Nabila Popal
speaker
255 appearances
6 recordings
2 series
first heard Jan 2026
last heard 9 Sep
Nabila Popal’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Jun 2026 with 3.
Appearances
So I understand.
I can play both sides.
I think it is, you know, that's what we've been saying, too.
That's a fair assessment with your earlier guests.
And if you look at the smartphone market, right, and especially during this crisis and always whether it was even in the pandemic, Apple's, I don't want to say control, but leverage over the supply chain and their scale, you know, they're certainly getting longer contracts and better pricing.
So they're able to navigate the situation and they're in better position because they are a premium player and also are
On top of having larger leverage in terms of the supply chain and their scale, they're also focusing on the premium segment, and therefore their phones have larger margins.
So that's what we've been saying, that premium players such as Apple and Samsung are more insulated from the prices because they have larger margins and greater scale, and therefore they can
hopefully get better memory and at better prices.
So it's really the low-end Android segment of the market, the players such as, you know, Xiaomi, Vivo, et cetera, especially transient that are going to feel the crunch the most.
So absolutely, I would agree with that assessment.
Absolutely.
I mean, the number of units, as you've seen from our most recent data, and, you know, that was so preliminary.
So we're still working on updating it.
We're looking at the largest, you know, record-breaking year in terms of units as well for Apple.
And even especially when you focus in on China, right, they have kept going back in the data to see when I could find a quarter that they did, you know, that this didn't work.
This didn't beat or that beat this past quarter, but I couldn't.
I went all the way back up to 2021.
And this was the largest quarter in terms of units and share in greater in China as well.
We're looking at about 21 percent, 22 percent share.
Showing 221–240 of 255 · page 12 of 13
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