What Tariffs? Smartphone Market Grows 1% as More Phones Fold In AI
Midrange devices like Samsung's Galaxy A36 are driving sales by letting people try AI without busting their budgets.
"Samsung was able to consolidate its market leadership and outperform the overall market, achieving strong growth in the quarter driven by the sales of its new Galaxy A36 and A56 products," Francisco Jeronimo, VP for client devices at IDC, said in a statement."
www.cnet.com/tech/mobile/...
17.07.2025 00:15 β π 1 π 0 π¬ 0 π 0
The big start of Q2 2025 π₯ is Samsung, which outperformed the market and consolidated its smartphone leadership. With the new Galaxy Z Fold 7, Galaxy Z Flip 7 and Galaxy Z Flip 7 FE launched last week at the #GalaxyUnpacked, the momentum will continue in Q3
14.07.2025 16:50 β π 0 π 0 π¬ 0 π 0
According to IDC global smartph shipments increased 1.0% YoY to 295.2M units in Q2 25. The smartphone market remained positive, however uncertainty fueled by tariffs volatility, on-going macro-economic challenges such as forex instability, unemployment & inflation across regions have tapered demand
14.07.2025 16:43 β π 1 π 0 π¬ 0 π 1
"Isn't the Galaxy Z Fold 7 too expensive?!", many asked me.
The price is high, but....
βοΈ trade-in a device and get a significant discount
βοΈ most people will buy it on a contract and pay a monthly installment
βοΈ people can't expect to get one of the best devices this year cheap π
#GalaxyUnpacked
10.07.2025 20:04 β π 0 π 0 π¬ 0 π 0
YouTube video by Francisco Jeronimo
In conversation with Benjamin Braun, Samsung's CMO in Europe at the #GalaxyUnpacked in NYC
youtu.be/w2OrG5aTxKI?...
10.07.2025 15:21 β π 0 π 0 π¬ 0 π 0
Samsungβs bet on the future of smartphones is something Apple doesnβt have an answer to yet | CNN Business
Samsung on Wednesday announced three new foldable phones in its latest push to popularize what the company believes is the future of smartphones.
"While foldable phones were expected to eventually get cheaper, that is no longer the case, according to Francisco Jeronimo, an analyst for the IDC. He said phone makers like Samsung are leaning on foldables to compete with the iPhone in the premium segment.
www.cnn.com/2025/07/09/t...
10.07.2025 14:47 β π 0 π 0 π¬ 0 π 0
The #SamsungUnpacked is an important one for Samsung. The foldable smartphone market grew 4% YoY in 2024, reaching 18.7m units & $23.1B in value.
In the premium segment ($800+), Apple dominates with 72%. But in ultra-premium ($1,600+), Samsung (30%) and Huawei (17%) have grown with foldables.
08.07.2025 14:52 β π 1 π 0 π¬ 0 π 0
Big week π for Samsung as its Unpacked event takes place in New York this week.
Samsung was the largest foldable brand in 2024 with 34% market share.
Will Samsung unfold something exciting this week that can ignite consumers adoption of foldable smartphone faster than before? π
07.07.2025 09:08 β π 0 π 0 π¬ 0 π 0
China's Honor launches new challenge to Samsung with thin foldable smartphone and a big battery
Honor launched the Magic V5 on Wednesday, it's latest foldable smartphone that will initially launch in China and then overseas markets.
"Francisco Jeronimo, a vice president at the IDC, said the Magic V5 is a strong offering from HONOR.
βThis is the dream foldable smartphone that any user who is interested in this category will think of,β Jeronimo told CNBC, pointing to features such as the battery."
www.cnbc.com/2025/07/02/h...
04.07.2025 08:15 β π 1 π 0 π¬ 0 π 0
Join us for a live chat next week on what's been happening the devices market, including WWDC, Computex, HarmonyOS NEXT, and of course our outlook in light of the trade war events.zoom.us/ev/Ap-Y9CjtB... @fjeronimo.bsky.social
20.06.2025 06:09 β π 0 π 1 π¬ 0 π 0
"Francisco Jeronimo, an analyst at IDC, says Apple making its AI models accessible to developers is important because of the companyβs vast reach with coders. It βbrings Apple closer to the kind of AI tools that competitors have been offering for some time." t.co/ByLK5JQmoo
13.06.2025 12:24 β π 0 π 0 π¬ 0 π 0
YouTube video by Francisco Jeronimo
Francisco Jeronimo's take on Apple's WWDC 2025 announcements (Bloomberg)
I spoke with Marija JevtiΔ from Bloomberg about Apple's most significant software redesign, the atmosphere in Apple Park during #WWWDC25, Apple Intelligence, iPad, and even tariffs.
www.youtube.com/watch?v=tkxh...
13.06.2025 12:12 β π 0 π 0 π¬ 0 π 0
βSΓ£o passos incrementais necessΓ‘rios para o que vai ser o futuro da IA [inteligΓͺncia artificial] nos prΓ³ximos anosβ, disse ao Expresso o analista portuguΓͺs Francisco JerΓ³nimo, vice-presidente da IDC EMEA que estΓ‘ em Cupertino para o evento.
expresso.pt/economia/eco...
13.06.2025 11:35 β π 0 π 0 π¬ 0 π 0
βClassic Apple': Why Apple is taking the slow road with AI
Apple is slow-rolling its AI rollout. Whether by design or necessity, it perfectly fits the company's MO.
"Apple's AI strategy, as showcased, leans more towards systemic integration and developer empowerment rather than delivering groundbreaking consumer-facing AI functionalities that have captured market attention," IDC vice president Francisco Jeronimo wrote.
finance.yahoo.com/news/classic...
11.06.2025 23:20 β π 0 π 0 π¬ 0 π 0
I look forward to attending one of the most interesting and important tech events of the year, Apple's #WWDC25. Last year, Apple announced #AppleIntelligence. As competitors have been moving fast on AI developments, will Apple make any breakthrough announcement or incremental improvements?
08.06.2025 18:25 β π 1 π 0 π¬ 0 π 0
Last week in San Francisco, the queue outside the Nintendo store in Union Square was quite long for the #Switch2
05.06.2025 10:41 β π 0 π 0 π¬ 0 π 0
Not for humans at least π
02.06.2025 11:03 β π 1 π 0 π¬ 1 π 0
Another ad that feels straight out of a sci-fi film, but from todayβs reality π€
01.06.2025 18:24 β π 2 π 1 π¬ 1 π 0
This is a timely and interesting book from Patrick McGee @patrickmcgee.bsky.social
Looking forward to it π
14.05.2025 14:46 β π 2 π 0 π¬ 0 π 0
π£ Yesterday, Samsung announced the #GalaxyS25Edge, its thinnest flagship yet (5.8mm) - designed for those who value a slimmer device without compromising on performance. It goes on sale on May 30. It will cost Β£1,099 (256GB) and Β£1,199 (512GB)
14.05.2025 11:17 β π 0 π 0 π¬ 0 π 0
Gemini is coming to WearOS and Android Auto
13.05.2025 17:14 β π 0 π 0 π¬ 0 π 0
YouTube video by Android
The Android Show: I/O Edition
Watch Android Show and learn about the latest news on Android 16 www.youtube.com/watch?v=l3yD...
13.05.2025 17:07 β π 0 π 0 π¬ 0 π 0
In this blog, my colleague Kitty Fok unveils how Chinaβs 2025 strategy leverages stimulus, tech self-reliance, and supply chain reforms to counter U.S. tariffs and sustain its ICT sector growth.
She also reviews the overall ICT expenditure growth under three scenarios
blogs.idc.com/2025/04/18/t...
23.04.2025 10:16 β π 0 π 0 π¬ 0 π 0
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