@fjeronimo.bsky.social
VP Devices @ IDC || 📣 TEDx & Tech Speaker || 🏆TOP Influencer: 🏆#54 Marketing || 🏆#25 DX || 🏆#56 AI || 💡ex-Startup Founder || ♻️ Circular Economy
Ferrari unveiled the first fully electric car, Luce. This is the result of a five-year collaboration with Jony Ive's LoveFrom. As expected, it is very Apple-like in both design and probably the experience.
What are your thoughts? Do you want an iPhone on wheels?
🔗 www.autocar.co.uk/car-news/new...
Qualcomm expects Chinese OEMs to scale back handset production due to the memory crisis, leading to lower chipset orders. This will continue to impact the smartphone market throughout the fiscal year.
04.02.2026 21:53 — 👍 1 🔁 0 💬 0 📌 0🚨 Quick take on Apple Q1 FY2026 results
1️⃣ With all-time record revenue of $143.8B, the company has silenced long-standing skepticism regarding its ability to maintain double-digit growth in the smartphone market.
2️⃣ This performance reflects a robust “supercycle” driven by the iPhone 17 lineup
Tim Cook: "We exited the December quarter with very lean inventory levels. Memory had a minimal impact in the December quarter. We expect a bigger impact in the Q2 FY26 quarter. Beyond that, we expect memory pricing to keep increasing significantly."
29.01.2026 22:29 — 👍 1 🔁 0 💬 0 📌 0
“It really comes down to the reception of the product line-up . . . the iPhone 17 family has seen a huge amount of enthusiasm, and that’s really the driver of performance.” Apple Chief Financial Officer Kevan Parekh
29.01.2026 21:48 — 👍 0 🔁 0 💬 0 📌 0
🚨 Another MONSTER quarter from Apple:
📌 $143.8 billion, up 16% YoY
📌Best-ever quarter for the iPhone - $85.3 billion, up 23%
📌Mac down 6.7% YoY
📌iPad up 6.3% YoY
📌Wearables, Home and Accessories down 2.2% YoY
📌All-time revenue record for Services, up 14% YoY
"Success will depend less on breakthrough hardware innovation, but more on ecosystem integration and software value," said Francisco Jeronimo, VP of devices research at market research firm IDC."
28.01.2026 17:43 — 👍 0 🔁 0 💬 0 📌 0
"Estimates from Bloomberg Intelligence suggest PC prices could rise as much as 20%. Smartphones could experience a similar increase, IDC analyst Francisco Jeronimo told me, with a disproportionate impact on lower-end models that stand to get both more expensive and less powerful. "
28.01.2026 17:18 — 👍 0 🔁 0 💬 0 📌 0
“This time is different,” said Francisco Jeronimo, an analyst at IDC who sees the rise in memory prices as a “crisis” for hardware makers. “This isn’t a normal cycle. This is a profound, long-term change that may last for two or three years.”
www.bloomberg.com/news/article...
“O quarto trimestre de 2025 foi um trimestre notável tanto para a Apple quanto para a Samsung, já que consolidaram as suas posições, impulsionadas pelas fortes vendas no segmento premium e atingindo preços médios de venda recordes”, afirma Francisco Jeronimo da IDC.
www.cmjornal.pt/economia/det...
"By outsourcing the foundational layer of its AI to Google, Apple is effectively admitting that its internal efforts couldn't compete with Google's Gemini in terms of capability and scale in the short term," IDC analyst Francisco Jeronimo said.
🔗 www.bbc.co.uk/news/article...
“For an industry that has long been characterized by boom-and-bust cycles, this time is different,” IDC analyst Francisco Jeronimo wrote in a December report.
🔗 www.bloomberg.com/news/article...
Smartphone Q4 2025 market results
14.01.2026 16:25 — 👍 0 🔁 0 💬 0 📌 0
While the holiday season typically drives stronger demand, the surge in the sales of PCs in late 2025 was further amplified by emerging memory shortages that led buyers and brands to secure inventory ahead of anticipated price increases in 2026.
🔗 www.idc.com/resource-cen...
💥 The PC market grew 9.6% YoY to 74 million units in Q4 2025.
Top 5 Vendor Shares Q4 2005:
#1. Lenovo [25.3%]
#2. HP [20.1%]
#3. Dell Technologies [15.3%]
#4. Apple [9.3%]
#5. ASUS [7.1%]
🔗 www.idc.com/resource-cen...
19 years ago today, Steve Jobs launched one of the most iconic products that would disrupt the entire device industry. It remains a remarkable presentation to watch 💯
Apple has sold 💥 3.1 billion iPhones and generated $2.7 trillion in sales 💵
🎂 Happy 19th birthday!
www.youtube.com/watch?v=MnrJ...
Meta Ray-Ban Display smart glasses were launched in September 2025, marking Meta's step forward from basic smart glasses toward AR glasses. Do initial sales suggest that a smartphone replacement is on the horizon? 💡
04.01.2026 02:04 — 👍 0 🔁 0 💬 1 📌 0
gamers zijn kanaries in de koolmijn: pc-onderdelen ontploffen in prijs, maar ook jouw volgende gsm of laptop zou duurder kunnen zijn.
in een artikel op HLN legt @fjeronimo.bsky.social uit wat AI daarmee te maken heeft: www.hln.be/tech/koop-di...
Samsung is planning to trial a co-branded credit card in the US next year, following the launch of the Apple Card in 2019.
This is a significant step forward for Samsung, enabling the company to expand its ecosystem and platform across hardware, software, and services.
🚨Millions of PCs globally will be at high risk of cyber-attacks, viruses and malware. Upgrade to Windows 11 for free or sign up for Microsoft's one-year extended security update for $30
IDC Spotlight 👉https://www.microsoft.com/content/dam/microsoft/final/en-us/microsoft-brand/documents/IDC_EN-US.pdf
💥 IDC Smartphone Q3 2025 Results are out:
💡 The smartphone market grew 🚀 2.6% YoY to 322.7 million units in Q3 2025
💡Apple delivered its best results ever in a July quarter
💡Samsung Electronics achieved its strongest July-quarter growth on record
💡IDC maintains a positive outlook for 2025
“With the titanium versions, Apple discovered that titanium isn’t an ideal material for managing heat,” Francisco Jeronimo, vice president of devices and data analytics at IDC Europe, told Newsweek."
👉 www.newsweek.com/apples-new-i...
18.09.2025 01:19 — 👍 1 🔁 0 💬 0 📌 0
The Meta Ray-Ban Display marks a huge step forward into Meta's AR/AI ambitions, and it will contribute to accelerating Meta's position in the smart glasses category #MetaConnect2025
18.09.2025 01:00 — 👍 3 🔁 0 💬 0 📌 0
Meta Connect is about to start. Watch live here 👉https://www.facebook.com/100080376596424/videos/1927325824791552
18.09.2025 00:01 — 👍 0 🔁 0 💬 0 📌 0
"Selon Francisco Jeronimo, vice-président des données et analyses sur les appareils chez IDC, « la stratégie d'Apple avec cette nouvelle gamme de produits vise à augmenter les taux de mise à niveau et à raccourcir les cycles de remplacement."
www.lesechos.fr/tech-medias/...
16.09.2025 10:55 — 👍 1 🔁 0 💬 0 📌 0
"Francisco Jeronimo, Vice-President at IDC, said this is not the start of a new segment, but targets the same market as previous Plus models. Positioned between the standard iPhone and Pro versions, this follows the pattern established with MacBook Air and iPad Air"
indianexpress.com/article/tech...
"Transmitido a partir do Apple Park, em Cupertino, o lançamento deverá ser suficiente para impulsionar um novo ciclo de compra dos smartphones da marca, explicou ao Expresso o vice-presidente associado da divisão de dispositivos na IDC EMEA, Francisco Jeronimo."
expresso.pt/economia/eco...
