1. The domestic PC market in Japan showed a recovery trend with a 7.9% year-on-year increase in shipments for the first quarter of 2024. However, the month of June saw a significant decrease in shipments, indicating a mixed recovery. 2. Personal PC demand has been particularly weak, with sales consistently below the previous year's levels, except for a brief spike in March 2024. 3. The Copilot+ PC, featuring advanced AI capabilities, has struggled to gain traction, with a market share of less than 1% due to high prices and software compatibility issues.

1. The consumer PC market remains sluggish due to cautious spending; 2. The Print segment showed positive growth, but this is likely a short-term trend; 3. HP remains a 'show me' story, investors should wait for concrete evidence of PC demand recovery and improved performance.

1. Qualcomm faces challenges as major customers Apple and Samsung are backward integrating into its business. 2. The company is diversifying into the automotive and PC markets to offset revenue loss, but these efforts may not fully compensate. 3. Despite its expertise in smartphone technology, Qualcomm's future profitability in the automotive industry may be lower due to longer product lifecycles and increased competition.

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.