Bryan Ma

China's smartphone market fell -1% YoY in 4Q25 as well as full year 2025 as subsidies waned and low-end phones were reduced under rising memory prices. Apple led in 4Q25 on the back of the iPhone 17 series while Huawei took the top spot for the full year www.idc.com/resource-cen...

China's smartphone market fell -1% YoY in 4Q25 as well as full year 2025 as subsidies waned and low-end phones were reduced under rising memory prices. Apple led in 4Q25 on the back of the iPhone 17 series while Huawei took the top spot for the full year www.idc.com/resource-cen...

WW smartphones grew +2% YoY in both 4Q25 and full year 2025, carried by the premium market as well as some recent pull-in demand in advance of rising memory prices. The Top 3 rankings were unchanged with Apple, Samsung, and Xiaomi holding their positions www.idc.com/resource-cen...

WW PC shipments +10% YoY in 4Q25 due to pull-in from rising memory prices. 2025 +8% to 285 million, but 2026 should be down given both memory and tapering after W10 migrations. Top 5 rankings were unchanged for both 4Q25 and full year 2025 with Lenovo still leading. www.idc.com/resource-cen...

Global Memory Shortage Crisis: Market Analysis and the Potential Impact on the Smartphone and PC Markets in 2026 A global memory shortage is reshaping smartphone and PC markets for 2026. Rising DRAM and NAND costs threaten pricing, specs, and growth across devices.

We put together a quick blog post (and 10m video) on the impact of the memory shortage to the PC and smartphone markets here, including two downside scenarios to our 2026 forecasts. Details here via @fjeronimo.bsky.social: www.idc.com/resource-cen...

India tablets -20% YoY in 3Q25 due to hi edu/SMB comps, but cons +14% via vendor push. Top 5 rankings unchanged w/Samsung still leading, followed by Lenovo (via Moto-branded tablets!) my.idc.com/getdoc.jsp?c...

Samsung trifold on display in Singapore

Cute campaign, but what’s up with the feature phone?

India PCs grew +10% YoY in 3Q25, driven by both commercial replacements and consumer front loading. The Top 5 rankings were unchanged with HP still leading. my.idc.com/getdoc.jsp?c...

India's smartphone market grew +4% YoY in 3Q25, driven by premium phones including Apple, which hit a record high in India and moved into the #4 brand ranking my.idc.com/getdoc.jsp?c...

WW tablets fell -4% YoY in 3Q25 after 1H inventory buildup but demand continued in developing markets. Apple still led while Huawei moved back into the Top 5 on the back of activity in Latin America and EMEA my.idc.com/getdoc.jsp?c...

Spotted at Sunglass Hut

ICYMI China smartphones -1% YoY in 3Q25. Vivo and Apple (esp via base iPhone 17) pushed Huawei down to #3, Honor tied OPPO for #5. 4Q25 should look better seasonally but econ headwinds persist my.idc.com/getdoc.jsp?c...

Luckin Coffee x Honor of Kings. This is Singapore btw, not China

trying to watch a movie on a plane by yelling "Hey, Copilot - start Crash" and getting shot in the head by an air marshal

Seems legit

Find X9 Pro on display already in the OPPO store in Shenzhen before tonight’s launch. Price tag intentionally maxed out at US$14k since it hasn’t been disclosed yet

WW smartphones grew +2.6% YoY in 3Q25. This was driven by the premium segment, although Xiaomi, Transsion, and vivo also posted growth in their geos and price ranges. my.idc.com/getdoc.jsp?c... via @fjeronimo.bsky.social

Big Samsung foldable ad here at Beijing Capital Airport. Note that Galaxy AI here is powered by Baidu rather than Google

PC Shipments Accelerate in Q3 Signaling Steady Refresh of Existing Installed Base IDC examines consumer markets by devices, applications, networks, and services to provide complete solutions for succeeding in these expanding markets.

WW PC shipments grew +9.4% YoY in 3Q25, with Asia (Japan in particular) as well as EMEA driving growth. The Top 5 rankings were unchanged with Lenovo still leading my.idc.com/getdoc.jsp?c...

iPhone 17 Pro video zoom from 24X to 0.5X #F1 #SingaporeGP

Cute street names at Intel's Ocotillo campus outside of Phoenix #IntelTechTour

Interesting that MTK went so far as to make "Super Efficient NPU" a proper noun now that it's CIM-based. Wondering how Qualcomm responds this week at #SnapdragonSummit

Smart glasses and AR/VR headsets in aggregate will grow 39% to 14 million units this year, especially on the back of products like Ray-Ban Meta Glasses. Meta had 61% of the combined market in 2Q25, while Xiaomi and other Chinese vendors followed. my.idc.com/getdoc.jsp?c...

Not as useful as I thought it would be. Copilot in Edge can be lousy at not even recognizing what is open in the tab in the first place. Comet is better but usually I prefer a dedicated window where I can continue the chat instead of having a sidebar. And automated tasks can be creepy and unreliable

Gets the message across

Pulled this bad boy out of the closet given all of the talk today about orange phones #AppleEvent

Boba cooled gaming rig

Step right up, folks! Get yer AI PCs here!

Everything but the kitchen sink