Nvidia, Intel, and AMD GPU shipments up 10.8% as consumers scoop up PCs

Demand is sky high for GPUs, according to industry intelligence firm Jon Peddie Research. In the company’s latest Market Watch report for calendar Q3 of 2020, it found that GPU shipments increased 10.8% year-over-year. AMD, Nvidia, and Intel all saw quarter-over-quarter increases as well.

As Jon Peddie notes in the breakdown of the report, GPU shipments are a leading indicator. Manufacturers purchase them before shipping PCs to consumers. This means that the market expects demand for PCs to remain high through the foreseeable future. The overall PC market increased 9.47% year-over-year, according to Jon Peddie.

Discrete GPUs from AMD and Nvidia were up 13.44% quarter-over-quarter. That jump is partially due to historical trends that lead to consumers purchasing more discrete GPUs in Q3 than Q2. But it also reflects the launch of Nvidia’s RTX 3000-series video cards in September. Those products flew off shelves and are still difficult to find.

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Flock Freight raises $113.5 million to consolidate truck freight shipments with algorithms

Flock Freight today closed a $113.5 million round to accelerate developments of its algorithmic pooling technology for truckload shipping and logistics. The injection of capital comes after Flock Freight reached 12,000 in pooled shipments across thousands of shippers, a 296% increase between 2018 and 2019.

Roughly 80% of all cargo in the U.S. is transported by the 7.1 million people who drive flatbed trailers, dry vans, and other heavy lifters for the country’s 1.3 million trucking companies. The trucking industry generates $726 billion in revenue annually and is forecast to grow 75% by 2026. Even before the pandemic, last-mile delivery was fast becoming the most profitable part of the supply chain, with research firm Capgemini pegging its share of the pie at 41%.

Flock Freight’s marketplace pools less-than-truckload (LTL) and partial-truckload (PTL) freight shipments so they can be shipped via a full truckload service. For LTL, Flock Freight facilitates the

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Q3 smartphone shipments decline again, but are improving

The COVID-19 pandemic led to a heavy decline in the smartphone market this year, but Q3 2020 has seen shipments start to recover according to a new report from Gartner.

In Q3 2020, the smartphone market as a whole saw a 5.7% decline compared to Q3 2019. Combined, smartphone manufacturers shipped around 366 million units, down from 388 million the same time in 2019. That’s far better than the 20% losses seen in the past two quarters.

Over the past year, Samsung and Xiaomi both saw considerable growth. Samsung continues to dominate the market in first place with 22% market share and over 80 million units sold. Xiaomi also moved up to 12.1% share, shipping over 44 million units, up from 32 million in 2019 and totaling nearly 35% growth YoY.

Samsung and Xiaomi were the only vendors in the top five to experience growth in the third quarter

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Smartphone Shipments Will Return to Growth in the Holiday Quarter and Beyond Driven by Strong Push Behind 5G, According to IDC

FRAMINGHAM, Mass.–(BUSINESS WIRE)–Nov 25, 2020–

Following a stronger than expected third quarter (3Q20), the global smartphone market is expected to return to growth during the holiday quarter this year. According to the International Data Corporation ( IDC ) Worldwide Quarterly Mobile Phone Tracker, smartphone shipments are forecast to grow 2.4% year over year in 4Q20, followed by 4.4% year-over-year growth in 2021. The market rebound will be fueled by an impressively quick supply chain recovery as well as significant incentives from both OEMs and channels on new 5G products. IDC expects the global market to grow each year through 2024 with a five-year compound annual growth rate (CAGR) of 1.3%.

“Despite concerns around weakness in 5G demand, smartphone volumes exceeded the forecast in 3Q20 and supply-side momentum headed into the holiday quarter and 2021 remains strong,” said Ryan Reith, program vice president with IDC’s Worldwide Mobile Device Trackers

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Smartphone shipments to rebound this quarter thanks to 5G push

Shipments will grow by 2.4% for the holiday quarter and then rise by 4.4% next year, projects IDC.

smartphone-survey.jpg

Image: Immervision/AdHoc

Following a rough 2020 due to the coronavirus pandemic and resulting economic downturn, the smartphone industry is gearing up for a brighter future.

SEE:
5G smartphones: A cheat sheet

(TechRepublic)

Smartphone shipments are estimated to grow by 2.4% this quarter compared with the fourth quarter of 2019, research firm IDC said on Wednesday. Shipments are then forecast to increase by 4.4% for all of 2021. Gazing further into the future, IDC expects a five-year compound annual growth rate (CAGR) of 1.3% through 2024.

The rebound will be triggered by a quick and healthy recovery of the supply chain along with a strong push of 5G smartphones by manufacturers and retailers. Seen as a driving force, 5G phones will capture almost 10% of all global smartphone shipments this year and reach

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Kuo: Apple’s major product lines enjoy healthy demand in Q4, but AirPods shipments muted

TF Securities analyst Ming-Chi Kuo in a note to investors on Tuesday reported stronger than expected demand for the tech giant’s major device lines, including high-end iPhone 12 Pro and iPhone 12 Pro Max models.

According to a recent survey, demand for Apple’s top-tier iPhone 12 models, the new iPad Air, Apple Watch Series 6 and SE, and M1 MacBook models is better than expected moving into the lucrative holiday season, Kuo said. The analyst references a number of previous predictions regarding future products, including new M1 MacBook Pro variants and “AirPods 3.”

The analyst is tracking positive momentum for Apple’s important iPhone business despite lower than expected demand for iPhone 12 and 12 mini, with increased interest in the high-end iPhone 12 Pro and 12 Pro Max picking up the slack. Those trends should carry forward into the first half of 2021 and toward an anticipated refresh cycle

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Xiaomi’s profit jumps 19% in Q3 as smartphone shipments surge

Adds details and background

SHENZHEN, China, Nov 24 (Reuters)Xiaomi Corp 1810.HK reported a 19% jump in third quarter net profit on Tuesday, beating estimates, as the Chinese smartphone maker’s smartphone shipments over the quarter surged by 45.3% on a year earlier.

Smartphone revenue grew to 47.6 billion yuan, an increase of 47.5% in the same period, it said in a statement. Overall quarterly revenue rose to 72.1 billion yuan, up from 53.7 billion yuan.

Analysts had on average forecasted that Xiaomi would report quarterly net profit of around 3.28 billion yuan, according to Refinitiv data.

Xiaomi has grabbed market share from in China and Europe as its rival Huawei Technologies HWT.UL has struggled with U.S. sanctions that have disrupted its supply chain.

The company anticipates it will continue to gain market share after the last round of U.S. sanctions against the latter disrupted its supply chains in

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Xiaomi’s profit jumps as smartphone shipments surge

SHENZHEN/SHANGHAI (Reuters) – Xiaomi Corp on Tuesday reported a 19% jump in third-quarter net profit, beating estimates, as the Chinese smartphone maker’s shipments over the quarter surged by 45.3% on a year earlier.

FILE PHOTO: People wearing protective face masks visit Xiaomi brand’s store, amid the outbreak of the coronavirus disease (COVID-19) in Kyiv, Ukraine October 22, 2020. REUTERS/Valentyn Ogirenko

Xiaomi has grabbed market share in China and Europe as its rival Huawei Technologies has faced U.S. sanctions that have hit its supply chain.

The company expects it will continue to gain market share after the latest round of U.S. sanctions against Huawei disrupted its supply chains in August..

Xiang Wang, Xiaomi’s president, when asked whether Huawei’s problems had helped Xiaomi, said that the company was “paying attention to what is happening into the market,” but was continuing with its own strategy.

Xiaomi’s smartphone revenue rose to 47.6 billion yuan,

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Shrinking Chinese Smartphone Shipments Signal Caution for Apple



a close up of a laptop computer sitting on top of a keyboard: An Apple (AAPL) MacBook Air laptop sitting under bright purple lights.


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An Apple (AAPL) MacBook Air laptop sitting under bright purple lights.

In a year when the novel coronavirus battered demand for many products and services, Apple (NASDAQ:AAPL) has remained resilient and AAPL stock holders have enjoyed solid gains. Amazingly, the share price is still fairly close to its all-time high.



a screen shot of an open laptop computer sitting on top of a keyboard: An Apple (AAPL) MacBook Air laptop sitting under bright purple lights.


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An Apple (AAPL) MacBook Air laptop sitting under bright purple lights.

Momentum-focused traders might view this scenario as extremely bullish for AAPL stock. After all, the trend is your friend, right? Besides, with the holiday season coming up soon, it seems quite sensible to load up on AAPL shares today.

Yet, I always say that the most obvious trade is typically the wrong one. I’m not trying to suggest that anyone should short-sell AAPL stock or buy put options. That would be self-destructive.

Rather, I’m trying to emphasize the

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Shops warn of Christmas stock shortages as PPE shipments clog key UK port

Retailers are warning a logjam at the country’s biggest container port could result in product shortages this Christmas, as it emerged 11,000 containers of government-procured PPE is clogging up Felixstowe.



a large bridge: Photograph: Matthew Childs/Reuters


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Photograph: Matthew Childs/Reuters

Congestion at Felixstowe is a problem for the whole country as the Suffolk port handles approximately 40% of all the containers coming into and out of the UK.

The port is facing two problems that are together hitting deliveries and causing delays, just as the key Christmas trading period – when retailers rely on daily deliveries of stock to keep their shelves full – is getting underway.

Firstly, a huge surge in freight volumes is currently underway as retailers load up their warehouses ahead of Christmas and the Brexit deadline.

The volumes are greater than usual because the flow of goods into the UK was seriously disrupted during the spring lockdown when,

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