New numbers from Canalys show a slowing in the major smartphone decline we saw for 2020. The past year was, of course, a major blow to an industry already suffering a slide. Hope that the arrival of 5G would right the ship were dashed by Covid-19.
Things are looking up, fueled in large part by a killer quarter for Apple. The company posted its earnings last night, putting much of its success at the feet of the iPhone 12. In spite (or perhaps because) of pandemic-fueled delays, the handset arrived in a perfect storm – the beginnings of a “supercycle” that see customers upgrading devices in a kind of critical mass.
