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AI revenue has so far skewed toward AI infrastructure while AI consumption has remained relatively low. Rapid AI development shows no signs of slowing and continues to transform the technology ecosystem. The question remains: where will AI money flow next?
Global PC shipments decreased by 4% YoY in Q2 2026 to reach 65 million units, breaking a growth trend that began in Q1 2025, as rising component costs, particularly for memory, began to suppress shipment volumes.
Samsung launched three new foldables: Galaxy Z Fold8, Galaxy Z Fold8 Ultra and Galaxy Z Flip8.
China’s Moonshot AI announced its K3 model on July 16 with 2.8 trillion parameters, native multimodality and a one-million-token context window.
LG Display is scheduled to kick off the earnings season for flat panel display makers with Q2 2026 financial reports this week, to be followed by AUO and Samsung in the last week of July, a few more in the first weeks of August, and the Chinese panel makers’ mid-year interim reports, typically by the end of August. Here, we will give a preview of what to expect.
Samsung is projected to remain the leading brand in 2026, although its share is expected to decline to 32% from 40% in 2025 as competition tightens.
The report tracks the key component prices of smartphones, including the prices of memory, display, camera, SoC.
Overview: The report analyzes the changing dynamics of BoM costs for smartphones across different price bands (low-end, mid-end, premium), in the background of skyrocketing memory prices. By estimating and calculating with our BoM cost data model, we provide the cost changes and share changes, smartphone OEMs’ response, and further changes in the market. We also give an estimation of the iPhone 18 Pro Max, which will be released in Q3 2026.
MG unveiled its ADAPT platform, India's first multi-NEV architecture, highlighting a flexible electrification strategy spanning EVs, hybrids, PHEVs, and range-extender vehicles.
Amazon's early Prime Day sparked a Week 26 smartphone sales rebound across Europe, with Apple recording the biggest gains and OPPO the fastest growth.