMarket #PCShipments #Apple #ASUS #Lenovo $AAPL

[Counterpoint Research @CounterPointTR]

𝗡𝗩𝗜𝗗𝗜𝗔 𝗚𝗧𝗖 𝗕𝗲𝗿𝗹𝗶𝗻 𝟮𝟬𝟮𝟲 – 𝗖𝗼𝗻𝘁𝗮𝗶𝗻𝗲𝗿𝘀, 𝗦𝗮𝗳𝗲𝘁𝘆 𝗮𝗻𝗱 𝗦𝗼𝘃𝗲𝗿𝗲𝗶𝗴𝗻𝘁𝘆

𝖤𝗎𝗋𝗈𝗉𝖾’𝗌 𝖠𝖨 𝖺𝗆𝖻𝗂𝗍𝗂𝗈𝗇𝗌 𝖺𝗋𝖾 𝗆𝗈𝗏𝗂𝗇𝗀 𝖿𝗋𝗈𝗆 𝗉𝗂𝗅𝗈𝗍𝗌 𝗍𝗈 𝗉𝗋𝗈𝖽𝗎𝖼𝗍𝗂𝗈𝗇. 𝖠𝗍 𝖦𝖳𝖢 𝖡𝖾𝗋𝗅𝗂𝗇 𝟤𝟢𝟤𝟨, @nvidia 𝗁𝗂𝗀𝗁𝗅𝗂𝗀𝗁𝗍𝖾𝖽 𝗂𝗍𝗌 𝗀𝗋𝗈𝗐𝗂𝗇𝗀 𝖼𝗈𝗆𝗆𝗂𝗍𝗆𝖾𝗇𝗍 𝗍𝗈 𝖤𝗎𝗋𝗈𝗉𝖾, 𝗐𝗂𝗍𝗁 𝗇𝖾𝖺𝗋𝗅𝗒 $𝟣𝟢 𝖻𝗂𝗅𝗅𝗂𝗈𝗇 𝗂𝗇𝗏𝖾𝗌𝗍𝖾𝖽 𝗈𝗏𝖾𝗋 𝗍𝗁𝖾 𝗉𝖺𝗌𝗍 𝟣𝟤 𝗆𝗈𝗇𝗍𝗁𝗌 𝖺𝗇𝖽 𝖺 𝗇𝖾𝗍𝗐𝗈𝗋𝗄 𝗈𝖿 𝟣𝟤,𝟢𝟢𝟢+ 𝗉𝖺𝗋𝗍𝗇𝖾𝗋𝗌 𝗍𝗈 𝗁𝖾𝗅𝗉 𝗌𝖼𝖺𝗅𝖾 𝖠𝖨 𝖺𝖼𝗋𝗈𝗌𝗌 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗂𝖾𝗌. 𝖳𝗁𝖾 𝖿𝗈𝖼𝗎𝗌 𝗌𝗁𝗂𝖿𝗍𝖾𝖽 𝖿𝗋𝗈𝗆 𝗇𝖾𝗐 𝖦𝖯𝖴 𝖺𝗇𝗇𝗈𝗎𝗇𝖼𝖾𝗆𝖾𝗇𝗍𝗌 𝗍𝗈 𝗍𝗁𝖾 𝗉𝗅𝖺𝗍𝖿𝗈𝗋𝗆𝗌, 𝗉𝖺𝗋𝗍𝗇𝖾𝗋𝗌 𝖺𝗇𝖽 𝗋𝖾𝖿𝖾𝗋𝖾𝗇𝖼𝖾 𝖽𝖾𝗌𝗂𝗀𝗇𝗌 𝗇𝖾𝖾𝖽𝖾𝖽 𝗍𝗈 𝖻𝗎𝗂𝗅𝖽 𝗌𝖾𝖼𝗎𝗋𝖾, 𝗀𝗂𝗀𝖺𝗐𝖺𝗍𝗍-𝗌𝖼𝖺𝗅𝖾 𝖠𝖨 𝖿𝖺𝖼𝗍𝗈𝗋𝗂𝖾𝗌 𝖺𝖼𝗋𝗈𝗌𝗌 𝖤𝗎𝗋𝗈𝗉𝖾.

𝗞𝗲𝘆 𝘁𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:
  • 𝗧𝗶𝗺𝗲 𝘁𝗼 𝘁𝗼𝗸𝗲𝗻 𝗶𝘀 𝗻𝗼𝘄 𝗮 𝗰𝗼𝗺𝗽𝗲𝘁𝗶𝘁𝗶𝘃𝗲 𝗮𝗱𝘃𝗮𝗻𝘁𝗮𝗴𝗲. 𝖳𝗁𝖾 𝖵𝖾𝗋𝖺 𝖱𝗎𝖻𝗂𝗇 𝖣𝖲𝖷 𝖯𝖮𝖣 𝗆𝖺𝗄𝖾𝗌 𝗍𝗁𝖾 𝖼𝗈𝗇𝗍𝖺𝗂𝗇𝖾𝗋 𝗍𝗁𝖾 𝖠𝖨 𝖿𝖺𝖼𝗍𝗈𝗋𝗒. 𝖮𝗇𝗌𝗂𝗍𝖾 𝖽𝖾𝗉𝗅𝗈𝗒𝗆𝖾𝗇𝗍 𝖽𝗋𝗈𝗉𝗌 𝖿𝗋𝗈𝗆 𝖺𝖻𝗈𝗎𝗍 𝗌𝗂𝗑 𝗆𝗈𝗇𝗍𝗁𝗌 𝗍𝗈 𝟣𝟦 𝖽𝖺𝗒𝗌.

  • 𝗔𝗴𝗲𝗻𝘁 𝘀𝗮𝗳𝗲𝘁𝘆 𝗶𝘀 𝗯𝘂𝗶𝗹𝘁 𝗶𝗻𝘁𝗼 𝘁𝗵𝗲 𝗵𝗮𝗿𝗱𝘄𝗮𝗿𝗲. 𝖳𝗁𝖾 𝖮𝗉𝖾𝗇𝖲𝗁𝖾𝗅𝗅 𝖱𝖾𝖿𝖾𝗋𝖾𝗇𝖼𝖾 𝖠𝗋𝖼𝗁𝗂𝗍𝖾𝖼𝗍𝗎𝗋𝖾 𝗋𝗎𝗇𝗌 𝗀𝗈𝗏𝖾𝗋𝗇𝖺𝗇𝖼𝖾 𝗈𝗇 𝖡𝗅𝗎𝖾𝖥𝗂𝖾𝗅𝖽-𝟦, 𝗐𝗂𝗍𝗁 𝗌𝖺𝗇𝖽𝖻𝗈𝗑𝗂𝗇𝗀 𝖺𝗇𝖽 𝗉𝗈𝗅𝗂𝖼𝗒 𝖼𝗈𝗇𝗍𝗋𝗈𝗅𝗌 𝖾𝗇𝖿𝗈𝗋𝖼𝖾𝖽 𝗂𝗇 𝗌𝗂𝗅𝗂𝖼𝗈𝗇.

  • 𝗦𝗼𝘃𝗲𝗿𝗲𝗶𝗴𝗻 𝗔𝗜 𝗶𝘀 𝗴𝗲𝘁𝘁𝗶𝗻𝗴 𝗽𝗿𝗮𝗰𝘁𝗶𝗰𝗮𝗹. 𝖢𝗈𝗆𝗉𝖺𝗇𝗂𝖾𝗌 𝖼𝖺𝗇 𝗍𝖺𝗄𝖾 𝗈𝗉𝖾𝗇 𝗆𝗈𝖽𝖾𝗅𝗌 𝗅𝗂𝗄𝖾 𝖭𝖾𝗆𝗈𝗍𝗋𝗈𝗇, 𝗍𝗋𝖺𝗂𝗇 𝗍𝗁𝖾𝗆 𝗈𝗇 𝗍𝗁𝖾𝗂𝗋 𝗈𝗐𝗇 𝖽𝖺𝗍𝖺 𝖺𝗇𝖽 𝗋𝗎𝗇 𝗍𝗁𝖾𝗆 𝗈𝗇 𝗍𝗁𝖾𝗂𝗋 𝗈𝗐𝗇 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾.

  • 𝗣𝗵𝘆𝘀𝗶𝗰𝗮𝗹 𝗔𝗜 𝘀𝘂𝗶𝘁𝘀 𝗘𝘂𝗿𝗼𝗽𝗲’𝘀 𝘀𝘁𝗿𝗲𝗻𝗴𝘁𝗵𝘀. 𝖨𝗇 𝖺𝗎𝗍𝗈𝗆𝗈𝗍𝗂𝗏𝖾, @MercedesBenz, 𝖵𝗈𝗅𝗄𝗌𝗐𝖺𝗀𝖾𝗇 (@VW), 𝖵𝗈𝗅𝗏𝗈 (@volvocars) 𝖺𝗇𝖽 𝖩𝖫𝖱 𝖺𝗋𝖾 𝗈𝗇 𝖭𝖵𝖨𝖣𝖨𝖠 𝖧𝗒𝗉𝖾𝗋𝗂𝗈𝗇 𝖺𝗇𝖽 𝖠𝗅𝗉𝖺𝗆𝖺𝗒𝗈, 𝖺𝗇𝖽 𝗍𝗁𝖾𝗋𝖾 𝗂𝗌 𝖺 𝗇𝖾𝗐 𝗋𝖾𝖿𝖾𝗋𝖾𝗇𝖼𝖾 𝗁𝗎𝗆𝖺𝗇𝗈𝗂𝖽 𝖻𝗎𝗂𝗅𝗍 𝗈𝗇 𝖨𝗌𝖺𝖺𝖼 𝖦𝖱𝟢𝟢𝖳 𝗍𝗈 𝗌𝖼𝖺𝗅𝖾 𝗁𝗎𝗆𝖺𝗇𝗈𝗂𝖽 𝖺𝖽𝗈𝗉𝗍𝗂𝗈𝗇 𝗂𝗇 𝗍𝗁𝖾 𝗋𝖾𝗀𝗂𝗈𝗇.

  • 𝗧𝗲𝗹𝗰𝗼 𝗻𝗲𝘁𝘄𝗼𝗿𝗸𝘀 𝗯𝗲𝗰𝗼𝗺𝗲 𝗔𝗜 𝗶𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲. 𝖭𝖵𝖨𝖣𝖨𝖠 𝗉𝗎𝗍 𝗍𝗁𝖾 𝗈𝗉𝗉𝗈𝗋𝗍𝗎𝗇𝗂𝗍𝗒 𝖺𝗍 𝖺𝗋𝗈𝗎𝗇𝖽 𝟣𝟢𝟢 𝖦𝖶 𝖺𝖼𝗋𝗈𝗌𝗌 𝟣𝟢𝟢,𝟢𝟢𝟢 𝗌𝗂𝗍𝖾𝗌, 𝗉𝗎𝗌𝗁𝗂𝗇𝗀 𝖿𝗈𝗋 𝖽𝗂𝗌𝗍𝗋𝗂𝖻𝗎𝗍𝖾𝖽 𝗍𝖾𝗅𝖼𝗈-𝖽𝗋𝗂𝗏𝖾𝗇 𝖠𝖨 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾.

𝗥𝗲𝗮𝗱 𝗼𝘂𝗿 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗳𝗿𝗼𝗺 𝗡𝗩𝗜𝗗𝗜𝗔 𝗚𝗧𝗖 𝗕𝗲𝗿𝗹𝗶𝗻 𝟮𝟬𝟮𝟲:
https://t.co/LqbKJReYpT

#NVIDIAGTC #AIInfrastructure #EnterpriseAI #DataSovereignty #AI #GTCBerlin $NVDA

[Counterpoint Research @CounterPointTR]

𝐎𝐋𝐄𝐃 𝐏𝐚𝐧𝐞𝐥 𝐒𝐡𝐢𝐩𝐦𝐞𝐧𝐭𝐬 𝐭𝐨 𝐃𝐞𝐜𝐥𝐢𝐧𝐞 𝟓% 𝐢𝐧 𝟐𝟎𝟐𝟔 𝐚𝐬 𝐈𝐓 𝐎𝐋𝐄𝐃 𝐆𝐫𝐨𝐰𝐭𝐡 𝐚𝐧𝐝 𝐏𝐫𝐞𝐦𝐢𝐮𝐦𝐢𝐳𝐚𝐭𝐢𝐨𝐧 𝐒𝐮𝐩𝐩𝐨𝐫𝐭 𝐑𝐞𝐯𝐞𝐧𝐮𝐞𝐬

Rising memory and component costs are shrinking OLED volumes this year, but premium IT devices are keeping revenues growing.

𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬:

• Smartphone OLED panel shipments are set to fall 7% YoY and OLED TV shipments 1%, driving the overall 5% decline.

• OLED panel revenues are still forecast to rise 1% YoY, helped by a richer product mix and Apple's iPhone Duo and OLED MacBook Pro.

• IT OLED is the growth engine: OLED monitor panels are forecast to rise 77% YoY and notebook panels 50%.

𝐑𝐞𝐚𝐝 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐚𝐫𝐭𝐢𝐜𝐥𝐞:
https://t.co/UEcEklAWgs

𝐋𝐞𝐚𝐫𝐧 𝐦𝐨𝐫𝐞 𝐟𝐫𝐨𝐦 𝐨𝐮𝐫 𝐎𝐋𝐄𝐃 𝐒𝐡𝐢𝐩𝐦𝐞𝐧𝐭 𝐑𝐞𝐩𝐨𝐫𝐭:
https://t.co/P52O9XlmrA

#OLED #Display #Smartphones #MacBookPro #IT #CounterpointResearch

[Counterpoint Research @CounterPointTR]

𝗢𝗖𝗣 𝟮𝟬𝟮𝟲: 𝗧𝗵𝗲 𝗔𝗜 𝗕𝗮𝘁𝘁𝗹𝗲𝗴𝗿𝗼𝘂𝗻𝗱 𝗦𝗵𝗶𝗳𝘁𝘀 𝗳𝗿𝗼𝗺 𝗖𝗼𝗺𝗽𝘂𝘁𝗲 𝘁𝗼 𝗖𝗼𝗻𝗻𝗲𝗰𝘁𝗶𝘃𝗶𝘁𝘆

𝖳𝗁𝖾 𝖠𝖨 𝗁𝖺𝗋𝖽𝗐𝖺𝗋𝖾 𝗌𝗍𝗈𝗋𝗒 𝗂𝗌 𝗌𝗁𝗂𝖿𝗍𝗂𝗇𝗀 𝖿𝗋𝗈𝗆 𝖼𝗈𝗆𝗉𝗎𝗍𝖾 𝖼𝗁𝗂𝗉𝗌 𝗍𝗈 𝗍𝗁𝖾 𝗇𝖾𝗍𝗐𝗈𝗋𝗄𝗂𝗇𝗀 𝗍𝗁𝖺𝗍 𝖼𝗈𝗇𝗇𝖾𝖼𝗍𝗌 𝗍𝗁𝖾𝗆. 𝖠𝗍 𝗍𝗁𝖾 𝖮𝖢𝖯 𝖦𝗅𝗈𝖻𝖺𝗅 𝖲𝗎𝗆𝗆𝗂𝗍 𝗂𝗇 𝖲𝖺𝗇 𝖩𝗈𝗌𝖾, @AsteraLabs, @Cisco, NVIDIA, Micas Networks, @AyarLabs 𝖺𝗇𝖽 𝗈𝗍𝗁𝖾𝗋𝗌 𝗌𝗁𝗈𝗐𝖼𝖺𝗌𝖾𝖽 𝗈𝗉𝖾𝗇, 𝗆𝗂𝗑-𝖺𝗇𝖽-𝗆𝖺𝗍𝖼𝗁 𝗋𝖺𝖼𝗄 𝖺𝗋𝖼𝗁𝗂𝗍𝖾𝖼𝗍𝗎𝗋𝖾𝗌 𝖺𝗇𝖽 𝗇𝖾𝗑𝗍-𝗀𝖾𝗇𝖾𝗋𝖺𝗍𝗂𝗈𝗇 𝗈𝗉𝗍𝗂𝖼𝖺𝗅 𝗂𝗇𝗍𝖾𝗋𝖼𝗈𝗇𝗇𝖾𝖼𝗍𝗌, 𝖺𝗌 𝗍𝗁𝖾 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗒 𝗉𝗎𝗌𝗁𝖾𝗌 𝗍𝗈𝗐𝖺𝗋𝖽 𝟦𝟢𝟢𝖦 𝗉𝖾𝗋 𝗅𝖺𝗇𝖾.

𝗔𝗻𝗮𝗹𝘆𝘀𝘁 𝗧𝗮𝗸𝗲:
• 𝖬𝗈𝗌𝗍 𝗈𝖿 𝗍𝗁𝖾 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗒 𝗂𝗌 𝗋𝖺𝗅𝗅𝗒𝗂𝗇𝗀 𝖻𝖾𝗁𝗂𝗇𝖽 𝗈𝗉𝖾𝗇 𝖤𝗍𝗁𝖾𝗋𝗇𝖾𝗍-𝖻𝖺𝗌𝖾𝖽 𝖺𝗅𝗍𝖾𝗋𝗇𝖺𝗍𝗂𝗏𝖾𝗌 𝗍𝗈 @nvidia, 𝗐𝗂𝗍𝗁 @Meta, @Microsoft 𝖺𝗇𝖽 𝖺 𝗐𝖺𝗏𝖾 𝗈𝖿 𝗌𝗍𝖺𝗋𝗍𝗎𝗉𝗌 𝗉𝗎𝗌𝗁𝗂𝗇𝗀 𝗌𝗍𝖺𝗇𝖽𝖺𝗋𝖽𝗌 𝗍𝗁𝖺𝗍 𝖺𝗅𝗅𝗈𝗐 𝖺𝗇𝗒 𝖼𝗈𝗆𝗉𝖺𝗇𝗒’𝗌 𝖼𝗁𝗂𝗉𝗌 𝗍𝗈 𝗐𝗈𝗋𝗄 𝗍𝗈𝗀𝖾𝗍𝗁𝖾𝗋.

• 𝖯𝗅𝗎𝗀𝗀𝖺𝖻𝗅𝖾𝗌 𝖺𝗇𝖽 𝖺𝗅𝗍𝖾𝗋𝗇𝖺𝗍𝗂𝗏𝖾 𝖭𝖯𝖮 𝖺𝗇𝖽 𝖢𝖯𝖮-𝖻𝖺𝗌𝖾𝖽 𝗈𝗉𝗍𝗂𝖼𝗌 𝗐𝖾𝗋𝖾 𝖺𝗅𝗌𝗈 𝖺 𝗆𝖺𝗃𝗈𝗋 𝗍𝗁𝖾𝗆𝖾. 𝖨𝗇𝗍𝖾𝗀𝗋𝖺𝗍𝖾𝖽 𝗈𝗉𝗍𝗂𝖼𝗌 𝗏𝗂𝖺 𝖭𝖯𝖮/𝖢𝖯𝖮 𝗂𝗌 𝖾𝗑𝗉𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝖻𝖾 𝗎𝗌𝖾𝖽 𝗂𝗇 𝗌𝖼𝖺𝗅𝖾-𝗈𝗎𝗍 𝗌𝗐𝗂𝗍𝖼𝗁𝖾𝗌 𝖿𝗂𝗋𝗌𝗍 𝖻𝖾𝖿𝗈𝗋𝖾 𝗆𝗂𝗀𝗋𝖺𝗍𝗂𝗇𝗀 𝗍𝗈 𝗍𝗁𝖾 𝗌𝖼𝖺𝗅𝖾-𝗎𝗉 𝗇𝖾𝗍𝗐𝗈𝗋𝗄 𝖼𝗈𝗇𝗇𝖾𝖼𝗍𝗂𝗇𝗀 𝖦𝖯𝖴𝗌 𝗍𝗈 𝖦𝖯𝖴𝗌.

• 𝖠𝗌 𝗌𝗉𝖾𝖾𝖽𝗌 𝗍𝗋𝖺𝗇𝗌𝗂𝗍𝗂𝗈𝗇 𝖿𝗋𝗈𝗆 𝟤𝟢𝟢𝖦/𝗅𝖺𝗇𝖾 𝗍𝗈 𝟦𝟢𝟢𝖦/𝗅𝖺𝗇𝖾, 𝖭𝖯𝖮/𝖢𝖯𝖮 𝗐𝗂𝗅𝗅 𝗉𝗋𝗈𝗅𝗂𝖿𝖾𝗋𝖺𝗍𝖾 𝖺𝗍 𝗍𝗁𝖾 𝖾𝗑𝗉𝖾𝗇𝗌𝖾 𝗈𝖿 𝖼𝗈𝗉𝗉𝖾𝗋 𝖿𝗈𝗋 𝗌𝖼𝖺𝗅𝖾-𝗎𝗉 𝖺𝗇𝖽 𝗉𝗅𝗎𝗀𝗀𝖺𝖻𝗅𝖾 𝗈𝗉𝗍𝗂𝖼𝗌 𝖿𝗈𝗋 𝗌𝖼𝖺𝗅𝖾-𝗈𝗎𝗍. 𝖧𝗈𝗐𝖾𝗏𝖾𝗋, 𝖼𝗈𝗉𝗉𝖾𝗋 𝖺𝗇𝖽 𝗉𝗅𝗎𝗀𝗀𝖺𝖻𝗅𝖾𝗌 𝖺𝗋𝖾 𝗇𝗈𝗍 𝗀𝗈𝗂𝗇𝗀 𝖺𝗐𝖺𝗒 𝗊𝗎𝗂𝖾𝗍𝗅𝗒. 𝖡𝗈𝗍𝗁 𝗐𝗂𝗅𝗅 𝖼𝗈𝖾𝗑𝗂𝗌𝗍 𝖿𝗈𝗋 𝗌𝗈𝗆𝖾 𝗍𝗂𝗆𝖾.

𝗥𝗲𝗮𝗱 𝗼𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 “𝗢𝗖𝗣 𝟮𝟬𝟮𝟲: 𝗧𝗵𝗲 𝗔𝗜 𝗕𝗮𝘁𝘁𝗹𝗲𝗴𝗿𝗼𝘂𝗻𝗱 𝗦𝗵𝗶𝗳𝘁𝘀 𝗳𝗿𝗼𝗺 𝗖𝗼𝗺𝗽𝘂𝘁𝗲 𝘁𝗼 𝗖𝗼𝗻𝗻𝗲𝗰𝘁𝗶𝘃𝗶𝘁𝘆”:
https://t.co/rZFusynEO8

𝗧𝗼 𝗹𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲, 𝗰𝗼𝗻𝘁𝗮𝗰𝘁 𝗖𝗼𝘂𝗻𝘁𝗲𝗿𝗽𝗼𝗶𝗻𝘁 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝘁𝗼 𝗮𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗻𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿: 𝗢𝗽𝘁𝗶𝗰𝘀, 𝗜𝗻𝘁𝗲𝗿𝗰𝗼𝗻𝗻𝗲𝗰𝘁𝘀 & 𝗡𝗲𝘁𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗦𝘂𝗽𝗽𝗹𝘆 𝗖𝗵𝗮𝗶𝗻 & 𝗠𝗮𝗿𝗸𝗲𝘁 𝗣𝘂𝗹𝘀𝗲 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲, 𝗢𝗰𝘁 𝟮𝟬𝟮𝟲:
https://t.co/GuoGRUhAL7

#OCPGlobalSummit #AIInfrastructure #Networking #OpticalInterconnects #Semiconductors

[Counterpoint Research @CounterPointTR]

𝗪𝗘𝗕𝗜𝗡𝗔𝗥 𝗔𝗟𝗘𝗥𝗧: 𝗕𝗲𝘆𝗼𝗻𝗱 𝗖𝗼𝗻𝗻𝗲𝗰𝘁𝗶𝘃𝗶𝘁𝘆 — 𝗛𝗼𝘄 𝗘𝗻𝘁𝗶𝘁𝗹𝗲𝗺𝗲𝗻𝘁 𝗦𝗲𝗿𝘃𝗲𝗿𝘀 𝗔𝗿𝗲 𝗥𝗲𝗱𝗲𝗳𝗶𝗻𝗶𝗻𝗴 𝗠𝗼𝗯𝗶𝗹𝗲 𝗚𝗿𝗼𝘄𝘁𝗵

𝖤𝗇𝗍𝗂𝗍𝗅𝖾𝗆𝖾𝗇𝗍 𝖲𝖾𝗋𝗏𝖾𝗋𝗌 𝖺𝗋𝖾 𝖾𝗏𝗈𝗅𝗏𝗂𝗇𝗀 𝖿𝗋𝗈𝗆 𝖺 𝖼𝗈𝗇𝗇𝖾𝖼𝗍𝗂𝗏𝗂𝗍𝗒-𝖾𝗇𝖺𝖻𝗅𝖾𝗆𝖾𝗇𝗍 𝖿𝗎𝗇𝖼𝗍𝗂𝗈𝗇 𝗂𝗇𝗍𝗈 𝖺 𝖻𝗋𝗈𝖺𝖽𝖾𝗋 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾 𝗅𝖺𝗒𝖾𝗋 𝗍𝗁𝖺𝗍 𝗅𝗂𝗇𝗄𝗌 𝖽𝖾𝗏𝗂𝖼𝖾𝗌, 𝗇𝖾𝗍𝗐𝗈𝗋𝗄𝗌, 𝗂𝖽𝖾𝗇𝗍𝗂𝗍𝗂𝖾𝗌 𝖺𝗇𝖽 𝖽𝗂𝗀𝗂𝗍𝖺𝗅 𝗌𝖾𝗋𝗏𝗂𝖼𝖾𝗌. 𝖠𝗌 𝖾𝖲𝖨𝖬, 𝖱𝖢𝖲, 𝖨𝗈𝖳 𝖺𝗇𝖽 𝖼𝗈𝗇𝗇𝖾𝖼𝗍𝖾𝖽 𝖾𝗑𝗉𝖾𝗋𝗂𝖾𝗇𝖼𝖾𝗌 𝖾𝗑𝗉𝖺𝗇𝖽, 𝗈𝗉𝖾𝗋𝖺𝗍𝗈𝗋𝗌 𝗇𝖾𝖾𝖽 𝗇𝖾𝗐 𝗐𝖺𝗒𝗌 𝗍𝗈 𝗆𝖺𝗇𝖺𝗀𝖾 𝗂𝗇𝖼𝗋𝖾𝖺𝗌𝗂𝗇𝗀𝗅𝗒 𝖼𝗈𝗆𝗉𝗅𝖾𝗑 𝗌𝖾𝗋𝗏𝗂𝖼𝖾 𝖺𝗇𝖽 𝖽𝖾𝗏𝗂𝖼𝖾 𝗋𝖾𝗅𝖺𝗍𝗂𝗈𝗇𝗌𝗁𝗂𝗉𝗌 𝖺𝗍 𝗌𝖼𝖺𝗅𝖾.

𝖩𝗈𝗂𝗇 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗒 𝗅𝖾𝖺𝖽𝖾𝗋𝗌 𝖿𝗋𝗈𝗆 Motive, @Google, @Telefonica 𝖺𝗇𝖽 Counterpoint Research 𝖺𝗌 𝗍𝗁𝖾𝗒 𝖾𝗑𝗉𝗅𝗈𝗋𝖾 𝗁𝗈𝗐 𝖾𝗇𝗍𝗂𝗍𝗅𝖾𝗆𝖾𝗇𝗍 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾 𝗂𝗌 𝖾𝗏𝗈𝗅𝗏𝗂𝗇𝗀, 𝗐𝗁𝖺𝗍 𝗂𝗍 𝗆𝖾𝖺𝗇𝗌 𝖿𝗈𝗋 𝗍𝗁𝖾 𝗆𝗈𝖻𝗂𝗅𝖾 𝖾𝖼𝗈𝗌𝗒𝗌𝗍𝖾𝗆, 𝖺𝗇𝖽 𝗐𝗁𝖾𝗋𝖾 𝗇𝖾𝗐 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗈𝗉𝗉𝗈𝗋𝗍𝗎𝗇𝗂𝗍𝗂𝖾𝗌 𝖺𝗋𝖾 𝖾𝗆𝖾𝗋𝗀𝗂𝗇𝗀.

𝗠𝗲𝗲𝘁 𝘁𝗵𝗲 𝗽𝗮𝗻𝗲𝗹:
• Robert Aikins, 𝖲𝖾𝗇𝗂𝗈𝗋 𝖯𝗋𝗈𝖽𝗎𝖼𝗍 𝖬𝖺𝗇𝖺𝗀𝖾𝗋, 𝖦𝗈𝗈𝗀𝗅𝖾

• Alexandre Harmand, 𝖧𝖾𝖺𝖽 𝗈𝖿 𝖭𝖾𝗍𝗐𝗈𝗋𝗄 𝖯𝗅𝖺𝗍𝖿𝗈𝗋𝗆𝗌, 𝖳𝖾𝗅𝖾𝖿ó𝗇𝗂𝖼𝖺

• 𝗣𝗿𝗮𝘃𝗶𝗻 𝗥𝗮𝘃𝗶𝗻𝗱𝗿𝗮𝗻𝗮𝘁𝗵𝗮𝗻, 𝖯𝗋𝗈𝖽𝗎𝖼𝗍 𝖣𝗂𝗋𝖾𝖼𝗍𝗈𝗋, 𝖤𝗇𝗍𝗂𝗍𝗅𝖾𝗆𝖾𝗇𝗍 𝖲𝖾𝗋𝗏𝖾𝗋 & 𝖬𝗈𝖻𝗂𝗅𝖾 𝖣𝖾𝗏𝗂𝖼𝖾 𝖬𝖺𝗇𝖺𝗀𝖾𝗆𝖾𝗇𝗍, 𝖬𝗈𝗍𝗂𝗏𝖾

• Varun Gupta (@guptavarun_v), 𝖯𝗋𝗂𝗇𝖼𝗂𝗉𝖺𝗅 𝖠𝗇𝖺𝗅𝗒𝗌𝗍, 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁

• 𝗠𝗼𝗱𝗲𝗿𝗮𝘁𝗼𝗿: Peter Richardson (@MobilePeter), 𝖵𝖯 𝗈𝖿 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁, 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁

𝗗𝗮𝘁𝗲: Friday, 𝟤𝟥 𝖮𝖼𝗍𝗈𝖻𝖾𝗋 𝟤𝟢𝟤𝟨 (𝟨𝟢-𝗆𝗂𝗇𝗎𝗍𝖾 𝗐𝖾𝖻𝗂𝗇𝖺𝗋, 𝗍𝗐𝗈 𝗌𝖾𝗌𝗌𝗂𝗈𝗇𝗌)
𝗧𝗶𝗺𝗲:
𝗦𝗲𝘀𝘀𝗶𝗼𝗻 𝟭: 𝟣𝟧:𝟢𝟢 𝖲𝖦𝖳/𝖢𝖲𝖳 (𝟢𝟫:𝟢𝟢 𝖢𝖤𝖲𝖳)
𝗦𝗲𝘀𝘀𝗶𝗼𝗻 𝟮: 𝟣𝟣:𝟢𝟢 𝖤𝖳 (𝟢𝟪:𝟢𝟢 𝖯𝖳 / 𝟣𝟩:𝟢𝟢 𝖢𝖤𝖲𝖳)

𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗻𝗼𝘄 𝘁𝗼 𝗲𝘅𝗽𝗹𝗼𝗿𝗲 𝗵𝗼𝘄 𝗲𝗻𝘁𝗶𝘁𝗹𝗲𝗺𝗲𝗻𝘁 𝗶𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 𝗰𝗮𝗻 𝘂𝗻𝗹𝗼𝗰𝗸 𝗻𝗲𝘄 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 𝗮𝗻𝗱 𝗯𝗲𝘁𝘁𝗲𝗿 𝗰𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲𝘀:

𝗦𝗲𝘀𝘀𝗶𝗼𝗻 𝟭 (𝗔𝘀𝗶𝗮): https://t.co/DdgU7YHmQy
𝗦𝗲𝘀𝘀𝗶𝗼𝗻 𝟮 (𝗔𝗺𝗲𝗿𝗶𝗰𝗮𝘀 & 𝗘𝘂𝗿𝗼𝗽𝗲): https://t.co/2qEEQ6uZ1G

#𝖤𝗇𝗍𝗂𝗍𝗅𝖾𝗆𝖾𝗇𝗍𝖲𝖾𝗋𝗏𝖾𝗋 #𝖾𝖲𝖨𝖬 #𝖱𝖢𝖲 #𝖨𝗈𝖳 #𝖬𝗈𝖻𝗂𝗅𝖾𝖤𝖼𝗈𝗌𝗒𝗌𝗍𝖾𝗆 #𝖶𝖾𝖻𝗂𝗇𝖺𝗋 #𝖳𝖾𝗅𝖾𝖼𝗈𝗆 #𝖬𝗈𝗍𝗂𝗏𝖾

[Counterpoint Research @CounterPointTR]

𝗖𝗵𝗶𝗻𝗮 𝗦𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗦𝗵𝗶𝗽𝗺𝗲𝗻𝘁𝘀 𝗛𝗶𝘁 𝟭𝟰-𝗬𝗲𝗮𝗿 𝗟𝗼𝘄 𝗶𝗻 𝗤𝟯 𝟮𝟬𝟮𝟲

𝖠𝖼𝖼𝗈𝗋𝖽𝗂𝗇𝗀 𝗍𝗈 𝗉𝗋𝖾𝗅𝗂𝗆𝗂𝗇𝖺𝗋𝗒 𝖽𝖺𝗍𝖺 𝖿𝗋𝗈𝗆 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁’𝗌 𝖬𝖺𝗋𝗄𝖾𝗍 𝖬𝗈𝗇𝗂𝗍𝗈𝗋 𝖳𝗋𝖺𝖼𝗄𝖾𝗋, 𝖢𝗁𝗂𝗇𝖺’𝗌 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌 𝖽𝖾𝖼𝗅𝗂𝗇𝖾𝖽 𝟣𝟢% 𝖸𝗈𝖸 𝗂𝗇 𝖰𝟥 𝟤𝟢𝟤𝟨, 𝗁𝗂𝗍𝗍𝗂𝗇𝗀 𝖺 𝟣𝟦-𝗒𝖾𝖺𝗋 𝗅𝗈𝗐 𝖺𝗆𝗂𝖽 𝖼𝗈𝗇𝗍𝗂𝗇𝗎𝖾𝖽 𝗆𝖾𝗆𝗈𝗋𝗒 𝗉𝗋𝗂𝖼𝖾 𝗁𝗂𝗄𝖾𝗌. @HuaweiMobile 𝖺𝗇𝖽 @Apple 𝖼𝖺𝗉𝗍𝗎𝗋𝖾𝖽 𝟦𝟢% 𝗈𝖿 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌, 𝗐𝗂𝖽𝖾𝗇𝗂𝗇𝗀 𝗍𝗁𝖾𝗂𝗋 𝗅𝖾𝖺𝖽 𝗈𝗏𝖾𝗋 𝗋𝗂𝗏𝖺𝗅𝗌 𝖺𝗇𝖽 𝗌𝗎𝗀𝗀𝖾𝗌𝗍𝗂𝗇𝗀 𝗍𝗁𝖺𝗍 𝖺 𝗌𝗍𝗋𝗈𝗇𝗀 𝗉𝗋𝖾𝗆𝗂𝗎𝗆 𝗉𝗋𝖾𝗌𝖾𝗇𝖼𝖾 𝗂𝗌 𝖺 𝗆𝖺𝗋𝗄𝖾𝗍 𝗌𝗁𝖺𝗋𝖾 𝖺𝖽𝗏𝖺𝗇𝗍𝖺𝗀𝖾 𝖽𝗎𝗋𝗂𝗇𝗀 𝗍𝗁𝖾 𝗆𝖾𝗆𝗈𝗋𝗒 𝖼𝗋𝗂𝗌𝗂𝗌.

𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:
  • @Huawei 𝗆𝖺𝗂𝗇𝗍𝖺𝗂𝗇𝖾𝖽 𝗂𝗍𝗌 𝗆𝖺𝗋𝗄𝖾𝗍 𝗅𝖾𝖺𝖽𝖾𝗋𝗌𝗁𝗂𝗉 𝗂𝗇 𝖰𝟥, 𝗌𝗎𝗉𝗉𝗈𝗋𝗍𝖾𝖽 𝖻𝗒 𝖺 𝗋𝖾𝗅𝖺𝗍𝗂𝗏𝖾𝗅𝗒 𝗌𝗍𝖺𝖻𝗅𝖾 𝗉𝗋𝗂𝖼𝗂𝗇𝗀 𝗌𝗍𝗋𝖺𝗍𝖾𝗀𝗒. 𝖧𝗈𝗐𝖾𝗏𝖾𝗋, 𝗉𝗋𝗂𝖼𝖾 𝗁𝗂𝗄𝖾𝗌 𝗌𝗂𝗇𝖼𝖾 𝖲𝖾𝗉𝗍𝖾𝗆𝖻𝖾𝗋 𝖺𝗋𝖾 𝖾𝗑𝗉𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝗐𝖾𝗂𝗀𝗁 𝗈𝗇 𝖰𝟦 𝗌𝖺𝗅𝖾𝗌.

  • 𝖳𝗁𝖾 𝗂𝖯𝗁𝗈𝗇𝖾 𝟣𝟪 𝖯𝗋𝗈 𝗌𝖾𝗋𝗂𝖾𝗌 𝗌𝖺𝗐 𝖺 𝗌𝗍𝗋𝗈𝗇𝗀 𝖾𝖺𝗋𝗅𝗒 𝗅𝖺𝗎𝗇𝖼𝗁 𝗂𝗇 𝖢𝗁𝗂𝗇𝖺, 𝗌𝗎𝗉𝗉𝗈𝗋𝗍𝖾𝖽 𝖻𝗒 𝗍𝗁𝖾 𝖽𝖾𝗅𝖺𝗒𝖾𝖽 𝖻𝖺𝗌𝖾 𝗆𝗈𝖽𝖾𝗅 𝗅𝖺𝗎𝗇𝖼𝗁 𝖺𝗇𝖽 𝖺 𝗇𝖺𝗋𝗋𝗈𝗐𝗂𝗇𝗀 𝗉𝗋𝗂𝖼𝖾 𝗀𝖺𝗉 𝗐𝗂𝗍𝗁 𝗉𝗋𝖾𝗆𝗂𝗎𝗆 𝖠𝗇𝖽𝗋𝗈𝗂𝖽 𝖽𝖾𝗏𝗂𝖼𝖾𝗌, 𝗐𝗁𝗂𝖼𝗁 𝖾𝗇𝗁𝖺𝗇𝖼𝖾𝖽 𝗂𝗍𝗌 𝖼𝗈𝗆𝗉𝖾𝗍𝗂𝗍𝗂𝗏𝖾 𝖺𝗉𝗉𝖾𝖺𝗅.

  • 𝖶𝗂𝗍𝗁 𝖻𝗈𝗍𝗁 𝖠𝗉𝗉𝗅𝖾 𝖺𝗇𝖽 𝖧𝗎𝖺𝗐𝖾𝗂 𝗃𝗈𝗂𝗇𝗂𝗇𝗀 𝗍𝗁𝖾 𝗉𝗋𝗂𝖼𝖾 𝗁𝗂𝗄𝖾, 𝗋𝗂𝗌𝗂𝗇𝗀 𝗆𝖾𝗆𝗈𝗋𝗒 𝖼𝗈𝗌𝗍𝗌 𝖺𝗋𝖾 𝖻𝖾𝖼𝗈𝗆𝗂𝗇𝗀 𝗂𝗇𝖼𝗋𝖾𝖺𝗌𝗂𝗇𝗀𝗅𝗒 𝖽𝗂𝖿𝖿𝗂𝖼𝗎𝗅𝗍 𝖿𝗈𝗋 𝖮𝖤𝖬𝗌 𝗍𝗈 𝖺𝖻𝗌𝗈𝗋𝖻 𝗂𝗇𝗍𝖾𝗋𝗇𝖺𝗅𝗅𝗒, 𝗉𝗎𝗍𝗍𝗂𝗇𝗀 𝖿𝗎𝗋𝗍𝗁𝖾𝗋 𝗉𝗋𝖾𝗌𝗌𝗎𝗋𝖾 𝗈𝗇 𝖼𝗈𝗇𝗌𝗎𝗆𝖾𝗋 𝖽𝖾𝗆𝖺𝗇𝖽.

𝗥𝗲𝗮𝗱 𝗼𝘂𝗿 𝗶𝗻-𝗱𝗲𝗽𝘁𝗵 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗼𝗻 𝘁𝗵𝗲 𝗖𝗵𝗶𝗻𝗮 𝘀𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝘁𝗼 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝘀𝗵𝗶𝗽𝗺𝗲𝗻𝘁 𝘁𝗿𝗲𝗻𝗱𝘀, 𝘃𝗲𝗻𝗱𝗼𝗿 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲, 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗰𝗼𝗺𝗽𝗲𝘁𝗶𝘁𝗶𝘃𝗲 𝗱𝘆𝗻𝗮𝗺𝗶𝗰𝘀 𝘀𝗵𝗮𝗽𝗶𝗻𝗴 𝘁𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁:
https://t.co/K8Z8a6CAOU

𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗶𝗻𝗴 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗰𝗮𝗻 𝗮𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗠𝗮𝗿𝗸𝗲𝘁 𝗠𝗼𝗻𝗶𝘁𝗼𝗿 𝗿𝗲𝗽𝗼𝗿𝘁𝘀 𝗵𝗲𝗿𝗲:
https://t.co/HbnAeNeA48

#China #Huawei #Apple #iPhone18Pro  #CounterpointResearch #MemoryCrisis @Honorglobal @oppo @Vivo_GLOBAL @Xiaomi

[Counterpoint Research @CounterPointTR]

𝗖𝗼𝘂𝗻𝘁𝗲𝗿𝗽𝗼𝗶𝗻𝘁 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗮𝘁 𝗡𝗩𝗜𝗗𝗜𝗔 𝗚𝗧𝗖 𝗕𝗲𝗿𝗹𝗶𝗻 𝟮𝟬𝟮𝟲: 𝗟𝗲𝘁'𝘀 𝗧𝗮𝗹𝗸 𝗔𝗜, 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 & 𝗦𝗲𝗺𝗶𝗰𝗼𝗻𝗱𝘂𝗰𝘁𝗼𝗿𝘀

𝖠𝗌 𝖠𝖨 𝖼𝗈𝗇𝗍𝗂𝗇𝗎𝖾𝗌 𝗍𝗈 𝗋𝖾𝗌𝗁𝖺𝗉𝖾 𝗍𝗁𝖾 𝗍𝖾𝖼𝗁𝗇𝗈𝗅𝗈𝗀𝗒 𝗅𝖺𝗇𝖽𝗌𝖼𝖺𝗉𝖾, @NVIDIAGTC 𝖡𝖾𝗋𝗅𝗂𝗇 𝗈𝖿𝖿𝖾𝗋𝗌 𝖺𝗇 𝗈𝗉𝗉𝗈𝗋𝗍𝗎𝗇𝗂𝗍𝗒 𝗍𝗈 𝖾𝗑𝗉𝗅𝗈𝗋𝖾 𝗍𝗁𝖾 𝗅𝖺𝗍𝖾𝗌𝗍 𝖽𝖾𝗏𝖾𝗅𝗈𝗉𝗆𝖾𝗇𝗍𝗌 𝗂𝗇 𝖠𝖨 𝖼𝗈𝗆𝗉𝗎𝗍𝗂𝗇𝗀, 𝖠𝖨 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾, 𝖺𝗀𝖾𝗇𝗍𝗂𝖼 𝖠𝖨, 𝖺𝗇𝖽 𝗍𝗁𝖾 𝗌𝖾𝗆𝗂𝖼𝗈𝗇𝖽𝗎𝖼𝗍𝗈𝗋 𝖾𝖼𝗈𝗌𝗒𝗌𝗍𝖾𝗆.

𝖮𝗎𝗋 𝖵𝖯 𝗈𝖿 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁, @neil_shah, 𝗐𝗂𝗅𝗅 𝖻𝖾 𝖺𝗍𝗍𝖾𝗇𝖽𝗂𝗇𝗀 NVIDIA 𝖦𝖳𝖢 𝖡𝖾𝗋𝗅𝗂𝗇 𝗂𝗇 𝖦𝖾𝗋𝗆𝖺𝗇𝗒 𝖿𝗋𝗈𝗆 𝖮𝖼𝗍𝗈𝖻𝖾𝗋 𝟤𝟢–𝟤𝟤, 𝟤𝟢𝟤𝟨. 𝖭𝖾𝗂𝗅 𝗐𝗂𝗅𝗅 𝖻𝖾 𝖺𝗏𝖺𝗂𝗅𝖺𝖻𝗅𝖾 𝗍𝗈 𝖼𝗈𝗇𝗇𝖾𝖼𝗍 𝗐𝗂𝗍𝗁 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗒 𝗅𝖾𝖺𝖽𝖾𝗋𝗌 𝖺𝗇𝖽 𝖽𝗂𝗌𝖼𝗎𝗌𝗌 𝗁𝗈𝗐 𝗍𝗁𝖾𝗌𝖾 𝗂𝗇𝗇𝗈𝗏𝖺𝗍𝗂𝗈𝗇𝗌 𝖺𝗋𝖾 𝗌𝗁𝖺𝗉𝗂𝗇𝗀 𝗍𝗁𝖾 𝖿𝗎𝗍𝗎𝗋𝖾 𝗈𝖿 𝗍𝖾𝖼𝗁𝗇𝗈𝗅𝗈𝗀𝗒.

𝖠𝗍𝗍𝖾𝗇𝖽𝗂𝗇𝗀 𝖦𝖳𝖢 𝖡𝖾𝗋𝗅𝗂𝗇? 𝖲𝖼𝗁𝖾𝖽𝗎𝗅𝖾 𝖺 𝗆𝖾𝖾𝗍𝗂𝗇𝗀 𝗐𝗂𝗍𝗁 𝖭𝖾𝗂𝗅 𝖻𝗒 𝖾𝗆𝖺𝗂𝗅𝗂𝗇𝗀 𝗂𝗇𝖿𝗈@𝖼𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍𝗋𝖾𝗌𝖾𝖺𝗋𝖼𝗁.𝖼𝗈𝗆 𝗍𝗈 𝖾𝗑𝖼𝗁𝖺𝗇𝗀𝖾 𝗂𝗇𝗌𝗂𝗀𝗁𝗍𝗌 𝖺𝗇𝖽 𝖽𝗂𝗌𝖼𝗎𝗌𝗌 𝗍𝗁𝖾 𝗍𝗋𝖾𝗇𝖽𝗌 𝗌𝗁𝖺𝗉𝗂𝗇𝗀 𝗍𝗁𝖾 𝖠𝖨 𝖺𝗇𝖽 𝗌𝖾𝗆𝗂𝖼𝗈𝗇𝖽𝗎𝖼𝗍𝗈𝗋 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗂𝖾𝗌.

𝗥𝗲𝗮𝗱 𝗼𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀: 𝗧𝗵𝗲 $𝗧𝗿𝗶𝗹𝗹𝗶𝗼𝗻 𝗕𝗼𝘁𝘁𝗹𝗲𝗻𝗲𝗰𝗸: 𝗠𝗲𝗺𝗼𝗿𝘆 𝗪𝗮𝗹𝗹 — 𝗡𝗩𝗜𝗗𝗜𝗔'𝘀 𝗡𝗩𝗛𝗕𝗠 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗙𝗶𝗴𝗵𝘁 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗕𝗮𝘀𝗲 𝗗𝗶𝗲:
https://t.co/eIvkIzaqss

#NVIDIAGTC #GTCBerlin #AI #Semiconductors #NVIDIA

[Counterpoint Research @CounterPointTR]

𝗖𝗼𝘂𝗻𝘁𝗲𝗿𝗽𝗼𝗶𝗻𝘁 𝗪𝗲𝗲𝗸𝗹𝘆 𝗠𝗲𝗱𝗶𝗮 𝗦𝗽𝗼𝘁𝗹𝗶𝗴𝗵𝘁 (𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟭𝟬 – 𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟭𝟲, 𝟮𝟬𝟮𝟲)

𝖠𝗉𝗉𝗅𝖾 𝗆𝗈𝗏𝖾𝖽 𝗂𝗇𝗍𝗈 𝗍𝗁𝖾 𝗌𝗆𝖺𝗋𝗍-𝗁𝗈𝗆𝖾 𝗋𝖺𝖼𝖾, 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌 𝗁𝗂𝗍 𝗍𝗁𝖾𝗂𝗋 𝗐𝗈𝗋𝗌𝗍 𝗍𝗁𝗂𝗋𝖽 𝗊𝗎𝖺𝗋𝗍𝖾𝗋 𝗂𝗇 𝟣𝟦 𝗒𝖾𝖺𝗋𝗌, 𝗆𝖾𝗆𝗈𝗋𝗒 𝗌𝗍𝗈𝖼𝗄𝗌 𝗍𝗈𝗈𝗄 𝖺 𝖻𝖾𝖺𝗍𝗂𝗇𝗀, 𝖺𝗇𝖽 𝖲𝗍𝖺𝗋𝗅𝗂𝗇𝗄’𝗌 𝖨𝗇𝖽𝗂𝖺 𝗉𝗅𝖺𝗇𝗌 𝗌𝗍𝖺𝗒𝖾𝖽 𝗌𝗍𝗎𝖼𝗄.

𝖳𝗁𝗂𝗌 𝗐𝖾𝖾𝗄, 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍 𝖺𝗇𝖺𝗅𝗒𝗌𝗍𝗌 𝗀𝖺𝗂𝗇𝖾𝖽 𝗈𝗏𝖾𝗋 𝟧𝖪 𝗆𝖾𝖽𝗂𝖺 𝗆𝖾𝗇𝗍𝗂𝗈𝗇𝗌, 𝟣𝟫 𝗈𝖿 𝗍𝗁𝖾𝗆 𝖿𝗋𝗈𝗆 𝖳𝗂𝖾𝗋 𝟣 𝗈𝗎𝗍𝗅𝖾𝗍𝗌, 𝗌𝗉𝗋𝖾𝖺𝖽 𝖺𝖼𝗋𝗈𝗌𝗌 𝟪 𝗉𝗎𝖻𝗅𝗂𝖼𝖺𝗍𝗂𝗈𝗇𝗌 𝗅𝗂𝗄𝖾 @Reuters, @CNBC, @BBC 𝖺𝗇𝖽 @nytimes, 𝗐𝗂𝗍𝗁 𝗌𝗁𝖺𝗋𝗉, 𝖽𝖺𝗍𝖺-𝖻𝖺𝖼𝗄𝖾𝖽 𝗂𝗇𝗉𝗎𝗍𝗌 𝗈𝗇 𝗌𝗈𝗆𝖾 𝗈𝖿 𝗍𝗁𝖾 𝗍𝗈𝗉 𝗍𝗋𝗂𝗀𝗀𝖾𝗋𝗌 𝗂𝗇 𝗍𝗁𝖾 𝗍𝖾𝖼𝗁 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗒. @neil_shah, @MohitOpinion, @Shilpijain30 𝖺𝗇𝖽 @liz_tech on-

• 𝖠𝗉𝗉𝗅𝖾’𝗌 𝗌𝗆𝖺𝗋𝗍-𝗁𝗈𝗆𝖾 𝗉𝗎𝗌𝗁 𝖺𝗇𝖽 𝗂𝗍𝗌 𝖠𝖨 𝗁𝗎𝖻 𝗌𝗍𝗋𝖺𝗍𝖾𝗀𝗒
• 𝖳𝗁𝖾 𝗆𝖾𝗆𝗈𝗋𝗒 𝗌𝗁𝗈𝗋𝗍𝖺𝗀𝖾 𝗁𝗂𝗍𝗍𝗂𝗇𝗀 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝖽𝖾𝗆𝖺𝗇𝖽
• 𝖨𝗇𝖽𝗂𝖺’𝗌 𝗌𝖺𝗍𝖾𝗅𝗅𝗂𝗍𝖾 𝗂𝗇𝗍𝖾𝗋𝗇𝖾𝗍 𝗆𝖺𝗋𝗄𝖾𝗍
• 𝖳𝗁𝖾 “𝖭𝖾𝗐 𝖭𝗈𝗋𝗆𝖺𝗅” 𝗆𝖾𝗆𝗈𝗋𝗒 𝖼𝗒𝖼𝗅𝖾 𝖺𝗇𝖽 𝗐𝗁𝖺𝗍 𝗍𝗁𝖾 𝗇𝖾𝗑𝗍 𝖽𝗈𝗐𝗇𝗍𝗎𝗋𝗇 𝗅𝗈𝗈𝗄𝗌 𝗅𝗂𝗄𝖾
• 𝖸𝖬𝖳𝖢’𝗌 𝖼𝗅𝗂𝗆𝖻 𝗍𝗈 𝖭𝗈. 𝟥 𝗂𝗇 𝖭𝖠𝖭𝖣 (𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍 𝖽𝖺𝗍𝖺)

𝐇𝐞𝐫𝐞’𝐬 𝐚 𝐥𝐨𝐨𝐤 𝐚𝐭 𝐭𝐡𝐢𝐬 𝐰𝐞𝐞𝐤’𝐬 𝐭𝐨𝐩 𝐦𝐞𝐧𝐭𝐢𝐨𝐧𝐬:

𝗥𝗲𝘂𝘁𝗲𝗿𝘀:
https://t.co/GPBWoOlIKe

https://t.co/OeyYVIk34r

𝗡𝗲𝘄 𝗬𝗼𝗿𝗸 𝗧𝗶𝗺𝗲𝘀:
https://t.co/TthZhxB2kV

𝗖𝗡𝗕𝗖:
https://t.co/2oWR5OD8jn

https://t.co/veVnzhkyv7

𝗦𝗲𝗲 𝗯𝗲𝗹𝗼𝘄 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗿𝗼𝘂𝗻𝗱𝘂𝗽

#𝖶𝖾𝖾𝗄𝗅𝗒𝖬𝖾𝖽𝗂𝖺𝖲𝗉𝗈𝗍𝗅𝗂𝗀𝗁𝗍 #𝖠𝖨 #𝖬𝖾𝗆𝗈𝗋𝗒𝖬𝖺𝗋𝗄𝖾𝗍 #𝖲𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾𝗌 #𝖠𝗉𝗉𝗅𝖾 #𝖲𝗆𝖺𝗋𝗍𝖧𝗈𝗆𝖾 #𝖲𝖾𝗆𝗂𝖼𝗈𝗇𝖽𝗎𝖼𝗍𝗈𝗋𝗌 #𝖭𝖠𝖭𝖣

[Counterpoint Research @CounterPointTR]

𝗖𝗼𝘂𝗻𝘁𝗲𝗿𝗽𝗼𝗶𝗻𝘁 𝗖𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻𝘀: 𝗦𝗻𝗮𝗽𝗱𝗿𝗮𝗴𝗼𝗻 𝗫 𝗦𝗲𝗿𝗶𝗲𝘀 - 𝗣𝗼𝘄𝗲𝗿𝗶𝗻𝗴 𝗔𝗜 𝗣𝗖𝘀 𝗶𝗻 𝘁𝗵𝗲 𝗔𝗴𝗲𝗻𝘁𝗶𝗰 𝗔𝗜 𝗘𝗿𝗮, 𝗚𝗼𝗼𝗴𝗹𝗲𝗯𝗼𝗼𝗸 & 𝗟𝗶𝗻𝘂𝘅 𝗦𝘂𝗽𝗽𝗼𝗿𝘁

𝖠𝗍 𝗍𝗁𝖾 @Snapdragon 𝖲𝗎𝗆𝗆𝗂𝗍 𝟤𝟢𝟤𝟨 𝗂𝗇 𝖬𝖺𝗎𝗂, 𝖱𝗂𝗍𝖾𝗌𝗁 𝖡𝖾𝗇𝖽𝗋𝖾 (@GadgetFreak4U) 𝗌𝖺𝗍 𝖽𝗈𝗐𝗇 𝗐𝗂𝗍𝗁 𝖭𝗂𝗍𝗂𝗇 𝖪𝗎𝗆𝖺𝗋, 𝖵𝖯 𝗈𝖿 𝖯𝗋𝗈𝖽𝗎𝖼𝗍 𝖬𝖺𝗇𝖺𝗀𝖾𝗆𝖾𝗇𝗍 𝖿𝗈𝗋 𝖢𝗈𝗆𝗉𝗎𝗍𝖾 𝖺𝗍 @Qualcomm, 𝗍𝗈 𝖽𝗂𝗌𝖼𝗎𝗌𝗌 𝗁𝗈𝗐 𝗍𝗁𝖾 𝖲𝗇𝖺𝗉𝖽𝗋𝖺𝗀𝗈𝗇 𝖷 𝖲𝖾𝗋𝗂𝖾𝗌 𝗂𝗌 𝗌𝗁𝖺𝗉𝗂𝗇𝗀 𝗍𝗁𝖾 𝗇𝖾𝗑𝗍 𝗉𝗁𝖺𝗌𝖾 𝗈𝖿 𝖠𝖨 𝖼𝗈𝗆𝗉𝗎𝗍𝗂𝗇𝗀.

𝗧𝗵𝗲𝘆 𝗗𝗶𝘀𝗰𝘂𝘀𝘀𝗲𝗱:
• 𝖳𝗁𝖾 𝗌𝗁𝗂𝖿𝗍 𝖿𝗋𝗈𝗆 𝖠𝖨 𝖯𝖢𝗌 𝗍𝗈 𝖺𝗀𝖾𝗇𝗍𝗂𝖼 𝖠𝖨 𝖺𝗇𝖽 𝗐𝗁𝗒 𝗌𝗒𝗌𝗍𝖾𝗆-𝗅𝖾𝗏𝖾𝗅 𝗉𝖾𝗋𝖿𝗈𝗋𝗆𝖺𝗇𝖼𝖾 𝗆𝖺𝗍𝗍𝖾𝗋𝗌 𝖻𝖾𝗒𝗈𝗇𝖽 𝖭𝖯𝖴 𝖳𝖮𝖯𝖲.

• 𝖦𝗈𝗈𝗀𝗅𝖾𝖻𝗈𝗈𝗄 𝖺𝗇𝖽 𝗂𝗍𝗌 𝖦𝖾𝗆𝗂𝗇𝗂-𝗉𝗈𝗐𝖾𝗋𝖾𝖽 𝖾𝗑𝗉𝖾𝗋𝗂𝖾𝗇𝖼𝖾𝗌.

• 𝖳𝗁𝖾 𝗇𝖾𝗐 @Microsoft 𝖲𝗎𝗋𝖿𝖺𝖼𝖾 𝖫𝖺𝗉𝗍𝗈𝗉 𝟣𝟥-𝗂𝗇𝖼𝗁 𝖺𝗇𝖽 𝖲𝗎𝗋𝖿𝖺𝖼𝖾 𝖯𝗋𝗈 𝟣𝟤-𝗂𝗇𝖼𝗁 𝖽𝖾𝗏𝗂𝖼𝖾𝗌 𝗉𝗈𝗐𝖾𝗋𝖾𝖽 𝖻𝗒 𝖲𝗇𝖺𝗉𝖽𝗋𝖺𝗀𝗈𝗇 𝖷𝟤 𝖯𝗅𝗎𝗌.

• 𝖭𝖺𝗍𝗂𝗏𝖾 @Linux 𝗌𝗎𝗉𝗉𝗈𝗋𝗍 𝖼𝗈𝗆𝗂𝗇𝗀 𝗍𝗈 𝗍𝗁𝖾 𝖲𝗇𝖺𝗉𝖽𝗋𝖺𝗀𝗈𝗇 𝖷𝟤 𝗉𝗅𝖺𝗍𝖿𝗈𝗋𝗆, 𝗈𝗉𝖾𝗇𝗂𝗇𝗀 𝗎𝗉 𝗇𝖾𝗐 𝗉𝗈𝗌𝗌𝗂𝖻𝗂𝗅𝗂𝗍𝗂𝖾𝗌 𝖿𝗈𝗋 𝖽𝖾𝗏𝖾𝗅𝗈𝗉𝖾𝗋𝗌.

𝗪𝗮𝘁𝗰𝗵 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻 𝗼𝗻 𝗬𝗼𝘂𝗧𝘂𝗯𝗲:
https://t.co/avfJwYKBv0

𝗔𝗹𝘀𝗼 𝘄𝗮𝘁𝗰𝗵 𝘁𝗵𝗲 𝗚𝗼𝗼𝗴𝗹𝗲𝗯𝗼𝗼𝗸 𝗱𝗲𝗺𝗼 𝘀𝗵𝗼𝘄𝗰𝗮𝘀𝗶𝗻𝗴 𝗔𝗜 𝗳𝗲𝗮𝘁𝘂𝗿𝗲𝘀 𝗶𝗻 𝗮𝗰𝘁𝗶𝗼𝗻:
https://t.co/LiuUWmP2C2

#SnapdragonSummit #SnapdragonXSeries #AgenticAI #AIPC #Qualcomm #GoogleBook #MicrosoftSurface #Linux #OnDeviceAI

[Counterpoint Research @CounterPointTR]

𝗝𝗼𝗶𝗻 𝗔𝗳𝗿𝗶𝗰𝗮 𝗧𝗲𝗰𝗵 𝗙𝗲𝘀𝘁𝗶𝘃𝗮𝗹 𝟮𝟬𝟮𝟲. 𝗕𝗲 𝗽𝗮𝗿𝘁 𝗼𝗳 𝘁𝗵𝗲 𝗽𝗲𝗼𝗽𝗹𝗲 𝗯𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝘄𝗵𝗮𝘁'𝘀 𝗻𝗲𝘅𝘁 𝗳𝗼𝗿 𝘁𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 𝗶𝗻 𝗔𝗳𝗿𝗶𝗰𝗮.

𝖠𝖿𝗋𝗂𝖼𝖺 𝖳𝖾𝖼𝗁 𝖥𝖾𝗌𝗍𝗂𝗏𝖺𝗅 𝗋𝖾𝗍𝗎𝗋𝗇𝗌 𝗍𝗈 𝖢𝖺𝗉𝖾 𝖳𝗈𝗐𝗇 𝖿𝗋𝗈𝗆 𝟣𝟩-𝟣𝟫 𝖭𝗈𝗏𝖾𝗆𝖻𝖾𝗋 𝟤𝟢𝟤𝟨, 𝖻𝗋𝗂𝗇𝗀𝗂𝗇𝗀 𝗍𝗈𝗀𝖾𝗍𝗁𝖾𝗋 𝗍𝗁𝖾 𝗉𝖾𝗈𝗉𝗅𝖾, 𝗂𝖽𝖾𝖺𝗌 𝖺𝗇𝖽 𝗉𝖺𝗋𝗍𝗇𝖾𝗋𝗌𝗁𝗂𝗉𝗌 𝖻𝗎𝗂𝗅𝖽𝗂𝗇𝗀 𝖠𝖿𝗋𝗂𝖼𝖺'𝗌 𝖽𝗂𝗀𝗂𝗍𝖺𝗅 𝖿𝗎𝗍𝗎𝗋𝖾. 𝖡𝗎𝗂𝗅𝗍 𝖺𝗋𝗈𝗎𝗇𝖽 𝗌𝗂𝗑 𝖼𝗈𝗋𝖾 𝗉𝗂𝗅𝗅𝖺𝗋𝗌: 𝖳𝖾𝗅𝖾𝖼𝗈𝗆𝗌 & 𝖢𝗈𝗇𝗇𝖾𝖼𝗍𝗂𝗏𝗂𝗍𝗒, 𝖣𝖺𝗍𝖺 𝖢𝖾𝗇𝗍𝗋𝖾𝗌 & 𝖢𝗅𝗈𝗎𝖽 𝖲𝖾𝗋𝗏𝗂𝖼𝖾𝗌, 𝖠𝗋𝗍𝗂𝖿𝗂𝖼𝗂𝖺𝗅 𝖨𝗇𝗍𝖾𝗅𝗅𝗂𝗀𝖾𝗇𝖼𝖾, 𝖢𝗒𝖻𝖾𝗋𝗌𝖾𝖼𝗎𝗋𝗂𝗍𝗒, 𝖲𝗍𝖺𝗋𝗍𝗎𝗉𝗌, 𝖺𝗇𝖽 𝖣𝗂𝗀𝗂𝗍𝖺𝗅 𝖳𝗋𝖺𝗇𝗌𝖿𝗈𝗋𝗆𝖺𝗍𝗂𝗈𝗇, 𝗍𝗁𝖾 𝖿𝖾𝗌𝗍𝗂𝗏𝖺𝗅 𝖼𝗈𝗏𝖾𝗋𝗌 𝗍𝗁𝖾 𝗍𝖾𝖼𝗁𝗇𝗈𝗅𝗈𝗀𝗂𝖾𝗌, 𝗍𝗋𝖾𝗇𝖽𝗌 𝖺𝗇𝖽 𝗈𝗉𝗉𝗈𝗋𝗍𝗎𝗇𝗂𝗍𝗂𝖾𝗌 𝗆𝗈𝗏𝗂𝗇𝗀 𝗍𝗁𝖾 𝖼𝗈𝗇𝗍𝗂𝗇𝖾𝗇𝗍 𝖿𝗈𝗋𝗐𝖺𝗋𝖽. 𝖫𝖾𝖺𝖽𝗂𝗇𝗀 𝗌𝗉𝖾𝖺𝗄𝖾𝗋𝗌, 𝖾𝗑𝗉𝖾𝗋𝗍-𝗅𝖾𝖽 𝖽𝗂𝗌𝖼𝗎𝗌𝗌𝗂𝗈𝗇𝗌, 𝖺𝗇 𝗂𝗇𝗍𝖾𝗋𝗇𝖺𝗍𝗂𝗈𝗇𝖺𝗅 𝖾𝗑𝗉𝗈, 𝖺𝗇𝖽 𝗁𝗂𝗀𝗁-𝗏𝖺𝗅𝗎𝖾 𝗇𝖾𝗍𝗐𝗈𝗋𝗄𝗂𝗇𝗀, 𝖠𝖿𝗋𝗂𝖼𝖺 𝖳𝖾𝖼𝗁 𝖥𝖾𝗌𝗍𝗂𝗏𝖺𝗅 𝖼𝗈𝗇𝗇𝖾𝖼𝗍𝗌 𝗍𝗁𝖾 𝗅𝖾𝖺𝖽𝖾𝗋𝗌, 𝗂𝗇𝗇𝗈𝗏𝖺𝗍𝗈𝗋𝗌 𝖺𝗇𝖽 𝖻𝗎𝗌𝗂𝗇𝖾𝗌𝗌𝖾𝗌 𝗍𝗎𝗋𝗇𝗂𝗇𝗀 𝖺𝗆𝖻𝗂𝗍𝗂𝗈𝗇 𝗂𝗇𝗍𝗈 𝖺𝖼𝗍𝗂𝗈𝗇.

𝗚𝗲𝘁 𝟮𝟬% 𝗼𝗳𝗳 𝗼𝗻 𝗣𝗿𝗲𝗺𝗶𝘂𝗺 𝗮𝗻𝗱 𝗣𝗹𝗮𝘁𝗶𝗻𝘂𝗺 𝗣𝗮𝘀𝘀 𝗼𝗿 𝗰𝗹𝗮𝗶𝗺 𝗮 𝗰𝗼𝗺𝗽𝗹𝗶𝗺𝗲𝗻𝘁𝗮𝗿𝘆 𝗦𝘁𝗮𝗻𝗱𝗮𝗿𝗱 𝗣𝗮𝘀𝘀. 𝗨𝘀𝗲 𝗰𝗼𝗱𝗲 𝗖𝗥𝟮𝟲 𝗮𝘁 𝗰𝗵𝗲𝗰𝗸𝗼𝘂𝘁.

𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗡𝗼𝘄
https://t.co/xh64YDt4AY

#AfricaTechFestival #ATF2026

[Counterpoint Research @CounterPointTR]

𝗦𝘂𝗿𝘃𝗲𝘆: 𝟲 𝗶𝗻 𝟭𝟬 𝗚𝗹𝗼𝗯𝗮𝗹 𝗦𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗕𝘂𝘆𝗲𝗿𝘀 𝗔𝘄𝗮𝗿𝗲 𝗼𝗳 𝗣𝗿𝗶𝗰𝗲 𝗛𝗶𝗸𝗲𝘀; 𝟱𝟬% 𝗪𝗮𝗶𝘁𝗶𝗻𝗴 𝗳𝗼𝗿 𝗗𝗲𝗮𝗹𝘀

𝖮𝗎𝗋 𝗅𝖺𝗍𝖾𝗌𝗍 𝖺𝗇𝗇𝗎𝖺𝗅 𝗀𝗅𝗈𝖻𝖺𝗅 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝖼𝗈𝗇𝗌𝗎𝗆𝖾𝗋 𝗌𝗎𝗋𝗏𝖾𝗒 𝗋𝖾𝗏𝖾𝖺𝗅𝗌 𝗍𝗁𝖺𝗍 𝟨𝟥% 𝗈𝖿 𝖼𝗈𝗇𝗌𝗎𝗆𝖾𝗋𝗌 𝗉𝗅𝖺𝗇𝗇𝗂𝗇𝗀 𝗍𝗈 𝖻𝗎𝗒 𝖺 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗂𝗇 𝗍𝗁𝖾 𝗇𝖾𝗑𝗍 𝗌𝗂𝗑 𝗆𝗈𝗇𝗍𝗁𝗌 𝗁𝖺𝗏𝖾 𝗇𝗈𝗍𝗂𝖼𝖾𝖽 𝗉𝗋𝗂𝖼𝖾 𝗂𝗇𝖼𝗋𝖾𝖺𝗌𝖾𝗌. 𝖱𝗂𝗌𝗂𝗇𝗀 𝗆𝖾𝗆𝗈𝗋𝗒 𝖼𝗈𝗌𝗍𝗌 𝖺𝗋𝖾 𝖺𝖽𝖽𝗂𝗇𝗀 𝗍𝗈 𝗍𝗁𝖾 𝗉𝗋𝖾𝗌𝗌𝗎𝗋𝖾, 𝗉𝗋𝗈𝗆𝗉𝗍𝗂𝗇𝗀 𝖼𝗈𝗇𝗌𝗎𝗆𝖾𝗋𝗌 𝗍𝗈 𝖽𝖾𝗅𝖺𝗒 𝗎𝗉𝗀𝗋𝖺𝖽𝖾𝗌 𝖺𝗇𝖽 𝗐𝖺𝗂𝗍 𝖿𝗈𝗋 𝗆𝖺𝗃𝗈𝗋 𝗌𝖺𝗅𝖾𝗌 𝖾𝗏𝖾𝗇𝗍𝗌 𝗍𝗈 𝗌𝖾𝖼𝗎𝗋𝖾 𝖻𝖾𝗍𝗍𝖾𝗋 𝖽𝖾𝖺𝗅𝗌. 𝖮𝗎𝗋 𝖿𝗈𝗋𝖾𝖼𝖺𝗌𝗍 𝗌𝗎𝗀𝗀𝖾𝗌𝗍𝗌 𝗍𝗁𝖺𝗍 𝖻𝗒 𝗍𝗁𝖾 𝖾𝗇𝖽 𝗈𝖿 𝟤𝟢𝟤𝟨, 𝗉𝗋𝗂𝖼𝖾𝗌 𝗈𝖿 𝖾𝗑𝗂𝗌𝗍𝗂𝗇𝗀 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗆𝗈𝖽𝖾𝗅𝗌 𝖼𝗈𝗎𝗅𝖽 𝗋𝗂𝗌𝖾 𝖻𝗒 𝖺𝗇 𝖺𝗏𝖾𝗋𝖺𝗀𝖾 𝗈𝖿 𝟤𝟢% 𝗀𝗅𝗈𝖻𝖺𝗅𝗅𝗒, 𝗐𝗁𝗂𝗅𝖾 𝗇𝖾𝗐 𝗅𝖺𝗎𝗇𝖼𝗁𝖾𝗌 𝖼𝗈𝗎𝗅𝖽 𝖻𝖾 𝗎𝗉 𝗍𝗈 𝟥𝟢% 𝖼𝗈𝗌𝗍𝗅𝗂𝖾𝗋 𝖸𝗈𝖸.

𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:
• 𝖢𝗁𝗂𝗇𝖺 𝗅𝖾𝖺𝖽𝗌 𝗂𝗇 𝗆𝖾𝗆𝗈𝗋𝗒-𝖽𝗋𝗂𝗏𝖾𝗇 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗉𝗋𝗂𝖼𝖾 𝗁𝗂𝗄𝖾 𝖺𝗐𝖺𝗋𝖾𝗇𝖾𝗌𝗌 (𝟪𝟣%), 𝖿𝗈𝗅𝗅𝗈𝗐𝖾𝖽 𝖻𝗒 𝖦𝖾𝗋𝗆𝖺𝗇𝗒 (𝟩𝟢%), 𝖨𝗇𝖽𝗂𝖺 (𝟨𝟨%), 𝖺𝗇𝖽 𝗍𝗁𝖾 𝖴𝖲 𝖺𝗇𝖽 𝖴𝖪 (𝟧𝟢% 𝖾𝖺𝖼𝗁).

• 𝟣 𝗂𝗇 𝟤 𝗉𝖾𝗈𝗉𝗅𝖾 𝗉𝗅𝖺𝗇 𝗍𝗈 𝖻𝗎𝗒 𝗍𝗁𝖾𝗂𝗋 𝗇𝖾𝗑𝗍 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝖽𝗎𝗋𝗂𝗇𝗀 𝖺 𝖿𝖾𝗌𝗍𝗂𝗏𝖾 𝗌𝖺𝗅𝖾/𝗁𝗈𝗅𝗂𝖽𝖺𝗒 𝗌𝖾𝖺𝗌𝗈𝗇.

• 𝖠𝗋𝗈𝗎𝗇𝖽 𝟨 𝗂𝗇 𝟣𝟢 (𝟧𝟨%) 𝗈𝖿 𝖦𝖾𝗇 𝖹 𝖼𝗈𝗇𝗌𝗎𝗆𝖾𝗋𝗌 𝗐𝖺𝗂𝗍 𝖿𝗈𝗋 𝗌𝖺𝗅𝖾𝗌 𝗈𝗋 𝗌𝗉𝖾𝖼𝗂𝖺𝗅 𝖽𝖾𝖺𝗅𝗌 𝖻𝖾𝖿𝗈𝗋𝖾 𝖻𝗎𝗒𝗂𝗇𝗀 𝖺 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗇𝗈𝗐.

• 𝟦𝟦% 𝗐𝗈𝗎𝗅𝖽 𝗌𝗍𝗋𝖾𝗍𝖼𝗁 𝗍𝗁𝖾𝗂𝗋 𝖻𝗎𝖽𝗀𝖾𝗍 𝖿𝗈𝗋 𝗍𝗁𝖾𝗂𝗋 𝗉𝗋𝖾𝖿𝖾𝗋𝗋𝖾𝖽 𝖽𝖾𝗏𝗂𝖼𝖾, 𝗐𝗁𝗂𝗅𝖾 𝟥𝟩% 𝗐𝗈𝗎𝗅𝖽 𝖽𝖾𝗅𝖺𝗒, 𝖺𝗇𝖽 𝟥𝟧% 𝗐𝗈𝗎𝗅𝖽 𝖾𝗑𝗉𝗅𝗈𝗋𝖾 𝖺𝗅𝗍𝖾𝗋𝗇𝖺𝗍𝗂𝗏𝖾𝗌 𝗐𝗂𝗍𝗁𝗂𝗇 𝗍𝗁𝖾𝗂𝗋 𝖻𝗎𝖽𝗀𝖾𝗍. 𝖵𝖾𝗋𝗒 𝖿𝖾𝗐 𝗐𝗈𝗎𝗅𝖽 𝖽𝗈𝗐𝗇𝗀𝗋𝖺𝖽𝖾 𝗍𝗁𝖾𝗂𝗋 𝖽𝖾𝗏𝗂𝖼𝖾 𝖾𝗑𝗉𝖾𝗋𝗂𝖾𝗇𝖼𝖾.

𝗥𝗲𝗮𝗱 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝘀𝘂𝗿𝘃𝗲𝘆 𝗳𝗶𝗻𝗱𝗶𝗻𝗴𝘀 𝘁𝗼 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝗵𝗼𝘄 𝗴𝗹𝗼𝗯𝗮𝗹 𝘀𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗯𝘂𝘆𝗲𝗿𝘀 𝗮𝗿𝗲 𝗿𝗲𝘀𝗽𝗼𝗻𝗱𝗶𝗻𝗴 𝘁𝗼 𝗿𝗶𝘀𝗶𝗻𝗴 𝗽𝗿𝗶𝗰𝗲𝘀:
https://t.co/52ucJBYS54

𝗙𝗼𝗿 𝗱𝗲𝗲𝗽𝗲𝗿 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻𝘁𝗼 𝘀𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗽𝗿𝗶𝗰𝗶𝗻𝗴 𝘁𝗿𝗲𝗻𝗱𝘀 𝗮𝗻𝗱 𝗺𝗮𝗿𝗸𝗲𝘁 𝗱𝘆𝗻𝗮𝗺𝗶𝗰𝘀, 𝗿𝗲𝗮𝗱 𝗼𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀 𝗵𝗲𝗿𝗲:
https://t.co/Enjnrc2g2U

#Smartphones #ConsumerInsights #SmartphoneMarket #CounterpointResearch

[Counterpoint Research @CounterPointTR]

𝗟𝗶𝗴𝗵𝘁𝗺𝗮𝘁𝘁𝗲𝗿 𝗼𝗻 𝗖𝗼-𝗣𝗮𝗰𝗸𝗮𝗴𝗲𝗱 𝗢𝗽𝘁𝗶𝗰𝘀 (𝗖𝗣𝗢) 𝗮𝗻𝗱 𝗦𝗰𝗮𝗹𝗶𝗻𝗴 𝗔𝗜 𝗗𝗮𝘁𝗮 𝗖𝗲𝗻𝘁𝗲𝗿𝘀

𝖨𝗇 𝗍𝗁𝗂𝗌 𝖾𝖽𝗂𝗍𝗂𝗈𝗇 𝗈𝖿 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍 𝖢𝗈𝗇𝗏𝖾𝗋𝗌𝖺𝗍𝗂𝗈𝗇𝗌, 𝖲𝗍𝖾𝗏𝖾 𝖪𝗅𝗂𝗇𝗀𝖾𝗋, 𝖵𝖯 𝗈𝖿 𝖤𝖼𝗈𝗌𝗒𝗌𝗍𝖾𝗆𝗌 𝖺𝗍 @LightmatterCo, 𝗃𝗈𝗂𝗇𝗌 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍’𝗌 𝖬𝗂𝖼𝗁𝖺𝖾𝗅 𝖪𝖺𝗇𝖾𝗅𝗅𝗈𝗌 𝗍𝗈 𝖽𝗂𝗌𝖼𝗎𝗌𝗌 𝗍𝗁𝖾 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗒'𝗌 𝗍𝗋𝖺𝗇𝗌𝗂𝗍𝗂𝗈𝗇 𝖿𝗋𝗈𝗆 𝖢𝖯𝖮 𝗍𝖾𝖼𝗁𝗇𝗈𝗅𝗈𝗀𝗒 𝖽𝖾𝗏𝖾𝗅𝗈𝗉𝗆𝖾𝗇𝗍 𝗍𝗈 𝗋𝖾𝖺𝗅-𝗐𝗈𝗋𝗅𝖽 𝖽𝖾𝗉𝗅𝗈𝗒𝗆𝖾𝗇𝗍𝗌. 𝖶𝗂𝗍𝗁 𝖾𝖺𝗋𝗅𝗒 𝖽𝖾𝗉𝗅𝗈𝗒𝗆𝖾𝗇𝗍𝗌 𝖺𝗉𝗉𝗋𝗈𝖺𝖼𝗁𝗂𝗇𝗀 𝖺𝗇𝖽 𝖺𝖽𝗈𝗉𝗍𝗂𝗈𝗇 𝖾𝗑𝗉𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝖺𝖼𝖼𝖾𝗅𝖾𝗋𝖺𝗍𝖾 𝗂𝗇 𝟤𝟢𝟤𝟪–𝟤𝟢𝟤𝟫, 𝗍𝗁𝖾 𝖼𝗈𝗇𝗏𝖾𝗋𝗌𝖺𝗍𝗂𝗈𝗇 𝖾𝗑𝗉𝗅𝗈𝗋𝖾𝗌 𝗍𝗁𝖾 𝗋𝗈𝖺𝖽𝗆𝖺𝗉 𝖿𝗈𝗋 𝖢𝖯𝖮 𝖺𝗇𝖽 𝖭𝖾𝖺𝗋-𝖯𝖺𝖼𝗄𝖺𝗀𝖾𝖽 𝖮𝗉𝗍𝗂𝖼𝗌 (𝖭𝖯𝖮), 𝖺𝗇𝖽 𝗐𝗁𝗒 𝗍𝗁𝖾𝗌𝖾 𝗍𝖾𝖼𝗁𝗇𝗈𝗅𝗈𝗀𝗂𝖾𝗌 𝖼𝗈𝗎𝗅𝖽 𝖻𝖾𝖼𝗈𝗆𝖾 𝖼𝖾𝗇𝗍𝗋𝖺𝗅 𝗍𝗈 𝗇𝖾𝗑𝗍-𝗀𝖾𝗇𝖾𝗋𝖺𝗍𝗂𝗈𝗇 𝖠𝖨 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾.

𝗪𝗮𝘁𝗰𝗵 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝘃𝗶𝗱𝗲𝗼 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻 𝗵𝗲𝗿𝗲:
https://t.co/Unz12RFRKw

𝗔𝗹𝘀𝗼 𝗿𝗲𝗮𝗱 𝗼𝘂𝗿 𝗶𝗻-𝗱𝗲𝗽𝘁𝗵 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀: 𝗟𝗶𝗴𝗵𝘁𝗺𝗮𝘁𝘁𝗲𝗿 𝗟𝗶𝗻𝗸𝘀 𝘄𝗶𝘁𝗵 𝗢𝗗𝗠𝘀 𝘁𝗼 𝗣𝗮𝘃𝗲 𝗮 𝗚𝗹𝗶𝗱𝗲 𝗣𝗮𝘁𝗵 𝗳𝗼𝗿 𝗖𝗣𝗢:
https://t.co/iLwoAMvl83

#Lightmatter #CoPackagedOptics #AIInfrastructure #SiliconPhotonics #AIDatacenters #OpticalInterconnects

[Counterpoint Research @CounterPointTR]

𝗔𝗦𝗠𝗟 𝗤𝟯 𝟮𝟬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀: 𝗥𝗲𝗰𝗼𝗿𝗱 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗮𝗻𝗱 𝗠𝗮𝗿𝗴𝗶𝗻𝘀 𝗮𝘀 𝗔𝗜-𝗗𝗿𝗶𝘃𝗲𝗻 𝗗𝗲𝗺𝗮𝗻𝗱 𝗢𝘂𝘁𝗽𝗮𝗰𝗲𝘀 𝗦𝘂𝗽𝗽𝗹𝘆

@ASMLcompany 𝗉𝗈𝗌𝗍𝖾𝖽 𝗋𝖾𝖼𝗈𝗋𝖽 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗈𝖿 €𝟣𝟣.𝟩 𝖻𝗂𝗅𝗅𝗂𝗈𝗇 𝗂𝗇 𝖰𝟥 𝟤𝟢𝟤𝟨, 𝗎𝗉 𝟧𝟧% 𝖸𝗈𝖸, 𝗐𝗁𝗂𝗅𝖾 𝗀𝗋𝗈𝗌𝗌 𝗆𝖺𝗋𝗀𝗂𝗇 𝗋𝖾𝖺𝖼𝗁𝖾𝖽 𝖺 𝗋𝖾𝖼𝗈𝗋𝖽 𝟧𝟩.𝟧%. 𝖦𝗋𝗈𝗐𝗍𝗁 𝗐𝖺𝗌 𝖽𝗋𝗂𝗏𝖾𝗇 𝖻𝗒 𝗌𝗍𝗋𝗈𝗇𝗀 𝖤𝖴𝖵 𝗌𝖺𝗅𝖾𝗌 𝗈𝖿 €𝟦.𝟣 𝖻𝗂𝗅𝗅𝗂𝗈𝗇, 𝖺 𝗌𝗁𝖺𝗋𝗉 𝟨𝟪% 𝖸𝗈𝖸 𝗂𝗇𝖼𝗋𝖾𝖺𝗌𝖾 𝗂𝗇 𝖨𝗇𝗌𝗍𝖺𝗅𝗅𝖾𝖽 𝖡𝖺𝗌𝖾 𝖬𝖺𝗇𝖺𝗀𝖾𝗆𝖾𝗇𝗍 𝗋𝖾𝗏𝖾𝗇𝗎𝖾, 𝖺𝗇𝖽 𝗋𝗈𝖻𝗎𝗌𝗍 𝖠𝖨-𝖽𝗋𝗂𝗏𝖾𝗇 𝖣𝖱𝖠𝖬 𝖽𝖾𝗆𝖺𝗇𝖽. 𝖲𝖾𝗆𝗂𝖼𝗈𝗇𝖽𝗎𝖼𝗍𝗈𝗋 𝖾𝗊𝗎𝗂𝗉𝗆𝖾𝗇𝗍 𝖽𝖾𝗆𝖺𝗇𝖽 𝗂𝗌 𝖾𝗑𝗉𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝗈𝗎𝗍𝗉𝖺𝖼𝖾 𝗌𝗎𝗉𝗉𝗅𝗒 𝗍𝗁𝗋𝗈𝗎𝗀𝗁 𝟤𝟢𝟤𝟪, 𝗐𝗂𝗍𝗁 𝗌𝗈𝗆𝖾 𝖼𝗎𝗌𝗍𝗈𝗆𝖾𝗋𝗌 𝖺𝗅𝗋𝖾𝖺𝖽𝗒 𝗅𝗈𝗈𝗄𝗂𝗇𝗀 𝖺𝗁𝖾𝖺𝖽 𝗍𝗈 𝟤𝟢𝟤𝟫–𝟤𝟢𝟥𝟢.

𝗔𝗻𝗮𝗹𝘆𝘀𝘁 𝗧𝗮𝗸𝗲
• 𝖣𝖾𝗆𝖺𝗇𝖽 𝗏𝗂𝗌𝗂𝖻𝗂𝗅𝗂𝗍𝗒 𝗇𝗈𝗐 𝖾𝗑𝗍𝖾𝗇𝖽𝗌 𝗐𝖾𝗅𝗅 𝖻𝖾𝗒𝗈𝗇𝖽 𝟤𝟢𝟤𝟩. 𝖢𝗎𝗌𝗍𝗈𝗆𝖾𝗋𝗌 𝖾𝗑𝗉𝖾𝖼𝗍 𝗌𝗎𝗉𝗉𝗅𝗒 𝗍𝗈 𝗅𝖺𝗀 𝖽𝖾𝗆𝖺𝗇𝖽 𝗍𝗁𝗋𝗈𝗎𝗀𝗁 𝖺𝗍 𝗅𝖾𝖺𝗌𝗍 𝟤𝟢𝟤𝟪, 𝗐𝗁𝗂𝗅𝖾 𝖠𝖲𝖬𝖫’𝗌 𝗉𝗅𝖺𝗇𝗇𝖾𝖽 𝖼𝖺𝗉𝖺𝖼𝗂𝗍𝗒 𝖺𝖽𝖽𝗂𝗍𝗂𝗈𝗇𝗌 𝖺𝗋𝖾 𝗎𝗇𝗅𝗂𝗄𝖾𝗅𝗒 𝗍𝗈 𝖿𝗎𝗅𝗅𝗒 𝖼𝗅𝗈𝗌𝖾 𝗍𝗁𝖾 𝗀𝖺𝗉. 𝖳𝗁𝗂𝗌 𝖼𝗈𝗎𝗅𝖽 𝗄𝖾𝖾𝗉 𝗅𝗂𝗍𝗁𝗈𝗀𝗋𝖺𝗉𝗁𝗒 𝖺 𝗄𝖾𝗒 𝖼𝗈𝗇𝗌𝗍𝗋𝖺𝗂𝗇𝗍 𝗈𝗇 𝖠𝖨-𝖽𝗋𝗂𝗏𝖾𝗇 𝖼𝗁𝗂𝗉 𝖼𝖺𝗉𝖺𝖼𝗂𝗍𝗒 𝖾𝗑𝗉𝖺𝗇𝗌𝗂𝗈𝗇.

• 𝖯𝗋𝗈𝖽𝗎𝖼𝗍𝗂𝗏𝗂𝗍𝗒 𝗎𝗉𝗀𝗋𝖺𝖽𝖾𝗌 𝖺𝗋𝖾 𝖻𝖾𝖼𝗈𝗆𝗂𝗇𝗀 𝗍𝗁𝖾 𝖿𝖺𝗌𝗍𝖾𝗌𝗍 𝗋𝗈𝗎𝗍𝖾 𝗍𝗈 𝖼𝖺𝗉𝖺𝖼𝗂𝗍𝗒 𝖾𝗑𝗉𝖺𝗇𝗌𝗂𝗈𝗇. 𝖶𝗂𝗍𝗁 𝖼𝗅𝖾𝖺𝗇𝗋𝗈𝗈𝗆 𝗌𝗉𝖺𝖼𝖾 𝗋𝖾𝗆𝖺𝗂𝗇𝗂𝗇𝗀 𝖺𝗇 𝗂𝗆𝗆𝖾𝖽𝗂𝖺𝗍𝖾 𝖻𝗈𝗍𝗍𝗅𝖾𝗇𝖾𝖼𝗄, 𝖨𝗇𝗌𝗍𝖺𝗅𝗅𝖾𝖽 𝖡𝖺𝗌𝖾 𝖬𝖺𝗇𝖺𝗀𝖾𝗆𝖾𝗇𝗍 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝖾𝗑𝖼𝖾𝖾𝖽𝖾𝖽 𝗀𝗎𝗂𝖽𝖺𝗇𝖼𝖾 𝖻𝗒 €𝟦𝟢𝟢 𝗆𝗂𝗅𝗅𝗂𝗈𝗇 𝗂𝗇 𝖰𝟥. 𝖵𝖺𝗅𝗎𝖾-𝖻𝖺𝗌𝖾𝖽 𝗉𝗋𝗂𝖼𝗂𝗇𝗀, 𝖾𝗑𝗉𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝗌𝗍𝖺𝗋𝗍 𝖼𝗈𝗇𝗍𝗋𝗂𝖻𝗎𝗍𝗂𝗇𝗀 𝖿𝗋𝗈𝗆 𝟤𝟢𝟤𝟩, 𝖼𝗈𝗎𝗅𝖽 𝗉𝗋𝗈𝗏𝗂𝖽𝖾 𝖿𝗎𝗋𝗍𝗁𝖾𝗋 𝗎𝗉𝗌𝗂𝖽𝖾 𝗍𝗈 𝗆𝖺𝗋𝗀𝗂𝗇𝗌.

• 𝖤𝗊𝗎𝗂𝗉𝗆𝖾𝗇𝗍 𝗈𝗋𝖽𝖾𝗋𝗌 𝖺𝗋𝖾 𝖺𝗅𝗋𝖾𝖺𝖽𝗒 𝖾𝗑𝗍𝖾𝗇𝖽𝗂𝗇𝗀 𝗂𝗇𝗍𝗈 𝟤𝟢𝟤𝟫–𝟤𝟢𝟥𝟢. 𝖲𝗈𝗆𝖾 𝖼𝗎𝗌𝗍𝗈𝗆𝖾𝗋𝗌 𝖺𝗋𝖾 𝖾𝗑𝗉𝗅𝗈𝗋𝗂𝗇𝗀 𝗈𝗋𝖽𝖾𝗋𝗌 𝗍𝗁𝖺𝗍 𝖿𝖺𝗋 𝖺𝗁𝖾𝖺𝖽, 𝗌𝗎𝗀𝗀𝖾𝗌𝗍𝗂𝗇𝗀 𝗍𝗁𝖺𝗍 𝖿𝖺𝖻𝗌 𝖺𝗋𝖾 𝗅𝗈𝗈𝗄𝗂𝗇𝗀 𝗍𝗈 𝗌𝖾𝖼𝗎𝗋𝖾 𝖾𝗊𝗎𝗂𝗉𝗆𝖾𝗇𝗍 𝗌𝗅𝗈𝗍𝗌 𝖾𝖺𝗋𝗅𝗒 𝖺𝗇𝖽 𝗁𝖾𝖽𝗀𝖾 𝖺𝗀𝖺𝗂𝗇𝗌𝗍 𝗉𝗈𝗍𝖾𝗇𝗍𝗂𝖺𝗅 𝗌𝗎𝗉𝗉𝗅𝗒 𝖽𝗂𝗌𝗋𝗎𝗉𝗍𝗂𝗈𝗇𝗌.

𝗪𝗮𝗻𝘁 𝘁𝗼 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝗵𝗼𝘄 𝗹𝗲𝗮𝗱𝗶𝗻𝗴 𝘄𝗮𝗳𝗲𝗿 𝗳𝗮𝗯 𝗲𝗾𝘂𝗶𝗽𝗺𝗲𝗻𝘁 𝗺𝗮𝗻𝘂𝗳𝗮𝗰𝘁𝘂𝗿𝗲𝗿𝘀 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗲𝗱 𝗶𝗻 𝟮𝟬𝟮𝟱 𝗮𝗻𝗱 𝘄𝗵𝗮𝘁 𝗹𝗶𝗲𝘀 𝗮𝗵𝗲𝗮𝗱 𝗶𝗻 𝟮𝟬𝟮𝟲? 𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗶𝗻𝗴 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗰𝗮𝗻 𝗮𝗰𝗰𝗲𝘀𝘀 𝘁𝗵𝗲 𝗿𝗲𝗽𝗼𝗿𝘁 𝗵𝗲𝗿𝗲:
https://t.co/AaYcqbK8Wk

#ASML #Semiconductors #AI #EUV #SemiconductorEquipment #Earnings

[Counterpoint Research @CounterPointTR]

𝗪𝗵𝗮𝘁 𝗶𝗳 𝘆𝗼𝘂𝗿 𝗲𝗮𝗿𝗯𝘂𝗱𝘀 𝗰𝗼𝘂𝗹𝗱 𝗯𝗲𝗰𝗼𝗺𝗲 𝘆𝗼𝘂𝗿 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗹 𝗔𝗜 𝗮𝘀𝘀𝗶𝘀𝘁𝗮𝗻𝘁?

𝖠𝗍 𝖲𝗇𝖺𝗉𝖽𝗋𝖺𝗀𝗈𝗇 𝖲𝗎𝗆𝗆𝗂𝗍 𝟤𝟢𝟤𝟨, @Qualcomm 𝗂𝗇𝗍𝗋𝗈𝖽𝗎𝖼𝖾𝖽 @Snapdragon 𝖲𝗈𝗎𝗇𝖽 𝖤𝗅𝗂𝗍𝖾 𝖦𝖾𝗇 𝟤, 𝖺 𝗉𝗅𝖺𝗍𝖿𝗈𝗋𝗆 𝖽𝖾𝗌𝗂𝗀𝗇𝖾𝖽 𝗍𝗈 𝗍𝖺𝗄𝖾 𝖾𝖺𝗋𝖻𝗎𝖽𝗌 𝖻𝖾𝗒𝗈𝗇𝖽 𝖺𝗎𝖽𝗂𝗈 𝗉𝗅𝖺𝗒𝖻𝖺𝖼𝗄 𝖺𝗇𝖽 𝗍𝗎𝗋𝗇 𝗍𝗁𝖾𝗆 𝗂𝗇𝗍𝗈 𝗂𝗇𝗍𝖾𝗅𝗅𝗂𝗀𝖾𝗇𝗍 𝖼𝗈𝗆𝗉𝖺𝗇𝗂𝗈𝗇𝗌. 𝖨𝗇 𝗈𝗎𝗋 𝗅𝖺𝗍𝖾𝗌𝗍 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍 𝖢𝗈𝗇𝗏𝖾𝗋𝗌𝖺𝗍𝗂𝗈𝗇𝗌, 𝖲𝖾𝗇𝗂𝗈𝗋 𝖠𝗇𝖺𝗅𝗒𝗌𝗍 𝖨𝗏𝖺𝗇 𝖫𝖺𝗆 𝗌𝖺𝗍 𝖽𝗈𝗐𝗇 𝗐𝗂𝗍𝗁 𝖰𝗎𝖺𝗅𝖼𝗈𝗆𝗆’𝗌 𝖲𝖺𝗋𝖺𝗁 𝖬𝖼𝖬𝗎𝗋𝗋𝖺𝗒 (@AudioSarah) 𝗍𝗈 𝗍𝖺𝗅𝗄 𝖺𝖻𝗈𝗎𝗍 𝗁𝗈𝗐 𝖽𝗂𝗋𝖾𝖼𝗍 𝖼𝗅𝗈𝗎𝖽 𝖼𝗈𝗇𝗇𝖾𝖼𝗍𝗂𝗏𝗂𝗍𝗒, 𝖠𝖨 𝖺𝗀𝖾𝗇𝗍𝗌, 𝗅𝗂𝗏𝖾 𝗍𝗋𝖺𝗇𝗌𝗅𝖺𝗍𝗂𝗈𝗇 𝖺𝗇𝖽 𝖼𝖺𝗆𝖾𝗋𝖺-𝖾𝗇𝖺𝖻𝗅𝖾𝖽 𝖾𝖺𝗋𝖻𝗎𝖽𝗌 𝖼𝗈𝗎𝗅𝖽 𝗎𝗇𝗅𝗈𝖼𝗄 𝗇𝖾𝗐 𝗉𝖾𝗋𝗌𝗈𝗇𝖺𝗅 𝖠𝖨 𝖾𝗑𝗉𝖾𝗋𝗂𝖾𝗇𝖼𝖾𝗌.

𝖥𝗋𝗈𝗆 𝖺𝖼𝖼𝖾𝗌𝗌𝗂𝗇𝗀 𝖠𝖨 𝖺𝗌𝗌𝗂𝗌𝗍𝖺𝗇𝗍𝗌 𝗍𝗈 𝖾𝗇𝖺𝖻𝗅𝗂𝗇𝗀 𝖼𝗈𝗇𝗍𝖾𝗑𝗍𝗎𝖺𝗅 𝖺𝗐𝖺𝗋𝖾𝗇𝖾𝗌𝗌, 𝗍𝗁𝖾 𝗇𝖾𝗑𝗍 𝗀𝖾𝗇𝖾𝗋𝖺𝗍𝗂𝗈𝗇 𝗈𝖿 𝖾𝖺𝗋𝖻𝗎𝖽𝗌 𝖼𝗈𝗎𝗅𝖽 𝖼𝗁𝖺𝗇𝗀𝖾 𝗁𝗈𝗐 𝗐𝖾 𝗂𝗇𝗍𝖾𝗋𝖺𝖼𝗍 𝗐𝗂𝗍𝗁 𝖠𝖨 𝗍𝗁𝗋𝗈𝗎𝗀𝗁𝗈𝗎𝗍 𝗍𝗁𝖾 𝖽𝖺𝗒.

𝗪𝗮𝘁𝗰𝗵 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝘃𝗶𝗱𝗲𝗼 𝗵𝗲𝗿𝗲:
https://t.co/FPx8zRcpvm

#Qualcomm #Snapdragon #PersonalAI #AgenticAI #Wearables #CounterpointConversations #SnapdragonSummit

[Counterpoint Research @CounterPointTR]

𝗠𝗲𝗺𝗼𝗿𝘆 𝗖𝗿𝘂𝗻𝗰𝗵 𝗛𝗶𝘁𝘀 𝗦𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲𝘀: 𝗚𝗹𝗼𝗯𝗮𝗹 𝗦𝗵𝗶𝗽𝗺𝗲𝗻𝘁𝘀 𝗗𝗿𝗼𝗽 𝟮𝟬% 𝘁𝗼 𝗮 𝟭𝟰-𝗬𝗲𝗮𝗿 𝗟𝗼𝘄

𝖳𝗁𝖾 𝗀𝗅𝗈𝖻𝖺𝗅 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗆𝖺𝗋𝗄𝖾𝗍 𝖽𝖾𝖼𝗅𝗂𝗇𝖾𝖽 𝟤𝟢% 𝖸𝗈𝖸 𝗂𝗇 𝖰𝟥 𝟤𝟢𝟤𝟨, 𝗋𝖾𝖺𝖼𝗁𝗂𝗇𝗀 𝗂𝗍𝗌 𝗅𝗈𝗐𝖾𝗌𝗍 𝖰𝟥 𝗅𝖾𝗏𝖾𝗅 𝗂𝗇 𝟣𝟦 𝗒𝖾𝖺𝗋𝗌, 𝖺𝗌 𝖼𝗈𝗇𝗍𝗂𝗇𝗎𝖾𝖽 𝗆𝖾𝗆𝗈𝗋𝗒 𝗌𝗁𝗈𝗋𝗍𝖺𝗀𝖾𝗌 𝖼𝗈𝗇𝗌𝗍𝗋𝖺𝗂𝗇𝖾𝖽 𝗌𝗎𝗉𝗉𝗅𝗒 𝖿𝗈𝗋 𝗆𝗈𝗌𝗍 𝖮𝖤𝖬𝗌. 𝖮𝖤𝖬𝗌 𝗉𝖺𝗌𝗌𝖾𝖽 𝗈𝗇 𝗁𝗂𝗀𝗁𝖾𝗋 𝖼𝗈𝗆𝗉𝗈𝗇𝖾𝗇𝗍 𝖼𝗈𝗌𝗍𝗌 𝗍𝗈 𝖼𝗈𝗇𝗌𝗎𝗆𝖾𝗋𝗌, 𝖽𝗋𝗂𝗏𝗂𝗇𝗀 𝗎𝗉 𝗀𝗅𝗈𝖻𝖺𝗅 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗋𝖾𝗍𝖺𝗂𝗅 𝗉𝗋𝗂𝖼𝖾𝗌 𝖻𝗒 𝟤𝟢% 𝗌𝗈 𝖿𝖺𝗋 𝗂𝗇 𝟤𝟢𝟤𝟨 𝖺𝗇𝖽 𝖿𝗎𝗋𝗍𝗁𝖾𝗋 𝗂𝗇𝖼𝗋𝖾𝖺𝗌𝗂𝗇𝗀 𝗆𝖺𝗋𝗄𝖾𝗍 𝖺𝗏𝖾𝗋𝖺𝗀𝖾 𝗌𝖾𝗅𝗅𝗂𝗇𝗀 𝗉𝗋𝗂𝖼𝖾 (𝖠𝖲𝖯𝗌).

𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:
• @Samsung 𝗅𝖾𝖽 𝗍𝗁𝖾 𝗆𝖺𝗋𝗄𝖾𝗍 𝗐𝗂𝗍𝗁 𝖺 𝟤𝟥% 𝗌𝗁𝖺𝗋𝖾, 𝖽𝗋𝗂𝗏𝖾𝗇 𝖻𝗒 𝖻𝖾𝗍𝗍𝖾𝗋-𝗍𝗁𝖺𝗇-𝖼𝗈𝗆𝗉𝖾𝗍𝗂𝗍𝗂𝗏𝖾 𝗉𝗈𝗌𝗂𝗍𝗂𝗈𝗇𝗂𝗇𝗀 𝗂𝗇 𝗌𝖾𝖼𝗎𝗋𝗂𝗇𝗀 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌 𝖺𝗇𝖽 𝗋𝗈𝖻𝗎𝗌𝗍 𝖾𝖺𝗋𝗅𝗒 𝖽𝖾𝗆𝖺𝗇𝖽 𝖿𝗈𝗋 𝗂𝗍𝗌 𝖹𝟪 𝖿𝗈𝗅𝖽𝖺𝖻𝗅𝖾 𝗌𝖾𝗋𝗂𝖾𝗌, 𝗅𝖾𝖽 𝖻𝗒 𝗍𝗁𝖾 𝖹 𝖥𝗈𝗅𝖽𝟪

• @Apple’𝗌 𝗆𝖺𝗋𝗄𝖾𝗍 𝗌𝗁𝖺𝗋𝖾 𝖼𝗋𝗈𝗌𝗌𝖾𝖽 𝟤𝟢% 𝖿𝗈𝗋 𝗍𝗁𝖾 𝖿𝗂𝗋𝗌𝗍 𝗍𝗂𝗆𝖾 𝗂𝗇 𝖺𝗇𝗒 𝖰𝟥, 𝗋𝖾𝖺𝖼𝗁𝗂𝗇𝗀 𝟤𝟤%, 𝖽𝖾𝗌𝗉𝗂𝗍𝖾 𝖺 𝖸𝗈𝖸 𝖽𝖾𝖼𝗅𝗂𝗇𝖾 𝗂𝗇 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌.

• 𝖳𝗁𝖾 𝗆𝖺𝗋𝗄𝖾𝗍 𝗌𝖺𝗐 𝖺 𝗐𝗂𝖽𝖾𝗇𝗂𝗇𝗀 𝗀𝖺𝗉 𝖻𝖾𝗍𝗐𝖾𝖾𝗇 𝗉𝗋𝖾𝗆𝗂𝗎𝗆 𝖺𝗇𝖽 𝗉𝗋𝗂𝖼𝖾-𝗌𝖾𝗇𝗌𝗂𝗍𝗂𝗏𝖾 𝗌𝖾𝗀𝗆𝖾𝗇𝗍𝗌, 𝗐𝗂𝗍𝗁 𝗉𝗋𝖾𝗆𝗂𝗎𝗆 𝖽𝖾𝗆𝖺𝗇𝖽 𝗋𝖾𝗆𝖺𝗂𝗇𝗂𝗇𝗀 𝗋𝖾𝗌𝗂𝗅𝗂𝖾𝗇𝗍 𝗐𝗁𝗂𝗅𝖾 𝗁𝗂𝗀𝗁𝖾𝗋 𝖽𝖾𝗏𝗂𝖼𝖾 𝗉𝗋𝗂𝖼𝖾𝗌 𝗉𝗎𝗍 𝗀𝗋𝖾𝖺𝗍𝖾𝗋 𝗉𝗋𝖾𝗌𝗌𝗎𝗋𝖾 𝗈𝗇 𝖺𝖿𝖿𝗈𝗋𝖽𝖺𝖻𝗂𝗅𝗂𝗍𝗒.

𝗥𝗲𝗮𝗱 𝗼𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀 𝘁𝗼 𝗱𝗶𝘀𝗰𝗼𝘃𝗲𝗿 𝗵𝗼𝘄 𝗺𝗲𝗺𝗼𝗿𝘆 𝗰𝗼𝗻𝘀𝘁𝗿𝗮𝗶𝗻𝘁𝘀 𝗮𝗿𝗲 𝗶𝗺𝗽𝗮𝗰𝘁𝗶𝗻𝗴 𝘁𝗵𝗲 𝗴𝗹𝗼𝗯𝗮𝗹 𝘀𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝗮𝗻𝗱 𝗵𝗼𝘄 @Xiaomi, @Vivo_GLOBAL, 𝗮𝗻𝗱 @oppo 𝗮𝗿𝗲 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗶𝗻𝗴 𝗮𝗺𝗶𝗱 𝘁𝗵𝗲 𝗼𝗻𝗴𝗼𝗶𝗻𝗴 𝘀𝗹𝗼𝘄𝗱𝗼𝘄𝗻: https://t.co/Xt0oqaCGsZ

𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗶𝗻𝗴 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗰𝗮𝗻 𝗮𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗠𝗮𝗿𝗸𝗲𝘁 𝗠𝗼𝗻𝗶𝘁𝗼𝗿 𝘀𝗲𝗿𝘃𝗶𝗰𝗲 𝗵𝗲𝗿𝗲: https://t.co/w7hoCB70eU

#Smartphones #SmartphoneMarket #MemoryShortage #Xiaomi #vivo #OPPO #Apple #Samsung