[Note: This comment comes from friend Dave Burstein. DLH]
From: Dave Burstein <email@example.com>
Subject: Re: [Dewayne-Net] We’re No Longer in Smartphone Plateau. We’re in the Smartphone Decline.
Date: December 5, 2018 at 11:23:26 AM EST
The data cited is not inaccurate, but there are also contradictory data points. Hard to call.
Communications chips had a 12% uptick https://www.eetimes.com/document.asp?doc_id=1334033. The U.S. and most of Europe are just about saturated and replacement cycles are slowing. (How much better are 2018 phones than 2016 for most people?)
The most interesting part of the world is India, where Reliance Jio is adding 12M 4G customers per month. That is not a typo. 250M in 24 months, audited. Africa and Latin America had been flat for two years but seem to be picking up.
Average selling price I believe went up most places in 2018. I would expect it to come down because of the functionality of $50-$200 phones, but it’s not in the data yet.
We’re No Longer in Smartphone Plateau. We’re in the Smartphone Decline.
By Jake Swearingen
Dec 5 2018