Smartphone and PC manufacturers Loading... : Investor Sentiment and Bull/Bear Views

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22:43
Feb 03
Smartphone margins squeezed by memory costs
Rising memory prices will squeeze end-product makers that cannot pass costs fully to consumers. Apple is unlikely to raise prices, which limits pricing power across smartphone and PC makers and forces margin compression; this demand-destruction risk could eventually end the memory upcycle.
MED

About Smartphone and PC manufacturers Investor Commentary

Across the available history and selected sources, Buzzberg tracks Smartphone and PC manufacturers across 1 sources: 0 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 0% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Song Jaekyung.