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Bryan Ma

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Sector Tech
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Retweeted post by @Ryan Reith
Ryan Reith
IDC expects PC market volume to be 250M in 2023, but the longer the inventory surplus carries forward the more this builds downside risk. Part of the recent downward revisions have been perished demand and this will also continue

June 13, 2023, 11:29 p.m.

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Retweeted post by @Adam Singer
Adam Singer
Ballmer promoting Windows 1.0 is amazing. You could swap this in as Tim & Eric sketch as-is. 10/10, no notes
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June 13, 2023, 8:19 p.m.

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Retweeted post by @Francisco Jeronimo
Francisco Jeronimo
This will be interesting 🧐 In 2019, @Huawei successfully authorized the “Vision Pro” product trademark in China ™️ Will it force @Apple to change the name of the recently unveiled Apple Vision Pro? 👓

June 13, 2023, 12:45 p.m.

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The ASUS ROG Ally is available for pre-order at Harvey Norman

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June 10, 2023, 11:01 p.m.

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Looks like OPPO is renovating its flagship store at Suntec again. Last time they did that was back in 2018 I think

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June 10, 2023, 1:43 a.m.

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Retweeted post by @Mark Gurman
Mark Gurman
The Apple Vision Pro has an additional strap that goes *over* your head (because of weight). It wasn’t discussed, those in the hands on demos had it, but no pictures were allowed. The Good Morning America video didn’t show it either. But one brief scene in the keynote had it.
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June 9, 2023, 2:13 a.m.

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Retweeted post by @Adam Singer
Adam Singer
How Android users will Appear in Apple's VR meeting software
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June 8, 2023, 1:49 p.m.

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And right next door to it is Machenike, a gaming brand from China’s Haier

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June 8, 2023, 6:21 a.m.

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There is an AMD exclusive store at Funan now, run by local retail chain Atrix

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June 8, 2023, 6:17 a.m.

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Retweeted post by @Francisco Jeronimo
Francisco Jeronimo
Listen to the crowd when the price of the Vision Pro is announced 🤯 #WWDC23
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June 8, 2023, 3:38 a.m.

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This year, we expect 14% growth in AR/VR headsets this year to 10 million units #WWDC23

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June 5, 2023, 2:08 p.m.

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If it helps provide context for #WWDC23, AR/VR headset shipments fell -55% YoY in 1Q23. Meta/FB led w/48% share

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June 5, 2023, 9:32 a.m.

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Retweeted post by @IDC Asia/Pacific
IDC Asia/Pacific
Watch @IDC's Kiranjeet Kaur, Associate Research Director for Devices at IDC Asia/Pacific, tomorrow at BBC Asia Business Report as she shares IDC's outlook for Apple in time for #WWDC23. @kiranjeet_ks
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June 5, 2023, 7:10 a.m.

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Retweeted post by @Meta Quest
Meta Quest
Price drop ⬇️ Performance jump ⬆️ Starting today Meta Quest 2 can be yours from $299 USD. Coming soon: v55 OS update unlocks more responsive gameplay and smoother visuals. Shop Quest 2:
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June 4, 2023, 3:30 p.m.

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Retweeted post by @Nathie
Nathie
Meanwhile at Apple
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June 3, 2023, 6:24 p.m.

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Retweeted post by @Francisco Jeronimo
Francisco Jeronimo
AR/VR Headset Shipments Slow in Q1 2023 as the Market Awaits Wide Availability of Next Gen Headsets, According to @IDC

June 1, 2023, 3:34 p.m.

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Retweeted post by @Ben Geskin
Ben Geskin
Meta Quest 3 vs Quest 2
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June 1, 2023, 3:32 p.m.

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Lenovo compares at 40%

Bryan Ma
Surely the grim PC situation today is part of the reason for the bigger non-PC sales mix. But kudos to Lenovo for building up areas like services and infrastructure nonetheless...to the point where it's almost a 60/40 ratio now
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June 1, 2023, 1:33 a.m.

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Exhibit A:

Bryan Ma
Acer’s non-PC business
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June 1, 2023, 1:32 a.m.

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Jason Chen says that 30% of Acer's biz is "non-computer," ranging from accessories and apparel to cybersecurity and cloud #Computex2023

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June 1, 2023, 1:32 a.m.

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Ha! Jason Chen kicks off his #Computex2023 keynote by pedaling on the Acer eKinekt bike desk. He's going to be talking about sustainability today after all

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June 1, 2023, 1:07 a.m.

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Retweeted post by @IDC
IDC
According to a new IDC Worldwide Quarterly Mobile Phone Tracker forecast, global shipments of smartphones will decline 3.2% in 2023, totaling 1.17 billion units for the year.
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May 31, 2023, 11:46 p.m.

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Retweeted post by @phochmuth
phochmuth
Do you have Macs and other #Apple devices in your environment (bet u do). Just published this @IDC MaturityScape to help orgs measure their Mac mgt. readiness & plan for secure macOS growth.

May 31, 2023, 11:41 p.m.

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Retweeted post by @IDC Asia/Pacific
IDC Asia/Pacific
The Thailand #smartphone market declined by 25.7% year-on-year (YoY) in 1Q23, shipping 3.45 million shipments. Read the press release:
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May 31, 2023, 4:46 a.m.

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The MSI Stealth 16 Mercedes AMG Motorsport features "a special grey power button that reads 'Start Engine'"👀 #Computex2023

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May 30, 2023, 8:08 a.m.

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