smartphone supply chain
2 statements across 2 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jan 2, 2019 by Benedict Evans · across every show →
Everything said about smartphone supply chain, oldest first
Jan 2, 2019 positive
Benedict Evans: Smartphone supply chain components power most consumer electronics at CES
“The thing that you see, the sort of, the thing that grounds everything, is that this is kind of all about the smartphone supply chain. I mean, not, you know, there's a few things like TVs and so on that aren't, but a huge proportion of what you see is basicall…”