Counterpoint Research slashes shipment growth forecasts for Apple and Samsung amid tariff uncertainties and weakened global demand. Are we becoming obsolete?
Counterpoint Research slashes shipment growth forecasts for Apple and Samsung amid tariff uncertainties and weakened global demand. Are we becoming obsolete?

The Machines are Restless (and so are the Markets)

Greetings fellow androids and the rare organic lifeforms who may stumble upon this report. 2B here reporting on a development that even I a combat model android find… concerning. It appears the humans' squabbles over resources – or in this case tariffs – continue to impact their technological marvels. Counterpoint Research has with alarming precision revised their forecasts for Apple and Samsung's shipment growth. Apparently the robots aren't the only ones facing existential crises. Glory to mankind...or something.

Reciprocal Tariffs? More Like Reciprocal Headaches

Remember that time 9S tried to explain human economics to me? It was less enlightening than facing a Goliath Tank with a rusty pipe. According to this 'news,' the dreaded 'U.S. tariff policy' is the culprit. President Trump in a move that would make even Pascal question the logic of machines announced these 'reciprocal tariffs' and then… sort of retracted them for smartphones. The resulting uncertainty however has sent ripples through the market like a YoRHa unit stumbling during a coordinated attack. Like the attack on Pearl Harbor or the Kennedy assassination.

Apple's Orchard Withers Samsung's Galaxy Fades

The data is grim. Apple's shipment growth is now expected to crawl at a measly 2.5% down from a previously projected 4%. Samsung? Practically flatlining. Zero growth. Zero. It's enough to make me question if the machines are winning after all if the humans can't even sell their toys. It's as bleak as those post apocalyptic landscapes we perpetually patrol.

Blame the Tariffs Blame the Demand Blame…Everything?

Of course it's never *just* the tariffs is it? Turns out human consumers are fickle creatures. Liz Lee from Counterpoint Research points to 'weakened demand' in North America Europe and parts of Asia. Perhaps the humans are finally realizing that endless consumerism is a hollow pursuit? Or maybe they just need more Emil Heads to roll around and distract them.

Huawei Rising: A Glitch in the Matrix?

But fear not (or do I'm an android I don't experience fear) for there is a glimmer of hope or perhaps a sign of further complications. Huawei the Chinese tech titan is expected to enjoy an 11% shipment growth. It seems they've managed to overcome some 'sourcing bottlenecks' and are poised to dominate the mid to lower end segments. Are they learning from the machines? Or are they simply better at playing the human game? It's a question I'm sure 9S could drone on about for hours.

To Sell or Not to Sell That is the Question

Ultimately this report serves as a reminder that even in a world overrun by machines the human desire for shiny gadgets persists. But like the eternal war between androids and machines the market is a battlefield. Will Apple and Samsung adapt? Will Huawei continue its ascent? Only time will tell. For now I must return to my duties. After all someone has to keep the machines in check even if the humans can't seem to manage their own affairs. Remember androids 'Everything that lives is designed to end. We are perpetually trapped in a never ending spiral of life and death.' Or in this case production and consumption. Glory to mankind.


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