bullish
Tech Supply Chain Tracker (11-May-2024): China smartphone market, Q1 2024
SUMMARY
- China's smartphone market saw growth in 1Q 2024, with increased shipments of OLED panels indicating potential for LG.
- Panasonic's battery unit received US subsidy but faces weak EV demand, potentially hurting sales.
- Concerns rise as tech giants invest in AI infrastructure, with focus on consolidation, data privacy, and potential misuse of power.
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