Guillaume Chansin

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Guillaume Chansin

Guillaume Chansin

@GChansin

Analyst at Counterpoint Research (formerly DSCC). Tweets mostly about display tech, OLED, MicroLED, AR/VR.

England, United Kingdom Katılım Mart 2014
595 Takip Edilen812 Takipçiler
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Artur Sychov ᯅ
Artur Sychov ᯅ@ASychov·
As a lead investor and one of the main financial (and not only) supporters of the company throughout many years I can say that there is much more to say about this story and many things are missing from the context. I will wait some time to see how things unfold but @SomniumSpace will make an official statement after things are officially concluded. roadtovr.com/essilorluxotti…
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Guillaume Chansin
Guillaume Chansin@GChansin·
Display-less smart glasses grew much faster than AR glasses in Q1 2026. VR continued to decline.
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Guillaume Chansin@GChansin·
In Q1 2026, Birdbath/Flat‑Prism-based devices continued to dominate AR glasses shipments with a 58% share. Waveguide-based devices captured a 42% share, up from 18% a year ago. The Rokid Glasses and Meta Ray-Ban Display were the two best-selling models. counterpointresearch.com/en/insights/in…
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Terek Judi ⌐◨-◨
Terek Judi ⌐◨-◨@TerekJudi·
The hard thing about hard things, hardware edition #SPECS
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Spatial Insider
Spatial Insider@spatialinsider·
Apple has updated pricing across much of its product lineup, including Apple Vision Pro. New Vision Pro pricing: • 256GB: $3,699 (+$200) • 512GB: $3,899 (+$200) • 1TB: $4,199 (+$200) This is due to rising memory and storage costs.
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Sabrina Ortiz
Sabrina Ortiz@sabrinaa_ortiz·
I got to try on the new @Snap Specs at AWE😎What do you think?
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DiscussingFilm
DiscussingFilm@DiscussingFilm·
‘THE ODYSSEY’ allows users to play the trailer in each theatrical format that the film is available in.
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Trung Phan
Trung Phan@TrungTPhan·
IMAX shares popped 15% to a $2B market cap on news it is exploring a sale. A tiny (but interesting) part of the business is IMAX Enhanced, which builds custom IMAX theatres for homes or yachts starting at $500k. Accounted for as “All Other” in financials, sales hit $7.7 million in 2025 or 2% of total revenue (if buyers only did the minimum, 15 people have the most baller home theatre set).
Trung Phan tweet mediaTrung Phan tweet mediaTrung Phan tweet media
DiscussingFilm@DiscussingFilm

IMAX is exploring a sale. They have approached entertainment companies as potential buyers. (Source: wsj.com/business/media…)

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Counterpoint Research
Counterpoint Research@CounterPointTR·
𝐈𝐬 𝐋𝐮𝐱𝐨𝐭𝐭𝐢𝐜𝐚 𝐧𝐨 𝐥𝐨𝐧𝐠𝐞𝐫 𝐌𝐞𝐭𝐚’𝐬 𝐬𝐨𝐥𝐞 𝐦𝐚𝐧𝐮𝐟𝐚𝐜𝐭𝐮𝐫𝐢𝐧𝐠 𝐩𝐚𝐫𝐭𝐧𝐞𝐫 𝐟𝐨𝐫 𝐀𝐈 𝐠𝐥𝐚𝐬𝐬𝐞𝐬? Several major shifts are underway across the global OEM and manufacturing landscape for AI glasses, AR, and VR devices, according to our latest XR & Smart Glasses Manufacturing Ecosystem Report: • @Meta’s key assembly partner for AI glasses, Luxottica, led the global smart glasses manufacturing market with more than 70% share in 2025. However, we expect Luxottica’s share to decline in 2026 despite continuous volume growth, as Meta diversifies its manufacturing partners and other smart-glasses OEMs gain momentum. • We expect Goertek’s share of the smart glasses manufacturing market to nearly double in 2026, up from only 11% in 2025, driven by design wins with leading customers across both China and international markets. At the same time, Luxshare is emerging as a strong challenger to GoerTek Inc., supported by its growing partnerships with leading US tech companies. • The competition between Goertek and Luxshare is also extending into the AR glasses manufacturing market. While Goertek’s share in AR glasses remained relatively limited in 2025, we expect it to more than double in 2026. The technical barriers to assembling waveguide-based AR glasses are significantly higher than those for display-less smart glasses, which we believe places Goertek in a leading global position, given its strong vertical integration capabilities. • Mainland China still holds a dominant position in global XR and smart glasses manufacturing. However, its share has started to decline since H2 2025 as Vietnam and Taiwan gain traction amid ongoing supply chain diversification efforts from major OEM customers seeking greater production resilience. Check out our full report for detailed market-share forecasts, supply-chain mapping, manufacturing trends and competitive analysis across the XR and AI glasses manufacturing ecosystem: counterpointresearch.com/en/reports/glo… #AIGlasses #XR #VR #ARVR #Meta #Goertek #Luxshare #Luxottica #CounterpointResearch $META
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Max Zeff
Max Zeff@ZeffMax·
Musk's lawyer brought a big monitor (maybe 36 inches) into the courtroom. OpenAI's lawyers asked to use it. Musk's lawyers said no. The judge told Musk's lawyers they have to let OpenAi use it. Then OpenAI said it might not be possible to connect their laptops to it.
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Vincent Teoh
Vincent Teoh@Vincent_Teoh·
BREAKING: I just measured nearly 11,000 nits on an 85-inch TCL X11L SQD (Super Quantum Dot) Mini LED TV 🤯 Which exceeds even the 10,000-nit ceiling of the PQ HDR10 standard. A genuinely historic moment for consumer television technology.
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Rob Freund
Rob Freund@RobertFreundLaw·
Yesterday, Dua Lipa sued Samsung for using her image on TV boxes without permission. She seeks actual damages of at least $15 million. She alleges straightforward claims for violating her publicity rights and false endorsement, in addition to copyright and trademark claims. She cites social posts showing customer reactions to the box. One fan wrote "I wasn't even planning on buying a TV but I saw the box so I decided to get it." Other comments included "I'd get that TV just because Dua is on it."
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Guillaume Chansin
Guillaume Chansin@GChansin·
@GWRHelp is break of journey allowed on Elizabeth line? More specifically at Hayes and Harlington station when travelling from Heathrow with super off peak return ticket. What's the maximum duration of the break?
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Counterpoint Research
Counterpoint Research@CounterPointTR·
𝗚𝗹𝗼𝗯𝗮𝗹 𝗔𝗥 𝗦𝗺𝗮𝗿𝘁 𝗚𝗹𝗮𝘀𝘀𝗲𝘀 𝗦𝗵𝗶𝗽𝗺𝗲𝗻𝘁𝘀 𝗚𝗿𝗼𝘄 𝟭𝟰𝟴% 𝗬𝗼𝗬 𝗶𝗻 𝗛𝟮 𝟮𝟬𝟮𝟱; 𝗪𝗮𝘃𝗲𝗴𝘂𝗶𝗱𝗲-𝗯𝗮𝘀𝗲𝗱 𝗗𝗲𝘃𝗶𝗰𝗲𝘀 𝗦𝘂𝗿𝗴𝗲 𝗢𝘃𝗲𝗿 𝟲𝟬𝟬% 𝖳𝗁𝖾 𝗀𝗅𝗈𝖻𝖺𝗅 𝖠𝖱 𝗌𝗆𝖺𝗋𝗍 𝗀𝗅𝖺𝗌𝗌𝖾𝗌 𝗆𝖺𝗋𝗄𝖾𝗍 𝗁𝗂𝗍 𝖺 𝗋𝖾𝖼𝗈𝗋𝖽 𝗁𝗂𝗀𝗁 𝗂𝗇 𝟤𝟢𝟤𝟧, 𝗌𝗎𝗋𝗀𝗂𝗇𝗀 𝟫𝟪% 𝖸𝗈𝖸 — 𝗐𝗂𝗍𝗁 𝖧𝟤 𝟤𝟢𝟤𝟧 𝖺𝗅𝗈𝗇𝖾 𝖼𝗅𝗈𝖼𝗄𝗂𝗇𝗀 𝟣𝟦𝟪% 𝗀𝗋𝗈𝗐𝗍𝗁, 𝖿𝗎𝖾𝗅𝖾𝖽 𝖻𝗒 𝗅𝖺𝗇𝖽𝗆𝖺𝗋𝗄 𝗅𝖺𝗎𝗇𝖼𝗁𝖾𝗌 𝖿𝗋𝗈𝗆 @Meta, @RokidGlobal, @rayneo_global, @XREAL_Global, @getVITURE, 𝖺𝗇𝖽 𝗈𝗍𝗁𝖾𝗋𝗌. 𝖶𝖺𝗏𝖾𝗀𝗎𝗂𝖽𝖾-𝖻𝖺𝗌𝖾𝖽 𝖠𝖱 𝗀𝗅𝖺𝗌𝗌𝖾𝗌 𝗐𝖾𝗋𝖾 𝗍𝗁𝖾 𝗌𝗍𝖺𝗇𝖽𝗈𝗎𝗍 𝗌𝗍𝗈𝗋𝗒, 𝗌𝗎𝗋𝗀𝗂𝗇𝗀 𝟨𝟢𝟢%+ 𝖸𝗈𝖸 𝖺𝗇𝖽 𝗃𝗎𝗆𝗉𝗂𝗇𝗀 𝖿𝗋𝗈𝗆 𝗃𝗎𝗌𝗍 𝟣𝟥% 𝗍𝗈 𝟥𝟪% 𝗈𝖿 𝗍𝗈𝗍𝖺𝗅 𝗆𝖺𝗋𝗄𝖾𝗍 𝗌𝗁𝖺𝗋𝖾, 𝗌𝗂𝗀𝗇𝖺𝗅𝗂𝗇𝗀 𝖺 𝖽𝖾𝖼𝗂𝗌𝗂𝗏𝖾 𝗌𝗁𝗂𝖿𝗍 𝗍𝗈𝗐𝖺𝗋𝖽 𝗅𝗂𝗀𝗁𝗍𝗐𝖾𝗂𝗀𝗁𝗍, 𝖠𝖨-𝗂𝗇𝗍𝖾𝗀𝗋𝖺𝗍𝖾𝖽, 𝗋𝖾𝖺𝗅-𝗐𝗈𝗋𝗅𝖽 𝗎𝗍𝗂𝗅𝗂𝗍𝗒. 𝖶𝗂𝗍𝗁 "𝖠𝖱+𝖠𝖨" 𝗀𝗅𝖺𝗌𝗌𝖾𝗌 𝗇𝗈𝗐 𝗋𝖾𝗉𝗋𝖾𝗌𝖾𝗇𝗍𝗂𝗇𝗀 ~𝟩𝟢% 𝗈𝖿 𝗐𝖺𝗏𝖾𝗀𝗎𝗂𝖽𝖾 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌 𝖺𝗇𝖽 𝗎𝗌𝖾 𝖼𝖺𝗌𝖾𝗌 𝗅𝗂𝗄𝖾 𝗋𝖾𝖺𝗅-𝗍𝗂𝗆𝖾 𝗍𝗋𝖺𝗇𝗌𝗅𝖺𝗍𝗂𝗈𝗇, 𝗇𝖺𝗏𝗂𝗀𝖺𝗍𝗂𝗈𝗇, 𝖺𝗇𝖽 𝗏𝗂𝗌𝗎𝖺𝗅 𝖰&𝖠 𝗀𝗈𝗂𝗇𝗀 𝗆𝖺𝗂𝗇𝗌𝗍𝗋𝖾𝖺𝗆, 𝟤𝟢𝟤𝟨 𝗂𝗌 𝗌𝗁𝖺𝗉𝗂𝗇𝗀 𝗎𝗉 𝗍𝗈 𝖻𝖾 𝗍𝗁𝖾 𝗒𝖾𝖺𝗋 𝗌𝗆𝖺𝗋𝗍 𝗀𝗅𝖺𝗌𝗌𝖾𝗌 𝗆𝗈𝗏𝖾 𝖿𝗋𝗈𝗆 𝗇𝗂𝖼𝗁𝖾 𝗍𝗈 𝗇𝖾𝖼𝖾𝗌𝗌𝖺𝗋𝗒. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:   • 𝖧𝟤 𝟤𝟢𝟤𝟧 𝗌𝖺𝗐 𝖾𝗏𝖾𝗇 𝗌𝗍𝗋𝗈𝗇𝗀𝖾𝗋 𝗀𝗋𝗈𝗐𝗍𝗁 𝗈𝖿 𝟣𝟦𝟪% 𝖸𝗈𝖸, 𝖿𝗎𝖾𝗅𝖾𝖽 𝖻𝗒 𝖱𝗈𝗄𝗂𝖽 𝖦𝗅𝖺𝗌𝗌𝖾𝗌 𝗌𝖼𝖺𝗅𝗂𝗇𝗀 𝗎𝗉, 𝗅𝖺𝗎𝗇𝖼𝗁 𝗈𝖿 𝖬𝖾𝗍𝖺 @ray_ban 𝖣𝗂𝗌𝗉𝗅𝖺𝗒 𝖺𝗇𝖽 𝗇𝖾𝗐 𝗈𝖿𝖿𝖾𝗋𝗂𝗇𝗀𝗌 𝖿𝗋𝗈𝗆 𝗈𝗍𝗁𝖾𝗋 𝖮𝖤𝖬𝗌.   • 𝖳𝗁𝖾 𝗏𝗂𝖽𝖾𝗈-𝖼𝖾𝗇𝗍𝗋𝗂𝖼 𝖠𝖱 𝗌𝗆𝖺𝗋𝗍 𝗀𝗅𝖺𝗌𝗌𝖾𝗌 𝗌𝖾𝗀𝗆𝖾𝗇𝗍 𝗀𝗋𝖾𝗐 𝗈𝗏𝖾𝗋 𝟪𝟢% 𝖸𝗈𝖸 𝗂𝗇 𝖧𝟤 𝟤𝟢𝟤𝟧, 𝗐𝗂𝗍𝗁 𝗅𝖾𝖺𝖽𝗂𝗇𝗀 𝗉𝗅𝖺𝗒𝖾𝗋𝗌 𝖱𝖺𝗒𝖭𝖾𝗈, 𝖷𝖱𝖤𝖠𝖫 𝖺𝗇𝖽 𝖵𝖨𝖳𝖴𝖱𝖤 𝖼𝖺𝗉𝗍𝗎𝗋𝗂𝗇𝗀 𝖺 𝖼𝗈𝗆𝖻𝗂𝗇𝖾𝖽 𝟫𝟨% 𝗆𝖺𝗋𝗄𝖾𝗍 𝗌𝗁𝖺𝗋𝖾.   • 𝖳𝗁𝖾 𝗐𝖺𝗏𝖾𝗀𝗎𝗂𝖽𝖾-𝖻𝖺𝗌𝖾𝖽 𝖠𝖱 𝗌𝗆𝖺𝗋𝗍 𝗀𝗅𝖺𝗌𝗌𝖾𝗌 𝗌𝖾𝗀𝗆𝖾𝗇𝗍 𝗌𝗎𝗋𝗀𝖾𝖽 𝗈𝗏𝖾𝗋 𝟨𝟢𝟢% 𝖸𝗈𝖸, 𝖿𝖾𝖺𝗍𝗎𝗋𝗂𝗇𝗀 𝖺 𝗆𝗈𝗋𝖾 𝖽𝗂𝗏𝖾𝗋𝗌𝖾 𝗅𝖺𝗇𝖽𝗌𝖼𝖺𝗉𝖾 𝗐𝗂𝗍𝗁 𝖱𝗈𝗄𝗂𝖽, 𝖬𝖾𝗍𝖺, @EvenRealities, 𝖨𝖭𝖬𝖮, 𝖠𝗅𝗂𝖻𝖺𝖻𝖺 𝖺𝗇𝖽 @MEIZU 𝗏𝗒𝗂𝗇𝗀 𝖿𝗈𝗋 𝗌𝖺𝗅𝖾𝗌 𝖺𝗇𝖽 𝗆𝗂𝗇𝖽𝗌𝗁𝖺𝗋𝖾.   • 𝖶𝖾 𝖾𝗑𝗉𝖾𝖼𝗍 𝗀𝗅𝗈𝖻𝖺𝗅 𝖠𝖱 𝗌𝗆𝖺𝗋𝗍 𝗀𝗅𝖺𝗌𝗌𝖾𝗌 𝗆𝖺𝗋𝗄𝖾𝗍 𝗀𝗋𝗈𝗐𝗍𝗁 𝗍𝗈 𝖼𝗈𝗇𝗍𝗂𝗇𝗎𝖾 𝗂𝗇 𝗍𝗁𝖾 𝖼𝗈𝗆𝗂𝗇𝗀 𝗒𝖾𝖺𝗋𝗌, 𝗍𝗁𝗈𝗎𝗀𝗁 𝗋𝖾𝖼𝖾𝗇𝗍 𝗆𝖾𝗆𝗈𝗋𝗒 𝗉𝗋𝗂𝖼𝖾 𝗁𝗂𝗄𝖾𝗌 𝖺𝗇𝖽 𝗀𝖾𝗈𝗉𝗈𝗅𝗂𝗍𝗂𝖼𝖺𝗅 𝗍𝖾𝗇𝗌𝗂𝗈𝗇𝗌 𝖼𝗈𝗎𝗅𝖽 𝗉𝗈𝗌𝖾 𝖼𝗁𝖺𝗅𝗅𝖾𝗇𝗀𝖾𝗌. 𝗠𝗼𝗿𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻 𝗮 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗽𝗼𝘀𝘁 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/insights/Gl… 𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗚𝗹𝗼𝗯𝗮𝗹 𝗫𝗥 (𝗔𝗥/𝗩𝗥) 𝗛𝗲𝗮𝗱𝘀𝗲𝘁 𝗠𝗼𝗱𝗲𝗹 𝗦𝗵𝗶𝗽𝗺𝗲𝗻𝘁𝘀 𝗧𝗿𝗮𝗰𝗸𝗲𝗿 𝗿𝗲𝗽𝗼𝗿𝘁 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/reports/Glo… #AR #AIGlasses #SmartGlasses #WearableTech #XR #SpatialComputing #Tech #MetaRayBan #Rokid #XREAL @akshay_r_s @MobilePeter
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Tyler Black, MD
Tyler Black, MD@tylerblack32·
DONT WORRY ABOUT "BLUE LIGHT" AND SLEEP! The "blue light is wrecking your sleep" narrative is one of the stickiest health myths of the decade. As a psychiatrist who treats insomnia, I'd like it to die. The mechanism is real. The screen-sized version of the story is not. /1
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FlatpanelsHD
FlatpanelsHD@Flatpanels·
First 83" QD-OLED TV panel has been spotted in a certification listing – up from the largest 77" QD-OLED today. Notably, the database also lists the rumored 24" QD-OLED, seemingly submitted by Samsung Display itself. Article👇🏼
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