Road to recovery: Smartphone market continued strong growth in Q2
Samsung, Apple, and Xiaomi led the way
PC market continues recovery with second consecutive quarter of growth
After one of the worst years in the market's history
AI PCs might take off slowly, but battery life benefits is set to become Snapdragon X's real selling point
Adobe and other developers reportedly resisted requests to optimize AI applications for NPUs
Tesla deliveries set to fall for second consecutive quarter, a first for the company
Tesla is not having a good year so far
The PC market is on the rebound, thanks to Windows 10's looming end-of-support date and AI PCs
Up 5% this year, 8% in 2025
Nvidia's desktop GPU dominance grows to 88% as market returns to normal
AMD falls back to last year's 12 percent, Intel nearly disappears from the map
PC market recovery leads to increased client CPU shipments, but server sales lag
Quarterly shipments were down, though
Apple slashes Vision Pro production, might cancel 2025 model in response to plummeting demand
Apple appears to be the only one surprised by this
Gaming PC shipments dropped 13.2% in 2023 while gaming monitors saw growth
Monitors are getting cheaper as gaming PCs become more expensive
PC workstation shipments shrank almost 9% in 2023
Analysts expect growth in 2024 and 2025 from AI and migration to Windows 11
PC GPU shipments increased 20% last quarter, AI tipped to drive future growth
The PC CPU market also grew an impressive 24%
Nvidia is allegedly punishing customers with shipment delays, former AMD VP labels it a "GPU cartel"
Nvidia has a history of unsavory behavior
A hot potato: Nvidia is experiencing the kind of success most companies could only dream of right now, and it's all thanks to the generative AI boom. But not everyone is praising Jensen Huang and his firm. After a rival chip maker accused it of delaying orders of AI GPUs to customers who are courting other suppliers, a former AMD vice president has called Team Green "the GPU cartel."
AI PCs will make up nearly 60% of total PC shipments by 2027
Demand for AI PCs to start ramping up this year
Tablet shipments hit their lowest volume since 2011, but Chinese tablets mitigated the decline
Another industry glad to see the back of 2023
PC CPU shipments grew nearly 22% in Q4 amid robust laptop and desktop sales
The growth in CPU shipments mirrors the recovery in the global PC market
iPhone 16 won't bring major design changes: Expect bigger displays and a capture button, not much more
Analysis predicts relatively weak iPhone 16 enthusiasm due to few changes and paltry AI functionality
The used smartphone market is booming, but people are hanging onto their handsets for longer
Many consumers keep the same phone for over 40 months
HDD revenue retrospect: Charting nearly 70 years of hard drive financial data
AI boom predicted to halt sliding HDD revenue
Samsung loses smartphone market crown for first time since 2010 as Apple steals top spot
The first time Apple has been global leader
2023 was the worst year in PC industry history, but there's reason to be optimistic in 2024
The bad news is that SSD prices could jump 50% this year
Global PC shipments to rebound in 2024 following extended slump
An aging install base and new AI PCs are expected to drive upgrade cycle
Foldable phones achieve record-breaking sales this latest quarter
Samsung dominated foldable market share in Q3
GPU market bounces back, AIB shipments see significant rise in Q3
AMD did surprisingly well and also managed to grab some market share
Analysts expect PC market recovery in 2024, partly due to AI
Rising interest in Arm PCs could also stimulate the market