Page 18 of 18

Re: Telecoms, Mobile Phones, 5G etc.

PostPosted: Tue Aug 13, 2019 9:42 am
by winston
CAICT: Handset Shipment Dips 7.5% YoY in Jul with 5.5% Drop in Jan-Jul

In the first seven months of 2019, handset shipment in the Mainland China market dipped 5.5% year-on-year to 220 million, data from China Academy of Information and Communications Technology (CAICT) showed.

Looking at the month of July, handset shipment in China market also slid 7.5% yearly to 34.199 million.

Source: AAStocks Financial News

Re: Telecoms, Mobile Phones, 5G etc.

PostPosted: Tue Sep 17, 2019 2:07 pm
by winston
IDC: Global Smartphone Shipment to Contract 0.4% YoY in 2H19

IDC foresaw a recovery in global smartphone sales volume for the second half of 2019 and the year of 2020, with 0.4% YoY slide in the second half of year.

The shipment is expected to drop 2.2% YoY to 1.371 billion units, contracting for the third straight year and potentially growing 1.6% next year.

IDC estimated 5G cellphone shipment to account for 8.9% of the global 5G smartphone shipment in 2020 (i.e. 123.5 million units).

The portion will likely surge to 28.1% of the total shipment by 2023.

Source: AAStocks Financial News

Re: Telecoms, Mobile Phones, 5G etc.

PostPosted: Wed Oct 30, 2019 3:31 pm
by winston
Canalys: China: 3Q Smartphone Shipment Fall Trims to 3% YoY

China's smartphone shipment tracked narrowed yearly fall to 3% in 3Q19, according to the report published by the market researcher Canalys.

On a quarterly basis, the shipment increased to 97.8 million units in 3Q from 2Q's 97.6 million units, among which Huawei seized higher smartphone market shares to 42%, reinforcing its leading position further.


Re: Telecoms, Mobile Phones, 5G etc.

PostPosted: Tue Nov 19, 2019 1:08 pm
by winston
<Research Report>G Sachs: PRC Oct 5G Handset Shipments Up 4x to 2.5M Units; Upbeat on Sunny Optical, ZTE, ASM

China's 5G smartphone shipments grew 402% MoM to 2.5 million units for October, with a penetration rate of 7%.

The 10M19 5G smartphone shipments reached 3.3 million units, with a 1% penetration rate.

As China starts launching 5G services in November, Goldman Sachs projected strong shipments during November and December, leading to full-year shipments of 5 million units.

Upbeat on suppliers capable of share gains, the broker gave a Buy rating to SUNNY OPTICAL (02382.HK), SMIC (00981.HK), ASM PACIFIC (00522.HK), SG Micro (300661.SZ), TSMC (2330.TW), ZTE (00763.HK), LUXSHARE-ICT (002475.SZ), OFILM (002456.SZ) and Win Semiconductors (3105.TW).

However, AAC TECH (02018.HK) and Largan Precision (3008.TW) were rated at Sell.

Source: AAStocks Financial News

Re: Telecoms, Mobile Phones, 5G etc.

PostPosted: Thu Jan 23, 2020 8:28 am
by winston
5G to drive smart device sales across the board

by Stella Zhai

Research house Gartner yesterday, forecast that more intelligent products will be sold this year, as Apple revealed plans to assemble a new low-cost iPhone in February and Foxconn, one of its suppliers, pledged to begin production in the United States sometime this year.

Gartner forecast that sales of personal computers, handsets and smartwatches will expand 0.9 percent from 2019 to 2.16 billion this year, driven by the developing 5G technology.

The institution expects 5G smartphones to take up 12 percent of total handset shipments this year, particularly driven by the emerging greater China and Asian markets. The proportion is expected to increase to 43 percent by 2022, it added.

In other news, Apple suppliers plan to begin assembling a new low-cost iPhone in February, people familiar with the plan said, as the company looks to address a wider swath of the global smartphone market ahead of its 5G handsets later this year.

The Cupertino, California-based company is expected to officially unveil the new phone as early as March, sources said.

This would be the first low-cost iPhone model since the iPhone SE.

The new phone is expected to have Touch ID built into the home button, reusing established Apple technology instead of opting for an in-display fingerprint sensor like most modern Android rivals.

Elsewhere, Foxconn founder and chairman Terry Gou Tai-ming pledged to begin production at a long-delayed electronics plant in Wisconsin, United States, sometime this year, kick-starting a signature US project that's expected to play a pivotal role in expanding the billionaire's manufacturing empire.

Gou said the factory will be up and running in 2020 and drive his company's vision of manufacturing components for fifth-generation wireless and artificial intelligence applications, without elaborating.

Source: The Standard ... -the-board

Re: Telecoms, Mobile Phones, 5G etc.

PostPosted: Wed Jan 29, 2020 3:59 pm
by winston
Canalys: CN 4Q19 Smartphone Shipment Sinks 15%

Extending the decline to the 11th quarter, China's smartphone shipment stumbled 15% yearly in 4Q19 to 85.30 million units, a new low since 1Q13, Canalys wrote in its report.

In FY19, China's smartphone shipment slid 7% yearly to 369 million units.

Source: AAStocks Financial News

Re: Telecoms, Mobile Phones, 5G etc.

PostPosted: Wed Feb 12, 2020 1:48 pm
by winston
China Smartphone Shipments to Drop 30% in Q1

By Douglas A. McIntyre

Source: 24/7 Wall Street ... FEB112020a