Francisco Jeronimo
@fjeronimo.bsky.social
VP Devices @ IDC || 📣 TEDx & Tech Speaker || 🏆TOP Influencer: 🏆#54 Marketing || 🏆#25 DX || 🏆#56 AI || 💡ex-Startup Founder || ♻️ Circular Economy
"By outsourcing the foundational layer of its AI to Google, Apple is effectively admitting that its internal efforts couldn't compete with Google's Gemini in terms of capability and scale in the short term," IDC analyst Francisco Jeronimo said.
🔗 www.bbc.co.uk/news/article...
🔗 www.bbc.co.uk/news/article...
Apple turns to Google to power AI upgrade for Siri
Analysts say the deal is likely to be welcomed by consumers - but reflects Apple's failure to develop its own AI tools.
www.bbc.co.uk
January 16, 2026 at 3:45 PM
"By outsourcing the foundational layer of its AI to Google, Apple is effectively admitting that its internal efforts couldn't compete with Google's Gemini in terms of capability and scale in the short term," IDC analyst Francisco Jeronimo said.
🔗 www.bbc.co.uk/news/article...
🔗 www.bbc.co.uk/news/article...
“For an industry that has long been characterized by boom-and-bust cycles, this time is different,” IDC analyst Francisco Jeronimo wrote in a December report.
🔗 www.bloomberg.com/news/article...
🔗 www.bloomberg.com/news/article...
Apple and Tech Hardware Stocks Face ‘Crisis’ as Memory Prices Soar
Soaring prices for memory and storage components have turned companies like Sandisk Corp., Micron Technology Inc. and Western Digital Corp. into the hottest stocks in the market over the past year. Bu...
www.bloomberg.com
January 16, 2026 at 3:24 PM
“For an industry that has long been characterized by boom-and-bust cycles, this time is different,” IDC analyst Francisco Jeronimo wrote in a December report.
🔗 www.bloomberg.com/news/article...
🔗 www.bloomberg.com/news/article...
Smartphone Q4 2025 market results
January 14, 2026 at 4:25 PM
Smartphone Q4 2025 market results
While the holiday season typically drives stronger demand, the surge in the sales of PCs in late 2025 was further amplified by emerging memory shortages that led buyers and brands to secure inventory ahead of anticipated price increases in 2026.
🔗 www.idc.com/resource-cen...
🔗 www.idc.com/resource-cen...
2025 Holiday PC Shipments Exceed Expectations as Vendors Accelerate Inventory Purchases Amid Supply Concerns
Global PC shipments grew 9.6% year-over-year in the fourth quarter of 2025, reaching 76.4 million units, according to preliminary results from IDC.
www.idc.com
January 12, 2026 at 6:44 PM
While the holiday season typically drives stronger demand, the surge in the sales of PCs in late 2025 was further amplified by emerging memory shortages that led buyers and brands to secure inventory ahead of anticipated price increases in 2026.
🔗 www.idc.com/resource-cen...
🔗 www.idc.com/resource-cen...
💥 The PC market grew 9.6% YoY to 74 million units in Q4 2025.
Top 5 Vendor Shares Q4 2005:
#1. Lenovo [25.3%]
#2. HP [20.1%]
#3. Dell Technologies [15.3%]
#4. Apple [9.3%]
#5. ASUS [7.1%]
🔗 www.idc.com/resource-cen...
Top 5 Vendor Shares Q4 2005:
#1. Lenovo [25.3%]
#2. HP [20.1%]
#3. Dell Technologies [15.3%]
#4. Apple [9.3%]
#5. ASUS [7.1%]
🔗 www.idc.com/resource-cen...
2025 Holiday PC Shipments Exceed Expectations as Vendors Accelerate Inventory Purchases Amid Supply Concerns
Global PC shipments grew 9.6% year-over-year in the fourth quarter of 2025, reaching 76.4 million units, according to preliminary results from IDC.
www.idc.com
January 12, 2026 at 6:41 PM
💥 The PC market grew 9.6% YoY to 74 million units in Q4 2025.
Top 5 Vendor Shares Q4 2005:
#1. Lenovo [25.3%]
#2. HP [20.1%]
#3. Dell Technologies [15.3%]
#4. Apple [9.3%]
#5. ASUS [7.1%]
🔗 www.idc.com/resource-cen...
Top 5 Vendor Shares Q4 2005:
#1. Lenovo [25.3%]
#2. HP [20.1%]
#3. Dell Technologies [15.3%]
#4. Apple [9.3%]
#5. ASUS [7.1%]
🔗 www.idc.com/resource-cen...
19 years ago today, Steve Jobs launched one of the most iconic products that would disrupt the entire device industry. It remains a remarkable presentation to watch 💯
Apple has sold 💥 3.1 billion iPhones and generated $2.7 trillion in sales 💵
🎂 Happy 19th birthday!
www.youtube.com/watch?v=MnrJ...
Apple has sold 💥 3.1 billion iPhones and generated $2.7 trillion in sales 💵
🎂 Happy 19th birthday!
www.youtube.com/watch?v=MnrJ...
Steve Jobs introduces iPhone in 2007
YouTube video by John Schroter
www.youtube.com
January 9, 2026 at 1:44 PM
19 years ago today, Steve Jobs launched one of the most iconic products that would disrupt the entire device industry. It remains a remarkable presentation to watch 💯
Apple has sold 💥 3.1 billion iPhones and generated $2.7 trillion in sales 💵
🎂 Happy 19th birthday!
www.youtube.com/watch?v=MnrJ...
Apple has sold 💥 3.1 billion iPhones and generated $2.7 trillion in sales 💵
🎂 Happy 19th birthday!
www.youtube.com/watch?v=MnrJ...
Meta Ray-Ban Display smart glasses were launched in September 2025, marking Meta's step forward from basic smart glasses toward AR glasses. Do initial sales suggest that a smartphone replacement is on the horizon? 💡
January 4, 2026 at 2:04 AM
Meta Ray-Ban Display smart glasses were launched in September 2025, marking Meta's step forward from basic smart glasses toward AR glasses. Do initial sales suggest that a smartphone replacement is on the horizon? 💡
Reposted by Francisco Jeronimo
gamers zijn kanaries in de koolmijn: pc-onderdelen ontploffen in prijs, maar ook jouw volgende gsm of laptop zou duurder kunnen zijn.
in een artikel op HLN legt @fjeronimo.bsky.social uit wat AI daarmee te maken heeft: www.hln.be/tech/koop-di...
in een artikel op HLN legt @fjeronimo.bsky.social uit wat AI daarmee te maken heeft: www.hln.be/tech/koop-di...
December 20, 2025 at 2:40 PM
gamers zijn kanaries in de koolmijn: pc-onderdelen ontploffen in prijs, maar ook jouw volgende gsm of laptop zou duurder kunnen zijn.
in een artikel op HLN legt @fjeronimo.bsky.social uit wat AI daarmee te maken heeft: www.hln.be/tech/koop-di...
in een artikel op HLN legt @fjeronimo.bsky.social uit wat AI daarmee te maken heeft: www.hln.be/tech/koop-di...
Samsung is planning to trial a co-branded credit card in the US next year, following the launch of the Apple Card in 2019.
This is a significant step forward for Samsung, enabling the company to expand its ecosystem and platform across hardware, software, and services.
This is a significant step forward for Samsung, enabling the company to expand its ecosystem and platform across hardware, software, and services.
November 11, 2025 at 10:27 AM
Samsung is planning to trial a co-branded credit card in the US next year, following the launch of the Apple Card in 2019.
This is a significant step forward for Samsung, enabling the company to expand its ecosystem and platform across hardware, software, and services.
This is a significant step forward for Samsung, enabling the company to expand its ecosystem and platform across hardware, software, and services.
🚨Millions of PCs globally will be at high risk of cyber-attacks, viruses and malware. Upgrade to Windows 11 for free or sign up for Microsoft's one-year extended security update for $30
IDC Spotlight 👉https://www.microsoft.com/content/dam/microsoft/final/en-us/microsoft-brand/documents/IDC_EN-US.pdf
IDC Spotlight 👉https://www.microsoft.com/content/dam/microsoft/final/en-us/microsoft-brand/documents/IDC_EN-US.pdf
October 14, 2025 at 8:47 AM
🚨Millions of PCs globally will be at high risk of cyber-attacks, viruses and malware. Upgrade to Windows 11 for free or sign up for Microsoft's one-year extended security update for $30
IDC Spotlight 👉https://www.microsoft.com/content/dam/microsoft/final/en-us/microsoft-brand/documents/IDC_EN-US.pdf
IDC Spotlight 👉https://www.microsoft.com/content/dam/microsoft/final/en-us/microsoft-brand/documents/IDC_EN-US.pdf
💥 IDC Smartphone Q3 2025 Results are out:
💡 The smartphone market grew 🚀 2.6% YoY to 322.7 million units in Q3 2025
💡Apple delivered its best results ever in a July quarter
💡Samsung Electronics achieved its strongest July-quarter growth on record
💡IDC maintains a positive outlook for 2025
💡 The smartphone market grew 🚀 2.6% YoY to 322.7 million units in Q3 2025
💡Apple delivered its best results ever in a July quarter
💡Samsung Electronics achieved its strongest July-quarter growth on record
💡IDC maintains a positive outlook for 2025
October 13, 2025 at 8:58 PM
💥 IDC Smartphone Q3 2025 Results are out:
💡 The smartphone market grew 🚀 2.6% YoY to 322.7 million units in Q3 2025
💡Apple delivered its best results ever in a July quarter
💡Samsung Electronics achieved its strongest July-quarter growth on record
💡IDC maintains a positive outlook for 2025
💡 The smartphone market grew 🚀 2.6% YoY to 322.7 million units in Q3 2025
💡Apple delivered its best results ever in a July quarter
💡Samsung Electronics achieved its strongest July-quarter growth on record
💡IDC maintains a positive outlook for 2025
“With the titanium versions, Apple discovered that titanium isn’t an ideal material for managing heat,” Francisco Jeronimo, vice president of devices and data analytics at IDC Europe, told Newsweek."
👉 www.newsweek.com/apples-new-i...
👉 www.newsweek.com/apples-new-i...
Apple’s New iPhones Are Prone to Scratching. Are Trump’s Tariffs to Blame?
Users are blaming tariffs for Apple moving back to aluminum, but experts point to heat issues, cost and broader supply chain shifts.
www.newsweek.com
September 26, 2025 at 12:21 PM
“With the titanium versions, Apple discovered that titanium isn’t an ideal material for managing heat,” Francisco Jeronimo, vice president of devices and data analytics at IDC Europe, told Newsweek."
👉 www.newsweek.com/apples-new-i...
👉 www.newsweek.com/apples-new-i...
The Meta Ray-Ban Display marks a huge step forward into Meta's AR/AI ambitions, and it will contribute to accelerating Meta's position in the smart glasses category #MetaConnect2025
September 18, 2025 at 1:00 AM
The Meta Ray-Ban Display marks a huge step forward into Meta's AR/AI ambitions, and it will contribute to accelerating Meta's position in the smart glasses category #MetaConnect2025
Meta Connect is about to start. Watch live here 👉https://www.facebook.com/100080376596424/videos/1927325824791552
September 18, 2025 at 12:01 AM
Meta Connect is about to start. Watch live here 👉https://www.facebook.com/100080376596424/videos/1927325824791552
"Selon Francisco Jeronimo, vice-président des données et analyses sur les appareils chez IDC, « la stratégie d'Apple avec cette nouvelle gamme de produits vise à augmenter les taux de mise à niveau et à raccourcir les cycles de remplacement."
www.lesechos.fr/tech-medias/...
www.lesechos.fr/tech-medias/...
September 17, 2025 at 10:25 PM
"Selon Francisco Jeronimo, vice-président des données et analyses sur les appareils chez IDC, « la stratégie d'Apple avec cette nouvelle gamme de produits vise à augmenter les taux de mise à niveau et à raccourcir les cycles de remplacement."
www.lesechos.fr/tech-medias/...
www.lesechos.fr/tech-medias/...
"Francisco Jeronimo, Vice-President at IDC, said this is not the start of a new segment, but targets the same market as previous Plus models. Positioned between the standard iPhone and Pro versions, this follows the pattern established with MacBook Air and iPad Air"
indianexpress.com/article/tech...
indianexpress.com/article/tech...
Latest News Today: Breaking News and Top Headlines from India, Entertainment, Business, Politics and Sports| The Indian Express
Today's news: Get latest and Breaking News on Politics, Business, Lifestyle, Entertainment and Sports along with News updates from around the world. Also, find English News, live coverage on Bollywood...
indianexpress.com
September 16, 2025 at 9:24 AM
"Francisco Jeronimo, Vice-President at IDC, said this is not the start of a new segment, but targets the same market as previous Plus models. Positioned between the standard iPhone and Pro versions, this follows the pattern established with MacBook Air and iPad Air"
indianexpress.com/article/tech...
indianexpress.com/article/tech...
"Transmitido a partir do Apple Park, em Cupertino, o lançamento deverá ser suficiente para impulsionar um novo ciclo de compra dos smartphones da marca, explicou ao Expresso o vice-presidente associado da divisão de dispositivos na IDC EMEA, Francisco Jeronimo."
expresso.pt/economia/eco...
expresso.pt/economia/eco...
Analistas: Apple não deslumbra mas novos iPhones vão impulsionar vendas
iPhone Air e versões Pro do iPhone 17 deverão dar um impulso às vendas da Apple, com uma diferenciação maior que em anos anteriores
expresso.pt
September 15, 2025 at 9:15 PM
"Transmitido a partir do Apple Park, em Cupertino, o lançamento deverá ser suficiente para impulsionar um novo ciclo de compra dos smartphones da marca, explicou ao Expresso o vice-presidente associado da divisão de dispositivos na IDC EMEA, Francisco Jeronimo."
expresso.pt/economia/eco...
expresso.pt/economia/eco...
The strategy with the new product lineup is simple: increase upgrade rates and shorten replacement cycles. The iPhone 17 Pro and Pro Max redesign, alongside the new iPhone 17 Air, will likely drive many users to upgrade, as the new aesthetics and thinner form factor will be distinctive factors.
September 15, 2025 at 2:42 PM
The strategy with the new product lineup is simple: increase upgrade rates and shorten replacement cycles. The iPhone 17 Pro and Pro Max redesign, alongside the new iPhone 17 Air, will likely drive many users to upgrade, as the new aesthetics and thinner form factor will be distinctive factors.
“The biggest challenges with the foldables are the hinge, the foldable display and packing all technology into a slim form factor,” said Francisco Jeronimo, vice president at research firm IDC. The Air shows how much Apple has advanced in getting that form factor right."
www.wsj.com/tech/iphone-...
www.wsj.com/tech/iphone-...
Apple Releases Thinner ‘iPhone Air,’ Seeking to Boost Upgrades With New Design
The tech giant, which has struggled to release AI features, unveiled new phone models with higher prices, potentially offsetting the impact of tariffs.
www.wsj.com
September 15, 2025 at 2:35 PM
“The biggest challenges with the foldables are the hinge, the foldable display and packing all technology into a slim form factor,” said Francisco Jeronimo, vice president at research firm IDC. The Air shows how much Apple has advanced in getting that form factor right."
www.wsj.com/tech/iphone-...
www.wsj.com/tech/iphone-...
“The new iPhone 17 lineup represents the biggest design overhaul since the iPhone X. In itself, this is a strong reason for users to upgrade,” Francisco Jeronimo, an analyst for the International Data Corporation (IDC)"
edition.cnn.com/2025/09/10/t...
edition.cnn.com/2025/09/10/t...
The iPhone Air is Apple’s attempt to make smartphones exciting again | CNN Business
For the better part of the last decade, sharper cameras, bigger screens and longer battery life have defined annual smartphone upgrades.
edition.cnn.com
September 15, 2025 at 10:57 AM
“The new iPhone 17 lineup represents the biggest design overhaul since the iPhone X. In itself, this is a strong reason for users to upgrade,” Francisco Jeronimo, an analyst for the International Data Corporation (IDC)"
edition.cnn.com/2025/09/10/t...
edition.cnn.com/2025/09/10/t...
"Francisco Jeronimo, an analyst with IDC, said the design refresh — which includes a new look for the other iPhones in addition to the iPhone Air — is about shortening the amount of time consumers wait to upgrade their devices."
www.bloomberg.com/opinion/arti...
www.bloomberg.com/opinion/arti...
Who Actually Wants a Thinner iPhone?
The iPhone Air sacrifices battery life and camera performance at a premium price.
www.bloomberg.com
September 15, 2025 at 10:06 AM
"Francisco Jeronimo, an analyst with IDC, said the design refresh — which includes a new look for the other iPhones in addition to the iPhone Air — is about shortening the amount of time consumers wait to upgrade their devices."
www.bloomberg.com/opinion/arti...
www.bloomberg.com/opinion/arti...
Another Apple event happening today and there will be a lot of great announcements. Apple events are never short of surprises and more importantly, whatever the company announces, the impact in the industry will be significant as they are the trend setters
September 9, 2025 at 4:57 PM
Another Apple event happening today and there will be a lot of great announcements. Apple events are never short of surprises and more importantly, whatever the company announces, the impact in the industry will be significant as they are the trend setters