Carton, Benjamin; Mongardini, Joannes; Li, Yiqun - 2018
The enormous global demand for smartphones in recent years has created a new global tech cycle. In 2016 alone, global … evolving supply chains across Asia. We show that the new tech cycle cannot be captured by standard seasonality, but depends on … smartphone product release dates. Decomposing cycle from trend, we also show that the sale of smartphones may have peaked in late …