Coronavirus is affecting the routines and habits of people and how businesses serve those communities around the world, changing everything from the day-to-day lives of individuals to global supply chains. The COVID-19 outbreak is also affecting digital and device behaviour. Mobile phone data usage in the US increased over 50% in Mar 2020, compared to 2019. (Facebook report)
UBS has examined 5G smartphone costs in details. Their conclusion was more positive on 5G sub-6GHz smartphones’ cost-down and volume outlook. UBS thinks a better cost reduction curve for 5G sub-6GHz smartphones will gradually help alleviate some of the BOM cost burden, which should refuel the overall camera upgrades to gather pace again from 2H21 / 1H22 for Android smartphones. (UBS report)
