bearish
Smartphone Growth Is Slowing Down to +4% YoY in 3Q. Mediatek Had a Good Rally, Time to Take a Break
212 Views15 Oct 2024 15:00
Smartphone growth is slowing down but ASP are increasing for Mediatek with 5G AI-enabled phones. Mediatek has other drivers, AI chips and Auto GPU. The stock is up 33% YTD and is expensive.
What is covered in the Full Insight:
- Overview of Smartphone Market Growth
- Performance Analysis of Samsung and Apple
- Emerging Market Trends
- Mediatek and Qualcomm Investment Prospects
- Valuation Concerns and Future Outlook
SUMMARY
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Full Insight
(Paid Plans Only, 3-minute read)
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Nicolas Baratte
Technology / Semiconductor / Internet Research
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