Smartphones Are Already Peaking Out, Says JPMorgan's Hariharan

The video discusses the current state and future outlook of the smartphone and semiconductor industries. It highlights the maturity phase of the smartphone market, with declining growth expected until 5G becomes more prevalent. The collapse of cryptocurrency mining has impacted semiconductor demand, particularly affecting companies like TSMC. Despite a current downturn, the semiconductor industry is expected to recover, driven by growth in data centers and automotive sectors.

What are the potential growth areas for the semiconductor industry moving forward?

What challenges does the consumer electronics segment of the semiconductor industry currently face?