Demand for PCs and smartphones remains low due to ongoing market saturation resulting from pandemic-era supply and demand imbalances. Additionally, macroeconomic uncertainty has consumers scrutinizing their spending with increasing intensity, further eroding demand for other consumer electronics, such as tablets. However, generative AI (GenAI) has emerged as a revenue opportunity for IT vendors across various industries. For example, devices OEMs are employing certain portfolio strategies to better position themselves around GenAI and other increasingly demanding AI workloads. 

Join Senior Analyst Ben Carbonneau, Research Analyst Alek Maxfield and Principal Analyst Ezra Gottheil Thursday, Aug. 31, 2023, at 1 p.m. EDT/10 a.m. PDT for a discussion of the implications of recent industry developments on devices industry verticals, including PC, smartphone, tablet and smart devices.  

In this FREE session you’ll learn: 

• How past and present macroeconomic conditions are impacting devices industry subsegments 
• Which portfolio strategies devices vendors are employing to take advantage of AI and to mitigate the effects of the industry downturn 
• How devices vendors are positioning around AI 

TBR Insights Live is held typically on Thursdays at 1 p.m. ET and includes a Q&A session following the main presentation. Previous events can be viewed anytime on the TBR Insights Live Portal. 

For additional information or to arrange a briefing with our analysts, please contact TBR at marketing@tbri.com. 

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