Special Report

Global Smartphone Demand: An Anemic Recovery In 2024?

27 Nov 2023

Global smartphone demand will likely find a bottom in 2024Q1 and rebound modestly between 2024Q2 and Q4. Competition in the global smartphone market will intensify. Chinese phone makers will gain market share from Apple and Samsung. Continue overweighting Taiwanese stocks, including tech, within the global equity benchmark.

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BCA Research | China Investment Strategy

Evaluates both the cyclical trends and structural developments of China's economy, offering investment recommendations for China and the Greater China Region.