There's a lot to discuss about #WWDC2026. In this video, I talk to Nabila Popal about the main themes that stood out from the announcements: Watch it here 📹 youtube.com/watch?v=xcwCxcz8… 📌 Siri becomes the foundation of the Apple experience 📌 Personal context is the real differentiator 📌 Privacy will be central to Apple’s AI positioning 📌 The strategic question is whether these features will materially influence upgrade cycles 📌 The bigger opportunity for Apple is ecosystem stickiness. If Siri AI works seamlessly across devices, apps and personal context, it could make the Apple ecosystem even harder to leave. @IDC @NabilaPopal @bryanbma @TomMainelli @ryanreith

Where does memory pricing go next? IDC will unpack the trajectory across HBM, DRAM, and NAND through H2 2026 and into 2027. 📅 Join July 8 at 2 PM SGT. Register: bit.ly/Memory-Market-Outlook… #MemoryMarket #Semiconductor #DRAM #NAND #HBM

At #WWDC2026 I spoke with @TomMainelli about the announcements and the impact for Apple and the industry. 👉 youtube.com/watch?v=QIL7sdEu… Key highlights: 📌 Apple Intelligence Evolution: Transitioning from the initial concepts teased two years ago to practical, system-wide implementation. 📌 Ambient AI Delivery: Embedding intelligence directly into the OS workflows rather than forcing users into a standalone application. 📌 The Google Partnership: Leveraging Gemini models to build distinct, optimized Apple foundational models. 📌 Private Cloud Compute: A dual-layer architecture separating local on-device tasks from a secure, data-isolated cloud environment for heavy workloads. 📌 Ecosystem Refinements: Functional UX updates across macOS to address long-standing user friction points. 📌 Enterprise API Accessibility: Opening Siri AI and Apple Intelligence via SDKs so B2B developers can build secure, contextual tools inside corporate apps. 👉 youtube.com/watch?v=QIL7sdEu…

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…

“I think that the expectation that on-device AI would produce a single killer feature was always wrong,” Francisco Jeronimo, Vice President, Client Devices at International Data Corporation (@IDC), told indianexpress.com. “On-device AI is an embedded layer that improves the camera, translation, search and battery management quietly, not a headline app you switch on,” he explains. Apple is not necessarily behind in terms of AI features available on Apple products,” agrees Jeronimo, adding that the company is behind on frontier models and infrastructure. “Outsourcing the model layer is not necessarily a bad strategy, provided Apple owns the integration and the privacy architecture on top of it,” added Jeronimo. “ @Apple will focus on execution rather than a model-scale story. Apple did not build its own browser or Maps, for instance, but it made sure it provided the best experience. What they are doing with AI is a similar strategy. Apple wants to dominate the distribution, not necessarily the building infrastructure.” 🔗 indianexpress.com/article/te…

📉 The AI boom is now showing up on consumer price tags. The Washington Post reports that the hundreds of billions flowing into AI infrastructure are pushing up US inflation, with chip and memory costs spilling over into the devices people buy. GoPro is the clearest casualty so far, warning last week in an SEC filing that AI-driven chip price increases and shortages have put it at risk of being unable to keep operating. 📰 I spoke to the Post about where this goes next, and things are likely to get much worse, as IDC does not expect the memory crisis to get worse before it gets better. "AI-related hits to consumer electronics are probably going to get much worse, said Francisco Jeronimo, an analyst with the research firm IDC. GoPro, the struggling maker of video cameras for action sports, said this week that AI-driven computer chip price increases and shortages have helped put the company at risk of being unable to keep operating. Jeronimo said the AI cost cascades could push companies to eliminate some products or sell to competitors, as he expects GoPro to do. The company did not respond to a request for comment." 🔗 washingtonpost.com/technolog…

"El mercado mundial de smartphones cayó un 2,9% interanual hasta los 293,8 millones de unidades en el primer trimestre de 2026, rompiendo una racha de diez trimestres consecutivos de crecimiento, según IDC. Dentro de esa contracción, el segmento prémium alto -entre 1.000 y 1.600 dólares- creció más de un 20% interanual, mientras que el ultraprémium -por encima de 1.600 dólares- más que duplicó su tamaño. Por el contrario, las gamas media y de entrada se contrajeron un 12%, según explica Francisco Jeronimo, vicepresidente de client devices en @IDC." expansion.com/economia-digit…

" @IDC VP Francisco Jeronimo calls it a “tsunami-like shock originating in the memory supply chain.” The math is brutal: limited cleanroom capacity forces memory giants to choose between feeding AI’s bottomless appetite or supplying smartphone makers operating on razor-thin margins. When a single AI server rack can consume memory equivalent to hundreds of phones while generating exponentially higher profits, the choice becomes obvious." 🔗 finance.yahoo.com/markets/st…

"The companies’ situation could get worse, Francisco Jeronimo, analyst at @IDC, told @CNBC. “We can expect further negative impact this year...the price of gas, energy and freight are at an all-time high and are likely to remain high for a few more quarters, even if the situation de-escalates,” he said. “Even with a potential ceasefire, the supply-side damage doesn’t improve overnight.” "Chip companies “all understand they need to diversify to be less dependent on a specific region,” said Jeronimo. From a short-term perspective, TSMC is building inventory buffers and diversifying sourcing, he added." “The companies that will be insulated [against impacts from the Iran war] are the ones with safety stock, diversified sourcing and pricing power on manufacturing capacity,” said Jeronimo. “Everyone else will be under increasing cost pressure for the rest of 2026.” 🔗 cnbc.com/2026/05/19/iran-war…

“Apple will very likely become number one in China,” Francisco Jeronimo, vice president of client devices at @IDC, told Sherwood News, noting that in the first quarter, the gap between Huawei and Apple’s market share was less than 1% — a vulnerability exacerbated by recent launch delays for Huawei’s latest Mate 80 series. He estimates that Apple could take the top spot as early as the end of the year." 🔗 sherwood.news/tech/apple-is-…

"A big question will be whether Ternus has "the appetite for the kind of bold, occasionally uncomfortable decisions" that defining an @Apple AI platform will require, said @IDC analyst Francisco Jeronimo." barrons.com/news/apple-earni…

Visited Apple's recycling centre in Breda, the Netherlands, last month, one of the two places in the world where Daisy, Apple's iPhone disassembly robot, operates. It was very interesting to see the future of recycling up close. Daisy takes iPhones apart in a way that not only recovers materials more efficiently but also helps shape how the next iPhone is designed. I've also covered the highlights of Apple's 2026 Environment Progress Report and the progress towards the Apple 2030 goals. Read it here 👇 linkedin.com/pulse/visiting-…

"The company now assembles around 25 per cent of iPhones in India according to @IDC estimates. “This is quite remarkable for @Apple . . . considering that it took a relatively short period of time to build capacity,” said the IDC’s Francisco Jeronimo. Read more 🔗 ft.com/content/aae8d62e-5720…

“@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 ." Full story here 👉 wsj.com/tech/personal-tech/a…

🚨 Apple has just published its 2026 environmental report. ♻️ 📑 Read it here 👉 apple.com/newsroom/2026/04/a… The company details its significant advancements toward achieving carbon neutrality by the end of the decade. It reached a new milestone by incorporating 30% recycled materials across its entire product lineup, including  100% recycled cobalt in its batteries. Also, an impressive achievement is the elimination of plastic from packaging and the introduction of the MacBook Neo, which stands as their most sustainable laptop to date. Apple has successfully reduced its greenhouse gas emissions by over 60% while expanding its use of renewable energy and fresh water replenishment projects. To encourage consumer participation, Apple is offering Earth Day incentives for those who trade in old devices for professional recycling. Plenty of insightful data to digest. It is worth a read 📑 apple.com/newsroom/2026/04/a…

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/digita…

🚨 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. @Apple ( 3.3%) and @Samsung ( 3.6%) are the only two companies benefiting from this crisis, with volume growth and market share gains in 1Q26. Although the top 5 vendors remain largely unchanged in 1Q26, we see the market changing across regions and price tiers. In 2026, vendors will prioritise value over volume. The focus will be on: 📊 profitability through portfolio management 📦operational execution through supply chain management, channel discipline, and inventory control. 💡 This is the only way manufacturers will get through this crisis. Read more here 🔗 idc.com/resource-center/pres…

Last year I gave a keynote at @TEDxLisboa on the topic "The Hidden Cost of Your Devices" ♻️ 📹 Watch the full video here: youtube.com/watch?v=htZUX9GK… I tried to put into perspective the scale of the challenge we’re facing with electronic waste, and how closely it connects to the way we consume technology. 🌍 62 million tons of e-waste are generated annually and growing 📱 Over 1.2 billion smartphones ae purchased every year ♻️ Only ~22% is properly recycled globally ⛏️ A large share of materials are sourced from places such as the Democratic Republic of the Congo, often under very difficult conditions These numbers are striking and we need to change the way we use devices: ⏺️ we upgrade quickly ⏺️ we replace instead of repair ⏺️ we rarely question the default option of buying new. What I emphasised in the keynote, and what feels even more relevant now, is that this isn’t only a supply-side problem. Regulation is evolving, brands are adapting, but consumer behavior is still one of the most powerful levers in the system. Choosing to repair a device, extending its lifespan, or considering refurbished alternatives are small decisions we can do as individuals. At scale, they have a measurable impact, both environmentally and economically. 📹 Watch the full video here: youtube.com/watch?v=htZUX9GK…