Bryan Ma
@bryanbma.bsky.social
Technology industry analyst at IDC covering devices, mobility, and augmented/virtual reality in Asia and worldwide
I put together a blog post here on China's "lobster box" ultrasmall desktop PCs running agentic harnesses like OpenClaw. (TL;DR it's a 1M unit market of modestly-spec'd systems this year helped by affordable cloud-based AI models) www.idc.com/resource-cen....
The Rise of China's Lobster Box AI PCs
China's inexpensive AI-agent PCs are surging as OpenClaw drives demand. IDC forecasts unit growth in this niche through 2027.
www.idc.com
September 16, 2026 at 4:21 PM
I put together a blog post here on China's "lobster box" ultrasmall desktop PCs running agentic harnesses like OpenClaw. (TL;DR it's a 1M unit market of modestly-spec'd systems this year helped by affordable cloud-based AI models) www.idc.com/resource-cen....
We're going live in an hour's time. Join us. We'll be chatting about not just all of the device launches recently, but also the memory shortage and impact to our forecasts @fjeronimo.bsky.social events.zoom.us/ev/Ak_E45vfP...
IDC Tech Talk: Devices in Rapidly Changing Times
events.zoom.us
September 16, 2026 at 2:05 PM
We're going live in an hour's time. Join us. We'll be chatting about not just all of the device launches recently, but also the memory shortage and impact to our forecasts @fjeronimo.bsky.social events.zoom.us/ev/Ak_E45vfP...
Sweet! Seatback wireless charging with an elastic strap to hold your phone in place
July 24, 2026 at 10:57 PM
Sweet! Seatback wireless charging with an elastic strap to hold your phone in place
WW smartphones -7% YoY in 2Q26 under rising memory costs. The low-end of the market was impacted more, whereas Apple and Samsung were more resilient www.idc.com/resource-cen... via @fjeronimo.bsky.social
July 14, 2026 at 8:43 AM
WW smartphones -7% YoY in 2Q26 under rising memory costs. The low-end of the market was impacted more, whereas Apple and Samsung were more resilient www.idc.com/resource-cen... via @fjeronimo.bsky.social
60W USB-C PD in economy class ❤️
July 9, 2026 at 2:01 PM
60W USB-C PD in economy class ❤️
@asusrog.bsky.social greeting arriving passengers at Taoyuan Airport #Computex2026
May 31, 2026 at 11:45 AM
@asusrog.bsky.social greeting arriving passengers at Taoyuan Airport #Computex2026
Lotsa stuff coming next week. See many of you in Taipei for #Computex2026
May 30, 2026 at 12:37 AM
Lotsa stuff coming next week. See many of you in Taipei for #Computex2026
The most notable part of this is the quote about the students being proud. That emotional reaction is what the Windows camp struggles to compete with because the conversation there is more about specs and performance instead.
9to5mac.com/2026/05/20/k...
9to5mac.com/2026/05/20/k...
Kansas City Public Schools to replace 30,000 Windows PCs and Chromebooks with Apple devices - 9to5Mac
Following a brief mention during Apple’s Q2 earnings call, the Kansas City Public Schools website has elaborated on its plan to transition to an “all-Apple district.”
9to5mac.com
May 23, 2026 at 8:59 AM
The most notable part of this is the quote about the students being proud. That emotional reaction is what the Windows camp struggles to compete with because the conversation there is more about specs and performance instead.
9to5mac.com/2026/05/20/k...
9to5mac.com/2026/05/20/k...
China smartphones -3% YoY in 1Q26, slightly ahead of f/c due to good results from Apple and Huawei on the high-end. Supply challenges will persist in the upcoming quarters www.idc.com/resource-cen...
Huawei and Apple Support China Smartphone Market Resilience as Shipments Decline 3.3% in Q1 2026
China smartphone shipments fell 3.3% in Q1 2026 to 69M units, with Huawei and Apple driving premium demand despite rising costs and supply constraints.
www.idc.com
April 15, 2026 at 4:52 PM
China smartphones -3% YoY in 1Q26, slightly ahead of f/c due to good results from Apple and Huawei on the high-end. Supply challenges will persist in the upcoming quarters www.idc.com/resource-cen...
WW smartphone shipments fell -4.1% YoY in 1Q26 under supply challenges. Samsung led, followed by Apple, while other vendors fell YoY. Emerging markets will be a challenge in the year ahead www.idc.com/resource-cen...
April 14, 2026 at 10:17 PM
WW smartphone shipments fell -4.1% YoY in 1Q26 under supply challenges. Samsung led, followed by Apple, while other vendors fell YoY. Emerging markets will be a challenge in the year ahead www.idc.com/resource-cen...
WW PCs +2.5% YoY in 1Q26, slightly ahead of our expectations for a flat market. Lenovo still led, HP slipped a little but held onto #2 www.idc.com/resource-cen...
April 8, 2026 at 10:26 PM
WW PCs +2.5% YoY in 1Q26, slightly ahead of our expectations for a flat market. Lenovo still led, HP slipped a little but held onto #2 www.idc.com/resource-cen...
Must’ve picked it up at the company store
March 21, 2026 at 10:31 PM
Must’ve picked it up at the company store
Coffee with out-of-band management
March 19, 2026 at 2:54 PM
Coffee with out-of-band management
Notice anything about that HMD spec sheet? Qualcomm Dragonwing processor, not Snapdragon. Phone intended for use in industries like defense #MWC26
March 4, 2026 at 12:31 PM
Notice anything about that HMD spec sheet? Qualcomm Dragonwing processor, not Snapdragon. Phone intended for use in industries like defense #MWC26
Reposted by Bryan Ma
China's smartphone market fell -1% YoY in 4Q25 as well as full year 2025 as subsidies waned and low-end phones were reduced under rising memory prices. Apple led in 4Q25 on the back of the iPhone 17 series while Huawei took the top spot for the full year www.idc.com/resource-cen...
January 14, 2026 at 10:23 AM
China's smartphone market fell -1% YoY in 4Q25 as well as full year 2025 as subsidies waned and low-end phones were reduced under rising memory prices. Apple led in 4Q25 on the back of the iPhone 17 series while Huawei took the top spot for the full year www.idc.com/resource-cen...
China's smartphone market fell -1% YoY in 4Q25 as well as full year 2025 as subsidies waned and low-end phones were reduced under rising memory prices. Apple led in 4Q25 on the back of the iPhone 17 series while Huawei took the top spot for the full year www.idc.com/resource-cen...
January 14, 2026 at 10:23 AM
China's smartphone market fell -1% YoY in 4Q25 as well as full year 2025 as subsidies waned and low-end phones were reduced under rising memory prices. Apple led in 4Q25 on the back of the iPhone 17 series while Huawei took the top spot for the full year www.idc.com/resource-cen...
WW smartphones grew +2% YoY in both 4Q25 and full year 2025, carried by the premium market as well as some recent pull-in demand in advance of rising memory prices. The Top 3 rankings were unchanged with Apple, Samsung, and Xiaomi holding their positions www.idc.com/resource-cen...
January 14, 2026 at 2:19 AM
WW smartphones grew +2% YoY in both 4Q25 and full year 2025, carried by the premium market as well as some recent pull-in demand in advance of rising memory prices. The Top 3 rankings were unchanged with Apple, Samsung, and Xiaomi holding their positions www.idc.com/resource-cen...
WW PC shipments +10% YoY in 4Q25 due to pull-in from rising memory prices. 2025 +8% to 285 million, but 2026 should be down given both memory and tapering after W10 migrations. Top 5 rankings were unchanged for both 4Q25 and full year 2025 with Lenovo still leading. www.idc.com/resource-cen...
January 13, 2026 at 2:52 AM
WW PC shipments +10% YoY in 4Q25 due to pull-in from rising memory prices. 2025 +8% to 285 million, but 2026 should be down given both memory and tapering after W10 migrations. Top 5 rankings were unchanged for both 4Q25 and full year 2025 with Lenovo still leading. www.idc.com/resource-cen...
We put together a quick blog post (and 10m video) on the impact of the memory shortage to the PC and smartphone markets here, including two downside scenarios to our 2026 forecasts. Details here via @fjeronimo.bsky.social: www.idc.com/resource-cen...
Global Memory Shortage Crisis: Market Analysis and the Potential Impact on the Smartphone and PC Markets in 2026
A global memory shortage is reshaping smartphone and PC markets for 2026. Rising DRAM and NAND costs threaten pricing, specs, and growth across devices.
www.idc.com
December 19, 2025 at 1:10 AM
We put together a quick blog post (and 10m video) on the impact of the memory shortage to the PC and smartphone markets here, including two downside scenarios to our 2026 forecasts. Details here via @fjeronimo.bsky.social: www.idc.com/resource-cen...
India tablets -20% YoY in 3Q25 due to hi edu/SMB comps, but cons +14% via vendor push. Top 5 rankings unchanged w/Samsung still leading, followed by Lenovo (via Moto-branded tablets!) my.idc.com/getdoc.jsp?c...
December 8, 2025 at 4:02 AM
India tablets -20% YoY in 3Q25 due to hi edu/SMB comps, but cons +14% via vendor push. Top 5 rankings unchanged w/Samsung still leading, followed by Lenovo (via Moto-branded tablets!) my.idc.com/getdoc.jsp?c...