Click for the full presentation.
electronics technology market is congealing into two products: smart phones and televisions. And even the television segment is showing weakness. That’s what the raw numbers say, although there’s more to it.
The first caveat is that sales figures are measured in U.S. dollars, and the dollar is getting stronger relative to currencies in key consumer electronics markets, particularly China. So products made and sold in China for yuan will be undervalued on a year over year basis if reckoned in U.S.… More