While Computex is hot, our Rockstar @CounterPointTR Display Supply Chain team is keynoting an important annual seminar for our clients and the industry in Tokyo, Japan.
Flat Panel Display Advanced Technology and Investment Trends.
This market is evolving rapidly from smartphones with foldables to Large screen smart TVs, XR displays to Automotive driving newer technologies and experiences.
https://t.co/iGgkawsg6V
$GLW $OLED
First Look!
These are the first models coming out based on @nvidia RTX Spark (with @MediaTek)
@Dell XPS 16
@ASUS ProArt P14
@HP OmniBook Ultra 16
@msigaming Prestige N16 Flip Al+
Coming this fall.
Specs:
GPU: up to 6,144 Cores
CPU: 20 Cores
Memory: up to 128 GB Unified Memory
✨AI: CUDA Libraries Support, 1 Petaflop FP4
🎮 Gaming: Full DLSS suite, NVIDIA Reflex, and G-SYNC.
📹Creators: 100+ Apps Optimized, NVIDIA Studio
#GTCTaipei #Computex2026 #RTXSpark
From ViP+ breakthroughs to the future of OLED scaling, this conversation dives into how Visionox is positioning its technology for the next wave of display innovation across devices and emerging applications.
#CounterpointConversations#OLED#Displays
https://t.co/DlKAYe5Upo
For years, Arm was coming soon for PCs. Now the ecosystem is real, battery life is legit and x86 has pressure. But don’t count Intel out, it has decades of software optimization, OEM relationships, enterprise trust and platform scale.
https://t.co/D6s45YrW2n
@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 https://t.co/kD8CUgO5V3
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:
https://t.co/lkrW8wTIWg
𝐀𝐥𝐬𝐨 𝐫𝐞𝐚𝐝 𝐨𝐮𝐫 𝐥𝐚𝐭𝐞𝐬𝐭 𝐢𝐧𝐬𝐢𝐠𝐡𝐭𝐬 𝐨𝐧 "𝐢𝐏𝐡𝐨𝐧𝐞 𝟏𝟕𝐞: 𝐄𝐧𝐭𝐫𝐲-𝐋𝐞𝐯𝐞𝐥 𝐢𝐏𝐡𝐨𝐧𝐞 𝐖𝐢𝐭𝐡 𝐒𝐭𝐫𝐨𝐧𝐠 𝐕𝐚𝐥𝐮𝐞 𝐏𝐫𝐨𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧" 𝐡𝐞𝐫𝐞:
https://t.co/gBeh7W8vwl
#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
https://t.co/nTbHCpKiXp
Global Smartphone ASPs Hit $400 in Q4 2025
https://t.co/Qtmww0NHll
2026 Global Smartphone Shipment Forecast
https://t.co/1kGB9MLadl
Apple All Time Revenues on iPhone Growth
https://t.co/py2fuOxSjA
Apple - Google Gemini Partnership
https://t.co/QhuZnon6Ea
@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.
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:
https://t.co/pMCOGKkTVp
Read our detailed insights and takeaways here:
https://t.co/5YzrAitZlS
#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: https://t.co/zrtXcN9cmp
@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.
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:
https://t.co/dJDxZ2o2Cs