Apple’s Effort to Replace Qualcomm Chip in iPhone Falls Further Behind https://www.bloomberg.com/news/articles/2023-11-16/apple-project-to-replace-modems-made-by-qualcomm-falls-further-behind-to-2026
Bloomberg.com
Apple’s Effort to Replace Qualcomm Chip in iPhone Falls Further Behind
Company will likely miss a 2025 goal to roll out its own cellular modem inside the device
Nvidia shares moved down 1% in extended trading on Tuesday after the chipmaker reported fiscal third-quarter results that surpassed Wall Street's predictions. But the company called for a negative impact in the next quarter because of export restrictions affecting sales to organizations in China and other countries.
"We expect that our sales to these destinations will decline significantly in the fourth quarter of fiscal 2024, though we believe the decline will be more than offset by strong growth in other regions," Nvidia's finance chief, Colette Kress, said in a letter to shareholders.
https://www.cnbc.com/2023/11/21/nvidia-nvda-q3-earnings-report-2024.html
"We expect that our sales to these destinations will decline significantly in the fourth quarter of fiscal 2024, though we believe the decline will be more than offset by strong growth in other regions," Nvidia's finance chief, Colette Kress, said in a letter to shareholders.
https://www.cnbc.com/2023/11/21/nvidia-nvda-q3-earnings-report-2024.html
CNBC
Nvidia's revenue triples as AI chip boom continues
Nvidia called for accelerating revenue growth in the next quarter, even as executives warn that government limits on sales to some countries will hurt results.
- 글로벌 스마트폰 시장 27개월 연속 YoY 역성장했으나 아이폰 15의 효과로 2021년 6월 이후 처음으로 YoY 성장
- 중국에서 아이폰15가 기대 수요를 맞추지 못하고 있다는 점을 감안하더라도 애플 아이폰 출하량이 스마트폰 시장의 전체적인 추세를 이기고 있음
- 카운터포인트리서치는 2023년 10월 스마트폰 Sell-through가 +5%YoY를 기록했다고 밝힘
- 신흥 시장, 특히 중동과 아프리카에서의 성장 + 화웨이의 시장 복귀 + 인도의 축제 시즌 판매의 영향
https://finance.yahoo.com/amphtml/news/iphone-15-breaks-smartphone-markets-143850167.html
- 중국에서 아이폰15가 기대 수요를 맞추지 못하고 있다는 점을 감안하더라도 애플 아이폰 출하량이 스마트폰 시장의 전체적인 추세를 이기고 있음
- 카운터포인트리서치는 2023년 10월 스마트폰 Sell-through가 +5%YoY를 기록했다고 밝힘
- 신흥 시장, 특히 중동과 아프리카에서의 성장 + 화웨이의 시장 복귀 + 인도의 축제 시즌 판매의 영향
https://finance.yahoo.com/amphtml/news/iphone-15-breaks-smartphone-markets-143850167.html
Yahoo Finance
iPhone 15 breaks smartphone market's sales slump
After 27 consecutive months of sales sinking year over year, new research says the iPhone 15 helped the global smartphone market see its first positive growth since June 2021.
'A lot quieter' Black Friday brings out discount hunters | Reuters
https://www.reuters.com/business/retail-consumer/us-retailers-hope-draw-picky-black-friday-shoppers-stores-2023-11-24/
https://www.reuters.com/business/retail-consumer/us-retailers-hope-draw-picky-black-friday-shoppers-stores-2023-11-24/
Reuters
'A lot quieter' Black Friday brings out discount hunters
Shoppers took to stores across the world on a Black Friday that appeared subdued compared with prior years, looking for discounted electronics, clothing and household goods in the kickoff to the holiday shopping season crucial to big retailers.