UBS and Gartner Trim Smartphone, PC Forecasts Amid Tariff Fears (indiadispatch.com)
- Reference: 0177107193
- News link: https://it.slashdot.org/story/25/04/23/1445200/ubs-and-gartner-trim-smartphone-pc-forecasts-amid-tariff-fears
- Source link: https://indiadispatch.com/p/ubs-trims-smartphone-pc-forecasts
> In a pair of research reports sent to their clients on Wednesday, UBS and Gartner revised down their global PC shipments forecast for 2025 and 2026 from previous estimates of 5% and 4% growth to just 2% for both years, citing the potential impact of trade policy and macroeconomic headwinds. The investment bank and Gartner also cut their global smartphone shipment growth forecast for 2025 to 1% (1,235 million units) from 2%, while reducing its 2026 projection from 1% growth to flat at 1,235 million units.
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> The outlook is particularly grim for the US market, which accounts for 24% of global PC units and 31% of global PC value. UBS expects the region to be disproportionately affected by tariff measures, projecting US PC demand could decline by 1.1% in 2025 before registering a modest 0.8% recovery in 2026, significantly underperforming compared to the mid-single-digit growth forecasts for other regions.
[1] https://indiadispatch.com/p/ubs-trims-smartphone-pc-forecasts
Yeah, it's getting quite real out there (Score:3)
Some snippets from my vendors in the last week (these are for other electronic components)
...a new price list that will be effective May 1st. The latest changes will reflect a 20% price increase due to the tariffs that have been imposed.
At this moment I would encourage your customers to ORDER SOON, while the 10% tariff is in effect.
Please note that the prices of our products/services, including any quotations and bids pending, are subject to change based on fluctuations in tariff rates. In the event of any new tariffs, changes to existing tariffs, or other trade-related regulations that impact our costs, we reserve the right to adjust our prices accordingly.
All those price are EXW LA but based on current import tariff, there probably will have extra 10% after this month.
Re: (Score:2)
This year was going to be a smartphone upgrade year ... now it's not. I was planning for years to pre-order a Switch 2 the moment I could, now I'm not. Even if I had the money to throw at it I ain't paying those tariffs on principle.
I remember when the people who voted for our glorious leader were against new taxes and for small non-interferring government. I wonder where they are now.
We all know that won't happen (Score:1)
In case you're not putting a lot of thought into how this really plays out, either critical computing parts that every business in America needs daily being taxed higher is a bluff because that's insane and will kill the economy OR everyone knows that China will take a bunch of Lenovo stuff, ship it to Thailand, Malaysia, Taiwan, whatever and have them add like 1 button or LED or draw a picture of a cat on the box or something, then slap a "made in Thailand" label on it and sell it to the US to avoid the ta
Re: (Score:2)
Thailand is currently at 36%, Malaysia is 24% and Vietnam at 46% so there's no escape, just which numbers are gonna make sense, if any and all this can change day to day, week to week and then the 90-day "pause" is still looming on the horizon.
Considering Trump folded on China with Xi pulling the master negotiating tactic of "just don't answer the phone for 72 hours" I imagine most companies are making plans but still sitting tight right now.
I think one Japanese lawmaker had it right "If Japan listens to th
It's So Nice To See Everyone Just Letting It (Score:1)
Happen. Such stand up Americans we are! So much winning!
Re: (Score:2)
But it's going to bring the 1950's back: factories for high-school-only grads, white male domination (pu$$y grabbing), and LGBTQ+ stayed in the closet where John Wayne Jesus wants them.
At least in theory.
The very definition of "conservative" is a belief the old ways are better.