Core Viewpoint - The global smartphone average selling price (ASP) is projected to increase from $370 in 2025 to $412 in 2029, with a compound annual growth rate (CAGR) of 3% driven by high-end trends and the adoption of 5G technology [4][6][10]. Market Trends - The global smartphone market is expected to see a 2.5% year-on-year growth in shipments in 2025, an increase from the previous forecast of 1.9% [6]. - The ASP is anticipated to rise by 3.5% to $370 in 2025, influenced by price increases in North America and economic recovery in India and other Asia-Pacific regions [6][10]. - Smartphone revenue is projected to grow nearly 6% year-on-year in 2025, with a long-term CAGR of 5% from 2025 to 2029, reaching $564 billion by 2029 [10]. Regional Insights - In North America, the ASP is expected to grow by 7% year-on-year, while in China, it is projected to increase by 3.6%, primarily driven by high-end models [10][11]. - India’s ASP is expected to remain below $250 in 2025 but will gradually rise to $287 by 2029 due to the high-end trend [12]. Brand Performance - Apple is projected to maintain its position as a leader in high-end smartphone ASP, with an expected increase from $919 in 2025 to nearly $1000 by 2029 [10][12]. - Samsung's ASP is expected to remain stable, with flagship models impacting overall ASP but supported by foldable phones and GenAI integration [14]. - Huawei is strengthening its ASP growth in China, driven by its Mate and Pura series, as well as foldable phones [14]. Technology Impact - The introduction of GenAI smartphones is expected to increase the bill of materials (BoM) cost by $40-60 per device, initially raising prices but transitioning to value-driven ASP growth as AI features become more integrated [14][15]. - Foldable smartphones, although currently representing less than 2% of global shipments, are anticipated to elevate consumer perceptions of high-end products [15]. Conclusion - The global smartphone ASP outlook is optimistic, with stabilizing supply chains and diminishing tariff impacts, alongside the proliferation of high-end smartphones, GenAI, and foldable innovations driving gradual ASP increases [15].

$150 billion professional services giant Accenture beats on the top and bottom line for the quarter, driven by resilient demand for its AIdriven consulting services, but did warn of slower growth as the federal government cuts back on consultancy spending. Joining us now is CEO Julie for a first on CNBC interview. Julie, always great to have you on on earnings day.Just tell us a little bit about what exactly is driving the growth you're seeing. >> Well, thanks Sarah. Yes.So uh just kind of taking you behind ...

Group 1 - Accenture plc (NYSE:ACN) is considered one of the top AI stocks to buy currently, with a maintained Buy rating but a reduced price target from $335 to $305 by Guggenheim due to high revenue growth projections for fiscal Q1 2026 [1][2] - Guggenheim attributes the price target cut to "peer multiple compression" rather than a change in the long-term outlook for Accenture, which specializes in IT consulting, digital transformation, and management solutions [2] - Accenture's focus on AI, particularly GenAI, is viewed as a significant long-term growth driver for the company [2]

每经AI快讯，9月24日，阿里巴巴集团CEO、阿里云智能集团董事长兼CEO吴泳铭在云栖大会上表示， 为了迎接ASI时代的到来，对比2022年这个GenAI的元年，到2032年阿里云全球数据中心的能耗规模将 提升10倍。这意味着阿里云算力投入将指数级提升。 ...

(责任编辑：宋政 HN002) 格隆汇9月24日｜阿里巴巴集团CEO、阿里云智能集团董事长兼CEO吴泳铭在云栖大会上表示，为了迎 接ASI时代的到来，对比2022年这个GenAI的元年，到2032年阿里云全球数据中心的能耗规模将提升10 倍。这意味着阿里云算力投入将指数级提升。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

每经记者 叶晓丹 摄 每经杭州9月24日电（记者叶晓丹）9月24日，阿里巴巴集团CEO、阿里云智能集团董事长兼CEO吴泳铭在云栖大会上表示，为了迎接超级人工智能(ASI)时 代的到来，对比2022年这个GenAI的元年，到2032年阿里云全球数据中心的能耗规模将提升10倍。这意味着阿里云算力投入将指数级提升。 每经记者｜叶晓丹 每经编辑｜陈俊杰 ...

#行情 阿里巴巴港股涨2%。外汇交易员 (@myfxtrader):阿里巴巴CEO吴泳铭：目前阿里正积极推进3800亿的AI基础设施建设，并计划追加更大的投入。为了迎接ASI时代的到来，对比2022年这个GenAI的元年，到2032年阿里云全球数据中心的能耗规模将提升10倍。这意味着阿里云算力投入将指数级提升。 ...

责任编辑：江钰涵 新浪科技讯 9月24日上午消息，阿里巴巴集团CEO、阿里云智能集团董事长兼CEO吴泳铭在云栖大会上 表示，为了迎接ASI时代的到来，对比2022年这个GenAI的元年，到2032年阿里云全球数据中心的能耗 规模将提升10倍。这意味着阿里云算力投入将指数级提升。 ...

阿里巴巴CEO吴泳铭：目前阿里正积极推进3800亿的AI基础设施建设，并计划追加更大的投入。为了迎接ASI时代的到来，对比2022年这个GenAI的元年，到2032年阿里云全球数据中心的能耗规模将提升10倍。这意味着阿里云算力投入将指数级提升。 ...

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - 74.6% of China's Fortune 500 companies are deploying or using GenAI technology, indicating its deep integration into corporate development and its role in digital transformation [3][4] - Cloud giants are offering comprehensive solutions that facilitate the implementation of GenAI, with Alibaba Cloud and DeepSeek serving 40% and 38% of Fortune 500 companies respectively [3] - The rise of open-source foundational models and tools is lowering the technical barriers for companies to deploy large models, promoting a multi-vendor strategy where companies typically choose 2.1 GenAI suppliers [4] Summary by Sections GenAI Adoption - A significant majority of Fortune 500 companies in China are adopting GenAI, marking a shift in market competition and digital transformation [3] - The multi-vendor approach enhances the stability and adaptability of GenAI applications to meet specific business needs [4] Alibaba Developments - Alibaba's Tongyi DeepResearch model has been open-sourced, achieving state-of-the-art results in various evaluations, and is positioned as a leading open-source agent model [5] - The upcoming Alibaba Cloud Summit will gather over 2,000 guests to discuss trends in AI and cloud computing [5] Tencent Gaming - Tencent's game "Delta Action" has surpassed 30 million daily active users in China, marking a significant milestone in the shooting game sector [6] - The game has also achieved a peak of 226,000 concurrent users on Steam, indicating strong global appeal [6] ByteDance and TikTok - ByteDance is advancing negotiations to ensure TikTok continues to operate in the U.S. amid regulatory pressures, with 170 million monthly active users in the U.S. [8] Meituan Expansion - Meituan's international delivery brand Keeta has launched in Kuwait, aiming to expand across the Gulf region and invest $1 billion in Brazil over the next five years [9]