bearish
Tech Supply Chain Tracker (24-Oct-2024): 2025+ global smartphone forecast.
SUMMARY
- Global smartphone shipments expected to increase beyond 2025, with OLED technology gaining popularity in tablets and notebooks while Mini LED becomes less preferred.
- Uncertainty over whether Trump will end TSMC's subsidies for Arizona factory, impacting material suppliers benefiting from TSMC's growth in 3Q24.
- PSMC chairman shifts from cautious approach towards India to optimism with new partnership with Tata, while Horizon Robotics' Hong Kong IPO supported by Alibaba, Baidu, and TSMC for manufacturing.
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