更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 20 June 2024 | 3:19PM HKT Global Tech: Smartphone TAM update: raising 1% / 1% on Apple and AI smartphones We update our global smartphone TAM along with higher shipments for Apple after Allen Chang +852-2978-2930 | WWDC 2024 (report by Michael Ng). Compared to our last update, we raised our allen.k.chang@gs.com Goldman Sachs (Asia) L.L.C. global smartphone shipment estimate by 0% / 1% in 2024E / 25E to 1.20bn / 1.25bn, Verena Jeng and still expect single digit unit growth of 3% ...