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Apple Was The Only Major Smartphone Brand To See Growth During China's Singles' Day - DTH

7 snips
Nov 28, 2025
During a recent discussion, it was revealed that Apple was the only major smartphone brand to enjoy growth during China’s Singles' Day, capitalizing on strong iPhone 17 demand. Meanwhile, smartphone sales dipped overall in China. The hosts also explored OpenAI's limitations on free accounts and Epic Games CEO Tim Sweeney's stance on AI labeling in gaming. Additionally, a warning was issued about a potential bubble in the humanoid robotics sector due to market oversaturation.
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INSIGHT

Apple Stood Out In Singles Day Sales

  • Apple was the only major smartphone brand that grew during China's Singles Day due to strong iPhone 17 demand.
  • Excluding Apple, overall smartphone sales fell 5%, showing broader consumer caution despite record festival spending.
INSIGHT

AI Services Tighten Free Usage Limits

  • Google and OpenAI reduced free daily generation limits as demand surged and monetization shifted.
  • OpenAI Soar limits free users to six video generations a day while Google cut Nano Banana image generations from three to two.
INSIGHT

Made-With-AI Labels May Lose Meaning

  • Epic Games' Tim Sweeney argues 'Made with AI' tags will become meaningless as AI becomes standard in development.
  • He suggests disclosure should matter only for rights issues like in-art licensing.
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