For Semiconductor firms (QCOM, MTK, TSM), chips ASP increases 10-15% at each generation, not that bad. For hardware vendors (Apple, Samsung, Xiaomi), it's worse.
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Smartphone 2Q25: boring boring
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For Semiconductor firms (QCOM, MTK, TSM), chips ASP increases 10-15% at each generation, not that bad. For hardware vendors (Apple, Samsung, Xiaomi), it's worse.