NVIDIA hasn’t given any strong indication that it’s preparing to launch a new Shield TV, but in a a recent interview with ArsTechnica, Andrew Bell, the company’s senior VP of hardware engineering, said it has no plans to end support any time soon, teasing that it had "played with new concepts." Bell also said that a first Shield refresh since 2019 would likely support codecs like AV1 and HDR10+, as well as the latest Dolby Vision profiles.
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%。
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而伴随美国失业率在模型中被推高至 10.2% 的警戒线，宏观总需求出现结构性坍塌。
根據克萊爾的觀察，2025年1月的TikTok禁令成了國際網路上關於中國討論輿論風向的轉折點。