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Sales are dismal! Is the Cybertruck not as good as advertised?
According to media institutions' estimates, the delivery volume of Cybertruck in the fourth quarter may only be 9,000-12,000 units, with annual sales in the range of 0.035 million-0.05 million units, far from the previously disclosed official figure of "over 1 million units" in orders. Analysis suggests that the mass production version of the Cybertruck is more expensive and has a shorter range than the initial version, which may be a significant reason for the lower-than-expected delivery volume.
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Sales have plummeted by 47% year-on-year! Foreign phones have faced a "Waterloo" in China, is Apple no longer appealing?
According to media calculations, in November 2024, the shipment of foreign smartphone brands in the Chinese market will be only 3.04 million units, a significant year-on-year decline of 47.4%, with a quarter-on-quarter drop as high as 51%. Among them, Apple phones occupy the vast majority of the market share, while other international brands like Samsung occupy only a small portion.
The "alternative" battle of NVIDIA: Is Marvell more suitable than Broadcom?
Currently, Broadcom holds approximately 70% of the custom AI Chip market. However, analysis suggests that Marvell, with its strong position among Cloud Computing clients, greater growth potential, and more attractive valuation, may gain an advantage in future competition.