How AI’s growth left consumer electronics facing an uncertain future
AI-driven memory demand is raising costs and squeezing smartphone and PC makers, while creating opportunities for Chinese chipmakers By CLS Marketwatch The global memory chip market is witnessing a…
Global smartphone shipments sag in second quarter, as budget brands suffer most
Global smartphone shipments fell 6.7% in the second quarter of 2026, as lower-cost brands like Xiaomi (1810.HK), Vivo and Oppo suffered double-digit declines after soaring memory costs forced them to…
INDUSTRY BRIEF: Chinese smartphone makers bear the brunt of soaring memory prices
Global smartphone shipments fell 4.1% year-on-year to 289.7 million units in the first quarter, as China’s top three players lost market share to global leaders Apple (AAPL.US) and Samsung (005930.KS),…
Stumbling Transsion calls on Hong Kong investors. But will they answer?
The budget cellphone specialist has filed for a Hong Kong IPO, even as its revenue began to fall in the second half of last year Key Takeaways Transssion has filed…
Its shareholding reform rolled up, Honor is ready for IPO
A separate listing by Huawei’s former budget smartphone brand has been the subject of frequent speculation since its spinoff as a separate company four years ago Key Takeaways: The CEO…
CHINA BULLETIN: Provinces Get Set for Slower Growth
In this week’s issue provincial economic realism, a new reserve rate cut and vanishing game regulations. On a scale of 1 to 100, we give the week a 50 for…
Transsion climbs global smartphone leader board with its move out of Africa
The company posted 68.6% growth to become the world’s fourth largest smartphone seller in last year’s fourth quarter, as it expands beyond its original African stronghold Key Takeaways: Transsion shipped…
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