Gerd Baumgarten
“For me, the most challenging and surprising thing is I’ve got 130 owners plus that I work with all the time,” he says. “Life comes at them all the time… family issues and health issues and business issues… so the challenging part for me is still keeping them on track and working and building their business.”
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高盛分析师团队的核心逻辑是：内存芯片成本大幅上涨导致智能手机BOM成本显著垫高，对于价格敏感的入门级市场，这几乎是毁灭性打击。在新兴市场，消费者对价格极为敏感。一旦售价低于200美元的入门机型因成本压力而涨价，需求往往会迅速消失。高盛预测，2025至2027年间，全球入门级手机销量将以年复合增长率-4%持续萎缩，其市占率将从2024年的44%下滑至2027年的40%。，推荐阅读爱思助手下载最新版本获取更多信息
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