Technology industry analyst at @IDC covering devices, mobility, and augmented/virtual reality in Asia and worldwide

Joined August 2009
4,960 Photos and videos
Bryan Ma retweeted
Jun 11
PC prices are rising and IDC doesn't see relief before end of 2027. Global shipments down 11.3% in 2026. Q4 forecast to fall 20% YoY. Average selling prices up 17% this year. The window for favorable pricing is closing fast. IDC analysts Jitesh Ubrani and Jean Philippe Bouchard have the full breakdown Learn more πŸ‘‰ bit.ly/3PUSBFp #PCMarket #SupplyChain #TechIndustry #IDCResearch
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Bryan Ma retweeted
The memory shortage does not affect every player the same way. πŸ“… Join IDC July 8 at 2 PM SGT to understand the impact on memory makers, OEMs, foundries, distributors, and ecosystem partners. Register: bit.ly/Memory-Market-Outlook… #MemoryMarket #Semiconductor #DRAM #NAND #HBM
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Bryan Ma retweeted
Gemini 3.5 Live Translate! We just shipped a real-time babel fish. - 70 languages, 2,000 language pairs. - Natural translated speech, works in noisy environments. - Stays in sync with the speaker, no lag, no awkward pauses. - Auto-detects the language being spoken. Available today in Google Translate (Android & iOS), the Gemini API (Public Preview), and Google Meet (Private Preview). I genuinely think this is the beginning of the end of language barriers. Anyone can now speak and understand anyone.
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Bryan Ma retweeted
Midjourney hardware incoming...
we're starting to send out invites for the our first Midjourney hardware launch and i feel like im missing some important mutuals. poke me if you haven't gotten an invite and think you should. we have a few spots left.
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Bryan Ma retweeted
Most powerful on-device models will be available only on iPhone Air and 17 Pro / Pro Max 12GB RAM is standard for it πŸ’€
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Bryan Ma retweeted
The event is filmed with Blackmagic URSA Cine Immersive cameras for visionOS! #WWDC
Apple Immersive spotted at #WWDC #VisionPro
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Bryan Ma retweeted
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Bryan Ma retweeted
Apple just clarified AFM Cloud is Apple's own model, trained with Gemini outputs AFM local models are entirely Apple models AFM Cloud Pro seems to be based on Gemini foundation and data, but Apple did their own pre-training, post-training, RL, etc
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Bryan Ma retweeted
A year ago at WWDC 2025, I described Apple as a company in transition. The main focus last year was to hold user trust and developer engagement steady while it built the foundations for something larger. My opinion was that the real test would arrive in 2026, when Siri was expected to be refreshed and Apple would finally have to show whether the patience was strategy or delay. Here we are at #WWDC26. The argument I made then still stands up. Apple was deliberately conservative while rivals embedded AI across their platforms at speed. The bet was that foundations, privacy, and integration would matter more than being first, and that the consumer AI market was still early enough to justify waiting. The question now is simpler. Was 2025 a year of disciplined groundwork, or a year Apple could not afford to lose? The big question for today is whether Apple is delivering on it this year, or has the gap with its competitors widened past the point where patience still pays off? Read here my #WWDC25 post linkedin.com/pulse/beyond-in…
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Bryan Ma retweeted
Catch IDC's Nabila Popal breaking down what Apple's WWDC announcements mean for the consumer devices industry. πŸ“’ WWDC26 & Consumer Devices Industry πŸ“… June 9 | 9:40 AM SGT / 9:40 PM ET (June 8) πŸ“Ί Bloomberg: The China Show #Smartphones #AI #Chips #Apple #WWDC26
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Bryan Ma retweeted
RAM RAM RAM RAM RAM RAM RAM RAM RAM RAM RAM RAM RAM RAM RAM RAM RAM CPU RAM RAM RAM RAM RAM RAM RAM RAM RAM RAM RAM RAM ...
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Bryan Ma retweeted
Thank you @LipBuTan1 and @intel for working together with Perplexity on bringing Personal Computer with local models and hybrid inference to Intel Ultra Series 3 laptops!
This week, I was honored to deliver the Computex 2026 keynote in Taipei. From silicon to systems to software – Intel's vision for the future of computing spans across Personal Computers and Edge devices to Data Centers and Intelligence Centers. Thank you to the many colleagues and friends who joined me in presenting this vision. It was wonderful to reconnect with so many customers, partners, and longtime friends on β€œSilicon Island.” Thank you for your support. We are just getting started on our journey to build a new @intel.
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Bryan Ma retweeted
Jun 5
With the release of Fitbit Air, Google is consolidating Google Fit, Health Connect, and Fitbit into a single platform. The $99 screenless tracker is the entry point. The real play is what sits underneath: an AI health coach built on Gemini, medical records integration, and a subscription model bundled into Google's broader AI tiers. Google is less interested in selling you a tracker than in becoming the platform that ties all your health data together. IDC Research Manager Jitesh Ubrani breaks down what that means for the wearables market and the competitors in its path. Learn more πŸ‘‰ bit.ly/4xpv6VQ #Wearables #DigitalHealth #GoogleHealth #AIStrategy #IDCResearch
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Bryan Ma retweeted
Jun 5
Most hardware strategies for 2H were locked before the situation got worse. One hour with IDC analysts on June 17 sharpens the picture. Shipments, pricing pressure, procurement risk, the numbers that should be driving your decisions right now. πŸ“… June 17 | 11:00 AM ET πŸ”— bit.ly/4vrnekC #IDCTechTalk #IDCResearch #MemoryShortage #2HOutlook
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Bryan Ma retweeted
IDC wraps Computex Taipei 2026. Have any burning questions? Reach out: idc.com/events/computex2026/ #Computex2026 #PCMarket #AI #Semiconductors
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Bryan Ma retweeted
Duo queue? @faker Jensen pulled up @T1LoL Base Camp. GG.
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Bryan Ma retweeted
$TSM TSMC CEO C.C. Wei on raising prices: "I'd like to do that ... we still need to make money....We don't want to suddenly raise prices like memory companies do. That's not sustainable. TSMC is focused on long-term, sustainable operations. We're not that kind of company."
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Bryan Ma retweeted
Computer on all Windows machines soon
Personal Computer is coming to Windows. Personal Computer for Windows runs on your machine and orchestrates across the apps and files you use every day. We'll roll out first to paying Max and Enterprise Max subscribers on the waitlist.
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