Globalan hour ago

GLOBAL SMARTPHONE SHIPMENTS PLUNGE 20% AS AI BOOM SQUEEZES CHIP SUPPLY

Global smartphone shipments fell 20% in Q3, hitting their lowest third-quarter level since 2012, according to Counterpoint Research. AI data centers are absorbing memory chip supplies, driving up smartphone production costs and retail prices. Samsung leads with 23% market share, followed closely by Apple at 22%. Meanwhile, Xiaomi shipments plunged over 30%, as manufacturers prioritize margins over sales volumes.

AI Take

Neutral

AI 데이터센터의 메모리 칩 수요가 스마트폰 생산비와 판매가격을 끌어올려 스마트폰 제조사에 부담을 줄 수 있습니다. 삼성전자와 애플은 시장 점유율을 유지했지만, 샤오미 출하량은 30% 넘게 감소했습니다.

#스마트폰#칩 공급#AI 데이터센터

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Sources (3)

TelegramWalter Bloomberg22:43
TelegramMarket Feed22:43
X@firstsquawk22:43

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