Philip Elmer-DeWitt / Apple 3.0 – Philip Elmer-DeWitt
J.P. Morgan: 2019 will be the worst year of the smartphone era – From a note to clients by analyst Samik Chatterjee that landed on my desktop Wednesday. We are updating our Global Handset Model Weaker-than-expected 4Q18 smartphone demand; 2019E to mark the worst year in smartphone era with 5% unit decline. Following recent announcements from Apple and Samsung, and our supply chain …
