David Naranjo

𝗤𝘂𝗮𝗹𝗰𝗼𝗺𝗺 𝗤𝟭’𝟮𝟲: 𝗔𝘂𝘁𝗼 & 𝗜𝗼𝗧 𝗱𝗿𝗶𝘃𝗲 𝗿𝗲𝘀𝗶𝗹𝗶𝗲𝗻𝗰𝗲; 𝗽𝗿𝗲𝗺𝗶𝘂𝗺 𝘀𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗺𝗶𝘅 𝗮𝗯𝘀𝗼𝗿𝗯𝘀 𝗽𝗿𝗲𝘀𝘀𝘂𝗿𝗲 @Qualcomm's 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝖼𝖺𝗆𝖾 𝗂𝗇 𝖺𝗍 𝗍𝗁𝖾 𝗆𝗂𝖽𝗉𝗈𝗂𝗇𝗍 𝗈𝖿 𝗂𝗍𝗌 𝗀𝗎𝗂𝖽𝖺𝗇𝖼𝖾 𝗂𝗇 𝖰𝟣’𝟤𝟨, 𝗋𝖾𝖺𝖼𝗁𝗂𝗇𝗀 $𝟣𝟢.𝟨 𝖻𝗂𝗅𝗅𝗂𝗈𝗇 (-𝟥% 𝖸𝗈𝖸). 𝖳𝗁𝖾 𝖽𝖾𝖼𝗅𝗂𝗇𝖾 𝗐𝖺𝗌 𝖽𝗋𝗂𝗏𝖾𝗇 𝖻𝗒 𝖺 𝟣𝟥% 𝖸𝗈𝖸 𝖽𝗋𝗈𝗉 𝗂𝗇 𝗍𝗁𝖾 𝖧𝖺𝗇𝖽𝗌𝖾𝗍 𝗌𝖾𝗀𝗆𝖾𝗇𝗍, 𝗉𝖺𝗋𝗍𝗅𝗒 𝗈𝖿𝖿𝗌𝖾𝗍 𝖻𝗒 𝗀𝗋𝗈𝗐𝗍𝗁 𝗂𝗇 𝖠𝗎𝗍𝗈 (+𝟥𝟪% 𝖸𝗈𝖸) 𝖺𝗇𝖽 𝖨𝗈𝖳 (+𝟫% 𝖸𝗈𝖸). 𝖳𝗁𝖾 @Snapdragon 𝖣𝗂𝗀𝗂𝗍𝖺𝗅 𝖢𝗁𝖺𝗌𝗌𝗂𝗌 𝗉𝗅𝖺𝗍𝖿𝗈𝗋𝗆 𝗋𝖾𝗆𝖺𝗂𝗇𝖾𝖽 𝖺 𝗄𝖾𝗒 𝗀𝗋𝗈𝗐𝗍𝗁 𝖽𝗋𝗂𝗏𝖾𝗋 𝖿𝗈𝗋 𝗍𝗁𝖾 𝖠𝗎𝗍𝗈 𝗌𝖾𝗀𝗆𝖾𝗇𝗍. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀 • 𝖧𝖺𝗇𝖽𝗌𝖾𝗍 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝖽𝖾𝖼𝗅𝗂𝗇𝖾𝖽 𝟣𝟥% 𝖸𝗈𝖸, 𝗂𝗆𝗉𝖺𝖼𝗍𝖾𝖽 𝖻𝗒 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗒-𝗐𝗂𝖽𝖾 𝗆𝖾𝗆𝗈𝗋𝗒 𝖼𝗈𝗇𝗌𝗍𝗋𝖺𝗂𝗇𝗍𝗌, 𝗐𝗂𝗍𝗁 𝗍𝗁𝖾 𝗆𝗂𝖽-𝗍𝗂𝖾𝗋 𝗌𝖾𝗀𝗆𝖾𝗇𝗍 𝖺𝗇𝖽 𝖢𝗁𝗂𝗇𝖾𝗌𝖾 𝖮𝖤𝖬 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌 𝗆𝗈𝗌𝗍 𝖺𝖿𝖿𝖾𝖼𝗍𝖾𝖽. 𝖳𝗁𝖾 𝗉𝗋𝖾𝗆𝗂𝗎𝗆 𝗌𝖾𝗀𝗆𝖾𝗇𝗍 𝗋𝖾𝗆𝖺𝗂𝗇𝖾𝖽 𝗋𝖾𝗌𝗂𝗅𝗂𝖾𝗇𝗍, 𝗌𝗎𝗉𝗉𝗈𝗋𝗍𝖾𝖽 𝖻𝗒 𝗆𝖺𝗃𝗈𝗋 𝖿𝗅𝖺𝗀𝗌𝗁𝗂𝗉 𝗅𝖺𝗎𝗇𝖼𝗁𝖾𝗌, 𝗂𝗇𝖼𝗅𝗎𝖽𝗂𝗇𝗀 𝗍𝗁𝖾 @Samsung 𝖦𝖺𝗅𝖺𝗑𝗒 𝖲𝟤𝟨 𝗌𝖾𝗋𝗂𝖾𝗌. • 𝖨𝗈𝖳 𝗌𝖾𝗀𝗆𝖾𝗇𝗍 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗋𝖾𝖺𝖼𝗁𝖾𝖽 $𝟣.𝟩 𝖻𝗂𝗅𝗅𝗂𝗈𝗇, 𝗌𝗎𝗉𝗉𝗈𝗋𝗍𝖾𝖽 𝖻𝗒 𝗌𝗍𝗋𝖾𝗇𝗀𝗍𝗁 𝗂𝗇 𝖼𝗈𝗇𝗌𝗎𝗆𝖾𝗋 𝖺𝗇𝖽 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗂𝖺𝗅 𝗉𝗋𝗈𝖽𝗎𝖼𝗍𝗌. • 𝖠𝗎𝗍𝗈 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝖾𝗑𝖼𝖾𝖾𝖽𝖾𝖽 $𝟣 𝖻𝗂𝗅𝗅𝗂𝗈𝗇 𝖿𝗈𝗋 𝗍𝗁𝖾 𝗍𝗁𝗂𝗋𝖽 𝖼𝗈𝗇𝗌𝖾𝖼𝗎𝗍𝗂𝗏𝖾 𝗊𝗎𝖺𝗋𝗍𝖾𝗋, 𝗀𝗋𝗈𝗐𝗂𝗇𝗀 𝟥𝟪% 𝖸𝗈𝖸, 𝖽𝗋𝗂𝗏𝖾𝗇 𝖻𝗒 𝖺𝖽𝗈𝗉𝗍𝗂𝗈𝗇 𝗈𝖿 𝗍𝗁𝖾 𝖲𝗇𝖺𝗉𝖽𝗋𝖺𝗀𝗈𝗇 𝖣𝗂𝗀𝗂𝗍𝖺𝗅 𝖢𝗁𝖺𝗌𝗌𝗂𝗌 𝗉𝗅𝖺𝗍𝖿𝗈𝗋𝗆. 𝖠𝗇𝗇𝗎𝖺𝗅𝗂𝗓𝖾𝖽 𝖺𝗎𝗍𝗈 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗌𝗎𝗋𝗉𝖺𝗌𝗌𝖾𝖽 $𝟧 𝖻𝗂𝗅𝗅𝗂𝗈𝗇 𝗂𝗇 𝖥𝖸𝟤𝟢𝟤𝟧 𝖺𝗇𝖽 𝗂𝗌 𝗈𝗇 𝗍𝗋𝖺𝖼𝗄 𝗍𝗈 𝖾𝗑𝖼𝖾𝖾𝖽 $𝟨 𝖻𝗂𝗅𝗅𝗂𝗈𝗇 𝗂𝗇 𝖥𝖸𝟤𝟢𝟤𝟨. • 𝖰𝗎𝖺𝗅𝖼𝗈𝗆𝗆 𝗂𝗌 𝖾𝗇𝗍𝖾𝗋𝗂𝗇𝗀 𝖼𝗎𝗌𝗍𝗈𝗆 𝖠𝖲𝖨𝖢𝗌 𝖿𝗈𝗋 𝗁𝗒𝗉𝖾𝗋𝗌𝖼𝖺𝗅𝖾𝗋𝗌, 𝗐𝗂𝗍𝗁 𝗂𝗇𝗂𝗍𝗂𝖺𝗅 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌 𝖾𝗑𝗉𝖾𝖼𝗍𝖾𝖽 𝗂𝗇 𝖣𝖾𝖼𝖾𝗆𝖻𝖾𝗋 𝟤𝟢𝟤𝟨. 𝖠𝖼𝗊𝗎𝗂𝗌𝗂𝗍𝗂𝗈𝗇𝗌 𝗂𝗇𝖼𝗅𝗎𝖽𝗂𝗇𝗀 @alphawavesemi 𝖺𝗇𝖽 @VentanaMicro 𝗌𝗍𝗋𝖾𝗇𝗀𝗍𝗁𝖾𝗇 𝗂𝗍𝗌 𝖽𝖺𝗍𝖺 𝖼𝖾𝗇𝗍𝖾𝗋 𝗋𝗈𝖺𝖽𝗆𝖺𝗉, 𝗌𝗎𝗉𝗉𝗈𝗋𝗍𝗂𝗇𝗀 𝖺 𝗆𝗎𝗅𝗍𝗂-𝖻𝗂𝗅𝗅𝗂𝗈𝗇-𝖽𝗈𝗅𝗅𝖺𝗋 𝗈𝗉𝗉𝗈𝗋𝗍𝗎𝗇𝗂𝗍𝗒 𝖿𝗋𝗈𝗆 𝟤𝟢𝟤𝟩 𝗈𝗇𝗐𝖺𝗋𝖽. 𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝗳𝘂𝗹 𝗿𝗲𝗽𝗼𝗿𝘁 "𝗙𝗿𝗼𝗺 𝗦𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲𝘀 𝘁𝗼 𝗣𝗵𝘆𝘀𝗶𝗰𝗮𝗹 𝗔𝗜: 𝗛𝗼𝘄 𝗤𝘂𝗮𝗹𝗰𝗼𝗺𝗺 𝗶𝘀 𝗕𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗥𝗼𝗯𝗼𝘁𝗶𝗰𝘀 𝗶𝗻𝘁𝗼 𝗶𝘁𝘀 𝗡𝗲𝘅𝘁 𝗟𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝗚𝗿𝗼𝘄𝘁𝗵 𝗘𝗻𝗴𝗶𝗻𝗲" 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/reports/fro… #Qualcomm #Semiconductors #Snapdragon #AIChips #ASIC #𝖦𝖺𝗅𝖺𝗑𝗒𝖲𝟤𝟨 #IoT $QCOM #Earnings

@intel @Apple @iFixit @Microsoft @Windows @AppleMusic MacBook Neo aims to bring macOS to a lower price point, targeting education market long dominated by Chromebooks. If successful, it could boost Apple’s presence in schools and lock in the next generation of users early. @DSCCDave more here counterpointresearch.com/en/insights/ap…

𝐌𝐞𝐞𝐭 𝐂𝐨𝐮𝐧𝐭𝐞𝐫𝐩𝐨𝐢𝐧𝐭 𝐑𝐞𝐬𝐞𝐚𝐫𝐜𝐡 𝐚𝐭 𝐒𝐈𝐃 𝐃𝐢𝐬𝐩𝐥𝐚𝐲 𝐖𝐞𝐞𝐤 𝟐𝟎𝟐𝟔 𝖲𝖨𝖣 𝖣𝗂𝗌𝗉𝗅𝖺𝗒 𝖶𝖾𝖾𝗄 𝗂𝗌 𝗍𝗁𝖾 𝗐𝗈𝗋𝗅𝖽'𝗌 𝗅𝖺𝗋𝗀𝖾𝗌𝗍 𝗀𝖺𝗍𝗁𝖾𝗋𝗂𝗇𝗀 𝗈𝖿 𝖽𝗂𝗌𝗉𝗅𝖺𝗒 𝗍𝖾𝖼𝗁𝗇𝗈𝗅𝗈𝗀𝗒 𝗉𝗋𝗈𝖿𝖾𝗌𝗌𝗂𝗈𝗇𝖺𝗅𝗌, 𝖻𝗋𝗂𝗇𝗀𝗂𝗇𝗀 𝗍𝗈𝗀𝖾𝗍𝗁𝖾𝗋 𝖾𝗇𝗀𝗂𝗇𝖾𝖾𝗋𝗌, 𝖾𝗑𝖾𝖼𝗎𝗍𝗂𝗏𝖾𝗌, 𝖺𝗇𝖽 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗒 𝖺𝗇𝖺𝗅𝗒𝗌𝗍𝗌 𝗍𝗈 𝖾𝗑𝗉𝗅𝗈𝗋𝖾 𝗍𝗁𝖾 𝗍𝗋𝖾𝗇𝖽𝗌 𝗌𝗁𝖺𝗉𝗂𝗇𝗀 𝗍𝗁𝖾 𝖿𝗎𝗍𝗎𝗋𝖾 𝗈𝖿 𝗌𝖼𝗋𝖾𝖾𝗇𝗌, 𝗉𝖺𝗇𝖾𝗅𝗌, 𝖺𝗇𝖽 𝗏𝗂𝗌𝗎𝖺𝗅 𝗂𝗇𝗍𝖾𝗋𝖿𝖺𝖼𝖾𝗌. 𝖮𝗎𝗋 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁 𝖣𝗂𝗋𝖾𝖼𝗍𝗈𝗋, 𝖡𝗈𝖻 𝖮'𝖡𝗋𝗂𝖾𝗇, 𝗐𝗂𝗅𝗅 𝖽𝖾𝗅𝗂𝗏𝖾𝗋 𝗍𝗁𝖾 𝗈𝗉𝖾𝗇𝗂𝗇𝗀 𝗄𝖾𝗒𝗇𝗈𝗍𝖾 𝖺𝗍 𝗍𝗁𝖾 𝖻𝗎𝗌𝗂𝗇𝖾𝗌𝗌 𝖼𝗈𝗇𝖿𝖾𝗋𝖾𝗇𝖼𝖾, 𝗌𝗁𝖺𝗋𝗂𝗇𝗀 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍'𝗌 𝗅𝖺𝗍𝖾𝗌𝗍 𝗂𝗇𝗌𝗂𝗀𝗁𝗍𝗌 𝗈𝗇 𝗀𝗅𝗈𝖻𝖺𝗅 𝖽𝗂𝗌𝗉𝗅𝖺𝗒 𝗆𝖺𝗋𝗄𝖾𝗍 𝖽𝗒𝗇𝖺𝗆𝗂𝖼𝗌. 𝖵𝗂𝗌𝗂𝗍 𝗍𝗁𝖾 𝖤𝗑𝗉𝗈 𝖧𝖺𝗅𝗅 𝗍𝗈 𝖾𝗑𝗉𝗅𝗈𝗋𝖾 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍'𝗌 𝗋𝖾𝗌𝖾𝖺𝗋𝖼𝗁 𝗌𝖾𝗋𝗏𝗂𝖼𝖾𝗌 𝖺𝗇𝖽 𝗋𝖾𝗉𝗈𝗋𝗍𝗌 𝗈𝗇 𝗍𝗁𝖾 𝖽𝗂𝗌𝗉𝗅𝖺𝗒 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗒. 𝐃𝐚𝐭𝐞: 𝖬𝖺𝗒 𝟦-𝟪, 𝟤𝟢𝟤𝟨 𝐋𝐨𝐜𝐚𝐭𝐢𝐨𝐧: 𝖫𝗈𝗌 𝖠𝗇𝗀𝖾𝗅𝖾𝗌 𝖢𝗈𝗇𝗏𝖾𝗇𝗍𝗂𝗈𝗇 𝖢𝖾𝗇𝗍𝖾𝗋, 𝖫𝗈𝗌 𝖠𝗇𝗀𝖾𝗅𝖾𝗌, 𝖢𝖠 𝐁𝐨𝐨𝐭𝐡 # 𝟧𝟦𝟩 𝐄𝐯𝐞𝐧𝐭 𝐝𝐞𝐭𝐚𝐢𝐥𝐬: counterpointresearch.com/en/insights/me… 𝐁𝐨𝐨𝐤 𝐚 𝐦𝐞𝐞𝐭𝐢𝐧𝐠 𝐰𝐢𝐭𝐡 𝐨𝐮𝐫 𝐚𝐧𝐚𝐥𝐲𝐬𝐭𝐬: @counterpointresearch.com/?ismsaljsauthenabled" target="_blank" rel="nofollow noopener">bookings.cloud.microsoft/book/SIDMeetin… #SIDDisplayWeek2026 #DisplayWeek #DisplayTech #OLED #CounterpointResearch #AutomotiveDisplay #XR #SmartphoneDisplay #DisplayIndustry #TechEvents

𝗡𝗼𝘁𝗲𝗯𝗼𝗼𝗸 𝗣𝗖 𝗗𝗶𝘀𝗽𝗹𝗮𝘆 𝗠𝗮𝗿𝗸𝗲𝘁 𝗠𝗼𝗱𝗲𝗿𝗮𝘁𝗲𝘀 𝗶𝗻 𝟮𝟬𝟮𝟲 𝗮𝘀 𝗠𝗲𝗺𝗼𝗿𝘆 𝗖𝗼𝘀𝘁 𝗜𝗻𝗳𝗹𝗮𝘁𝗶𝗼𝗻 𝗪𝗲𝗶𝗴𝗵𝘀 𝗼𝗻 𝗚𝗿𝗼𝘄𝘁𝗵; 𝗢𝗟𝗘𝗗 𝗠𝗼𝗺𝗲𝗻𝘁𝘂𝗺 𝗖𝗼𝗻𝘁𝗶𝗻𝘂𝗲𝘀 𝖠𝖿𝗍𝖾𝗋 𝖺 𝗌𝗍𝗋𝗈𝗇𝗀 𝟤𝟢𝟤𝟧 𝗀𝗋𝗈𝗐𝗍𝗁, 𝗍𝗁𝖾 𝗇𝗈𝗍𝖾𝖻𝗈𝗈𝗄 𝖽𝗂𝗌𝗉𝗅𝖺𝗒 𝗆𝖺𝗋𝗄𝖾𝗍 𝗂𝗌 𝖾𝗇𝗍𝖾𝗋𝗂𝗇𝗀 𝖺 𝗉𝖾𝗋𝗂𝗈𝖽 𝗈𝖿 𝗇𝗈𝗋𝗆𝖺𝗅𝗂𝗓𝖺𝗍𝗂𝗈𝗇 𝗂𝗇 𝟤𝟢𝟤𝟨. 𝖱𝗂𝗌𝗂𝗇𝗀 𝗆𝖾𝗆𝗈𝗋𝗒 𝖼𝗈𝗌𝗍𝗌 𝖺𝗋𝖾 𝗉𝗎𝗍𝗍𝗂𝗇𝗀 𝗉𝗋𝖾𝗌𝗌𝗎𝗋𝖾 𝗈𝗇 𝖮𝖤𝖬 𝗆𝖺𝗋𝗀𝗂𝗇𝗌 𝖺𝗇𝖽 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍 𝗀𝗋𝗈𝗐𝗍𝗁 𝗐𝗁𝗂𝗅𝖾 𝖮𝖫𝖤𝖣 𝗉𝖺𝗇𝖾𝗅 𝖺𝖽𝗈𝗉𝗍𝗂𝗈𝗇 𝖼𝗈𝗇𝗍𝗂𝗇𝗎𝖾𝗌 𝗍𝗈 𝖺𝖼𝖼𝖾𝗅𝖾𝗋𝖺𝗍𝖾 𝖺𝖼𝗋𝗈𝗌𝗌 𝗍𝗁𝖾 𝗆𝗂𝖽-𝗍𝗈-𝗉𝗋𝖾𝗆𝗂𝗎𝗆 𝗌𝖾𝗀𝗆𝖾𝗇𝗍. 𝗞𝗲𝘆 𝘁𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:   • 𝖳𝗁𝖾 𝗀𝗅𝗈𝖻𝖺𝗅 𝗇𝗈𝗍𝖾𝖻𝗈𝗈𝗄 𝖯𝖢 𝖽𝗂𝗌𝗉𝗅𝖺𝗒 𝗆𝖺𝗋𝗄𝖾𝗍 𝗀𝗋𝖾𝗐 𝟩% 𝖸𝗈𝖸 𝗂𝗇 𝟤𝟢𝟤𝟧, 𝖺𝗇𝖽 𝖺𝖽𝗏𝖺𝗇𝖼𝖾𝖽 𝗇𝗈𝗍𝖾𝖻𝗈𝗈𝗄 𝖽𝗂𝗌𝗉𝗅𝖺𝗒 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌 𝗂𝗇𝖼𝗋𝖾𝖺𝗌𝖾𝖽 𝟣𝟫% 𝖸𝗈𝖸.   • 𝖳𝗁𝖾 𝗈𝗏𝖾𝗋𝖺𝗅𝗅 𝗆𝖺𝗋𝗄𝖾𝗍 𝗂𝗌 𝖾𝗑𝗉𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝖽𝖾𝖼𝗅𝗂𝗇𝖾 𝟧% 𝖸𝗈𝖸 𝗂𝗇 𝟤𝟢𝟤𝟨 𝖺𝗌 𝗆𝖾𝗆𝗈𝗋𝗒 𝖼𝗈𝗌𝗍 𝗂𝗇𝖿𝗅𝖺𝗍𝗂𝗈𝗇 𝗉𝖾𝗋𝗌𝗂𝗌𝗍𝗌.   • 𝖠𝖽𝗏𝖺𝗇𝖼𝖾𝖽 𝗇𝗈𝗍𝖾𝖻𝗈𝗈𝗄 𝖽𝗂𝗌𝗉𝗅𝖺𝗒 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌 𝖺𝗋𝖾 𝖿𝗈𝗋𝖾𝖼𝖺𝗌𝗍 𝗍𝗈 𝖽𝖾𝖼𝗅𝗂𝗇𝖾 𝟣% 𝖸𝗈𝖸 𝗂𝗇 𝟤𝟢𝟤𝟨, 𝖬𝗂𝗇𝗂𝖫𝖤𝖣 𝖿𝖺𝗅𝗅𝗂𝗇𝗀 𝗌𝗁𝖺𝗋𝗉𝗅𝗒 𝗐𝗁𝗂𝗅𝖾 𝖮𝖫𝖤𝖣 𝖼𝗈𝗇𝗍𝗂𝗇𝗎𝖾𝗌 𝗍𝗈 𝗀𝗋𝗈𝗐. 𝗠𝗼𝗿𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻 𝗮 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗽𝗼𝘀𝘁 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/insights/no… 𝗚𝗲𝘁 𝗶𝗻 𝘁𝗼𝘂𝗰𝗵 𝗳𝗼𝗿 𝗼𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗔𝗱𝘃𝗮𝗻𝗰𝗲𝗱 𝗜𝗧 𝗗𝗶𝘀𝗽𝗹𝗮𝘆 𝗦𝗵𝗶𝗽𝗺𝗲𝗻𝘁 𝗮𝗻𝗱 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 𝗥𝗲𝗽𝗼𝗿𝘁: counterpointresearch.com/en/coverage/di… #NotebookPC #DisplayTechnology #OLED #MiniLED #PCMarket

𝗟𝗮𝘁𝗲𝘀𝘁 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀: 𝗔𝗽𝗽𝗹𝗲’𝘀 𝗠𝗮𝗰𝗕𝗼𝗼𝗸 𝗡𝗲𝗼 - 𝗧𝗮𝗿𝗴𝗲𝘁𝗶𝗻𝗴 𝗛𝗶𝗴𝗵𝗲𝗿 𝗘𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻 𝗪𝗵𝗶𝗹𝗲 𝗖𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗶𝗻𝗴 𝗖𝗵𝗿𝗼𝗺𝗲𝗯𝗼𝗼𝗸 𝗗𝗼𝗺𝗶𝗻𝗮𝗻𝗰𝗲 𝗶𝗻 𝗖𝗹𝗮𝘀𝘀𝗿𝗼𝗼𝗺𝘀 @Apple 𝗂𝗌 𝗌𝗍𝗋𝖺𝗍𝖾𝗀𝗂𝖼𝖺𝗅𝗅𝗒 𝖾𝗑𝗉𝖺𝗇𝖽𝗂𝗇𝗀 𝗂𝗍𝗌 𝗋𝖾𝖺𝖼𝗁 𝗂𝗇 𝗍𝗁𝖾 𝖾𝖽𝗎𝖼𝖺𝗍𝗂𝗈𝗇 𝗌𝖾𝖼𝗍𝗈𝗋 𝗐𝗂𝗍𝗁 𝗍𝗁𝖾 𝗂𝗇𝗍𝗋𝗈𝖽𝗎𝖼𝗍𝗂𝗈𝗇 𝗈𝖿 𝗍𝗁𝖾 𝖬𝖺𝖼𝖡𝗈𝗈𝗄 𝖭𝖾𝗈, 𝖺 𝖽𝖾𝗏𝗂𝖼𝖾 𝖽𝖾𝗌𝗂𝗀𝗇𝖾𝖽 𝗍𝗈 𝖻𝗋𝗂𝖽𝗀𝖾 𝗍𝗁𝖾 𝗀𝖺𝗉 𝖻𝖾𝗍𝗐𝖾𝖾𝗇 𝗉𝗋𝖾𝗆𝗂𝗎𝗆 𝗉𝖾𝗋𝖿𝗈𝗋𝗆𝖺𝗇𝖼𝖾 𝖺𝗇𝖽 𝖼𝗅𝖺𝗌𝗌𝗋𝗈𝗈𝗆 𝖺𝖿𝖿𝗈𝗋𝖽𝖺𝖻𝗂𝗅𝗂𝗍𝗒. 𝖢𝗁𝖺𝗅𝗅𝖾𝗇𝗀𝗂𝗇𝗀 𝗍𝗁𝖾 𝗅𝗈𝗇𝗀-𝗌𝗍𝖺𝗇𝖽𝗂𝗇𝗀 𝖽𝗈𝗆𝗂𝗇𝖺𝗇𝖼𝖾 𝗈𝖿 @Google 𝖢𝗁𝗋𝗈𝗆𝖾𝖻𝗈𝗈𝗄𝗌 𝗂𝗇 𝖪-𝟣𝟤 𝖾𝗇𝗏𝗂𝗋𝗈𝗇𝗆𝖾𝗇𝗍𝗌, 𝖠𝗉𝗉𝗅𝖾 𝗂𝗌 𝗉𝗈𝗌𝗂𝗍𝗂𝗈𝗇𝗂𝗇𝗀 𝗂𝗍𝗌𝖾𝗅𝖿 𝗍𝗈 𝖼𝖺𝗉𝗍𝗎𝗋𝖾 𝖺 𝗅𝖺𝗋𝗀𝖾𝗋 𝗌𝗁𝖺𝗋𝖾 𝗈𝖿 𝗍𝗁𝖾 𝖺𝖼𝖺𝖽𝖾𝗆𝗂𝖼 𝖼𝗈𝗆𝗉𝗎𝗍𝗂𝗇𝗀 𝗅𝖺𝗇𝖽𝗌𝖼𝖺𝗉𝖾. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀: • 𝖠𝗉𝗉𝗅𝖾'𝗌 𝗆𝗈𝗏𝖾 𝗋𝖾𝖿𝗅𝖾𝖼𝗍𝗌 𝖺 𝖻𝗋𝗈𝖺𝖽𝖾𝗋 𝗌𝗍𝗋𝖺𝗍𝖾𝗀𝗂𝖼 𝗌𝗁𝗂𝖿𝗍 𝗍𝗈 𝖻𝗋𝗂𝗇𝗀 𝗍𝗁𝖾 𝗉𝗈𝗐𝖾𝗋 𝖺𝗇𝖽 𝖾𝖼𝗈𝗌𝗒𝗌𝗍𝖾𝗆 𝖻𝖾𝗇𝖾𝖿𝗂𝗍𝗌 𝗈𝖿 𝗆𝖺𝖼𝖮𝖲 𝗍𝗈 𝖺 𝗆𝗈𝗋𝖾 𝗉𝗋𝗂𝖼𝖾-𝗌𝖾𝗇𝗌𝗂𝗍𝗂𝗏𝖾 𝖻𝗎𝗍 𝗁𝗂𝗀𝗁-𝗏𝗈𝗅𝗎𝗆𝖾 𝖽𝖾𝗆𝗈𝗀𝗋𝖺𝗉𝗁𝗂𝖼 𝗈𝖿 𝗌𝗍𝗎𝖽𝖾𝗇𝗍𝗌 𝖺𝗇𝖽 𝖾𝖽𝗎𝖼𝖺𝗍𝗈𝗋𝗌. • 𝖳𝗁𝖾 𝗅𝖺𝗎𝗇𝖼𝗁 𝖼𝗈𝗆𝖾𝗌 𝖺𝗍 𝖺 𝗍𝗂𝗆𝖾 𝗐𝗁𝖾𝗇 𝖦𝗈𝗈𝗀𝗅𝖾 𝗁𝖺𝗌 𝖾𝗌𝗍𝖺𝖻𝗅𝗂𝗌𝗁𝖾𝖽 𝗈𝗏𝖾𝗋𝗐𝗁𝖾𝗅𝗆𝗂𝗇𝗀 𝖽𝗈𝗆𝗂𝗇𝖺𝗇𝖼𝖾 𝗂𝗇 𝗍𝗁𝖾 𝖪-𝟣𝟤 𝖾𝖽𝗎𝖼𝖺𝗍𝗂𝗈𝗇 𝗆𝖺𝗋𝗄𝖾𝗍, 𝗅𝖺𝗋𝗀𝖾𝗅𝗒 𝗍𝗁𝗋𝗈𝗎𝗀𝗁 𝖢𝗁𝗋𝗈𝗆𝖾𝖻𝗈𝗈𝗄𝗌, 𝖦𝗈𝗈𝗀𝗅𝖾 𝖶𝗈𝗋𝗄𝗌𝗉𝖺𝖼𝖾 𝖺𝗇𝖽 𝖢𝗁𝗋𝗈𝗆𝖾/𝖶𝗂𝗇𝖽𝗈𝗐𝗌 𝖨𝖥𝖣𝗌 𝖿𝗈𝗋 𝖾𝖽𝗎𝖼𝖺𝗍𝗂𝗈𝗇. • 𝖧𝗂𝗀𝗁𝖾𝗋 𝖾𝖽𝗎𝖼𝖺𝗍𝗂𝗈𝗇 𝖼𝗈𝗎𝗅𝖽 𝖻𝖾 𝖠𝗉𝗉𝗅𝖾’𝗌 𝗋𝖾𝖺𝗅 𝗈𝗉𝗉𝗈𝗋𝗍𝗎𝗇𝗂𝗍𝗒 𝗁𝖾𝗋𝖾. 𝖴𝗇𝗂𝗏𝖾𝗋𝗌𝗂𝗍𝗒 𝖺𝗇𝖽 𝖼𝗈𝗅𝗅𝖾𝗀𝖾 𝗌𝗍𝗎𝖽𝖾𝗇𝗍𝗌 𝗍𝗒𝗉𝗂𝖼𝖺𝗅𝗅𝗒 𝗉𝗎𝗋𝖼𝗁𝖺𝗌𝖾 𝗍𝗁𝖾𝗂𝗋 𝗈𝗐𝗇 𝗅𝖺𝗉𝗍𝗈𝗉𝗌 𝗋𝖺𝗍𝗁𝖾𝗋 𝗍𝗁𝖺𝗇 𝗋𝖾𝖼𝖾𝗂𝗏𝗂𝗇𝗀 𝗌𝖼𝗁𝗈𝗈𝗅-𝗂𝗌𝗌𝗎𝖾𝖽 𝖽𝖾𝗏𝗂𝖼𝖾𝗌. 𝗠𝗼𝗿𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻 𝗮 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗽𝗼𝘀𝘁 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/insights/ap… 𝗥𝗲𝗹𝗮𝘁𝗲𝗱 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀: 𝗡𝗲𝗼 𝗕𝗿𝗶𝗻𝗴𝘀 𝗔-𝗦𝗲𝗿𝗶𝗲𝘀 𝗖𝗵𝗶𝗽 𝘁𝗼 𝗠𝗮𝗰𝗕𝗼𝗼𝗸, 𝗥𝗲𝗹𝗲𝗮𝘀𝗲𝘀 𝘄𝗶𝘁𝗵 𝗣𝗿𝗶𝗰𝗲 𝗼𝗳 𝗘𝗻𝘁𝗿𝘆-𝗟𝗲𝘃𝗲𝗹 𝗶𝗣𝗵𝗼𝗻𝗲: counterpointresearch.com/en/insights/Ne… #Apple #MacBookNeo #A18Pro #Google #Chromebook #Windows

𝐋𝐚𝐭𝐞𝐬𝐭 𝐈𝐧𝐬𝐢𝐠𝐡𝐭𝐬: 𝐍𝐞𝐨 𝐁𝐫𝐢𝐧𝐠𝐬 𝐀-𝐒𝐞𝐫𝐢𝐞𝐬 𝐂𝐡𝐢𝐩 𝐭𝐨 𝐌𝐚𝐜𝐁𝐨𝐨𝐤, 𝐑𝐞𝐥𝐞𝐚𝐬𝐞𝐬 𝐰𝐢𝐭𝐡 𝐏𝐫𝐢𝐜𝐞 𝐨𝐟 𝐄𝐧𝐭𝐫𝐲-𝐋𝐞𝐯𝐞𝐥 𝐢𝐏𝐡𝐨𝐧𝐞 @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. 𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬: ⦿ For the first time in the history of the MacBook line, Apple has integrated an A-series chip. ⦿ The aggressive pricing (from $599) strategy is clearly aimed at light users who are looking for their first entry into the macOS environment. ⦿ 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. ⦿ Counterpoint predicts that the overall PC market will decline by 5% in 2026, but Apple will perform better than the overall market. 𝐌𝐨𝐫𝐞 𝐢𝐧𝐬𝐢𝐠𝐡𝐭𝐬 𝐢𝐧 𝐚 𝐝𝐞𝐭𝐚𝐢𝐥𝐞𝐝 𝐩𝐨𝐬𝐭 𝐡𝐞𝐫𝐞: counterpointresearch.com/en/insights/Ne… 𝐀𝐥𝐬𝐨 𝐫𝐞𝐚𝐝 𝐨𝐮𝐫 𝐥𝐚𝐭𝐞𝐬𝐭 𝐢𝐧𝐬𝐢𝐠𝐡𝐭𝐬 𝐨𝐧 "𝐢𝐏𝐡𝐨𝐧𝐞 𝟏𝟕𝐞: 𝐄𝐧𝐭𝐫𝐲-𝐋𝐞𝐯𝐞𝐥 𝐢𝐏𝐡𝐨𝐧𝐞 𝐖𝐢𝐭𝐡 𝐒𝐭𝐫𝐨𝐧𝐠 𝐕𝐚𝐥𝐮𝐞 𝐏𝐫𝐨𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧" 𝐡𝐞𝐫𝐞: counterpointresearch.com/en/insights/iP… #MacBookNeo #Apple #iPhone17e

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 𝘄𝗵𝗮𝘁 𝗱𝗿𝗼𝘃𝗲 𝘁𝗵𝗲 𝘀𝘂𝗿𝗴𝗲 𝗶𝗻 𝗿𝗲𝘃𝗲𝗻𝘂𝗲𝘀 𝗮𝗻𝗱 𝗵𝗼𝘄 𝗱𝘂𝗿𝗮𝗯𝗹𝗲 𝗶𝘁 𝗺𝗮𝘆 𝗯𝗲: ⦿ A China-led iPhone 12 & 13 replacement super-cycle ⦿ Meaningful iPhone 17 design and spec upgrades ⦿ A consistent, disciplined pricing strategy ⦿ Strong value perception amongst Chinese consumers ⦿ 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. We’ll share deeper analysis soon, including 𝗵𝗼𝘄 𝗳𝗮𝗿 𝘁𝗵𝗲 𝗴𝗹𝗼𝗯𝗮𝗹 𝗶𝗣𝗵𝗼𝗻𝗲 𝗶𝗻𝘀𝘁𝗮𝗹𝗹𝗲𝗱 𝗯𝗮𝘀𝗲 𝗵𝗮𝘀 𝗴𝗿𝗼𝘄𝗻 and how that should be viewed from the services angle. Read our latest research here: Q4 2025 China Smartphone Shipments counterpointresearch.com/en/insights/Ch… Global Smartphone ASPs Hit $400 in Q4 2025 counterpointresearch.com/en/insights/Gl… 2026 Global Smartphone Shipment Forecast counterpointresearch.com/en/insights/gl… Apple All Time Revenues on iPhone Growth counterpointresearch.com/en/insights/ap… Apple - Google Gemini Partnership counterpointresearch.com/en/insights/ap… @apple #Earnings #Apple $AAPL #MacBookAir

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.

@neiltwitz @CounterPointTR @MobilePeter @Tarunpathak @JeffFieldhack @G_Schneemann @MDEcounterpoint @MohitOpinion @EmilyH_Research @anshikajain41 @mobilekang Agreed @neiltwitz! Great collaborative workshop to discuss strategy, tactics and a game plan for winning in 2026!

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!!🫶 Look forward to a sup-dup 2026 and sharing even more unique, exciting data, insights and advising for the industry!!

Counterpoint Conversations: Beyond Raw Power – 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 Qualcomm’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/insights/co… #Qualcomm #SnapdragonX #SnapdragonX2Elite #CPInsights #Tech

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/insights/co…

@EricLDaugh Looks good! Was taxpayer money used to beautify the office with gold? With so many people struggling to make ends meet and prices of many items rising, if taxpayer money was used, then the White House is tone deaf.

🔥 BREAKING: Top White House official Dan Scavino just released a video of President Trump's GOLDEN Oval Office Liberals say there's "too much gold" In reality, it looks INCREDIBLE and they're just upset it's not them in the White House Keep whining!

After nearly seven years in the making, my book CPR: Courage • Perseverance • Resilience is officially published and now available on Amazon. If you’re interested, you can find it here: amazon.com/CPR-Courage-Pe…

𝐀𝐈 + 𝐗𝐑 𝟑𝟔𝟎 𝐒𝐮𝐦𝐦𝐢𝐭 𝟐𝟎𝟐𝟓 - 𝐓𝐡𝐞 𝐜𝐨𝐮𝐧𝐭𝐝𝐨𝐰𝐧 𝐡𝐚𝐬 𝐛𝐞𝐠𝐮𝐧! Join 𝐂𝐨𝐮𝐧𝐭𝐞𝐫𝐩𝐨𝐢𝐧𝐭 𝐑𝐞𝐬𝐞𝐚𝐫𝐜𝐡 as we host the 𝐀𝐈 + 𝐗𝐑 𝟑𝟔𝟎 𝐒𝐮𝐦𝐦𝐢𝐭 𝟐𝟎𝟐𝟓, happening on 𝐍𝐨𝐯𝐞𝐦𝐛𝐞𝐫 𝟏𝟕 at the 𝐒𝐚𝐧𝐭𝐚 𝐂𝐥𝐚𝐫𝐚 𝐂𝐨𝐧𝐯𝐞𝐧𝐭𝐢𝐨𝐧 𝐂𝐞𝐧𝐭𝐞𝐫, 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). 𝐖𝐡𝐲 𝐘𝐨𝐮 𝐒𝐡𝐨𝐮𝐥𝐝 𝐀𝐭𝐭𝐞𝐧𝐝: 1. Uncover the next wave of 𝐀𝐈-𝐝𝐫𝐢𝐯𝐞𝐧 𝐢𝐧𝐧𝐨𝐯𝐚𝐭𝐢𝐨𝐧 - from 𝐞𝐝𝐠𝐞 𝐢𝐧𝐭𝐞𝐥𝐥𝐢𝐠𝐞𝐧𝐜𝐞 to new 𝐬𝐢𝐥𝐢𝐜𝐨𝐧 𝐚𝐫𝐜𝐡𝐢𝐭𝐞𝐜𝐭𝐮𝐫𝐞𝐬. 2. Explore how 𝐗𝐑 and 𝐬𝐦𝐚𝐫𝐭 𝐠𝐥𝐚𝐬𝐬𝐞𝐬 are redefining immersive experiences for both consumers and enterprises. 3. Network with global leaders shaping the trillion-dollar 𝐀𝐈 + 𝐗𝐑 𝐞𝐜𝐨𝐧𝐨𝐦𝐲. 𝐅𝐞𝐚𝐭𝐮𝐫𝐢𝐧𝐠 𝐄𝐱𝐩𝐞𝐫𝐭𝐬 & 𝐒𝐩𝐞𝐚𝐤𝐞𝐫𝐬 𝐅𝐫𝐨𝐦 @Meta • @Google • @Qualcomm • @rayneo_global • @GlobalFoundries • @OptoFidelity • Hongshi Intelligent Technology Co. Ltd • @Apple • @RokidGlobal Corporation Ltd • GoerTek Inc. • Counterpoint Research 𝐒𝐞𝐚𝐭𝐬 𝐚𝐫𝐞 𝐥𝐢𝐦𝐢𝐭𝐞𝐝 - secure yours today and be part of the conversation shaping the future of intelligence and immersion. 𝐄𝐚𝐫𝐥𝐲 𝐛𝐢𝐫𝐝 𝐝𝐢𝐬𝐜𝐨𝐮𝐧𝐭𝐬 𝐚𝐫𝐞 𝐚𝐯𝐚𝐢𝐥𝐚𝐛𝐥𝐞 - 𝐫𝐞𝐠𝐢𝐬𝐭𝐞𝐫 𝐧𝐨𝐰 𝐭𝐨 𝐬𝐚𝐯𝐞 𝐲𝐨𝐮𝐫 𝐬𝐩𝐨𝐭! accelevents.com/e/counterpoint… For Sponsorship Opportunities email on: info@counterpointresearch.com #AIXR360 #CounterpointResearch #AI #XR #ExtendedReality #ArtificialIntelligence

@DSCCRoss Josh Harris, the managing partner looked confused and dazed. 🤣

@DSCCDave Heads need to roll

Commanders playing complementary football, bad in all 3 phases

Just Published: Apple Revenues Cross $100Bn in Sept Quarter for the First Time Key Takeaways: 📌With the iPhone 17 series performing better than the iPhone 16 series, iPhone volume growth offset the ASP decline. 📌Mac was the fastest-growing hardware segment, driven by a combination of refreshed products and improving demand. 📌The services segment continued its double-digit growth, reaching its highest-ever revenue figure. More insights in a detailed post here: counterpointresearch.com/en/insights/ap… #Apple @Apple $AAPL #TechNews

Just Published: Apple Posts Record June Quarter Revenues Key Takeaways: 💵Apple revenues in Q2 2025 (fiscal Q3 2025) grew 10% YoY, reaching $94.0 billion, a Q2 record. This was the highest YoY growth in 14 quarters. 📌Both hardware (8% YoY) and services (13%) grew at a healthy pace. 📱#iPhones were 47% of total revenues. 🖥️Mac captured 9% of total revenues and was the fastest-growing segment. 📌Services captured 29% of total revenues and recorded a new all-time high. More insights in a detailed post here: counterpointresearch.com/insight/post-i… @Apple #Earnings $AAPL

AMD unveiled several new products for the enterprise and gaming segments during Computex 2025. The Ryzen AI Pro 300 series processors, featuring over 50 TOPS. The launch of Asus Expert P Series Copilot+ PCs, with the new Ryzen AI Pro 300 series CPUs and Radeon RX 9060 XT.