00:00 Speaker A
This has to do with what’s happening to memory. That means this is all messing you up, right? Similarly, it’s happening on phones and laptops.
00:09 Speaker B
By the way, if you were a financial analyst, that would be a perfect title for “Everything Is Shit.”
00:15 Speaker A
Get your copyright now. I’ll cut it, I’ll take it offline, I’ll set it up there. But it’s really this continued construction of data centers, right? Part of the problem is coming from IDC (International Data Corporation). They’re pointing out that the problem that directly hits Holmes, the problem of increasing transportation fees, that’s part of it, but a big part of it is this memory and storage problem. As a result, some mobile phones are disappearing. There’s no reason to own them. Margins don’t exist. Oh, they just aren’t made. As a result, some prices will have to rise. And that’s actually causing a lot of demand destruction in this segment. And remember that this is already a mature segment. So the fact that we’re seeing such a decline every year in teenagers is tremendous, and I mean, this is right after we saw the recovery from Corona, and at the beginning of Corona everyone went out and bought new cell phones. I don’t know about Candy Crush or King. If you don’t have a new phone, whatever you have on your phone. So they bought them all, then left them for a while and started buying new ones. We saw it last year, and now we are witnessing such a collapse again.
01:29 Speaker B
Why here? Why are we having so much trouble? Why is Android being hit harder than Apple?
01:32 Speaker A
Thanks to them, there are even cheaper Android phones around the world. So entry level Samsung, something like that, a Chinese market brand. They’re going to start to kind of disappear and the prices of mid-range phones and some entry-level phones are going to start going up. Samsung, you know, IDC pointed this out, they have a great mid-range phone. So the great cell phone lines in the mid-range space are here to stay, as we all know. people will buy it. Well, honestly that’s a pretty good deal. Google also has good deals on A-line and Pixel A-line phones. Well, you have Apple’s 17E. But they can live within that space. For lower-end phones, there is no way to make a profit without raising prices.
