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%。
中国彩电的“老师”电视机业务曾经是松下品牌的摇钱树，1952年松下电器前身松下电器工业公司推出了首款黑白电视机、1960年推出了彩色电视机，到了2007年，松下电视的销售额更是一度达到1万亿日元，占据了全球15%的市场份额。
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There's no drastic divide between this trio. Like the "Father" family, they've drifted apart, seemingly content to have lives of their own. But in this household, their proximity practically itches. Lilith looks for ways to razz her sister, sparking a juvenile sibling rivalry that forces Tim into flushed retreat. But these intrusions and escapes are all in the gentle way of making nice. The tragedy of these moments is in how we can see their urge to connect and their fear to, all in a furtive glance, a choked laugh, or a licked bit of pastry.