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Podcast  >  Morning Run  >  Market Watch  >  China's Smartphone Sector Ringing In For An Upgrade

China's Smartphone Sector Ringing In For An Upgrade

Ray Kwok, Director, Research Department, CIMB-CGS Securities

15-Jan-24 09:15

China's Smartphone Sector Ringing In For An Upgrade

The Chinese smartphone sector has seen more than 30 months of downward earnings revision and sharp price corrections on the back of slower shipments due to weaker consumer sentiment and 4G to 5G migration in Emerging markets. Ray Kwok, Director, Research Department at CIMB CGS tells us why he is upgrading the sector and his top picks.

Image credit: Shutterstock.com

Produced by: Wong Shou Ning

Presented by: Shazana Mokhtar, Wong Shou Ning


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Categories:  markets,  technology,  economy

Tags:  china smartphone sector,  oppo vivo huawei xiaomi,  samsung apple competition,  5g technology, 


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