Bryan Ma

HarmonyOS NEXT

Looks familiar

Mediatek as a selling point

China smartphones -4% YoY in 2Q25 (1st fall in 6Qs) as the impact from gov subsidies was limited. Still, Apple was able to get its iPhone 16 Pro eligible and thus reduce its declines. Huawei returned to the top spot while Xiaomi was the only Top 5 vendor to grow my.idc.com/getdoc.jsp?c...

WW smartphones grew +1% YoY in 2Q25 but macroeconomic headwinds persist, especially around low-end Android. China fell short of forecasts due to the limited impact of subsidies. Samsung still led the global market my.idc.com/getdoc.jsp?c... via @fjeronimo.bsky.social

WW PCs grew +6.5% YoY in 2Q25 but the US market was flat under inventory buildup and tariff jitters. The Top 5 rankings were unchanged with Lenovo still leading. my.idc.com/getdoc.jsp?c....

Chinese Brands Suck Up More Market Share in the Smart Vacuum Segment IDC examines consumer markets by devices, applications, networks, and services to provide complete solutions for succeeding in these expanding markets.

WW smart vacuums +12% YoY in 1Q25. Top 5 vendors took 63% of the market via US channel expansion, subsidies in China. Roborock led, followed by Ecovacs, Dreame, Xiaomi. iRobot fell to fifth place my.idc.com/getdoc.jsp?c...

WW smartwatches +5% YoY in 1Q25, wristbands +34% (China +25%, +68% respectively). Huawei led wrist-worn market globally. Apple benefitted from China subsidies, Garmin back to Top 5. More incl the impact of China's national health strategy here: my.idc.com/getdoc.jsp?c...

What other possibilities did you have in mind? MS is plastering Copilot across so many of its assets like Office, Windows, Edge, etc to the point where it's almost annoying

iPhone customers upset by Apple Wallet ad pushing F1 movie | TechCrunch However well-received the film may be, iPhone users don't necessarily want their built-in utilities, like their digital wallet, marketing to them.

They shoulda had U2 compose the score for this movie. techcrunch.com/2025/06/24/i...

Take that, Oakley

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

AR/VR headsets grew +18% YoY in 1Q25 with Meta taking more than half of the market. Sony and Apple didn't even make it into the Top 5 given existing channel inventory my.idc.com/getdoc.jsp?c...

And I was one of them

Microsoft’s Surface team has plastered its ads all over this cafe. Note the Lunar Lake badging

Haven’t ripped a CD in almost 20y, but had to do it this weekend since this band refuses to stream its catalog. Yes, Tower Records is still around in Japan.

Empty iPhone boxes for sale in Japan at just US$1.40

And a local ad served up via Twitter

Signage in Japan warning users about the end of Windows 10 support

YouTube video by Charles Reed Anderson TBT Ep60 SMARTPHONES DISRUPTED: Tariffs, Trends & Turmoil (Video)

A new podcast episode featuring yours truly. Chatting tariffs, #Computex2025, on-device AI, and more www.youtube.com/watch?v=AQHt...

IDC Decreases its Worldwide Smartphone Forecast to 0.6% for 2025 Amidst Uncertainty and Tariff Volatility IDC examines consumer markets by devices, applications, networks, and services to provide complete solutions for succeeding in these expanding markets.

WW smartphone shipments should grow +0.6% this year; economic volatility drove a reduction from the +2.3% that we previously expected. China should grow +3% due to subsidies. my.idc.com/getdoc.jsp?c...

PC-specific announcements were more muted at Computex this year. I've put down some thoughts here: blogs.idc.com/2025/05/28/w...

IDC Increases its PC and Tablet Forecasts Despite Tariff Uncertainty IDC examines consumer markets by devices, applications, networks, and services to provide complete solutions for succeeding in these expanding markets.

We're expecting PCs to grow +4% this year on the back of Windows 11 replacements before slipping -1% next year as the market comes off an abnormal high. Volatility from the trade war and economic uncertainty remain headwinds. my.idc.com/getdoc.jsp?c...

There are naturally a lot of Snapdragon ads at #Computex2025 this week, but this one is particularly large

First question to Jensen at his #Computex2025 Q&A this morning was on AI PCs (!). His response: Windows ML at #MSBuild this week runs on RTX, which has CUDA and tensor cores reaching hundreds of millions of users. "RTX = AI" Then he of course talked about DGX Spark

Intel may be noticeably absent from the list of #Computex2025 keynotes, but that doesn’t mean that they aren’t here. No points for guessing which upcoming processor is in these systems

Good morning from The Jensen Show at #Computex2025, complete with a merch truck outside

So there is the new Aspire 16 AI that Acer launched this weekend in the run up to #Computex2025. Based on SD X only and hence reaches lower price points than the more premium Swift lineup on SD XE behind it

Recall on Lunar Lake underway

Chatting about Apple and tariffs shortly on @bbctech.bsky.social