smartphone
also referred to as: smartphones
5 statements across 3 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement Aug 14, 2023 by Sajith Sivanandan · across every show →
Everything said about smartphone, oldest first
Aug 14, 2023 neutral
Nov 27, 2024 bullish
Apr 26, 2025 neutral
Pei: Global smartphone market is 1.2B units annually worth over $300B
“Smartphones globally is about 1.2 billion units every year. In India, it's one 20 to one forty million annually, depending on what number you look at. So if you assume that the ASP is 300 dollars, then 1.2 billion, that's over three hundred billion dollars, ju…”
Apr 26, 2025 negative
Apr 26, 2025 bearish
Pei: Smartphone Disruption Will Come From the OS, Not Hardware
“I think the disruption can happen on the OS side. I think the hardware side is very hard to differentiate on because all these suppliers that we have, they're all very concentrated, and they're very strong, and they're investing in their product roadmap, upgra…”