Bryan Ma

@bryanbma

Technology industry analyst at

@IDC

covering devices, mobility, and augmented/virtual reality in Asia and worldwide

Singaporeidc.com/getdoc.jsp?con…Joined August 2009

724 Following

4,573 Followers

Bryan Ma’s Tweets

WW Chromebooks tumbled -48% in 2022 to 19M units, but tablets were relatively flat holding >160M units. Acer led Chromebooks followed by Dell, while Apple led tablets followed by Samsung idc.com/getdoc.jsp?con

Jitesh Ubrani

Bryan Ma

@bryanbma

Only getting about 5h battery despite being on Intel Evo certified on 12th gen Alder Lake, but the 4K screen is presumably a big reason why. Great-looking screen either way.

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Bryan Ma

@bryanbma

Nice to work off of a ThinkPad 30th Anniversary Edition. Much sleeker than the 25th Anniversary one given that it's based off of an X1 Carbon rather than T470

These discounts are similar to what Apple retailers in China did in April 2022, followed by Apple's own direct channels in July

scmp.com

Apple cuts up to US$125 from iPhone 14 prices in China in rare sales push

Buyers can save up to 850 yuan (US$125), or 10.6 per cent, as Apple moves to boost sales after reporting a quarterly revenue decline due to supply-chain disruptions under Covid-19 controls.

I hope Sundar calls theirs ChaatGPT.

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Shintokan, a struggling onsen ryokan in rural Mie prefecture, has re-opened this month after a major renovation: it is now dedicated to eSports. Additions include a 50-seat gaming "stadium" and special eSports training rooms. (there's a hot spring too) e-spaspo.jp

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The canned content includes multimedia, like this fake phone call when you try to use the dialer. This year's URL is at: trygalaxy.com

Their New Zealand team trialed this a couple of years ago and now they are expanding it to other geos on the basis that iPhone switchers need to get a hands-on feel of the Samsung UI beyond just a few seconds in a retail store

Quote Tweet

Bryan Ma

@bryanbma

Apr 10, 2021

Samsung NZ did a nice job of its iTest simulator for iOS, incl a subtle jab at Huawei. Oh, and one has to use Safari rather than Chrome itest.nz

Samsung is doing a broader rollout of its One UI mockup for iPhone users as part of its #GalaxyUnpacked campaign this year. The Safari-based web app includes canned content like phony incoming SMSes and cheeky dialogue boxes

MTK Q&A: "Most of our customers feel much more comfortable about no more bad news coming in," esp w/China reopening. "Demand profile should be better starting from maybe next quarter"

MTK earnings: smartphone inventory in China at 3.0-3.5 mos, should come down to 2.0-2.5 mos. CNY sales better than customers expected.

Watch IDC's

share commentary on Apple's earnings and industry insights with CNBC Capital Connection LATER AT 1:15 PM SGT.

GIF

Bryan Ma

@bryanbma

Feb 3

Samsung has a #GalaxyUnpacked experience center set up at Gardens By The Bay

has just released a statement saying it remains committed to Mixed Reality and Hololens 2...

techcommunity.microsoft.com

Microsoft committed to HoloLens 2 and Mixed Reality

On behalf of the Mixed Reality team at Microsoft, I wanted to share some important context and insights on the Mixed Reality program at Microsoft. The intent of this note is to help provide clarity...

Bryan Ma

@bryanbma

Feb 2

$AAPL earnings Q&A: India Q rev record, double digits YoY. “We’re in essence taking what we learned in China years ago and how we scaled in China and bringing that to bear.”

Apple Q&A: China saw marked change in store traffic in Dec vs Nov

Apple earnings Q&A: the production problem “is behind us…we’re in decent supply for most products currently”

S23 Ultra vs S22 Ultra OIS test. Oh my God that was insane😳

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New Samsung products appearing in retail stores

Bryan Ma

@bryanbma

Feb 2

Finally. Yay!

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Tom Warren

@tomwarren

Feb 2

Stream Deck now has a Microsoft Teams plugin. You can: • Toggle camera on/off • Toggle mute on/off • Toggle record on/off • Toggle background blur on/off • Leave the meeting • Display live reactions • Raise or lower hand apps.elgato.com/plugins/com.mi

For those wondering, the 360 view on Samsung's website shows that the #GalaxyS23 line will still have a physical SIM card slot. #GalaxyUnpacked

Bryan Ma Retweeted

Carolina Milanesi (She/Her)

@caro_milanesi

Feb 1

Cute new #canyousendmethat ad to point out you will become the dedicated photographer for all lowlight convictions with your new #GalaxyS23Ultra #GalaxyUnpacked

Tune in and listen to

@bryanbma

, VP for Devices Research

@IDCAP

provide commentary on the #Samsung Galaxy Unpacked Event and industry insights on CNA938 - Tech Talk tomorrow, 02 Feb at 3:10 PM SGT.

GIF

Sony has denied its cutting PSVR 2 shipments: "We are seeing enthusiasm from PlayStation fans for the upcoming launch, which includes more than 30 titles such as Gran Turismo 7, Horizon Call of the Mountain, and Resident Evil Village."

gamesindustry.biz

Sony reportedly halves PSVR 2 shipment forecast

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Bryan Ma

@bryanbma

Jan 31

AMD earnings: expecting PCs -10% in 2023

Bryan Ma

@bryanbma

Jan 31

Samsung advertising its #GalaxyUnpacked event this week out on Orchard Road

Bryan Ma

@bryanbma

Jan 31

Samsung MX didn’t directly address a Q on Exynos vs QCOM. Just said that “all APs are optimized for each device” and that their new AP Solution R&D team will work on APs “that are optimized for Galaxy products in collaboration w/our partners”

Samsung Display: “we are actively preparing new tech such as under panel cameras, extreme narrow bezels, or ultra low power displays that actually appeal to consumers”

Samsung MX: “for tablets we will continue to pursue sales growth by strengthening our lineup of premium products in line with the large screen trend and by upgraded experiences through features such as the S-Pen” (but will tablets will be unveiled at #GalaxyUnpacked ?)

Samsung earnings: the memory team thinks mobile demand might recover in 2H23 thanks to high density trends and “new form factors” in smartphones

With demand still sluggish, memory prices are expected to keep declining throughout this year, though the quarterly drops could narrow or flatten in the second half depending on how soon buyers come back, said

@IDC

's Kim Soo-kyoum. wsj.com/articles/memor via

@WSJ

wsj.com

Memory-Chip Makers Face a Prolonged Price Slump

Prices of the chips are expected to keep falling in the first half of 2023, putting more pressure on an industry that has already cut investments and jobs.

Bryan Ma

@bryanbma

Jan 30

China smartphones -13% to 285M units in 2022 = first time <300M units/year in 10y (in 2012, feature phones = 40% of total mobile phones there vs just 2% today). Vivo still led in 2022, Apple #1 in 4Q22 despite Zhengzhou challenges idc.com/getdoc.jsp?con

Will Wong and 2 others

How should tech suppliers balance the market if the worst of the storm in the semiconductor industry persists through 2023? Join the discussion on Feb. 16, 9:30 AM SGT. Visit bit.ly/IDCSemiconWebi or scan the QR code to register. #semiconductor #IDCWebinar

Bryan Ma

@bryanbma

Jan 29

After two weeks w/o Tweetbot, I'm now a bit better at using the 1st party Twitter app to hold my last read position and scrolling in forward chronological order. But requires use of Bookmarks plus a bit of finesse when tapping the Show More Tweets prompt

Lambda x

Tensorbooks are now starting at $3,199. Our Linux laptop is built for deep learning, pre-installed with Ubuntu, PyTorch, TensorFlow, CUDA, and cuDNN, with a 3080 Ti (16 GB) or 3070 Ti (8 GB) GPU. Customize to meet your requirements. bit.ly/3JjkeSE