PitchBook: US VC investment in AI startups rose 33% QoQ to $65B in Q1, up 550% from the quarter prior to ChatGPT's 2022 release
Companies like OpenAI, Amazon and Meta have supersized their spending on artificial intelligence, with no signs of slowing down. Bluesky: @beyerstein Bluesky: Lindsay Beyerstein / @beyerstein : The fr...
Global VR headset shipments fell 12% YoY in 2024, with Meta's market share hitting 77%; Vision Pro shipments fell 43% QoQ in Q4, but its enterprise sales grew
- Global VR headset shipments fell 12% YoY in 2024, marking their third consecutive year of declines due to the continued weak consumer demand.
IDC estimates that Apple will sell under 500K Vision Pro units in 2024, and the headset's international launch will offset a 75% QoQ drop in US sales in Q3 2024
- The pricey headset's US sales are expected to plummet — A more affordable model in a year's time should help momentum
iPhone sales in China fell 19.1% YoY to a 15.7% share in Q1 2024; Vivo fell 0.4% YoY to 17.4%, Honor rose 11.5% YoY to 16.1%, and Huawei rose 69.7% YoY to 15.5%
- China's smartphone sales grew 1.5% YoY and 4.6% QoQ in Q1 2024, marking the second consecutive quarter of positive YoY growth.
ASML reports China represented 49% of its system sales in Q1, while sales from Taiwan more than halved QoQ and the US dropped five percentage points QoQ to 6%
Bloomberg :
TSMC reports Q2 revenue down 10% YoY to ~$15.68B and net income down 23.3% YoY to ~$5.9B, the first quarterly decline since 2019, as all non-AI chip sales slump
And Those Of Others Larry Dignan / Constellation Research : TSMC's Q2: 6 takeaways to know CNBC : TSMC reports first profit drop in 4 years as electronics demand slump continues Andrew Jolly / HPCwire...
Mercury Research: x86 CPU shipments from Intel, AMD, and others fell 34% YoY and 19% QoQ in Q4, the biggest drops in 30 years; 374M units were shipped in 2022
Michael Kan / PCMag :
Mercury Research: x86 CPU shipments from Intel, AMD, and others fell 34% YoY and 19% QoQ in Q4, the biggest drops in 30 years; 374M units were shipped in 2022
Low demand and excess inventory cause a huge decline in x86 CPU shipments for Q4, according to Mercury Research.
Report: AMD, Intel, Nvidia, and others are slashing their TSMC orders, which could reduce the contract manufacturer's Q1 2023 sales by an estimated 15% QoQ
Jon Peddie Research: discrete and integrated GPU sales fell 14.9% QoQ in Q2 2022; Nvidia's sales fell 25.7% QoQ, AMD's fell 7.6% QoQ, and Intel's fell 9.8% QoQ
Shipments of discrete desktop graphics cards down to two-year low. — Sales of graphics processing units — discrete and integrated … Source: Jon Peddie Research .