David Kerr

tech analyst, u2 fan, man united crazy,

[David Kerr @dkerrsa]

Foldables The Future or Just a Passing Phase? Join SA for a complimentary webinar Date: 23 Jun 2022 11am ET/4pm BST Strategy Analytics Webinar https://t.co/2UC7HMXFMF. What are your top questions for our analysts?

[David Kerr @dkerrsa]

I have joined @SagSmart as an executive advisor. Looking forward to reengaging with a world class smart ecosystem team. thanks @aalcccs

[David Kerr @dkerrsa]

@philkendall aah the joys. cant you just tell me the story behind the numbers @philkendall

[Abhilash Kumar @Abhi_Banarasi]

#latest #smartphone
Smartphone Wholesale Revenues To Maintain Upwards Track Till 2028.
https://t.co/QNrjoZBjYa
@techinsightsinc @TIWireless

[Waseem Haider @WHaider_TI]

Pleased to share the TechInsights' MWC 2023 insight report & a blog providing key takeaways from the discussions TechInsights IoT team had with vendors across the IoT value chain

Blog - https://t.co/w1F83N4S3B ( included in FREE subscription)

#IoT #MWC23

[Abhilash Kumar @Abhi_Banarasi]

Another Foldable At MWC 2023: Tecno Phantom V Fold https://t.co/KKUxrNFv0y

#MWC2023

[Eric Smith @esmithtech]

Economic pain brings #notebook #PC shipments near pre-pandemic levels
Notebook PC shipments fell -28% year-on-year in Q4 2022, dropping full year 2022 shipments -18% year-on-year
https://t.co/YmWO36GRnJ

[Eric Smith @esmithtech]

#Apple and #Samsung finished 2022 strong to ship 3 of every 5 #tablets globally

The market fell -8% Y/Y in Q4 2022 amid economic volatility, war, and a natural decline from pandemic highs

https://t.co/MxOJ1jIwdP

[Waseem Haider @WHaider_TI]

SA/TI recently published the Global IoT Cellular Connections by Region:
-NA is the highest growing region at 18% CAGR during 2020-30. APAC is growing at a CAGR of 15% just behind NA
Report: https://t.co/5Jbg965nWP
PR: https://t.co/pPS9DHYVrb
#iot #connectivity #forecast

[Abhilash Kumar @Abhi_Banarasi]

#technews #smartphones #ASPs
The global smartphone wholesale revenues will increase +21% YoY in 2021 as predicted by Strategy Analytics.
@SA_Update

[David Kerr @dkerrsa]

South Korea and Japan to Lead the Smartphone Wholesale ASPs Till 2027 https://t.co/EAG2Oy1UnB

[David Kerr @dkerrsa]

@WHaider_SA Enterprise IoT fasted growing part of connected base!

[Ekta Mittal @ektaamittal]

In 2021, more than 27bn Connected & IoT devices were deployed globally, expected to reach nearly 45bn by 2027 and 5bn by 2030. Enterprise IoT is the largest sector but the fastest growth in the coming years is expected to come from the Smart Home industry. https://t.co/ODDdDSRotu

[Waseem Haider @WHaider_TI]

Strategy Analytics forecasts that the global IoT connections will grow at a double-digit CAGR of 14% between 2022 and 2030. The growth in IoT 5G modules will show traction beyond 2025.
Press release: https://t.co/pPS9DHYVrb
Report: https://t.co/5Jbg965nWP

[David Kerr @dkerrsa]

Wireless Charging smartphones sales reach 400M but penetration still limited to premoium and high tier price segments.

[David Kerr @dkerrsa]

@ALakrintis at this time we might get in the first team if we brought our boots along!!🤡

[Angelos Lakrintis @ALakrintis]

At this point, anything is possible😂 @dkerrsa

[David Kerr @dkerrsa]

USA Smartphone: Top 10 Models generate $12B in Q2 2022. https://t.co/UjWLhy8dkd
Apple iPhone 13 5G, 13 Pro Max 5G, 13 Pro 5G and Samsung Galaxy S22 Ultra 5G
Samsung Galaxy S22 5G are top five.

[Boris Metodiev @BorisMetod]

@HMDGlobal (Nokia) registered huge growth in US, which made it the top smartphone market for HMD. Handset wholesale ASP was at its all-time high in Q2 2022 and profit continued to be solid. For detailed analysis see here: https://t.co/lkUzoz3IOl
@SA_Update #smartphones

[David Kerr @dkerrsa]

Great summary @philkendall. Is 5G responsible for profit uplift at CSP?

[David Kerr @dkerrsa]

consolidation in IoT modules inevitable. TechInsights, parent of Strategy Analytics hosts the top Iot reverse engineering https://t.co/9xqsbHIDLo

[Waseem Haider @WHaider_TI]

IoT Module Market Consolidation - Interesting times!!

While I was busy writing the blog post on the recently announced Telit acquisition of Thales IoT business unit. Today Semtech revealed that they are in advanced talks to acquire Sierra Wireless.
https://t.co/sX1bGpHbtq

#iot

[Waseem Haider @WHaider_TI]

Hyperscalers - Master of all trades...

....seems that there is nothing which Hyperscalers can't do. Google's foray into 5G Private Networks and what that means for enterprise IoT market, is the topic of my latest Insight report.

https://t.co/nCEkbuRFCx

#google #5G #IoT

[Abhilash Kumar @Abhi_Banarasi]

Oppo Watch 3 launches in August as the first smartwatch with the new Snapdragon W5 Gen 1 https://t.co/3X98YG9JkR