34% Implosion in China April phone sales

One month may not mean anything, but the drop in China was so forecasts need a close reexamination. Phonemakers are reducing chip orders. Oppo has reduced 2021 estimates 20%. This may just be a blip, given supply issues and Covid. But the figure from the reliable CAICT is extreme. China is 20-25% of world phone...

Start Here: The Economy is Worse Than Almost Anyone Believes

2008-2009, the worst economic crisis in almost a century, saw a fall of US GDP of ~4%. This time will almost certain be worse, with many predicting a drop of ~10%. That’s uncertain, but a severe drop has already occured and 2021 also looks weak. Any analysis, including my work on 5G and telecom, has...

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