Research Archive
China’s Smartphone Golden Refresh: Don’t Call it a Super Cycle
China’s smartphone market, the world’s largest, could be at an inflection point not seen since the initial smartphone boom. In recent quarters, the market has shown signs of recovery, with local brands benefiting from a surge in premium offerings as more Chinese consumers are willing to spend on new smartphones. The dynamics are changing not…
Samsung Galaxy S25 Series – AI as the New Frontier in Mobile
Key Takeaways: AI-First Focus: Samsung positions the Galaxy S25 series as “true AI companions,” signaling a clear shift towards software and AI as the primary differentiator in a mature smartphone market. Google Gemini Powerhouse: Deep integration of Google’s Gemini Advanced, including Gemini Live and extensions, is a major highlight, showcasing a powerful AI collaboration. On-Device AI &…
CES 2025: Nvidia Blackwell RTX & Project Digits
What’s Important: DLSS 4 introduces Multi Frame Generation, exclusive to RTX 50 Series GPUs, increasing frame rates up to 8x. A new transformer-based AI model replaces the convolutional neural network, improving stability, motion clarity, and reducing ghosting. Enhanced Ray Reconstruction is compatible with all RTX GPUs, improving ray-traced lighting and reflection quality. Broad game and…
More Core, More Power: The Apple M4 Pro Advantage
Key Takeaways: Focus on performances cores for CPU and increased memory bandwidth. Several configurations available for the M4 series chips: M4, M4 Pro, and M4 Max. CPU core count varies from 8 to 16 cores, with combinations of performance and efficiency cores, but focus on performance cores at higher end SKUs. GPU options range from…
Tesla Robotaxi and the Future of Autonomy
Summary Tesla unveiled their vision for the future of transportation at the “We, Robot” event, showcasing the Robotaxi and Robovan. The Robotaxi is a sub-$30,000 autonomous vehicle designed for personal use and potentially part of a rideshare network. Tesla’s Full Self Driving (FSD) technology, powered by custom AI hardware and software, is rapidly improving and…
Apple’s iPhone 16 Launch: Debunking the Super Cycle Myth and Embracing AI
Apple’s recent unveiling of the iPhone 16 lineup has ignited discussions across the tech industry, focusing on its potential market impact and the role of artificial intelligence in driving adoption. Debunking the Super Cycle Myth The concept of a “super cycle” for iPhone sales has been a topic of considerable debate. Expectations of such a…