IDC sees global smartphone shipments falling 12.9% this year to 1.12 billion units amid “a tsunami-like shock originating in the memory supply chain” that will hit all consumer electronics. Low-end phones will suffer most as high memory prices make sub-$100 smartphones (171 million units) “permanently uneconomical”. 1/2 $Alphabet(GOOGL.US) $Apple(AAPL.US) $Qualcomm(QCOM.US) #MediaTek #Xiaomi #oppo #smartphone $Micron Tech(MU.US) #Samsung #SKhynix
Source: Dan Nystedt
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