Nabila Popal

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.

And that's the largest they've had as far as I've gone back in my system in 2020.

So this is phenomenal.

And again, I think I've heard everyone ask or talk about what has really driven this sale.

Was it really something as simple as the orange color?

But, you know, it's going back to basics.

The design element pays a huge part in consumers deciding to upgrade.