who are perhaps battening down the hatches and thinking, let s just see and hang on for a moment while there are storms ahead. i don t see that this will continue for a long time. i do expect that actually they will want to see those efficiencies over the next few months and years, so this could be a bit of a blip in terms of aws, but we think it will still be hard for the e commerce arm. aws of course meaning amazon web services. ben wood is chief analyst at ccs insight. let s talk about what is going on with apple. they have sort of bucked the trend a little, how have they done that s apple is in this unique position of becoming a company that delivers valuable devices to customers. they had a quarter where they bucked the trend, they had their biggest ever quarter for this part of
that. christopher rossbach, - that. christopher rossbach, there. let s look at other implications that we have not yet touched on. the mobile world congress, the world s largest smartphone showcase is kicking off in barcelona today. both russia and ukraine are suppliers of raw materials for semiconductor manufacturing and a growing number of questions are being raised about what impact it will have on technology markets. taiwan announced it was joining international sanctions last week. the island is a major chip manufacturer and home to tsmc, the world s largest contract chip maker. joining me now from barcelona is ben wood, chief analyst at ccs insight. thank you for being on the programme. the mobile world congress is an annual event, a huge event, it has been cancelled because of covid. people will be there in person for the first time in a couple of years but it is totally overshadowed by russia, ukraine, conversations about the impact on the industry. good morning, absolutely, it