“Apple was caught up by the number of people buying Minis for Clawdbot [aka OpenClaw], which would have been impossible to predict a few months ago,” said Francisco Jeronimo, vice president at research firm IDC."
www.wsj.com/tech/persona...
Very proud to be shortlisted for the Computing Digital Technology Leaders Awards 2026 in the category Digital Ambassador of the Year 🎉
event.computing.co.uk/digitaltechn...
🚨 As predicted in our previous blogs, the 📱 smartphone market began to be affected by the memory crunch 📉, ending 10 consecutive quarters of growth. But this is just the beginning of what we can expect in 2026.
Read more here 🔗 www.idc.com/resource-cen...
Amazon exploring a smartphone at this stage raises more questions than answers: the market is contracting, there's a memory shortage driving costs up, and differentiation in a mature category dominated by Apple, Samsung, and Chinese OEMs is nearly impossible.
www.reuters.com/technology/a...
At #MWC2026, I had the opportunity to discuss the industry’s biggest shifts with Thomas Meyer, Senior Vice President of IDC Research.
📹 Watch the conversation here 👉 youtu.be/TIghLAujoJA?...
“The MacBook Neo will reshape the entry-level laptop segment,” IDC analyst Francisco Jeronimo said."
🔗 www.bloomberg.com/opinion/arti...
Motorola unveiled the Razr Fold at #MWC2026, officially entering the book-style foldable segment, which clearly indicates its ambition to compete at the top of the market.
www.youtube.com/watch?v=UUAT...
"Francisco Jeronimo, vicepresidente de Dispositivos de Cliente Mundiales de IDC, por su parte, dijo a CNET, que este impacto comenzará a afectar la producción de teléfonos alrededor del segundo trimestre y el resto del año."
🔗 expansion.mx/tecnologia/2...
Hands-on with the new Privacy Mode on the Samsung Galaxy S26
Many people asked me this week how Samsung would price the new S26 lineup, considering the ongoing memory shortage crisis. Here you go:
- Galaxy S26 Ultra starts at $1,300 🟰 NO price increase
- Galaxy S26+ starts at $1,100 ↗️ $100 increase
- Galaxy S26 starts at $900 ↗️ $100 increase
The privacy mode on the #GalaxyS26 is probably the most interesting new feature on the Samsung Galaxy S26, and it is likely to set the benchmark for other brands to add it in their flagship devices.
#GalaxyUnpacked
Meet the new Samsung Galaxy S26 #GalaxyUnpacked
#GalaxyS26
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.
🚨 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."
“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
🚨 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."
"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. "
“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
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? 💡
