2024-07-11
WW PCs +3% YoY in 2Q24 for 2nd Q of growth, helped by comm replacements, AI PC promos, stabilizing inventory/ASPs, plus low comp base. But headwinds remain w/China a drag (the WW market would be +5% w/o China). Top 5 rankings unchanged w/Lenovo still #1 https://www.idc.com/... [image]
Reuters
IDC: global PC shipments rose 3% YoY to 64.9M units in Q2 2024; Apple's shipments rose 20.8% YoY, the biggest jump among PC makers, followed by Acer at 13.7%
Harshita Mary Varghese / Reuters :
2024-07-10
WW PCs +3% YoY in 2Q24 for 2nd Q of growth, helped by comm replacements, AI PC promos, stabilizing inventory/ASPs, plus low comp base. But headwinds remain w/China a drag (the WW market would be +5% w/o China). Top 5 rankings unchanged w/Lenovo still #1 https://www.idc.com/... [image]
Reuters
IDC: global PC shipments rose 3% YoY to 64.9M units in Q2 2024; Apple's shipments rose 20.8% YoY, the biggest jump among global PC makers
Global shipments of personal computers rose by 3% in the second quarter, helped by demand for AI-capable devices, with Apple (AAPL.O) …
2024-06-29
Apple Vision Pro sales start in Singapore tomorrow. Just got my demo; it was indeed impressive. Very polished experience vs the competition [image]
MacRumors
Apple launches the Vision Pro in mainland China, Hong Kong, Japan, and Singapore, the first time the device has been officially available outside of the US
Tim Hardwick / MacRumors :
2024-06-28
Apple Vision Pro sales start in Singapore tomorrow. Just got my demo; it was indeed impressive. Very polished experience vs the competition [image]
MacRumors
Apple launches the Vision Pro in mainland China, Hong Kong, Japan, and Singapore, the first time the device has been officially available outside of the US
Apple's Vision Pro spatial computing headset today arrived at Apple Store locations across China mainland, Hong Kong, Japan, and Singapore.
2024-06-11
Not clear yet if Apple's own AI models will clear Chinese government approvals, but at least the idea of letting users choose external models keeps the door open for third parties that have been approved in China #WWDC https://9to5mac.com/...
TechCrunch
In posts that seem to misunderstand Apple's deal with OpenAI, Elon Musk threatens to ban Apple devices from his companies over Apple's ChatGPT integrations
Elon Musk is threatening to ban iPhones from all his companies over the newly announced OpenAI integrations Apple announced at WWDC 2024 on Monday.
Not clear yet if Apple's own AI models will clear Chinese government approvals, but at least the idea of letting users choose external models keeps the door open for third parties that have been approved in China #WWDC https://9to5mac.com/...
9to5Mac
During an interview, Craig Federighi says Apple looks forward to “doing integrations” with other AI models, including Google Gemini, “in the future”
Chance Miller / 9to5Mac :
2024-02-03
Several mentions by Apple on its earnings call about its strong performance in India and Indonesia. Aligns with a lot of the activity we're seeing on our side.
AppleInsider
Tim Cook says that Apple is spending “a tremendous amount of time and effort” on AI features and the company plans to detail its ongoing work “later this year”
Tim Cook says that Apple is spending “a tremendous amount of time and effort” on AI features that will be announced in the coming months.
Several mentions by Apple on its earnings call about its strong performance in India and Indonesia. Aligns with a lot of the activity we're seeing on our side.
Apple
Apple reports Q1 revenue up 2% YoY to $119.6B, net income up 13% to $33.9B, Americas net sales up 2% to $50.4B, and Europe net sales up 10% to $30.4B
2024-02-02
Several mentions by Apple on its earnings call about its strong performance in India and Indonesia. Aligns with a lot of the activity we're seeing on our side.
Apple
Apple reports Q1 revenue up 2% YoY to $119.6B, net income up 13% to $33.9B, Americas net sales up 2% to $50.4B, and Europe net sales up 10% to $30.4B
Services revenue reaches new all-time record EPS up 16 percent to new all-time high — Apple® today announced financial results …
2024-02-01
QCOM's comments about increased Chinese phone OEM activity (as well as total market growth in '24) are consistent with MTK's comments yesterday
CNBC
Qualcomm reports Q1 adjusted revenue up 5% YoY to $9.92B, vs. $9.51B est., handset chip sales up 16% YoY to $6.69B, and net income up 24% YoY to $2.77B
Kif Leswing / CNBC :
And their comments about flagships in China are similar to what we're seeing: https://www.idc.com/...
CNBC
Qualcomm reports Q1 adjusted revenue up 5% YoY to $9.92B, vs. $9.51B est., handset chip sales up 16% YoY to $6.69B, and net income up 24% YoY to $2.77B
Kif Leswing / CNBC :
2023-10-10
WW PCs -8% YoY in 3Q23 under slow econ, demand. But ahead of f/c & 2nd Q of QoQ gains as inventory improved. Top 4 ranks unchanged; Apple YoY due to hi comp when recovered fr COVID production issue last yr https://www.idc.com/... [image]
IDC
Global PC shipments fell 7.6% YoY to 68.2M in Q3 2023; among the top five vendors, Apple experienced the largest decline, down 23.1%, and only HP grew, up 6.4%
The downward spiral for PC shipments continued during the third quarter of 2023 (3Q23) as global volumes declined 7.6% year …
2023-08-04
Our team is still digging into the details of the new policy, but Dell and HP have done some local NB production in India. It's been limited so far given that the NBs have more discrete parts than smartphones and needs the broader component ecosystem to move with it
Bloomberg
Apple, Samsung, and others freeze imports of laptops and tablets to India; sources say India's sudden import license rules caught the industry by surprise
- India surprised industry with new import license requirement — Modi government seeks to promote domestic manufacturing
2023-04-28
WW smartphones -15% YoY in 1Q23 (vs -13% f/c) under ongoing inventory challenges. Samsung moved back to the top of the market https://www.idc.com/... https://twitter.com/...
IDC
Global smartphone shipments fell 14.6% YoY to 268.6M in Q1 2023, the seventh consecutive quarter of decline; Samsung fell 18.9%, Apple 2.3%, and Xiaomi 23.5%
2023-04-20
My current travel PC is a Surface Go given its small size and weight. But it's an Intel-powered one, so I'm all for a Snapdragon version if it will get me more battery life https://www.windowscentral.com/ ...
Windows Central
Sources: Microsoft plans to release its first ARM-powered Surface Go, the Surface Go 4, in 2023, and is working on a smaller Surface Pro with an 11-inch display
2023-04-10
WW PCs -29% YoY in 1Q23. Channel inventory reduced, but should stay elevated thru 1H. Top 5 rankings unchanged w/Lenovo still leading https://www.idc.com/... https://twitter.com/...
IDC
Apple's Mac shipments fell 40.5% YoY globally in Q1 2023, the largest drop among PC makers, as combined PC shipments fell 29% YoY to 56.9M units
Weak demand, excess inventory, and a worsening macroeconomic climate were all contributing factors for the precipitous drop in shipments …
2022-10-10
WW PCs -15% YoY in 3Q22 (-16% in 2Q22). Top 3 rankings unchanged w/Lenovo on top, but Apple jumped as it made up for 2Q production delays during lockdowns in China https://www.idc.com/... https://twitter.com/...
IDC
Global PC shipments declined 15% YoY to 74.3M units in Q3 2022; Lenovo, HP, and Dell declined YoY by 16%, 28%, and 21%, respectively, while Apple was up 40%
Declines continued for the traditional PC market as global shipments totaled 74.3 million units during the third quarter of 2022 …
2022-08-02
Chromebooks -51% YoY in 2Q22 as edu demand slowed & inventory had to be cleared, but volumes still above pre-pandemic levels. Tablet shipments flat in 2Q22. https://www.idc.com/... https://twitter.com/...
ZDNet
IDC reports global Chromebook shipments fell 51.4% YoY to 6M units in Q2 2022, still above pre-pandemic levels, and tablet shipments rose 0.15% YoY to 40.5M
Sabrina Ortiz / ZDNet : Source: IDC .
2022-04-28
Samsung's memory team just said in its earnings call that they “see a chance of a demand recovery [in smartphones] depending on the pace of reopening in some countries, so we need to monitor the situation carefully.” Presumably he was alluding to China.
Reuters
Samsung reports Q1 operating profit of ~$11.1B, up 51% YoY, on revenue of ~$61.4B, up 19% YoY, driven by memory chip revenue of ~$21.23B, up 39% YoY
Reuters : Source: Samsung Newsroom .
2022-02-01
Tablets and Chromebooks +3% and +14% respectively in 2021, but -12% and -64% in 4Q21 as demand fell. Apple still led tablets last year while HP led Chromebooks. 2022 should stay above pre-pandemic levels. https://www.idc.com/... https://twitter.com/...
IDC
Global tablet shipments grew 3.2% YoY to 168.8M in 2021; Apple had 34.2% market share, Samsung had 18.3%, Lenovo had 10.5%, Amazon had 9.5%, and Huawei had 5.7%
Worldwide tablet shipments reached 46 million units during the fourth quarter of 2021 (4Q21), posting a decline for the second time since the pandemic began in 2020.