20 years in consumer & commercial tech | Associate Director @ Counterpoint Research | Insights on display technology, devices, and future trends.

Joined May 2021
4 Photos and videos
David Naranjo retweeted
๐—–๐—ผ๐˜‚๐—ป๐˜๐—ฒ๐—ฟ๐—ฝ๐—ผ๐—ถ๐—ป๐˜ ๐—–๐—ผ๐—ป๐˜ƒ๐—ฒ๐—ฟ๐˜€๐—ฎ๐˜๐—ถ๐—ผ๐—ป๐˜€: ๐—ฉ๐—ถ๐˜€๐—ถ๐—ผ๐—ป๐—ผ๐˜… ๐—ฉ๐—ถ๐—ฃ ๐—”๐—ฑ๐˜ƒ๐—ฎ๐—ป๐—ฐ๐—ฒ๐˜€ ๐˜๐—ต๐—ฒ ๐—ก๐—ฒ๐˜…๐˜ ๐—ฃ๐—ต๐—ฎ๐˜€๐—ฒ ๐—ผ๐—ณ ๐—ข๐—Ÿ๐—˜๐—— ๐—œ๐—ป๐—ป๐—ผ๐˜ƒ๐—ฎ๐˜๐—ถ๐—ผ๐—ป ๐–จ๐—Œ ๐–ต๐—‚๐—Œ๐—‚๐—ˆ๐—‡๐—ˆ๐—‘ ๐–จ๐—‡๐—๐–พ๐—…๐—…๐—‚๐—€๐–พ๐—‡๐— ๐–ฏ๐—‚๐—‘๐–พ๐—…๐—‚๐—“๐–บ๐—๐—‚๐—ˆ๐—‡ (๐–ต๐—‚๐–ฏ) ๐–ฏ๐—…๐—Ž๐—Œ ๐—๐—๐–พ ๐—‡๐–พ๐—‘๐— ๐–ป๐—‚๐—€ ๐—…๐–พ๐–บ๐—‰ ๐—‚๐—‡ ๐–ฎ๐–ซ๐–ค๐–ฃ ๐–ฝ๐—‚๐—Œ๐—‰๐—…๐–บ๐—’ ๐—๐–พ๐–ผ๐—๐—‡๐—ˆ๐—…๐—ˆ๐—€๐—’? ๐– ๐— ๐–ฃ๐—‚๐—Œ๐—‰๐—…๐–บ๐—’ ๐–ถ๐–พ๐–พ๐—„ ๐Ÿค๐Ÿข๐Ÿค๐Ÿจ, ๐– ๐—Œ๐—Œ๐—ˆ๐–ผ๐—‚๐–บ๐—๐–พ ๐–ฃ๐—‚๐—‹๐–พ๐–ผ๐—๐—ˆ๐—‹ David Naranjo (@DSCCDave) ๐—Œ๐–บ๐— ๐–ฝ๐—ˆ๐—๐—‡ ๐—๐—‚๐—๐— ๐–ฃ๐—‹. ๐–ฏ๐—‚๐—‡๐—€ ๐–ณ๐–บ๐—ˆ ๐—๐—ˆ ๐—Ž๐—‡๐—‰๐–บ๐–ผ๐—„ ๐—๐—๐–พ ๐–ต๐—‚๐–ฏ ๐–บ๐–ฝ๐—๐–บ๐—‡๐—๐–บ๐—€๐–พ ๐—ˆ๐—๐–พ๐—‹ ๐–ฅ๐—‚๐—‡๐–พ ๐–ฌ๐–พ๐—๐–บ๐—… ๐–ฌ๐–บ๐—Œ๐—„ (๐–ฅ๐–ฌ๐–ฌ), ๐–บ๐—‡๐–ฝ ๐—๐—๐–บ๐— ๐—‚๐— ๐—†๐–พ๐–บ๐—‡๐—Œ ๐–ฟ๐—ˆ๐—‹ ๐—๐—๐–พ ๐–ป๐—‹๐—ˆ๐–บ๐–ฝ๐–พ๐—‹ ๐–ฝ๐—‚๐—Œ๐—‰๐—…๐–บ๐—’ ๐–พ๐–ผ๐—ˆ๐—Œ๐—’๐—Œ๐—๐–พ๐—†. ๐—ž๐—ฒ๐˜† ๐—ง๐—ฎ๐—ธ๐—ฒ๐—ฎ๐˜„๐—ฎ๐˜†๐˜€ย ๐—ณ๐—ฟ๐—ผ๐—บ ๐˜๐—ต๐—ฒ ๐——๐—ถ๐˜€๐—ฐ๐˜‚๐˜€๐˜€๐—ถ๐—ผ๐—ป โ€ข @VisionoxTC ๐—‰๐—ˆ๐—‚๐—‡๐—๐–พ๐–ฝ ๐—ˆ๐—Ž๐— ๐—๐—๐–บ๐— ๐–ต๐—‚๐–ฏ ๐–ผ๐–บ๐—‡ ๐—‹๐–พ๐–บ๐–ผ๐— ๐—๐–พ๐—‹๐—’ ๐—๐—‚๐—€๐— ๐—‰๐—‚๐—‘๐–พ๐—… ๐–ฝ๐–พ๐—‡๐—Œ๐—‚๐—๐—‚๐–พ๐—Œ ๐–ฟ๐—ˆ๐—‹ ๐—‡๐–พ๐— ๐– ๐–ฑ/๐–ต๐–ฑ ๐–ฝ๐–พ๐—๐—‚๐–ผ๐–พ๐—Œ, ๐–บ๐—‡๐–ฝ ๐—‚๐— ๐–บ๐—…๐—Œ๐—ˆ ๐—๐—ˆ๐—‹๐—„๐—Œ ๐–ฟ๐—ˆ๐—‹ ๐—Œ๐—†๐–บ๐—‹๐—๐—‰๐—๐—ˆ๐—‡๐–พ๐—Œ, ๐—๐–บ๐–ป๐—…๐–พ๐—๐—Œ, ๐—…๐–บ๐—‰๐—๐—ˆ๐—‰๐—Œ, ๐–ผ๐–บ๐—‹๐—Œ, ๐–บ๐—‡๐–ฝ ๐—๐–พ๐–บ๐—‹๐–บ๐–ป๐—…๐–พ๐—Œ. โ€ข ๐–ณ๐—๐–พ ๐–ผ๐—ˆ๐—†๐—‰๐–บ๐—‡๐—’ ๐–บ๐—…๐—Œ๐—ˆ ๐—Œ๐—๐—ˆ๐—๐–พ๐–ฝ ๐—‰๐—‹๐—ˆ๐—€๐—‹๐–พ๐—Œ๐—Œ ๐—‚๐—‡ ๐—†๐–บ๐—„๐—‚๐—‡๐—€ ๐–ฎ๐–ซ๐–ค๐–ฃ๐—Œ ๐—Ž๐—Œ๐–พ ๐—…๐–พ๐—Œ๐—Œ ๐—‰๐—ˆ๐—๐–พ๐—‹, ๐—‚๐—‡๐–ผ๐—…๐—Ž๐–ฝ๐—‚๐—‡๐—€ ๐—Œ๐—ˆ๐—…๐—Ž๐—๐—‚๐—ˆ๐—‡๐—Œ ๐–ฟ๐—ˆ๐—‹ ๐—‡๐—ˆ๐—๐–พ๐–ป๐—ˆ๐—ˆ๐—„๐—Œ ๐—๐—๐–บ๐— ๐—๐–พ๐—…๐—‰ ๐—‹๐–พ๐–ฝ๐—Ž๐–ผ๐–พ ๐—ˆ๐—๐–พ๐—‹๐–บ๐—…๐—… ๐–พ๐—‡๐–พ๐—‹๐—€๐—’ ๐—Ž๐—Œ๐–พ. โ€ข ๐–ต๐—‚๐—Œ๐—‚๐—ˆ๐—‡๐—ˆ๐—‘ ๐—Œ๐–พ๐–พ๐—Œ ๐–ต๐—‚๐–ฏ ๐–บ๐—Œ ๐–บ ๐–ฟ๐—…๐–พ๐—‘๐—‚๐–ป๐—…๐–พ ๐—‰๐—…๐–บ๐—๐–ฟ๐—ˆ๐—‹๐—† ๐—๐—๐–บ๐— ๐–ผ๐–บ๐—‡ ๐—Œ๐—Ž๐—‰๐—‰๐—ˆ๐—‹๐— ๐–ป๐—ˆ๐—๐— ๐—๐—‚๐—€๐—-๐–พ๐—‡๐–ฝ ๐—‰๐—‹๐—ˆ๐–ฝ๐—Ž๐–ผ๐—๐—Œ ๐–บ๐—‡๐–ฝ ๐—๐—๐–พ ๐–ฟ๐—Ž๐—๐—Ž๐—‹๐–พ ๐—๐—‚๐–ฝ๐–พ๐—Œ๐—‰๐—‹๐–พ๐–บ๐–ฝ ๐—Ž๐—Œ๐–พ ๐—ˆ๐–ฟ ๐–ฎ๐–ซ๐–ค๐–ฃ๐—Œ ๐—‚๐—‡ ๐–จ๐–ณ ๐–ฝ๐–พ๐—๐—‚๐–ผ๐–พ๐—Œ. ๐—ฅ๐—ฒ๐—ฎ๐—ฑ ๐—ผ๐˜‚๐—ฟ ๐—ฑ๐—ฒ๐˜๐—ฎ๐—ถ๐—น๐—ฒ๐—ฑ ๐—ถ๐—ป๐˜€๐—ถ๐—ด๐—ต๐˜๐˜€ ๐—ฎ๐—ป๐—ฑ ๐—ฎ๐—ป๐—ฎ๐—น๐˜†๐˜€๐˜ ๐˜๐—ฎ๐—ธ๐—ฒ ๐—ต๐—ฒ๐—ฟ๐—ฒ: counterpointresearch.com/en/โ€ฆ ๐—ช๐—ฎ๐˜๐—ฐ๐—ต ๐˜๐—ต๐—ฒ ๐—ณ๐˜‚๐—น๐—น ๐˜ƒ๐—ถ๐—ฑ๐—ฒ๐—ผ ๐—ถ๐—ป๐˜๐—ฒ๐—ฟ๐˜ƒ๐—ถ๐—ฒ๐˜„ ๐—ต๐—ฒ๐—ฟ๐—ฒ: youtube.com/watch?v=WVpeeWYrโ€ฆ ๐—ฅ๐—ฒ๐—ฎ๐—ฑ ๐—ผ๐˜‚๐—ฟ "๐—ฃ๐—ฟ๐—ฒ๐—ฑ๐—ถ๐—ฐ๐˜๐—ถ๐—ผ๐—ป๐˜€ ๐—ณ๐—ผ๐—ฟ ๐——๐—ถ๐˜€๐—ฝ๐—น๐—ฎ๐˜† ๐—œ๐—ป๐—ฑ๐˜‚๐˜€๐˜๐—ฟ๐˜† ๐—ถ๐—ป ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ" ๐—ต๐—ฒ๐—ฟ๐—ฒ: counterpointresearch.com/en/โ€ฆ #DisplayWeek2026 #Visionox #ViPTechnology #OLED #CounterpointResearch #DisplayEcosystem
1
3
584
David Naranjo retweeted
While Computex is hot, our Rockstar @CounterPointTR Display Supply Chain team is keynoting an important annual seminar for our clients and the industry in Tokyo, Japan. Flat Panel Display Advanced Technology and Investment Trends. This market is evolving rapidly from smartphones with foldables to Large screen smart TVs, XR displays to Automotive driving newer technologies and experiences. counterpointresearch.com/en/โ€ฆ $GLW $OLED
1
3
283
David Naranjo retweeted
1
1
15
960
David Naranjo retweeted
First Look! These are the first models coming out based on @nvidia RTX Spark (with @MediaTek) @Dell XPS 16 @ASUS ProArt P14 @HP OmniBook Ultra 16 @msigaming Prestige N16 Flip Al Coming this fall. Specs: GPU: up to 6,144 Cores CPU: 20 Cores Memory: up to 128 GB Unified Memory โœจAI: CUDA Libraries Support, 1 Petaflop FP4 ๐ŸŽฎ Gaming: Full DLSS suite, NVIDIA Reflex, and G-SYNC. ๐Ÿ“นCreators: 100 Apps Optimized, NVIDIA Studio #GTCTaipei #Computex2026 #RTXSpark
1
2
4
487
David Naranjo retweeted
๐— ๐—ฒ๐—ฒ๐˜ ๐—–๐—ผ๐˜‚๐—ป๐˜๐—ฒ๐—ฟ๐—ฝ๐—ผ๐—ถ๐—ป๐˜ ๐—ฅ๐—ฒ๐˜€๐—ฒ๐—ฎ๐—ฟ๐—ฐ๐—ต ๐—ฎ๐˜ ๐—–๐—ผ๐—บ๐—ฝ๐˜‚๐˜๐—ฒ๐˜… ๐—ง๐—ฎ๐—ถ๐—ฝ๐—ฒ๐—ถ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ. ๐–ข๐—ˆ๐—Ž๐—‡๐—๐–พ๐—‹๐—‰๐—ˆ๐—‚๐—‡๐— ๐–ฑ๐–พ๐—Œ๐–พ๐–บ๐—‹๐–ผ๐— ๐–บ๐—‡๐–บ๐—…๐—’๐—Œ๐—๐—Œ ๐—๐—‚๐—…๐—… ๐–ป๐–พ ๐–บ๐—๐—๐–พ๐—‡๐–ฝ๐—‚๐—‡๐—€ ๐–ข๐—ˆ๐—†๐—‰๐—Ž๐—๐–พ๐—‘ ๐Ÿค๐Ÿข๐Ÿค๐Ÿจ ๐—‚๐—‡ ๐–ณ๐–บ๐—‚๐—‰๐–พ๐—‚, ๐–ณ๐–บ๐—‚๐—๐–บ๐—‡, ๐–ฟ๐—‹๐—ˆ๐—† ๐–ฉ๐—Ž๐—‡๐–พ ๐Ÿคโ€“๐Ÿง, ๐Ÿค๐Ÿข๐Ÿค๐Ÿจ. ๐–ฎ๐—Ž๐—‹ ๐–บ๐—‡๐–บ๐—…๐—’๐—Œ๐—๐—Œ ๐—๐—‚๐—…๐—… ๐–ป๐–พ ๐—๐—‹๐–บ๐–ผ๐—„๐—‚๐—‡๐—€ ๐—„๐–พ๐—’ ๐–ฝ๐–พ๐—๐–พ๐—…๐—ˆ๐—‰๐—†๐–พ๐—‡๐—๐—Œ ๐–บ๐–ผ๐—‹๐—ˆ๐—Œ๐—Œ ๐—๐—๐–พ ๐– ๐–จ ๐—‚๐—‡๐–ฟ๐—‹๐–บ๐—Œ๐—๐—‹๐—Ž๐–ผ๐—๐—Ž๐—‹๐–พ ๐–พ๐–ผ๐—ˆ๐—Œ๐—’๐—Œ๐—๐–พ๐—† ๐—ˆ๐—‡-๐—€๐—‹๐—ˆ๐—Ž๐—‡๐–ฝ, ๐–ฟ๐—‹๐—ˆ๐—† ๐–ญ๐–ต๐–จ๐–ฃ๐–จ๐– โ€™๐—Œ ๐–ต๐–พ๐—‹๐–บ ๐–ฑ๐—Ž๐–ป๐—‚๐—‡ ๐–บ๐—‡๐–ฝ ๐—‚๐—๐—Œ ๐—๐—‚๐—Œ๐—‚๐—ˆ๐—‡ ๐—ˆ๐–ฟ ๐– ๐–จ ๐–ฝ๐–บ๐—๐–บ ๐–ผ๐–พ๐—‡๐—๐—‹๐–พ๐—Œ ๐–บ๐—Œ โ€œ๐—๐—ˆ๐—„๐–พ๐—‡ ๐–ฟ๐–บ๐–ผ๐—๐—ˆ๐—‹๐—‚๐–พ๐—Œโ€ ๐—๐—ˆ ๐—๐—๐–พ ๐—Œ๐–พ๐—†๐—‚๐–ผ๐—ˆ๐—‡๐–ฝ๐—Ž๐–ผ๐—๐—ˆ๐—‹ ๐—Œ๐—Ž๐—‰๐—‰๐—…๐—’ ๐–ผ๐—๐–บ๐—‚๐—‡ ๐—๐—‹๐–พ๐—‡๐–ฝ๐—Œ ๐—‹๐–พ๐—‚๐—‡๐–ฟ๐—ˆ๐—‹๐–ผ๐—‚๐—‡๐—€ ๐–ณ๐–บ๐—‚๐—๐–บ๐—‡โ€™๐—Œ ๐–ผ๐–พ๐—‡๐—๐—‹๐–บ๐—… ๐—‹๐—ˆ๐—…๐–พ ๐—‚๐—‡ ๐—๐—๐–พ ๐—€๐—…๐—ˆ๐–ป๐–บ๐—… ๐– ๐–จ ๐–ป๐—Ž๐—‚๐—…๐–ฝ-๐—ˆ๐—Ž๐—. ๐–ถ๐–พ ๐—๐—‚๐—…๐—… ๐–ป๐–พ ๐–ฝ๐—‚๐—Œ๐–ผ๐—Ž๐—Œ๐—Œ๐—‚๐—‡๐—€ ๐—๐—๐–พ ๐—…๐–บ๐—๐–พ๐—Œ๐— ๐–ฝ๐–พ๐—๐–พ๐—…๐—ˆ๐—‰๐—†๐–พ๐—‡๐—๐—Œ ๐–บ๐–ผ๐—‹๐—ˆ๐—Œ๐—Œ ๐—Œ๐–พ๐—†๐—‚๐–ผ๐—ˆ๐—‡๐–ฝ๐—Ž๐–ผ๐—๐—ˆ๐—‹๐—Œ, ๐– ๐–จ, ๐–ฝ๐–บ๐—๐–บ ๐–ผ๐–พ๐—‡๐—๐—‹๐–พ๐—Œ, ๐– ๐–จ ๐–ฏ๐–ข๐—Œ, ๐–ง๐–ฏ๐–ข, ๐—‡๐–พ๐—๐—๐—ˆ๐—‹๐—„๐—Œ ๐–บ๐—‡๐–ฝ ๐—‚๐—‡๐–ฟ๐—‹๐–บ๐—Œ๐—๐—‹๐—Ž๐–ผ๐—๐—Ž๐—‹๐–พ, ๐—†๐–พ๐—†๐—ˆ๐—‹๐—’, ๐– ๐–จ ๐– ๐–ฒ๐–จ๐–ข๐—Œ ๐–บ๐—‡๐–ฝ ๐—ˆ๐—๐—๐–พ๐—‹ ๐–พ๐—†๐–พ๐—‹๐—€๐—‚๐—‡๐—€ ๐—‚๐—‡๐–ฝ๐—Ž๐—Œ๐—๐—‹๐—’ ๐—๐—‹๐–พ๐—‡๐–ฝ๐—Œ. ๐—ข๐˜‚๐—ฟ ๐—ฎ๐—ป๐—ฎ๐—น๐˜†๐˜€๐˜๐˜€ ๐—ฎ๐˜๐˜๐—ฒ๐—ป๐—ฑ๐—ถ๐—ป๐—ด ๐˜๐—ต๐—ฒ ๐—ฒ๐˜ƒ๐—ฒ๐—ป๐˜ ๐—ถ๐—ป๐—ฐ๐—น๐˜‚๐—ฑ๐—ฒ: โ€ข Neil Shah (@neiltwitz) โ€“ ๐–ต๐—‚๐–ผ๐–พ ๐–ฏ๐—‹๐–พ๐—Œ๐—‚๐–ฝ๐–พ๐—‡๐— ๐—ˆ๐–ฟ ๐–ฑ๐–พ๐—Œ๐–พ๐–บ๐—‹๐–ผ๐— & ๐–ข๐—ˆ-๐–ฟ๐—ˆ๐—Ž๐—‡๐–ฝ๐–พ๐—‹: ๐–ฃ๐–พ๐—๐—‚๐–ผ๐–พ๐—Œ, ๐–ฒ๐–พ๐—†๐—‚๐–ผ๐—ˆ๐—‡๐–ฝ๐—Ž๐–ผ๐—๐—ˆ๐—‹๐—Œ, ๐– ๐–จ, ๐–ฃ๐–บ๐—๐–บ ๐–ข๐–พ๐—‡๐—๐–พ๐—‹๐—Œ, ๐– ๐—Ž๐—๐—ˆ๐—†๐—ˆ๐—๐—‚๐—๐–พ, ๐–จ๐—ˆ๐–ณ โ€ข Brady Wang (@BradyWang10) โ€“ ๐– ๐—Œ๐—Œ๐—ˆ๐–ผ๐—‚๐–บ๐—๐–พ ๐–ฃ๐—‚๐—‹๐–พ๐–ผ๐—๐—ˆ๐—‹: ๐–ฒ๐–พ๐—†๐—‚๐–ผ๐—ˆ๐—‡๐–ฝ๐—Ž๐–ผ๐—๐—ˆ๐—‹๐—Œ, ๐–ฅ๐—ˆ๐—Ž๐—‡๐–ฝ๐—‹๐—’, ๐–ง๐–ฏ๐–ข โ€ข David Naranjo (@DSCCDave)โ€“ ๐– ๐—Œ๐—Œ๐—ˆ๐–ผ๐—‚๐–บ๐—๐–พ ๐–ฃ๐—‚๐—‹๐–พ๐–ผ๐—๐—ˆ๐—‹: ๐–ฃ๐–พ๐—๐—‚๐–ผ๐–พ๐—Œ, ๐–ฏ๐–ข, ๐–ฃ๐—‚๐—Œ๐—‰๐—…๐–บ๐—’ โ€ข Gareth Owen (@gareth99m) - ๐– ๐—Œ๐—Œ๐—ˆ๐–ผ๐—‚๐–บ๐—๐–พ ๐–ฃ๐—‚๐—‹๐–พ๐–ผ๐—๐—ˆ๐—‹: ๐–ฒ๐–พ๐—†๐—‚๐–ผ๐—ˆ๐—‡๐–ฝ๐—Ž๐–ผ๐—๐—ˆ๐—‹๐—Œ, ๐–ญ๐–พ๐—๐—๐—ˆ๐—‹๐—„๐—Œ & ๐–จ๐—‡๐–ฟ๐—‹๐–บ๐—Œ๐—๐—‹๐—Ž๐–ผ๐—๐—Ž๐—‹๐–พ โ€ข Ritesh Bendre (@GadgetFreak4U) - ๐–ฆ๐—…๐—ˆ๐–ป๐–บ๐—… ๐–ข๐—ˆ๐—‡๐—๐–พ๐—‡๐— ๐–ฌ๐–บ๐—‡๐–บ๐—€๐–พ๐—‹ โ€ข Parv Sharma (@Parv_S) โ€“ ๐–ฒ๐–พ๐—‡๐—‚๐—ˆ๐—‹ ๐– ๐—‡๐–บ๐—…๐—’๐—Œ๐—: ๐–ฒ๐–พ๐—†๐—‚๐–ผ๐—ˆ๐—‡๐–ฝ๐—Ž๐–ผ๐—๐—ˆ๐—‹๐—Œ, ๐–ง๐–ฏ๐–ข, ๐–จ๐—ˆ๐–ณ โ€ข William Li (@WilliamLi_CY) โ€“ ๐–ฒ๐–พ๐—‡๐—‚๐—ˆ๐—‹ ๐– ๐—‡๐–บ๐—…๐—’๐—Œ๐—: ๐–ฒ๐–พ๐—†๐—‚๐–ผ๐—ˆ๐—‡๐–ฝ๐—Ž๐–ผ๐—๐—ˆ๐—‹๐—Œ, ๐–ฅ๐—ˆ๐—Ž๐—‡๐–ฝ๐—‹๐—’ โ€ข David Wu - ๐–ฑ๐–พ๐—Œ๐–พ๐–บ๐—‹๐–ผ๐— ๐– ๐—Œ๐—Œ๐—ˆ๐–ผ๐—‚๐–บ๐—๐–พ, ๐–ฒ๐–พ๐—†๐—‚๐–ผ๐—ˆ๐—‡๐–ฝ๐—Ž๐–ผ๐—๐—ˆ๐—‹๐—Œ, ๐–ฅ๐—ˆ๐—Ž๐—‡๐–ฝ๐—‹๐—’, ๐– ๐–จ ๐– ๐–ฒ๐–จ๐–ข โ€ข Jason Park - ๐–ฑ๐–พ๐—Œ๐–พ๐–บ๐—‹๐–ผ๐— ๐– ๐—Œ๐—Œ๐—ˆ๐–ผ๐—‚๐–บ๐—๐–พ, ๐–ฒ๐–พ๐—†๐—‚๐–ผ๐—ˆ๐—‡๐–ฝ๐—Ž๐–ผ๐—๐—ˆ๐—‹๐—Œ, ๐–ฌ๐–พ๐—†๐—ˆ๐—‹๐—’ ๐—ฆ๐—ฐ๐—ต๐—ฒ๐—ฑ๐˜‚๐—น๐—ฒ ๐—ฎ ๐—บ๐—ฒ๐—ฒ๐˜๐—ถ๐—ป๐—ด ๐˜„๐—ถ๐˜๐—ต ๐—ผ๐˜‚๐—ฟ ๐—ฎ๐—ป๐—ฎ๐—น๐˜†๐˜€๐˜๐˜€ ๐—ฏ๐˜† ๐—ฒ๐—บ๐—ฎ๐—ถ๐—น๐—ถ๐—ป๐—ด ๐—–๐—ผ๐˜‚๐—ป๐˜๐—ฒ๐—ฟ๐—ฝ๐—ผ๐—ถ๐—ป๐˜โ€™๐˜€ ๐—ง๐—ฎ๐—ถ๐˜„๐—ฎ๐—ป ๐—ฃ๐—ฅ ๐—ผ๐—ณ๐—ณ๐—ถ๐—ฐ๐—ถ๐—ฎ๐—น ๐—ฎ๐˜ ๐˜€๐—ต๐—ถ๐—ฟ๐—น๐—ฒ๐˜†.๐—ฐ๐—ต๐—ฒ๐—ป๐—ด@๐—ฐ๐—ผ๐˜‚๐—ป๐˜๐—ฒ๐—ฟ๐—ฝ๐—ผ๐—ถ๐—ป๐˜๐—ฟ๐—ฒ๐˜€๐—ฒ๐—ฎ๐—ฟ๐—ฐ๐—ต.๐—ฐ๐—ผ๐—บ. ๐—Ÿ๐—ฒ๐—ฎ๐—ฟ๐—ป ๐—บ๐—ผ๐—ฟ๐—ฒ ๐—ฎ๐—ฏ๐—ผ๐˜‚๐˜ ๐—–๐—ผ๐—บ๐—ฝ๐˜‚๐˜๐—ฒ๐˜… ๐—ง๐—ฎ๐—ถ๐—ฝ๐—ฒ๐—ถ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ :counterpointresearch.com/en/โ€ฆ #๐– ๐–จ #๐– ๐–ฒ๐–จ๐–ข #๐–ง๐–ฏ๐–ข #๐–ฒ๐–พ๐—†๐—‚๐–ผ๐—ˆ๐—‡๐–ฝ๐—Ž๐–ผ๐—๐—ˆ๐—‹๐—Œ #๐–ข๐—ˆ๐—†๐—‰๐—Ž๐—๐–พ๐—‘๐Ÿค๐Ÿข๐Ÿค๐Ÿจ #๐–ฅ๐—ˆ๐—Ž๐—‡๐–ฝ๐—‹๐—’ #๐– ๐–จ๐–ฏ๐–ข #๐–ฃ๐–บ๐—๐–บ๐–ข๐–พ๐—‡๐—๐–พ๐—‹๐—Œ
2
3
515
For years, Arm was coming soon for PCs. Now the ecosystem is real, battery life is legit and x86 has pressure. But donโ€™t count Intel out, it has decades of software optimization, OEM relationships, enterprise trust and platform scale. counterpointresearch.com/en/โ€ฆ
43
David Naranjo retweeted
๐—ค๐˜‚๐—ฎ๐—น๐—ฐ๐—ผ๐—บ๐—บ ๐—ค๐Ÿญโ€™๐Ÿฎ๐Ÿฒ: ๐—”๐˜‚๐˜๐—ผ & ๐—œ๐—ผ๐—ง ๐—ฑ๐—ฟ๐—ถ๐˜ƒ๐—ฒ ๐—ฟ๐—ฒ๐˜€๐—ถ๐—น๐—ถ๐—ฒ๐—ป๐—ฐ๐—ฒ; ๐—ฝ๐—ฟ๐—ฒ๐—บ๐—ถ๐˜‚๐—บ ๐˜€๐—บ๐—ฎ๐—ฟ๐˜๐—ฝ๐—ต๐—ผ๐—ป๐—ฒ ๐—บ๐—ถ๐˜… ๐—ฎ๐—ฏ๐˜€๐—ผ๐—ฟ๐—ฏ๐˜€ ๐—ฝ๐—ฟ๐—ฒ๐˜€๐˜€๐˜‚๐—ฟ๐—ฒ @Qualcomm's ๐—‹๐–พ๐—๐–พ๐—‡๐—Ž๐–พ ๐–ผ๐–บ๐—†๐–พ ๐—‚๐—‡ ๐–บ๐— ๐—๐—๐–พ ๐—†๐—‚๐–ฝ๐—‰๐—ˆ๐—‚๐—‡๐— ๐—ˆ๐–ฟ ๐—‚๐—๐—Œ ๐—€๐—Ž๐—‚๐–ฝ๐–บ๐—‡๐–ผ๐–พ ๐—‚๐—‡ ๐–ฐ๐Ÿฃโ€™๐Ÿค๐Ÿจ, ๐—‹๐–พ๐–บ๐–ผ๐—๐—‚๐—‡๐—€ $๐Ÿฃ๐Ÿข.๐Ÿจ ๐–ป๐—‚๐—…๐—…๐—‚๐—ˆ๐—‡ (-๐Ÿฅ% ๐–ธ๐—ˆ๐–ธ). ๐–ณ๐—๐–พ ๐–ฝ๐–พ๐–ผ๐—…๐—‚๐—‡๐–พ ๐—๐–บ๐—Œ ๐–ฝ๐—‹๐—‚๐—๐–พ๐—‡ ๐–ป๐—’ ๐–บ ๐Ÿฃ๐Ÿฅ% ๐–ธ๐—ˆ๐–ธ ๐–ฝ๐—‹๐—ˆ๐—‰ ๐—‚๐—‡ ๐—๐—๐–พ ๐–ง๐–บ๐—‡๐–ฝ๐—Œ๐–พ๐— ๐—Œ๐–พ๐—€๐—†๐–พ๐—‡๐—, ๐—‰๐–บ๐—‹๐—๐—…๐—’ ๐—ˆ๐–ฟ๐–ฟ๐—Œ๐–พ๐— ๐–ป๐—’ ๐—€๐—‹๐—ˆ๐—๐—๐— ๐—‚๐—‡ ๐– ๐—Ž๐—๐—ˆ ( ๐Ÿฅ๐Ÿช% ๐–ธ๐—ˆ๐–ธ) ๐–บ๐—‡๐–ฝ ๐–จ๐—ˆ๐–ณ ( ๐Ÿซ% ๐–ธ๐—ˆ๐–ธ). ๐–ณ๐—๐–พ @Snapdragon ๐–ฃ๐—‚๐—€๐—‚๐—๐–บ๐—… ๐–ข๐—๐–บ๐—Œ๐—Œ๐—‚๐—Œ ๐—‰๐—…๐–บ๐—๐–ฟ๐—ˆ๐—‹๐—† ๐—‹๐–พ๐—†๐–บ๐—‚๐—‡๐–พ๐–ฝ ๐–บ ๐—„๐–พ๐—’ ๐—€๐—‹๐—ˆ๐—๐—๐— ๐–ฝ๐—‹๐—‚๐—๐–พ๐—‹ ๐–ฟ๐—ˆ๐—‹ ๐—๐—๐–พ ๐– ๐—Ž๐—๐—ˆ ๐—Œ๐–พ๐—€๐—†๐–พ๐—‡๐—. ๐—ž๐—ฒ๐˜† ๐—ง๐—ฎ๐—ธ๐—ฒ๐—ฎ๐˜„๐—ฎ๐˜†๐˜€ โ€ข ๐–ง๐–บ๐—‡๐–ฝ๐—Œ๐–พ๐— ๐—‹๐–พ๐—๐–พ๐—‡๐—Ž๐–พ ๐–ฝ๐–พ๐–ผ๐—…๐—‚๐—‡๐–พ๐–ฝ ๐Ÿฃ๐Ÿฅ% ๐–ธ๐—ˆ๐–ธ, ๐—‚๐—†๐—‰๐–บ๐–ผ๐—๐–พ๐–ฝ ๐–ป๐—’ ๐—‚๐—‡๐–ฝ๐—Ž๐—Œ๐—๐—‹๐—’-๐—๐—‚๐–ฝ๐–พ ๐—†๐–พ๐—†๐—ˆ๐—‹๐—’ ๐–ผ๐—ˆ๐—‡๐—Œ๐—๐—‹๐–บ๐—‚๐—‡๐—๐—Œ, ๐—๐—‚๐—๐— ๐—๐—๐–พ ๐—†๐—‚๐–ฝ-๐—๐—‚๐–พ๐—‹ ๐—Œ๐–พ๐—€๐—†๐–พ๐—‡๐— ๐–บ๐—‡๐–ฝ ๐–ข๐—๐—‚๐—‡๐–พ๐—Œ๐–พ ๐–ฎ๐–ค๐–ฌ ๐—Œ๐—๐—‚๐—‰๐—†๐–พ๐—‡๐—๐—Œ ๐—†๐—ˆ๐—Œ๐— ๐–บ๐–ฟ๐–ฟ๐–พ๐–ผ๐—๐–พ๐–ฝ. ๐–ณ๐—๐–พ ๐—‰๐—‹๐–พ๐—†๐—‚๐—Ž๐—† ๐—Œ๐–พ๐—€๐—†๐–พ๐—‡๐— ๐—‹๐–พ๐—†๐–บ๐—‚๐—‡๐–พ๐–ฝ ๐—‹๐–พ๐—Œ๐—‚๐—…๐—‚๐–พ๐—‡๐—, ๐—Œ๐—Ž๐—‰๐—‰๐—ˆ๐—‹๐—๐–พ๐–ฝ ๐–ป๐—’ ๐—†๐–บ๐—ƒ๐—ˆ๐—‹ ๐–ฟ๐—…๐–บ๐—€๐—Œ๐—๐—‚๐—‰ ๐—…๐–บ๐—Ž๐—‡๐–ผ๐—๐–พ๐—Œ, ๐—‚๐—‡๐–ผ๐—…๐—Ž๐–ฝ๐—‚๐—‡๐—€ ๐—๐—๐–พ @Samsung ๐–ฆ๐–บ๐—…๐–บ๐—‘๐—’ ๐–ฒ๐Ÿค๐Ÿจ ๐—Œ๐–พ๐—‹๐—‚๐–พ๐—Œ. โ€ข ๐–จ๐—ˆ๐–ณ ๐—Œ๐–พ๐—€๐—†๐–พ๐—‡๐— ๐—‹๐–พ๐—๐–พ๐—‡๐—Ž๐–พ ๐—‹๐–พ๐–บ๐–ผ๐—๐–พ๐–ฝ $๐Ÿฃ.๐Ÿฉ ๐–ป๐—‚๐—…๐—…๐—‚๐—ˆ๐—‡, ๐—Œ๐—Ž๐—‰๐—‰๐—ˆ๐—‹๐—๐–พ๐–ฝ ๐–ป๐—’ ๐—Œ๐—๐—‹๐–พ๐—‡๐—€๐—๐— ๐—‚๐—‡ ๐–ผ๐—ˆ๐—‡๐—Œ๐—Ž๐—†๐–พ๐—‹ ๐–บ๐—‡๐–ฝ ๐—‚๐—‡๐–ฝ๐—Ž๐—Œ๐—๐—‹๐—‚๐–บ๐—… ๐—‰๐—‹๐—ˆ๐–ฝ๐—Ž๐–ผ๐—๐—Œ. โ€ข ๐– ๐—Ž๐—๐—ˆ ๐—‹๐–พ๐—๐–พ๐—‡๐—Ž๐–พ ๐–พ๐—‘๐–ผ๐–พ๐–พ๐–ฝ๐–พ๐–ฝ $๐Ÿฃ ๐–ป๐—‚๐—…๐—…๐—‚๐—ˆ๐—‡ ๐–ฟ๐—ˆ๐—‹ ๐—๐—๐–พ ๐—๐—๐—‚๐—‹๐–ฝ ๐–ผ๐—ˆ๐—‡๐—Œ๐–พ๐–ผ๐—Ž๐—๐—‚๐—๐–พ ๐—Š๐—Ž๐–บ๐—‹๐—๐–พ๐—‹, ๐—€๐—‹๐—ˆ๐—๐—‚๐—‡๐—€ ๐Ÿฅ๐Ÿช% ๐–ธ๐—ˆ๐–ธ, ๐–ฝ๐—‹๐—‚๐—๐–พ๐—‡ ๐–ป๐—’ ๐–บ๐–ฝ๐—ˆ๐—‰๐—๐—‚๐—ˆ๐—‡ ๐—ˆ๐–ฟ ๐—๐—๐–พ ๐–ฒ๐—‡๐–บ๐—‰๐–ฝ๐—‹๐–บ๐—€๐—ˆ๐—‡ ๐–ฃ๐—‚๐—€๐—‚๐—๐–บ๐—… ๐–ข๐—๐–บ๐—Œ๐—Œ๐—‚๐—Œ ๐—‰๐—…๐–บ๐—๐–ฟ๐—ˆ๐—‹๐—†. ๐– ๐—‡๐—‡๐—Ž๐–บ๐—…๐—‚๐—“๐–พ๐–ฝ ๐–บ๐—Ž๐—๐—ˆ ๐—‹๐–พ๐—๐–พ๐—‡๐—Ž๐–พ ๐—Œ๐—Ž๐—‹๐—‰๐–บ๐—Œ๐—Œ๐–พ๐–ฝ $๐Ÿง ๐–ป๐—‚๐—…๐—…๐—‚๐—ˆ๐—‡ ๐—‚๐—‡ ๐–ฅ๐–ธ๐Ÿค๐Ÿข๐Ÿค๐Ÿง ๐–บ๐—‡๐–ฝ ๐—‚๐—Œ ๐—ˆ๐—‡ ๐—๐—‹๐–บ๐–ผ๐—„ ๐—๐—ˆ ๐–พ๐—‘๐–ผ๐–พ๐–พ๐–ฝ $๐Ÿจ ๐–ป๐—‚๐—…๐—…๐—‚๐—ˆ๐—‡ ๐—‚๐—‡ ๐–ฅ๐–ธ๐Ÿค๐Ÿข๐Ÿค๐Ÿจ. โ€ข ๐–ฐ๐—Ž๐–บ๐—…๐–ผ๐—ˆ๐—†๐—† ๐—‚๐—Œ ๐–พ๐—‡๐—๐–พ๐—‹๐—‚๐—‡๐—€ ๐–ผ๐—Ž๐—Œ๐—๐—ˆ๐—† ๐– ๐–ฒ๐–จ๐–ข๐—Œ ๐–ฟ๐—ˆ๐—‹ ๐—๐—’๐—‰๐–พ๐—‹๐—Œ๐–ผ๐–บ๐—…๐–พ๐—‹๐—Œ, ๐—๐—‚๐—๐— ๐—‚๐—‡๐—‚๐—๐—‚๐–บ๐—… ๐—Œ๐—๐—‚๐—‰๐—†๐–พ๐—‡๐—๐—Œ ๐–พ๐—‘๐—‰๐–พ๐–ผ๐—๐–พ๐–ฝ ๐—‚๐—‡ ๐–ฃ๐–พ๐–ผ๐–พ๐—†๐–ป๐–พ๐—‹ ๐Ÿค๐Ÿข๐Ÿค๐Ÿจ. ๐– ๐–ผ๐—Š๐—Ž๐—‚๐—Œ๐—‚๐—๐—‚๐—ˆ๐—‡๐—Œ ๐—‚๐—‡๐–ผ๐—…๐—Ž๐–ฝ๐—‚๐—‡๐—€ @alphawavesemi ๐–บ๐—‡๐–ฝ @VentanaMicro ๐—Œ๐—๐—‹๐–พ๐—‡๐—€๐—๐—๐–พ๐—‡ ๐—‚๐—๐—Œ ๐–ฝ๐–บ๐—๐–บ ๐–ผ๐–พ๐—‡๐—๐–พ๐—‹ ๐—‹๐—ˆ๐–บ๐–ฝ๐—†๐–บ๐—‰, ๐—Œ๐—Ž๐—‰๐—‰๐—ˆ๐—‹๐—๐—‚๐—‡๐—€ ๐–บ ๐—†๐—Ž๐—…๐—๐—‚-๐–ป๐—‚๐—…๐—…๐—‚๐—ˆ๐—‡-๐–ฝ๐—ˆ๐—…๐—…๐–บ๐—‹ ๐—ˆ๐—‰๐—‰๐—ˆ๐—‹๐—๐—Ž๐—‡๐—‚๐—๐—’ ๐–ฟ๐—‹๐—ˆ๐—† ๐Ÿค๐Ÿข๐Ÿค๐Ÿฉ ๐—ˆ๐—‡๐—๐–บ๐—‹๐–ฝ. ๐—”๐—ฐ๐—ฐ๐—ฒ๐˜€๐˜€ ๐—ผ๐˜‚๐—ฟ ๐—ถ๐—ป๐˜€๐—ถ๐—ด๐—ต๐˜๐—ณ๐˜‚๐—น ๐—ฟ๐—ฒ๐—ฝ๐—ผ๐—ฟ๐˜ "๐—™๐—ฟ๐—ผ๐—บ ๐—ฆ๐—บ๐—ฎ๐—ฟ๐˜๐—ฝ๐—ต๐—ผ๐—ป๐—ฒ๐˜€ ๐˜๐—ผ ๐—ฃ๐—ต๐˜†๐˜€๐—ถ๐—ฐ๐—ฎ๐—น ๐—”๐—œ: ๐—›๐—ผ๐˜„ ๐—ค๐˜‚๐—ฎ๐—น๐—ฐ๐—ผ๐—บ๐—บ ๐—ถ๐˜€ ๐—•๐˜‚๐—ถ๐—น๐—ฑ๐—ถ๐—ป๐—ด ๐—ฅ๐—ผ๐—ฏ๐—ผ๐˜๐—ถ๐—ฐ๐˜€ ๐—ถ๐—ป๐˜๐—ผ ๐—ถ๐˜๐˜€ ๐—ก๐—ฒ๐˜…๐˜ ๐—Ÿ๐—ผ๐—ป๐—ด-๐˜๐—ฒ๐—ฟ๐—บ ๐—š๐—ฟ๐—ผ๐˜„๐˜๐—ต ๐—˜๐—ป๐—ด๐—ถ๐—ป๐—ฒ" ๐—ต๐—ฒ๐—ฟ๐—ฒ: counterpointresearch.com/en/โ€ฆ #Qualcomm #Semiconductors #Snapdragon #AIChips #ASIC #๐–ฆ๐–บ๐—…๐–บ๐—‘๐—’๐–ฒ๐Ÿค๐Ÿจ #IoT $QCOM #Earnings
5
12
847
David Naranjo retweeted
@AppleMusic MacBook Neo aims to bring macOS to a lower price point, targeting education market long dominated by Chromebooks. If successful, it could boost Appleโ€™s presence in schools and lock in the next generation of users early. @DSCCDave more here counterpointresearch.com/en/โ€ฆ
1
121
David Naranjo retweeted
๐Œ๐ž๐ž๐ญ ๐‚๐จ๐ฎ๐ง๐ญ๐ž๐ซ๐ฉ๐จ๐ข๐ง๐ญ ๐‘๐ž๐ฌ๐ž๐š๐ซ๐œ๐ก ๐š๐ญ ๐’๐ˆ๐ƒ ๐ƒ๐ข๐ฌ๐ฉ๐ฅ๐š๐ฒ ๐–๐ž๐ž๐ค ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ” ๐–ฒ๐–จ๐–ฃ ๐–ฃ๐—‚๐—Œ๐—‰๐—…๐–บ๐—’ ๐–ถ๐–พ๐–พ๐—„ ๐—‚๐—Œ ๐—๐—๐–พ ๐—๐—ˆ๐—‹๐—…๐–ฝ'๐—Œ ๐—…๐–บ๐—‹๐—€๐–พ๐—Œ๐— ๐—€๐–บ๐—๐—๐–พ๐—‹๐—‚๐—‡๐—€ ๐—ˆ๐–ฟ ๐–ฝ๐—‚๐—Œ๐—‰๐—…๐–บ๐—’ ๐—๐–พ๐–ผ๐—๐—‡๐—ˆ๐—…๐—ˆ๐—€๐—’ ๐—‰๐—‹๐—ˆ๐–ฟ๐–พ๐—Œ๐—Œ๐—‚๐—ˆ๐—‡๐–บ๐—…๐—Œ, ๐–ป๐—‹๐—‚๐—‡๐—€๐—‚๐—‡๐—€ ๐—๐—ˆ๐—€๐–พ๐—๐—๐–พ๐—‹ ๐–พ๐—‡๐—€๐—‚๐—‡๐–พ๐–พ๐—‹๐—Œ, ๐–พ๐—‘๐–พ๐–ผ๐—Ž๐—๐—‚๐—๐–พ๐—Œ, ๐–บ๐—‡๐–ฝ ๐—‚๐—‡๐–ฝ๐—Ž๐—Œ๐—๐—‹๐—’ ๐–บ๐—‡๐–บ๐—…๐—’๐—Œ๐—๐—Œ ๐—๐—ˆ ๐–พ๐—‘๐—‰๐—…๐—ˆ๐—‹๐–พ ๐—๐—๐–พ ๐—๐—‹๐–พ๐—‡๐–ฝ๐—Œ ๐—Œ๐—๐–บ๐—‰๐—‚๐—‡๐—€ ๐—๐—๐–พ ๐–ฟ๐—Ž๐—๐—Ž๐—‹๐–พ ๐—ˆ๐–ฟ ๐—Œ๐–ผ๐—‹๐–พ๐–พ๐—‡๐—Œ, ๐—‰๐–บ๐—‡๐–พ๐—…๐—Œ, ๐–บ๐—‡๐–ฝ ๐—๐—‚๐—Œ๐—Ž๐–บ๐—… ๐—‚๐—‡๐—๐–พ๐—‹๐–ฟ๐–บ๐–ผ๐–พ๐—Œ. ๐–ฎ๐—Ž๐—‹ ๐–ฑ๐–พ๐—Œ๐–พ๐–บ๐—‹๐–ผ๐— ๐–ฃ๐—‚๐—‹๐–พ๐–ผ๐—๐—ˆ๐—‹, ๐–ก๐—ˆ๐–ป ๐–ฎ'๐–ก๐—‹๐—‚๐–พ๐—‡, ๐—๐—‚๐—…๐—… ๐–ฝ๐–พ๐—…๐—‚๐—๐–พ๐—‹ ๐—๐—๐–พ ๐—ˆ๐—‰๐–พ๐—‡๐—‚๐—‡๐—€ ๐—„๐–พ๐—’๐—‡๐—ˆ๐—๐–พ ๐–บ๐— ๐—๐—๐–พ ๐–ป๐—Ž๐—Œ๐—‚๐—‡๐–พ๐—Œ๐—Œ ๐–ผ๐—ˆ๐—‡๐–ฟ๐–พ๐—‹๐–พ๐—‡๐–ผ๐–พ, ๐—Œ๐—๐–บ๐—‹๐—‚๐—‡๐—€ ๐–ข๐—ˆ๐—Ž๐—‡๐—๐–พ๐—‹๐—‰๐—ˆ๐—‚๐—‡๐—'๐—Œ ๐—…๐–บ๐—๐–พ๐—Œ๐— ๐—‚๐—‡๐—Œ๐—‚๐—€๐—๐—๐—Œ ๐—ˆ๐—‡ ๐—€๐—…๐—ˆ๐–ป๐–บ๐—… ๐–ฝ๐—‚๐—Œ๐—‰๐—…๐–บ๐—’ ๐—†๐–บ๐—‹๐—„๐–พ๐— ๐–ฝ๐—’๐—‡๐–บ๐—†๐—‚๐–ผ๐—Œ. ๐–ต๐—‚๐—Œ๐—‚๐— ๐—๐—๐–พ ๐–ค๐—‘๐—‰๐—ˆ ๐–ง๐–บ๐—…๐—… ๐—๐—ˆ ๐–พ๐—‘๐—‰๐—…๐—ˆ๐—‹๐–พ ๐–ข๐—ˆ๐—Ž๐—‡๐—๐–พ๐—‹๐—‰๐—ˆ๐—‚๐—‡๐—'๐—Œ ๐—‹๐–พ๐—Œ๐–พ๐–บ๐—‹๐–ผ๐— ๐—Œ๐–พ๐—‹๐—๐—‚๐–ผ๐–พ๐—Œ ๐–บ๐—‡๐–ฝ ๐—‹๐–พ๐—‰๐—ˆ๐—‹๐—๐—Œ ๐—ˆ๐—‡ ๐—๐—๐–พ ๐–ฝ๐—‚๐—Œ๐—‰๐—…๐–บ๐—’ ๐—‚๐—‡๐–ฝ๐—Ž๐—Œ๐—๐—‹๐—’. ๐ƒ๐š๐ญ๐ž: ๐–ฌ๐–บ๐—’ ๐Ÿฆ-๐Ÿช, ๐Ÿค๐Ÿข๐Ÿค๐Ÿจ ๐‹๐จ๐œ๐š๐ญ๐ข๐จ๐ง: ๐–ซ๐—ˆ๐—Œ ๐– ๐—‡๐—€๐–พ๐—…๐–พ๐—Œ ๐–ข๐—ˆ๐—‡๐—๐–พ๐—‡๐—๐—‚๐—ˆ๐—‡ ๐–ข๐–พ๐—‡๐—๐–พ๐—‹, ๐–ซ๐—ˆ๐—Œ ๐– ๐—‡๐—€๐–พ๐—…๐–พ๐—Œ, ๐–ข๐–  ๐๐จ๐จ๐ญ๐ก # ๐Ÿง๐Ÿฆ๐Ÿฉ ๐„๐ฏ๐ž๐ง๐ญ ๐๐ž๐ญ๐š๐ข๐ฅ๐ฌ: counterpointresearch.com/en/โ€ฆ ๐๐จ๐จ๐ค ๐š ๐ฆ๐ž๐ž๐ญ๐ข๐ง๐  ๐ฐ๐ข๐ญ๐ก ๐จ๐ฎ๐ซ ๐š๐ง๐š๐ฅ๐ฒ๐ฌ๐ญ๐ฌ: bookings.cloud.microsoft/booโ€ฆ #SIDDisplayWeek2026 #DisplayWeek #DisplayTech #OLED #CounterpointResearch #AutomotiveDisplay #XR #SmartphoneDisplay #DisplayIndustry #TechEvents
2
2
409
David Naranjo retweeted
๐—ก๐—ผ๐˜๐—ฒ๐—ฏ๐—ผ๐—ผ๐—ธ ๐—ฃ๐—– ๐——๐—ถ๐˜€๐—ฝ๐—น๐—ฎ๐˜† ๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ ๐— ๐—ผ๐—ฑ๐—ฒ๐—ฟ๐—ฎ๐˜๐—ฒ๐˜€ ๐—ถ๐—ป ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ ๐—ฎ๐˜€ ๐— ๐—ฒ๐—บ๐—ผ๐—ฟ๐˜† ๐—–๐—ผ๐˜€๐˜ ๐—œ๐—ป๐—ณ๐—น๐—ฎ๐˜๐—ถ๐—ผ๐—ป ๐—ช๐—ฒ๐—ถ๐—ด๐—ต๐˜€ ๐—ผ๐—ป ๐—š๐—ฟ๐—ผ๐˜„๐˜๐—ต; ๐—ข๐—Ÿ๐—˜๐—— ๐— ๐—ผ๐—บ๐—ฒ๐—ป๐˜๐˜‚๐—บ ๐—–๐—ผ๐—ป๐˜๐—ถ๐—ป๐˜‚๐—ฒ๐˜€ ๐– ๐–ฟ๐—๐–พ๐—‹ ๐–บ ๐—Œ๐—๐—‹๐—ˆ๐—‡๐—€ ๐Ÿค๐Ÿข๐Ÿค๐Ÿง ๐—€๐—‹๐—ˆ๐—๐—๐—, ๐—๐—๐–พ ๐—‡๐—ˆ๐—๐–พ๐–ป๐—ˆ๐—ˆ๐—„ ๐–ฝ๐—‚๐—Œ๐—‰๐—…๐–บ๐—’ ๐—†๐–บ๐—‹๐—„๐–พ๐— ๐—‚๐—Œ ๐–พ๐—‡๐—๐–พ๐—‹๐—‚๐—‡๐—€ ๐–บ ๐—‰๐–พ๐—‹๐—‚๐—ˆ๐–ฝ ๐—ˆ๐–ฟ ๐—‡๐—ˆ๐—‹๐—†๐–บ๐—…๐—‚๐—“๐–บ๐—๐—‚๐—ˆ๐—‡ ๐—‚๐—‡ ๐Ÿค๐Ÿข๐Ÿค๐Ÿจ. ๐–ฑ๐—‚๐—Œ๐—‚๐—‡๐—€ ๐—†๐–พ๐—†๐—ˆ๐—‹๐—’ ๐–ผ๐—ˆ๐—Œ๐—๐—Œ ๐–บ๐—‹๐–พ ๐—‰๐—Ž๐—๐—๐—‚๐—‡๐—€ ๐—‰๐—‹๐–พ๐—Œ๐—Œ๐—Ž๐—‹๐–พ ๐—ˆ๐—‡ ๐–ฎ๐–ค๐–ฌ ๐—†๐–บ๐—‹๐—€๐—‚๐—‡๐—Œ ๐–บ๐—‡๐–ฝ ๐—Œ๐—๐—‚๐—‰๐—†๐–พ๐—‡๐— ๐—€๐—‹๐—ˆ๐—๐—๐— ๐—๐—๐—‚๐—…๐–พ ๐–ฎ๐–ซ๐–ค๐–ฃ ๐—‰๐–บ๐—‡๐–พ๐—… ๐–บ๐–ฝ๐—ˆ๐—‰๐—๐—‚๐—ˆ๐—‡ ๐–ผ๐—ˆ๐—‡๐—๐—‚๐—‡๐—Ž๐–พ๐—Œ ๐—๐—ˆ ๐–บ๐–ผ๐–ผ๐–พ๐—…๐–พ๐—‹๐–บ๐—๐–พ ๐–บ๐–ผ๐—‹๐—ˆ๐—Œ๐—Œ ๐—๐—๐–พ ๐—†๐—‚๐–ฝ-๐—๐—ˆ-๐—‰๐—‹๐–พ๐—†๐—‚๐—Ž๐—† ๐—Œ๐–พ๐—€๐—†๐–พ๐—‡๐—. ๐—ž๐—ฒ๐˜† ๐˜๐—ฎ๐—ธ๐—ฒ๐—ฎ๐˜„๐—ฎ๐˜†๐˜€: ย ย โ€ข ๐–ณ๐—๐–พ ๐—€๐—…๐—ˆ๐–ป๐–บ๐—… ๐—‡๐—ˆ๐—๐–พ๐–ป๐—ˆ๐—ˆ๐—„ ๐–ฏ๐–ข ๐–ฝ๐—‚๐—Œ๐—‰๐—…๐–บ๐—’ ๐—†๐–บ๐—‹๐—„๐–พ๐— ๐—€๐—‹๐–พ๐— ๐Ÿฉ% ๐–ธ๐—ˆ๐–ธ ๐—‚๐—‡ ๐Ÿค๐Ÿข๐Ÿค๐Ÿง, ๐–บ๐—‡๐–ฝ ๐–บ๐–ฝ๐—๐–บ๐—‡๐–ผ๐–พ๐–ฝ ๐—‡๐—ˆ๐—๐–พ๐–ป๐—ˆ๐—ˆ๐—„ ๐–ฝ๐—‚๐—Œ๐—‰๐—…๐–บ๐—’ ๐—Œ๐—๐—‚๐—‰๐—†๐–พ๐—‡๐—๐—Œ ๐—‚๐—‡๐–ผ๐—‹๐–พ๐–บ๐—Œ๐–พ๐–ฝ ๐Ÿฃ๐Ÿซ% ๐–ธ๐—ˆ๐–ธ. ย ย โ€ข ๐–ณ๐—๐–พ ๐—ˆ๐—๐–พ๐—‹๐–บ๐—…๐—… ๐—†๐–บ๐—‹๐—„๐–พ๐— ๐—‚๐—Œ ๐–พ๐—‘๐—‰๐–พ๐–ผ๐—๐–พ๐–ฝ ๐—๐—ˆ ๐–ฝ๐–พ๐–ผ๐—…๐—‚๐—‡๐–พ ๐Ÿง% ๐–ธ๐—ˆ๐–ธ ๐—‚๐—‡ ๐Ÿค๐Ÿข๐Ÿค๐Ÿจ ๐–บ๐—Œ ๐—†๐–พ๐—†๐—ˆ๐—‹๐—’ ๐–ผ๐—ˆ๐—Œ๐— ๐—‚๐—‡๐–ฟ๐—…๐–บ๐—๐—‚๐—ˆ๐—‡ ๐—‰๐–พ๐—‹๐—Œ๐—‚๐—Œ๐—๐—Œ. ย ย โ€ข ๐– ๐–ฝ๐—๐–บ๐—‡๐–ผ๐–พ๐–ฝ ๐—‡๐—ˆ๐—๐–พ๐–ป๐—ˆ๐—ˆ๐—„ ๐–ฝ๐—‚๐—Œ๐—‰๐—…๐–บ๐—’ ๐—Œ๐—๐—‚๐—‰๐—†๐–พ๐—‡๐—๐—Œ ๐–บ๐—‹๐–พ ๐–ฟ๐—ˆ๐—‹๐–พ๐–ผ๐–บ๐—Œ๐— ๐—๐—ˆ ๐–ฝ๐–พ๐–ผ๐—…๐—‚๐—‡๐–พ ๐Ÿฃ% ๐–ธ๐—ˆ๐–ธ ๐—‚๐—‡ ๐Ÿค๐Ÿข๐Ÿค๐Ÿจ, ๐–ฌ๐—‚๐—‡๐—‚๐–ซ๐–ค๐–ฃ ๐–ฟ๐–บ๐—…๐—…๐—‚๐—‡๐—€ ๐—Œ๐—๐–บ๐—‹๐—‰๐—…๐—’ ๐—๐—๐—‚๐—…๐–พ ๐–ฎ๐–ซ๐–ค๐–ฃ ๐–ผ๐—ˆ๐—‡๐—๐—‚๐—‡๐—Ž๐–พ๐—Œ ๐—๐—ˆ ๐—€๐—‹๐—ˆ๐—. ๐— ๐—ผ๐—ฟ๐—ฒ ๐—ถ๐—ป๐˜€๐—ถ๐—ด๐—ต๐˜๐˜€ ๐—ถ๐—ป ๐—ฎ ๐—ฑ๐—ฒ๐˜๐—ฎ๐—ถ๐—น๐—ฒ๐—ฑ ๐—ฝ๐—ผ๐˜€๐˜ ๐—ต๐—ฒ๐—ฟ๐—ฒ: counterpointresearch.com/en/โ€ฆ ๐—š๐—ฒ๐˜ ๐—ถ๐—ป ๐˜๐—ผ๐˜‚๐—ฐ๐—ต ๐—ณ๐—ผ๐—ฟ ๐—ผ๐˜‚๐—ฟ ๐—น๐—ฎ๐˜๐—ฒ๐˜€๐˜ ๐—”๐—ฑ๐˜ƒ๐—ฎ๐—ป๐—ฐ๐—ฒ๐—ฑ ๐—œ๐—ง ๐——๐—ถ๐˜€๐—ฝ๐—น๐—ฎ๐˜† ๐—ฆ๐—ต๐—ถ๐—ฝ๐—บ๐—ฒ๐—ป๐˜ ๐—ฎ๐—ป๐—ฑ ๐—ง๐—ฒ๐—ฐ๐—ต๐—ป๐—ผ๐—น๐—ผ๐—ด๐˜† ๐—ฅ๐—ฒ๐—ฝ๐—ผ๐—ฟ๐˜: counterpointresearch.com/en/โ€ฆ #NotebookPC #DisplayTechnology #OLED #MiniLED #PCMarket
4
4
577
David Naranjo retweeted
๐—Ÿ๐—ฎ๐˜๐—ฒ๐˜€๐˜ ๐—œ๐—ป๐˜€๐—ถ๐—ด๐—ต๐˜๐˜€: ๐—”๐—ฝ๐—ฝ๐—น๐—ฒโ€™๐˜€ ๐— ๐—ฎ๐—ฐ๐—•๐—ผ๐—ผ๐—ธ ๐—ก๐—ฒ๐—ผ - ๐—ง๐—ฎ๐—ฟ๐—ด๐—ฒ๐˜๐—ถ๐—ป๐—ด ๐—›๐—ถ๐—ด๐—ต๐—ฒ๐—ฟ ๐—˜๐—ฑ๐˜‚๐—ฐ๐—ฎ๐˜๐—ถ๐—ผ๐—ป ๐—ช๐—ต๐—ถ๐—น๐—ฒ ๐—–๐—ต๐—ฎ๐—น๐—น๐—ฒ๐—ป๐—ด๐—ถ๐—ป๐—ด ๐—–๐—ต๐—ฟ๐—ผ๐—บ๐—ฒ๐—ฏ๐—ผ๐—ผ๐—ธ ๐——๐—ผ๐—บ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ฒ ๐—ถ๐—ป ๐—–๐—น๐—ฎ๐˜€๐˜€๐—ฟ๐—ผ๐—ผ๐—บ๐˜€ @Apple ๐—‚๐—Œ ๐—Œ๐—๐—‹๐–บ๐—๐–พ๐—€๐—‚๐–ผ๐–บ๐—…๐—…๐—’ ๐–พ๐—‘๐—‰๐–บ๐—‡๐–ฝ๐—‚๐—‡๐—€ ๐—‚๐—๐—Œ ๐—‹๐–พ๐–บ๐–ผ๐— ๐—‚๐—‡ ๐—๐—๐–พ ๐–พ๐–ฝ๐—Ž๐–ผ๐–บ๐—๐—‚๐—ˆ๐—‡ ๐—Œ๐–พ๐–ผ๐—๐—ˆ๐—‹ ๐—๐—‚๐—๐— ๐—๐—๐–พ ๐—‚๐—‡๐—๐—‹๐—ˆ๐–ฝ๐—Ž๐–ผ๐—๐—‚๐—ˆ๐—‡ ๐—ˆ๐–ฟ ๐—๐—๐–พ ๐–ฌ๐–บ๐–ผ๐–ก๐—ˆ๐—ˆ๐—„ ๐–ญ๐–พ๐—ˆ, ๐–บ ๐–ฝ๐–พ๐—๐—‚๐–ผ๐–พ ๐–ฝ๐–พ๐—Œ๐—‚๐—€๐—‡๐–พ๐–ฝ ๐—๐—ˆ ๐–ป๐—‹๐—‚๐–ฝ๐—€๐–พ ๐—๐—๐–พ ๐—€๐–บ๐—‰ ๐–ป๐–พ๐—๐—๐–พ๐–พ๐—‡ ๐—‰๐—‹๐–พ๐—†๐—‚๐—Ž๐—† ๐—‰๐–พ๐—‹๐–ฟ๐—ˆ๐—‹๐—†๐–บ๐—‡๐–ผ๐–พ ๐–บ๐—‡๐–ฝ ๐–ผ๐—…๐–บ๐—Œ๐—Œ๐—‹๐—ˆ๐—ˆ๐—† ๐–บ๐–ฟ๐–ฟ๐—ˆ๐—‹๐–ฝ๐–บ๐–ป๐—‚๐—…๐—‚๐—๐—’. ๐–ข๐—๐–บ๐—…๐—…๐–พ๐—‡๐—€๐—‚๐—‡๐—€ ๐—๐—๐–พ ๐—…๐—ˆ๐—‡๐—€-๐—Œ๐—๐–บ๐—‡๐–ฝ๐—‚๐—‡๐—€ ๐–ฝ๐—ˆ๐—†๐—‚๐—‡๐–บ๐—‡๐–ผ๐–พ ๐—ˆ๐–ฟ @Google ๐–ข๐—๐—‹๐—ˆ๐—†๐–พ๐–ป๐—ˆ๐—ˆ๐—„๐—Œ ๐—‚๐—‡ ๐–ช-๐Ÿฃ๐Ÿค ๐–พ๐—‡๐—๐—‚๐—‹๐—ˆ๐—‡๐—†๐–พ๐—‡๐—๐—Œ, ๐– ๐—‰๐—‰๐—…๐–พ ๐—‚๐—Œ ๐—‰๐—ˆ๐—Œ๐—‚๐—๐—‚๐—ˆ๐—‡๐—‚๐—‡๐—€ ๐—‚๐—๐—Œ๐–พ๐—…๐–ฟ ๐—๐—ˆ ๐–ผ๐–บ๐—‰๐—๐—Ž๐—‹๐–พ ๐–บ ๐—…๐–บ๐—‹๐—€๐–พ๐—‹ ๐—Œ๐—๐–บ๐—‹๐–พ ๐—ˆ๐–ฟ ๐—๐—๐–พ ๐–บ๐–ผ๐–บ๐–ฝ๐–พ๐—†๐—‚๐–ผ ๐–ผ๐—ˆ๐—†๐—‰๐—Ž๐—๐—‚๐—‡๐—€ ๐—…๐–บ๐—‡๐–ฝ๐—Œ๐–ผ๐–บ๐—‰๐–พ. ๐—ž๐—ฒ๐˜† ๐—ง๐—ฎ๐—ธ๐—ฒ๐—ฎ๐˜„๐—ฎ๐˜†๐˜€: โ€ข ๐– ๐—‰๐—‰๐—…๐–พ'๐—Œ ๐—†๐—ˆ๐—๐–พ ๐—‹๐–พ๐–ฟ๐—…๐–พ๐–ผ๐—๐—Œ ๐–บ ๐–ป๐—‹๐—ˆ๐–บ๐–ฝ๐–พ๐—‹ ๐—Œ๐—๐—‹๐–บ๐—๐–พ๐—€๐—‚๐–ผ ๐—Œ๐—๐—‚๐–ฟ๐— ๐—๐—ˆ ๐–ป๐—‹๐—‚๐—‡๐—€ ๐—๐—๐–พ ๐—‰๐—ˆ๐—๐–พ๐—‹ ๐–บ๐—‡๐–ฝ ๐–พ๐–ผ๐—ˆ๐—Œ๐—’๐—Œ๐—๐–พ๐—† ๐–ป๐–พ๐—‡๐–พ๐–ฟ๐—‚๐—๐—Œ ๐—ˆ๐–ฟ ๐—†๐–บ๐–ผ๐–ฎ๐–ฒ ๐—๐—ˆ ๐–บ ๐—†๐—ˆ๐—‹๐–พ ๐—‰๐—‹๐—‚๐–ผ๐–พ-๐—Œ๐–พ๐—‡๐—Œ๐—‚๐—๐—‚๐—๐–พ ๐–ป๐—Ž๐— ๐—๐—‚๐—€๐—-๐—๐—ˆ๐—…๐—Ž๐—†๐–พ ๐–ฝ๐–พ๐—†๐—ˆ๐—€๐—‹๐–บ๐—‰๐—๐—‚๐–ผ ๐—ˆ๐–ฟ ๐—Œ๐—๐—Ž๐–ฝ๐–พ๐—‡๐—๐—Œ ๐–บ๐—‡๐–ฝ ๐–พ๐–ฝ๐—Ž๐–ผ๐–บ๐—๐—ˆ๐—‹๐—Œ. โ€ข ๐–ณ๐—๐–พ ๐—…๐–บ๐—Ž๐—‡๐–ผ๐— ๐–ผ๐—ˆ๐—†๐–พ๐—Œ ๐–บ๐— ๐–บ ๐—๐—‚๐—†๐–พ ๐—๐—๐–พ๐—‡ ๐–ฆ๐—ˆ๐—ˆ๐—€๐—…๐–พ ๐—๐–บ๐—Œ ๐–พ๐—Œ๐—๐–บ๐–ป๐—…๐—‚๐—Œ๐—๐–พ๐–ฝ ๐—ˆ๐—๐–พ๐—‹๐—๐—๐–พ๐—…๐—†๐—‚๐—‡๐—€ ๐–ฝ๐—ˆ๐—†๐—‚๐—‡๐–บ๐—‡๐–ผ๐–พ ๐—‚๐—‡ ๐—๐—๐–พ ๐–ช-๐Ÿฃ๐Ÿค ๐–พ๐–ฝ๐—Ž๐–ผ๐–บ๐—๐—‚๐—ˆ๐—‡ ๐—†๐–บ๐—‹๐—„๐–พ๐—, ๐—…๐–บ๐—‹๐—€๐–พ๐—…๐—’ ๐—๐—๐—‹๐—ˆ๐—Ž๐—€๐— ๐–ข๐—๐—‹๐—ˆ๐—†๐–พ๐–ป๐—ˆ๐—ˆ๐—„๐—Œ, ๐–ฆ๐—ˆ๐—ˆ๐—€๐—…๐–พ ๐–ถ๐—ˆ๐—‹๐—„๐—Œ๐—‰๐–บ๐–ผ๐–พ ๐–บ๐—‡๐–ฝ ๐–ข๐—๐—‹๐—ˆ๐—†๐–พ/๐–ถ๐—‚๐—‡๐–ฝ๐—ˆ๐—๐—Œ ๐–จ๐–ฅ๐–ฃ๐—Œ ๐–ฟ๐—ˆ๐—‹ ๐–พ๐–ฝ๐—Ž๐–ผ๐–บ๐—๐—‚๐—ˆ๐—‡. โ€ข ๐–ง๐—‚๐—€๐—๐–พ๐—‹ ๐–พ๐–ฝ๐—Ž๐–ผ๐–บ๐—๐—‚๐—ˆ๐—‡ ๐–ผ๐—ˆ๐—Ž๐—…๐–ฝ ๐–ป๐–พ ๐– ๐—‰๐—‰๐—…๐–พโ€™๐—Œ ๐—‹๐–พ๐–บ๐—… ๐—ˆ๐—‰๐—‰๐—ˆ๐—‹๐—๐—Ž๐—‡๐—‚๐—๐—’ ๐—๐–พ๐—‹๐–พ. ๐–ด๐—‡๐—‚๐—๐–พ๐—‹๐—Œ๐—‚๐—๐—’ ๐–บ๐—‡๐–ฝ ๐–ผ๐—ˆ๐—…๐—…๐–พ๐—€๐–พ ๐—Œ๐—๐—Ž๐–ฝ๐–พ๐—‡๐—๐—Œ ๐—๐—’๐—‰๐—‚๐–ผ๐–บ๐—…๐—…๐—’ ๐—‰๐—Ž๐—‹๐–ผ๐—๐–บ๐—Œ๐–พ ๐—๐—๐–พ๐—‚๐—‹ ๐—ˆ๐—๐—‡ ๐—…๐–บ๐—‰๐—๐—ˆ๐—‰๐—Œ ๐—‹๐–บ๐—๐—๐–พ๐—‹ ๐—๐—๐–บ๐—‡ ๐—‹๐–พ๐–ผ๐–พ๐—‚๐—๐—‚๐—‡๐—€ ๐—Œ๐–ผ๐—๐—ˆ๐—ˆ๐—…-๐—‚๐—Œ๐—Œ๐—Ž๐–พ๐–ฝ ๐–ฝ๐–พ๐—๐—‚๐–ผ๐–พ๐—Œ. ๐— ๐—ผ๐—ฟ๐—ฒ ๐—ถ๐—ป๐˜€๐—ถ๐—ด๐—ต๐˜๐˜€ ๐—ถ๐—ป ๐—ฎ ๐—ฑ๐—ฒ๐˜๐—ฎ๐—ถ๐—น๐—ฒ๐—ฑ ๐—ฝ๐—ผ๐˜€๐˜ ๐—ต๐—ฒ๐—ฟ๐—ฒ: counterpointresearch.com/en/โ€ฆ ๐—ฅ๐—ฒ๐—น๐—ฎ๐˜๐—ฒ๐—ฑ ๐—ถ๐—ป๐˜€๐—ถ๐—ด๐—ต๐˜๐˜€: ๐—ก๐—ฒ๐—ผ ๐—•๐—ฟ๐—ถ๐—ป๐—ด๐˜€ ๐—”-๐—ฆ๐—ฒ๐—ฟ๐—ถ๐—ฒ๐˜€ ๐—–๐—ต๐—ถ๐—ฝ ๐˜๐—ผ ๐— ๐—ฎ๐—ฐ๐—•๐—ผ๐—ผ๐—ธ, ๐—ฅ๐—ฒ๐—น๐—ฒ๐—ฎ๐˜€๐—ฒ๐˜€ ๐˜„๐—ถ๐˜๐—ต ๐—ฃ๐—ฟ๐—ถ๐—ฐ๐—ฒ ๐—ผ๐—ณ ๐—˜๐—ป๐˜๐—ฟ๐˜†-๐—Ÿ๐—ฒ๐˜ƒ๐—ฒ๐—น ๐—ถ๐—ฃ๐—ต๐—ผ๐—ป๐—ฒ: counterpointresearch.com/en/โ€ฆ #Apple #MacBookNeo #A18Pro #Google #Chromebook #Windows
4
7
725
David Naranjo retweeted
๐‹๐š๐ญ๐ž๐ฌ๐ญ ๐ˆ๐ง๐ฌ๐ข๐ ๐ก๐ญ๐ฌ: ๐๐ž๐จ ๐๐ซ๐ข๐ง๐ ๐ฌ ๐€-๐’๐ž๐ซ๐ข๐ž๐ฌ ๐‚๐ก๐ข๐ฉ ๐ญ๐จ ๐Œ๐š๐œ๐๐จ๐จ๐ค, ๐‘๐ž๐ฅ๐ž๐š๐ฌ๐ž๐ฌ ๐ฐ๐ข๐ญ๐ก ๐๐ซ๐ข๐œ๐ž ๐จ๐Ÿ ๐„๐ง๐ญ๐ซ๐ฒ-๐‹๐ž๐ฏ๐ž๐ฅ ๐ข๐๐ก๐จ๐ง๐ž @Apple has officially unveiled the MacBook Neo, a bold new entry into the laptop market that is designed to make the Mac ecosystem more accessible than ever before. It represents a strategic shift for Apple, prioritizing user base expansion over raw high-end performance. ๐Š๐ž๐ฒ ๐“๐š๐ค๐ž๐š๐ฐ๐š๐ฒ๐ฌ: โฆฟ For the first time in the history of the MacBook line, Apple has integrated an A-series chip. โฆฟ The aggressive pricing (from $599) strategy is clearly aimed at light users who are looking for their first entry into the macOS environment. โฆฟ Apple has already introduced an affordable iPhone (17e), affordable AirPods (4th gen without ANC) and an affordable watch (SE 3). With the MacBook Neo, owning the Apple ecosystem has become way more affordable than before. โฆฟ Counterpoint predicts that the overall PC market will decline by 5% in 2026, but Apple will perform better than the overall market. ๐Œ๐จ๐ซ๐ž ๐ข๐ง๐ฌ๐ข๐ ๐ก๐ญ๐ฌ ๐ข๐ง ๐š ๐๐ž๐ญ๐š๐ข๐ฅ๐ž๐ ๐ฉ๐จ๐ฌ๐ญ ๐ก๐ž๐ซ๐ž: counterpointresearch.com/en/โ€ฆ ๐€๐ฅ๐ฌ๐จ ๐ซ๐ž๐š๐ ๐จ๐ฎ๐ซ ๐ฅ๐š๐ญ๐ž๐ฌ๐ญ ๐ข๐ง๐ฌ๐ข๐ ๐ก๐ญ๐ฌ ๐จ๐ง "๐ข๐๐ก๐จ๐ง๐ž ๐Ÿ๐Ÿ•๐ž: ๐„๐ง๐ญ๐ซ๐ฒ-๐‹๐ž๐ฏ๐ž๐ฅ ๐ข๐๐ก๐จ๐ง๐ž ๐–๐ข๐ญ๐ก ๐’๐ญ๐ซ๐จ๐ง๐  ๐•๐š๐ฅ๐ฎ๐ž ๐๐ซ๐จ๐ฉ๐จ๐ฌ๐ข๐ญ๐ข๐จ๐ง" ๐ก๐ž๐ซ๐ž: counterpointresearch.com/en/โ€ฆ #MacBookNeo #Apple #iPhone17e
2
2
450
David Naranjo retweeted
Apple delivered a blowout quarter that surprised everyone (including, probably, themselves!) highlighting just how important China was to the growth story. During the earnings call, @tim_cook even cited Counterpoint Research data showing the MacBook Air and Mac Mini leading their categories in China. Our latest research breaks down ๐˜„๐—ต๐—ฎ๐˜ ๐—ฑ๐—ฟ๐—ผ๐˜ƒ๐—ฒ ๐˜๐—ต๐—ฒ ๐˜€๐˜‚๐—ฟ๐—ด๐—ฒ ๐—ถ๐—ป ๐—ฟ๐—ฒ๐˜ƒ๐—ฒ๐—ป๐˜‚๐—ฒ๐˜€ ๐—ฎ๐—ป๐—ฑ ๐—ต๐—ผ๐˜„ ๐—ฑ๐˜‚๐—ฟ๐—ฎ๐—ฏ๐—น๐—ฒ ๐—ถ๐˜ ๐—บ๐—ฎ๐˜† ๐—ฏ๐—ฒ: โฆฟ A China-led iPhone 12 & 13 replacement super-cycle โฆฟ Meaningful iPhone 17 design and spec upgrades โฆฟ A consistent, disciplined pricing strategy โฆฟ Strong value perception amongst Chinese consumers โฆฟ No significant price cuts (so far) on the base iPhone 17, preserving pricing power Hardware momentum is still very real, but investors are already looking to services and AI as the next growth engine. Weโ€™ll share deeper analysis soon, including ๐—ต๐—ผ๐˜„ ๐—ณ๐—ฎ๐—ฟ ๐˜๐—ต๐—ฒ ๐—ด๐—น๐—ผ๐—ฏ๐—ฎ๐—น ๐—ถ๐—ฃ๐—ต๐—ผ๐—ป๐—ฒ ๐—ถ๐—ป๐˜€๐˜๐—ฎ๐—น๐—น๐—ฒ๐—ฑ ๐—ฏ๐—ฎ๐˜€๐—ฒ ๐—ต๐—ฎ๐˜€ ๐—ด๐—ฟ๐—ผ๐˜„๐—ป and how that should be viewed from the services angle. Read our latest research here: Q4 2025 China Smartphone Shipments counterpointresearch.com/en/โ€ฆ Global Smartphone ASPs Hit $400 in Q4 2025 counterpointresearch.com/en/โ€ฆ 2026 Global Smartphone Shipment Forecast counterpointresearch.com/en/โ€ฆ Apple All Time Revenues on iPhone Growth counterpointresearch.com/en/โ€ฆ Apple - Google Gemini Partnership counterpointresearch.com/en/โ€ฆ @apple #Earnings #Apple $AAPL #MacBookAir
8
10
914
Qualcomm officially announced the Snapdragon X2 Plus platform as the newest addition to its Snapdragon X2 series of chips aimed at Windows on ARM laptops. The announcement highlights performance, efficiency, and AI capabilities tailored for thin-and-light mainstream notebooks.
64
David Naranjo retweeted
6 Dec 2025
Great annual @CounterPointTR senior team workshop in HK. Missed the rest of the rockstar team this year which has grown in size and capability by leaps and bounds. So proud!!๐Ÿซถ Look forward to a sup-dup 2026 and sharing even more unique, exciting data, insights and advising for the industry!!
1
1
4
267
David Naranjo retweeted
Counterpoint Conversations: Beyond Raw Power โ€“ Snapdragon X2 Elite Architecture Explained At the recent Qualcomm Snapdragon X Series Architecture Deep Dive 2025 event held in San Diego, CA, David Naranjo, Associate Director at Counterpoint, had an in-depth discussion with Alberto Martinez, Vice President, Compute Software Strategy at Qualcomm. Martinez shared key updates on the accelerating momentum of the Snapdragon X Series and Qualcommโ€™s drive to lead the industry in PC performance, power efficiency, and platform innovation. Watch full video interview here: youtu.be/-rxp9CK9hGothe Read our detailed insights and takeaways here: counterpointresearch.com/en/โ€ฆ #Qualcomm #SnapdragonX #SnapdragonX2Elite #CPInsights #Tech
1
2
7
651
Attending the Snapdragon X Series Architecture Deep Dive 2025 event was a fantastic experience. I had the opportunity to interview Alberto Martinez, VP Compute Software Strategy at Qualcomm. #Qualcomm For more insights, check out the conversation here: counterpointresearch.com/en/โ€ฆ
1
63
After nearly seven years in the making, my book CPR: Courage โ€ข Perseverance โ€ข Resilience is officially published and now available on Amazon. If youโ€™re interested, you can find it here: amazon.com/CPR-Courage-Perseโ€ฆ
2
4
78
David Naranjo retweeted
๐€๐ˆ ๐—๐‘ ๐Ÿ‘๐Ÿ”๐ŸŽ ๐’๐ฎ๐ฆ๐ฆ๐ข๐ญ ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ“ - ๐“๐ก๐ž ๐œ๐จ๐ฎ๐ง๐ญ๐๐จ๐ฐ๐ง ๐ก๐š๐ฌ ๐›๐ž๐ ๐ฎ๐ง! Join ๐‚๐จ๐ฎ๐ง๐ญ๐ž๐ซ๐ฉ๐จ๐ข๐ง๐ญ ๐‘๐ž๐ฌ๐ž๐š๐ซ๐œ๐ก as we host the ๐€๐ˆ ๐—๐‘ ๐Ÿ‘๐Ÿ”๐ŸŽ ๐’๐ฎ๐ฆ๐ฆ๐ข๐ญ ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ“, happening on ๐๐จ๐ฏ๐ž๐ฆ๐›๐ž๐ซ ๐Ÿ๐Ÿ• at the ๐’๐š๐ง๐ญ๐š ๐‚๐ฅ๐š๐ซ๐š ๐‚๐จ๐ง๐ฏ๐ž๐ง๐ญ๐ข๐จ๐ง ๐‚๐ž๐ง๐ญ๐ž๐ซ, Silicon Valley. This in-person event brings together global leaders, analysts, and innovators at the intersection of Artificial Intelligence, Smart Glasses, and Extended Reality (XR). ๐–๐ก๐ฒ ๐˜๐จ๐ฎ ๐’๐ก๐จ๐ฎ๐ฅ๐ ๐€๐ญ๐ญ๐ž๐ง๐: 1. Uncover the next wave of ๐€๐ˆ-๐๐ซ๐ข๐ฏ๐ž๐ง ๐ข๐ง๐ง๐จ๐ฏ๐š๐ญ๐ข๐จ๐ง - from ๐ž๐๐ ๐ž ๐ข๐ง๐ญ๐ž๐ฅ๐ฅ๐ข๐ ๐ž๐ง๐œ๐ž to new ๐ฌ๐ข๐ฅ๐ข๐œ๐จ๐ง ๐š๐ซ๐œ๐ก๐ข๐ญ๐ž๐œ๐ญ๐ฎ๐ซ๐ž๐ฌ. 2. Explore how ๐—๐‘ and ๐ฌ๐ฆ๐š๐ซ๐ญ ๐ ๐ฅ๐š๐ฌ๐ฌ๐ž๐ฌ are redefining immersive experiences for both consumers and enterprises. 3. Network with global leaders shaping the trillion-dollar ๐€๐ˆ ๐—๐‘ ๐ž๐œ๐จ๐ง๐จ๐ฆ๐ฒ. ๐…๐ž๐š๐ญ๐ฎ๐ซ๐ข๐ง๐  ๐„๐ฑ๐ฉ๐ž๐ซ๐ญ๐ฌ & ๐’๐ฉ๐ž๐š๐ค๐ž๐ซ๐ฌ ๐…๐ซ๐จ๐ฆ @Meta โ€ข @Google โ€ข @Qualcomm โ€ข @rayneo_global โ€ข @GlobalFoundries โ€ข @OptoFidelity โ€ข Hongshi Intelligent Technology Co. Ltd โ€ข @Apple โ€ข @RokidGlobal Corporation Ltd โ€ข GoerTek Inc. โ€ข Counterpoint Research ๐’๐ž๐š๐ญ๐ฌ ๐š๐ซ๐ž ๐ฅ๐ข๐ฆ๐ข๐ญ๐ž๐ - secure yours today and be part of the conversation shaping the future of intelligence and immersion. ๐„๐š๐ซ๐ฅ๐ฒ ๐›๐ข๐ซ๐ ๐๐ข๐ฌ๐œ๐จ๐ฎ๐ง๐ญ๐ฌ ๐š๐ซ๐ž ๐š๐ฏ๐š๐ข๐ฅ๐š๐›๐ฅ๐ž - ๐ซ๐ž๐ ๐ข๐ฌ๐ญ๐ž๐ซ ๐ง๐จ๐ฐ ๐ญ๐จ ๐ฌ๐š๐ฏ๐ž ๐ฒ๐จ๐ฎ๐ซ ๐ฌ๐ฉ๐จ๐ญ! accelevents.com/e/counterpoiโ€ฆ For Sponsorship Opportunities email on: info@counterpointresearch.com #AIXR360 #CounterpointResearch #AI #XR #ExtendedReality #ArtificialIntelligence
3
3
499