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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Tenchusatsu who wrote (1347814)	3/10/2022 12:00:54 PM
From: sylvester80	Read Replies (1) \| Respond to of 1572598

When it come to chips, in unit sales and chips, EVs, GPUs etc.. don't hold a candle to SMARTPHONES. Smartphone yearly sales are 1.5 BILLIONS of UNITS. Smartphones have had a technology advancement unlike anything else. You mentioned 5G. But the fact is that the build out of 3G and 4G preceded 5G without any chip shortages and just nominal current fab expansion (not the kind they are talking about now with more than $100 billion cumulative capex). In addition, POS tRump's banning access to the Chinese of US chips is actually working OPPOSITE like he intended. Instead now there is a MASSIVE race for the Chinese to have their OWN chip supply and to say FU to the US. To give you an example, OnePlus (a Chinese company) just released their Nord 3 with a Chinese made CPU/GPU (Mediatek Dimensity 8100) as a follow up to Nord 2 which was using a Qualcomm CPU/GPU, that OBLITERATES the US garbage in both CPU and GPU speed, and does it at a fraction of the cost. So let's look what happened to smartphones in 2020 and 2021... Smartphone 2020 sales DOWN -12% over 2019 sales Smartphone 2021 sales UP +6% over 2020 sales. gartner.com I rest my case. They are building this MASSIVE supply, all at once, for exponential demand that will never arrive. Plus what China is doing with fabs and semiconductors will pretty much eat them alive on top of that. Just wait and see.