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Counterpoint: The global PC market rebounded in Q2, with shipments increasing by 3.1% year-on-year to 62.5 million units.
In Q2 2024, global PC shipments increased by 3.1% year-on-year to reach 62.5 million units, marking the second consecutive quarter of year-on-year growth in the PC market.
Omdia predicts that OLED will account for 56% of the smart phone screen market by 2024 and become the dominant technology.
Panel manufacturers have been investing heavily in OLED for almost 10 years now.
GTJA: Multiple chip design companies have announced performance growth forecasts, bullish on downstream companies in the Apple industry chain, etc.
GTJA released a research report stating that multiple domestic chip design companies have issued profit increase announcements, and the global semiconductor industry is recovering. The high growth in the Chinese market continues, with storage showing stronger recovery than logical products.
IDC: Global PC market grew 3% in the second quarter, recovery still continuing.
According to the preliminary results of the International Data Corporation (IDC) Global Quarterly Personal Computing Device Tracker, global shipments reached 64.9 million units in the second quarter of 2024, an increase of 3% year-on-year.
Guoyuan: Computer-side Asia vets acceleration landing, policy empowers emerging tracks.
According to the report released by Guoyuan Securities, as of the closing on June 26, 2024, excluding negative values, the PETTM of the computer (Shenwan) index was 34.75 times, a significant decline from the beginning of the year.
Canalys: China's PC market is expected to fall by 1% in 2024, but will rebound by 12% in 2025.
According to Canalys, the mainland China personal computer (PC) market, including desktops, laptops, and workstations, is expected to shrink by 1% in 2024.
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