JAPAN DATA: Monthly data from the Japan Electronics and Information Technology
Industries Association:
— Mobile handset shipments in the domestic market -6.6% y/y at 2.468 million
units in September, the 5th straight monthly fall after -9.3% in August and
-13.4% in July.
— Shipments of smartphones +51.8% y/y in September at 1.388 million units, the
third straight monthly gain, after +19.3% in August and +55.2% in July.
— Shipments of PHS (personal handy-phone systems) -49.0% y/y in September, the
second straight fall, after -24.4% in August and +0.7% in July.