Core Insights - TrendForce's latest survey indicates that due to anticipated significant increases in memory prices in Q1 2026, global end products will face severe cost challenges, leading smartphone and laptop industries to raise product prices and lower specifications, with sales outlooks being downgraded [2][3]. Group 1: Impact on Smartphone Market - The impact of memory on the BOM cost for consumer devices like smartphones and PCs is rapidly increasing, with even high-performing iPhone models expected to see a notable rise in memory's share of BOM cost, prompting Apple to reassess new device pricing and potentially reduce or eliminate price cuts on older models [2]. - For Android brands targeting the mid-to-low price market, the rising memory prices will force these brands to increase new device pricing and adjust old device prices or supply cycles to mitigate losses [2]. Group 2: Impact on Laptop Market - The rise in memory prices will lead laptop brands to adjust their product mix, procurement strategies, and regional sales layouts, with high-end lightweight laptops being the first to experience significant price pressure due to their design constraints [3]. - In the consumer laptop market, while demand is sensitive to changes in specifications and prices, existing inventory of finished products and low-cost memory will support profitability in the short term. However, a significant price adjustment is expected in the PC market by Q2 2026 [4]. Group 3: Specification Adjustments - "Specification reduction" or "delaying upgrades" has become a necessary strategy for smartphone and laptop brands to balance costs, particularly with DRAM, which has a high cost share [4]. - High-end and mid-range products are expected to see DRAM capacity specifications converge towards the market's minimum standards, slowing the pace of upgrades. In the low-end market, smartphones are projected to revert to a primary configuration of 4GB by 2026, while low-cost laptops will face limitations due to processor compatibility and operating system requirements, making further DRAM reductions unlikely in the short term [4][5].

Apple Inc. has eliminated dozens of sales roles in a bid to streamline the way it offers products to businesses, schools and governments, marking a rare layoff for the iPhone maker. Most Read from Bloomberg Management notified the affected workers over the past couple of weeks, according to people familiar with the matter. The cuts extended across the sales organization — hitting some teams especially hard — though the company didn’t tell employees how many roles were involved. The affected jobs include ...

My name is Lauren Lehmann. I'm an animator, professional animator. I've been working in the video games industry for about 10 years now.When I'm getting a laptop, it's important that I'm able to do the work that I need to do on it. As a game developer, that's a lot. It needs to be able to run the game, but also more because I'm creating the game and I'm doing so many more things.So I'm running Unreal Engine and with all the Adobe software, having that like CPU and GPU, so important. Now that I'm using AMD, ...

[Music] How many people in this room own a cell phone. Okay, I want you to take it out and hold it in your hands. I'll give you a moment to reach into your pocket and find it in your purse, but please take out your cell phone and hold it in your hands.Right now, you're holding a device that connects you to the world. You can send messages to your best friend, capture precious family memories, stream your favorite movies, and use tools that will keep you productive and informed. But what if I told you that t ...

These creators claim to have built the “World’s Largest Laptop”. While the claim needs to be fact-checked, it is rather large. An LG C3 TV connected to custom keypads playing from an actual Alienware laptop. The giant laptop was part of a STEM focused convention called OpenSauce Live. The inventors are brothers, Alex and Joe, that also run the YouTube channel No Bitrate. Subscribe: http://goo.gl/G5RXGs Like The Verge on Facebook: https://goo.gl/2P1aGc Follow on Twitter: https://goo.gl/XTWX61 Follow on Insta ...

Deals & Discounts - Tech editors sourced the best Prime Day laptop deals [1] Product Focus - Laptops are a key product category during Prime Day [1]

E-commerce & Retail Trends - Amazon Prime Day offers significant savings on laptops, including MacBooks [1] Product Focus - Deals include laptops [1]

E-commerce & Retail - The article highlights laptop deals for the 4th of July holiday [1] - Major brands like Apple, Lenovo, and HP are featured [1] Technology - The focus is on laptops, a key product category in the technology sector [1] Marketing & Sales - The deals are likely part of promotional campaigns to boost sales during the holiday period [1]

Investment Rating - The report maintains a "Buy" rating for Xiaomi Corp. (1810.HK) with a target price raised to HK$65 from HK$62, indicating a 26% upside potential [1][18]. Core Insights - Xiaomi's 1Q25 results exceeded expectations, with revenue growing by 47% year-over-year (yoy) to Rmb111 billion, and adjusted net profit increasing by 65% yoy to Rmb10.7 billion [1]. - Key growth drivers included AIoT and electric vehicles (EV), with AIoT revenue growing by 59% yoy, significantly outperforming the market [2][34]. - The gross profit margin (GPM) for AIoT reached a record high of 25.2%, up 5.4 percentage points yoy, making it the largest gross profit contributor for Xiaomi [3][58]. Financial Performance - Revenue from smart EVs showed a gross profit margin expansion to 23.2%, attributed to strong pricing power and lower bill of materials (BOM) costs [4]. - Smartphone revenue grew by 9% yoy to Rmb50.6 billion, with a market share increase in China to 19%, marking Xiaomi's first position in the market after 10 years [28]. - Internet services revenue increased by 13% yoy to Rmb9.1 billion, driven by a 20% growth in advertising revenue [67]. Segment Analysis - AIoT and lifestyle products contributed significantly to revenue, with smart large home appliances seeing a revenue growth of 114% yoy [42]. - Tablet shipments grew by 56% yoy, with Xiaomi achieving the No.3 market share globally and in China [47]. - Wearables revenue increased by 56.5% yoy, with Xiaomi maintaining a leading position in the global market [58]. Future Outlook - The company anticipates continued growth in AIoT, projecting a 22% compound annual growth rate (CAGR) for overseas revenue from 2024 to 2027 [61]. - Upcoming events to watch include the 6.18 shopping festival and a new product release event, which are expected to drive further consumer interest and sales [19].