The ongoing economic uncertainty and component supply chain issues will put a pause on cellular notebook PCs growth for the next 6 months. Once the economic challenges ease the growth will return for cellular PCs. The component OEM's development of new SKUs and improved use cases will create notebook demand. However, embedded cellular connectivity on PCs has always been an extremely niche segment. What will move the needle in bringing cellular connectivity to Notebook PCs in ways the 4G era couldn't?
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