China's CXMT says new memory-chip platform enters mass production reuters.com/world/asia-pacif…
IDC: Smartphone 'premiumization' accelerates as the low end fades
@bryanbma
cnbc.com/video/2026/09/08/id…
Ryan Reith retweeted
Apple Park. September 9. Three IDC analysts with a lot to say.
The iPhone Duo landed at $1,999 — $500 less than expected — and IDC forecasts it will account for 81% of net foldable value added globally through 2030. The pricing surprises didn't stop there. And keeping Siri AI in beta may be a strategic, long-term decision that nobody noticed.
Nabila Popal, Tom Mainelli, and Francisco Jeronimo were in the room.
Watch for the unfiltered takes. 🔥
#IDCHotTakes #IDCResearch #AppleEvent #iPhoneDuo
IDC: U.S. bans new Chinese robots but American makers still rely on China cnb.cx/4qtxCqP
What Does the US Robotics Ban on Foreign Imports Really Mean? Here’s IDC’s Take idc.com/resource-center/blog…
Great summary of Lenovo earnings by @bryanbma
Lenovo's infrastructure growth is an indicator for investors and competitors: IDC
cnb.cx/45mRq5H
Apple veteran's Chinese smart-glasses firm becomes unicorn as Tencent, Meituan fund rival to Meta
cnb.cx/4fkKGe7
3 minutes into the keynote and we've already covered token growth. Which is very important and impressive. Anyone who hates token talk should get used to it. #GoogleIO
Excellent update on the overall foldable smartphone market as well as insight into the Motorola announcements from MWC.
Great commentary from @fjeronimo and @NabilaPopal
androidauthority.com/motorol…
Hands On with Apple's Category-Busting MacBook Neo
linkedin.com/pulse/hands-app…
Ryan Reith retweeted
🔥 IDC’s Day 1 Hot Takes from #MWC26 are live.
On the ground in Barcelona, insights from Ryan Reith, Dr. Ramazan Yavuz, Ignacio Martinez De Lizarrondo, Bryan Ma, Kiranjeet Kaur, Ahmad Latif Ali, Jason Leigh, Len Padilla, Joel Stradling, Paul Hughes, Ashish Nadkarni, and José Ignacio Díaz Llantén
From AI and telecom to devices and infrastructure, our analysts are calling it as they see it.
👉 Read through their Hot Takes and see what stood out on Day 1.
#MWC #MobileWorldCongress #IDCHotTakes
Ryan Reith retweeted
🚨 Higher ASPs, lower unit volumes: How the memory crisis is reshaping the PC and smartphone outlook
The device industry is heading into a structural reset — not a cyclical dip.
In our latest analysis on the memory crisis and its impact on PCs and smartphones, the outlook has deteriorated even beyond our worst-case scenarios from late 2025.
Here’s what matters:
📉 2026 volumes will contract sharply
PCs: -11.3% YoY (revenues +1.6% on higher ASPs)
Smartphones: -12.9% YoY (revenues -0.5%)
⏩ Q4 2025 and Q1 2026 were artificially inflated
Vendors pulled shipments forward ahead of DRAM and NAND price increases. The hangover starts in Q2.
💰 Higher ASPs will mask weaker fundamentals
Revenue may look stable, but affordability pressures are suppressing real demand.
🏭 Scale will determine winners
Larger OEMs with stronger supplier relationships will secure allocation. Smaller and low-end–focused vendors will struggle to compete.
📱 The sub-$150 smartphone segment is structurally at risk
With over 360M units shipped below $150 last year, rising memory costs make this tier increasingly unsustainable — especially in emerging markets.
🤖 AI PCs face a paradox
On-device AI requires more RAM, yet vendors are reducing memory configurations to control BOM costs.
Add tariff uncertainty to the equation, and 2026 becomes a year defined by constrained planning, pricing pressure, and margin compression.
This is not a one-quarter disruption. It’s a reset of TAM, product mix, and competitive dynamics — and the implications will shape the device industry well into 2027.
Read the blog here 🔗 idc.com/resource-center/blog…
Ryan Reith retweeted
The @IDC Devices Team will be on the ground at #MWC26 to bring you real-time "Hot Takes" on the industry's biggest announcements.
📍 Where: Barcelona, Spain
🗓️ When: 2-6 March, 2026
Stay tuned for updates from the floor!
#IDCDevices #MWC26
Apple earnings breakdown from my colleague @NabilaPopal
linkedin.com/posts/nabilapop…
Ryan Reith retweeted
@Samsung posts record Q4 w/ profit up 3x, driven by memory. MX was down 9.5% YoY, w/ a tough year ahead. IMO, Samsung’s MX is better positioned than its Android peers will emerge with meaningful share gain once the dust settles, capturing the opportunity w/in the crisis.
This is an important purchase for Micron given the market situation. Essentially fast tracks them in the capacity expansion race by not having to build ground up.
Great time to be a memory provider 💰
rttnews.com/3611198/micron-t…
Another update from @IDC regarding the ongoing memory shortage and the impact on smartphones.
cnet.com/tech/mobile/global-…
Ryan Reith retweeted
💥 The global semiconductor industry is experiencing an unprecedented memory chip shortage with knock-on effects for the device manufacturers and end users that could persist well into 2027.
In this video, Tom Mainelli, Ryan Reith, and Jeff Janukowicz from @IDC explain the reasons for this crisis and its implications for the market.
🔗 Read the blog: idc.com/resource-center/blog…
@TomMainelli @ryanreith