Bryan Ma
@bryanbma.bsky.social
Technology industry analyst at IDC covering devices, mobility, and augmented/virtual reality in Asia and worldwide
Reposted by Bryan Ma
China's smartphone market fell -1% YoY in 4Q25 as well as full year 2025 as subsidies waned and low-end phones were reduced under rising memory prices. Apple led in 4Q25 on the back of the iPhone 17 series while Huawei took the top spot for the full year www.idc.com/resource-cen...
January 14, 2026 at 10:23 AM
China's smartphone market fell -1% YoY in 4Q25 as well as full year 2025 as subsidies waned and low-end phones were reduced under rising memory prices. Apple led in 4Q25 on the back of the iPhone 17 series while Huawei took the top spot for the full year www.idc.com/resource-cen...
China's smartphone market fell -1% YoY in 4Q25 as well as full year 2025 as subsidies waned and low-end phones were reduced under rising memory prices. Apple led in 4Q25 on the back of the iPhone 17 series while Huawei took the top spot for the full year www.idc.com/resource-cen...
January 14, 2026 at 10:23 AM
China's smartphone market fell -1% YoY in 4Q25 as well as full year 2025 as subsidies waned and low-end phones were reduced under rising memory prices. Apple led in 4Q25 on the back of the iPhone 17 series while Huawei took the top spot for the full year www.idc.com/resource-cen...
WW smartphones grew +2% YoY in both 4Q25 and full year 2025, carried by the premium market as well as some recent pull-in demand in advance of rising memory prices. The Top 3 rankings were unchanged with Apple, Samsung, and Xiaomi holding their positions www.idc.com/resource-cen...
January 14, 2026 at 2:19 AM
WW smartphones grew +2% YoY in both 4Q25 and full year 2025, carried by the premium market as well as some recent pull-in demand in advance of rising memory prices. The Top 3 rankings were unchanged with Apple, Samsung, and Xiaomi holding their positions www.idc.com/resource-cen...
WW PC shipments +10% YoY in 4Q25 due to pull-in from rising memory prices. 2025 +8% to 285 million, but 2026 should be down given both memory and tapering after W10 migrations. Top 5 rankings were unchanged for both 4Q25 and full year 2025 with Lenovo still leading. www.idc.com/resource-cen...
January 13, 2026 at 2:52 AM
WW PC shipments +10% YoY in 4Q25 due to pull-in from rising memory prices. 2025 +8% to 285 million, but 2026 should be down given both memory and tapering after W10 migrations. Top 5 rankings were unchanged for both 4Q25 and full year 2025 with Lenovo still leading. www.idc.com/resource-cen...
We put together a quick blog post (and 10m video) on the impact of the memory shortage to the PC and smartphone markets here, including two downside scenarios to our 2026 forecasts. Details here via @fjeronimo.bsky.social: www.idc.com/resource-cen...
Global Memory Shortage Crisis: Market Analysis and the Potential Impact on the Smartphone and PC Markets in 2026
A global memory shortage is reshaping smartphone and PC markets for 2026. Rising DRAM and NAND costs threaten pricing, specs, and growth across devices.
www.idc.com
December 19, 2025 at 1:10 AM
We put together a quick blog post (and 10m video) on the impact of the memory shortage to the PC and smartphone markets here, including two downside scenarios to our 2026 forecasts. Details here via @fjeronimo.bsky.social: www.idc.com/resource-cen...
India tablets -20% YoY in 3Q25 due to hi edu/SMB comps, but cons +14% via vendor push. Top 5 rankings unchanged w/Samsung still leading, followed by Lenovo (via Moto-branded tablets!) my.idc.com/getdoc.jsp?c...
December 8, 2025 at 4:02 AM
India tablets -20% YoY in 3Q25 due to hi edu/SMB comps, but cons +14% via vendor push. Top 5 rankings unchanged w/Samsung still leading, followed by Lenovo (via Moto-branded tablets!) my.idc.com/getdoc.jsp?c...
Samsung trifold on display in Singapore
December 7, 2025 at 3:37 AM
Samsung trifold on display in Singapore
Cute campaign, but what’s up with the feature phone?
November 28, 2025 at 12:55 AM
Cute campaign, but what’s up with the feature phone?
India PCs grew +10% YoY in 3Q25, driven by both commercial replacements and consumer front loading. The Top 5 rankings were unchanged with HP still leading. my.idc.com/getdoc.jsp?c...
November 20, 2025 at 10:45 AM
India PCs grew +10% YoY in 3Q25, driven by both commercial replacements and consumer front loading. The Top 5 rankings were unchanged with HP still leading. my.idc.com/getdoc.jsp?c...
India's smartphone market grew +4% YoY in 3Q25, driven by premium phones including Apple, which hit a record high in India and moved into the #4 brand ranking my.idc.com/getdoc.jsp?c...
November 12, 2025 at 6:11 AM
India's smartphone market grew +4% YoY in 3Q25, driven by premium phones including Apple, which hit a record high in India and moved into the #4 brand ranking my.idc.com/getdoc.jsp?c...
WW tablets fell -4% YoY in 3Q25 after 1H inventory buildup but demand continued in developing markets. Apple still led while Huawei moved back into the Top 5 on the back of activity in Latin America and EMEA my.idc.com/getdoc.jsp?c...
November 12, 2025 at 1:55 AM
WW tablets fell -4% YoY in 3Q25 after 1H inventory buildup but demand continued in developing markets. Apple still led while Huawei moved back into the Top 5 on the back of activity in Latin America and EMEA my.idc.com/getdoc.jsp?c...
Spotted at Sunglass Hut
October 21, 2025 at 7:09 PM
Spotted at Sunglass Hut
ICYMI China smartphones -1% YoY in 3Q25. Vivo and Apple (esp via base iPhone 17) pushed Huawei down to #3, Honor tied OPPO for #5. 4Q25 should look better seasonally but econ headwinds persist my.idc.com/getdoc.jsp?c...
October 20, 2025 at 7:03 PM
ICYMI China smartphones -1% YoY in 3Q25. Vivo and Apple (esp via base iPhone 17) pushed Huawei down to #3, Honor tied OPPO for #5. 4Q25 should look better seasonally but econ headwinds persist my.idc.com/getdoc.jsp?c...
Luckin Coffee x Honor of Kings. This is Singapore btw, not China
October 19, 2025 at 5:50 AM
Luckin Coffee x Honor of Kings. This is Singapore btw, not China
Reposted by Bryan Ma
trying to watch a movie on a plane by yelling "Hey, Copilot - start Crash" and getting shot in the head by an air marshal
Microsoft launches new Windows features to help weave AI into regular Windows 11 PCs, including rolling out a "Hey, Copilot!" wake word and Copilot Vision (Tom Warren/The Verge)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
October 16, 2025 at 3:47 PM
trying to watch a movie on a plane by yelling "Hey, Copilot - start Crash" and getting shot in the head by an air marshal
Find X9 Pro on display already in the OPPO store in Shenzhen before tonight’s launch. Price tag intentionally maxed out at US$14k since it hasn’t been disclosed yet
October 16, 2025 at 8:43 AM
Find X9 Pro on display already in the OPPO store in Shenzhen before tonight’s launch. Price tag intentionally maxed out at US$14k since it hasn’t been disclosed yet
WW smartphones grew +2.6% YoY in 3Q25. This was driven by the premium segment, although Xiaomi, Transsion, and vivo also posted growth in their geos and price ranges. my.idc.com/getdoc.jsp?c... via @fjeronimo.bsky.social
October 15, 2025 at 1:56 AM
WW smartphones grew +2.6% YoY in 3Q25. This was driven by the premium segment, although Xiaomi, Transsion, and vivo also posted growth in their geos and price ranges. my.idc.com/getdoc.jsp?c... via @fjeronimo.bsky.social
Big Samsung foldable ad here at Beijing Capital Airport. Note that Galaxy AI here is powered by Baidu rather than Google
October 12, 2025 at 11:22 PM
Big Samsung foldable ad here at Beijing Capital Airport. Note that Galaxy AI here is powered by Baidu rather than Google
WW PC shipments grew +9.4% YoY in 3Q25, with Asia (Japan in particular) as well as EMEA driving growth. The Top 5 rankings were unchanged with Lenovo still leading my.idc.com/getdoc.jsp?c...
PC Shipments Accelerate in Q3 Signaling Steady Refresh of Existing Installed Base
IDC examines consumer markets by devices, applications, networks, and services to provide complete solutions for succeeding in these expanding markets.
my.idc.com
October 9, 2025 at 1:11 AM
WW PC shipments grew +9.4% YoY in 3Q25, with Asia (Japan in particular) as well as EMEA driving growth. The Top 5 rankings were unchanged with Lenovo still leading my.idc.com/getdoc.jsp?c...
iPhone 17 Pro video zoom from 24X to 0.5X #F1 #SingaporeGP
October 6, 2025 at 12:57 AM
iPhone 17 Pro video zoom from 24X to 0.5X #F1 #SingaporeGP
Cute street names at Intel's Ocotillo campus outside of Phoenix #IntelTechTour
September 29, 2025 at 12:01 AM
Cute street names at Intel's Ocotillo campus outside of Phoenix #IntelTechTour
Interesting that MTK went so far as to make "Super Efficient NPU" a proper noun now that it's CIM-based. Wondering how Qualcomm responds this week at #SnapdragonSummit
September 22, 2025 at 5:13 PM
Interesting that MTK went so far as to make "Super Efficient NPU" a proper noun now that it's CIM-based. Wondering how Qualcomm responds this week at #SnapdragonSummit
Smart glasses and AR/VR headsets in aggregate will grow 39% to 14 million units this year, especially on the back of products like Ray-Ban Meta Glasses. Meta had 61% of the combined market in 2Q25, while Xiaomi and other Chinese vendors followed. my.idc.com/getdoc.jsp?c...
September 21, 2025 at 8:34 PM
Smart glasses and AR/VR headsets in aggregate will grow 39% to 14 million units this year, especially on the back of products like Ray-Ban Meta Glasses. Meta had 61% of the combined market in 2Q25, while Xiaomi and other Chinese vendors followed. my.idc.com/getdoc.jsp?c...
Gets the message across
September 14, 2025 at 3:43 AM
Gets the message across