1. GenAI smartphone shipments are expected to grow by 363.6% year-over-year in 2024, reaching 234.2 million units, accounting for 19% of the overall smartphone market. 2. IDC defines GenAI smartphones as devices with an SoC capable of running on-device GenAI models using an NPU with 30 TOPS or more performance. 3. The market is projected to maintain growth, with a compound annual growth rate (CAGR) of 78.4% from 2024 to 2028, reaching 912 million shipments by 2028.

1. Q2 smartphone shipments increased by 6.5% year-over-year to 285.4 million units according to IDC. 2. The top 5 companies all saw year-over-year gains, with increasing competition among leaders and polarization of price bands. 3. Gen AI smartphones are expected to grow faster than any mobile innovation and capture 19% of the market this year.

1. Q2 PC shipments grew 3% to 64.9 million units, marking the second consecutive quarter of growth after seven quarters of decline. 2. Weak performance in China held back the global market, with growth exceeding 5% excluding China. 3. The top five companies in PC shipments include Lenovo, HP Inc., Dell Technologies, Apple, and Acer Group.

1. The automotive semiconductor market is expected to grow significantly across various segments including logic, memory, microprocessors, analogue, opto, discretes, and sensors by 2027. 2. Auto memory revenue is projected to exceed $7 billion, while auto microprocessors are anticipated to reach over $15 billion. 3. Auto analogue, logic, optoelectronic devices, discretes, and sensors are also expected to see substantial revenue growth, driven by advancements in technology and increasing demand for sophisticated vehicle functionalities.