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Technology Stocks : Semi Equipment Analysis
SOXX 309.40+1.0%Dec 5 4:00 PM EST
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To: FJB who wrote (61145)8/19/2013 6:46:54 PM
From: Sam  Read Replies (1) of 95530
 
Fair enough, except that it isn't as though the actual number of high-end smartphones being sold is going down; it is that the rate of growth for them is going down as the lower and medium priced phones increase their share. But even a lot of the medium priced phones have a gig of DRAM and, even if they only have 8GB of storage, they have card slots for expansion. And their specs are getting better as well. The real point is that people are buying lower and medium end smartphones instead of feature phones rather than lower end smartphones instead of higher end smartphones. It is a move up, not a move down.

At least, that is how I read it.

re:
The thing to keep in mind is that 8 super-cheap smartphones with 8GB of NAND, 512MB DRAM and a cheap CPU will have the same amount of silicon a one high-end iPhone 5 with 64GB of NAND, 1GB and a high-end CPU.

So the unit growth in smartphones could be misleading if it all comes from low-end phones, some of which are sold in place of high-end phones.
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