Francisco Jeronimo @fjeronimo.bsky.social · 30/09/20262022: Wifi is down at the office... Let's go home. We're done for the day. 2026: I've run out of tokens... Let's call it a day. We're done for the month! 😅 000
Francisco Jeronimo @fjeronimo.bsky.social · 29/09/2026🎉 I’m excited to share that I’ve been recognized as the Number #14 🔝Marketing Influencer of 2026 by Technology for Marketing. I’m especially grateful to also be recognized as the Number #1 🔝influencer for best community engagement 🤩 001
Francisco Jeronimo @fjeronimo.bsky.social · 23/09/2026I'm delighted to be speaking at Circular Summit 2026 in London on 17 November. A great line-up of people from across the mobile industry discussing circularity. Add the CODE: FRANCISCO10 to the VOUCHER box and receive 10% discount (no commissions received) Register here 👉 lnkd.in/ecXWduy6 000
Francisco Jeronimo @fjeronimo.bsky.social · 21/09/2026The narrative around AI has recently shifted from 'AI will steal our jobs' to 'AI will kill us all'... well, faced with the prospect of extinction, maybe stealing our jobs isn't so bad after all! 🤔 000
Francisco Jeronimo @fjeronimo.bsky.social · 21/09/2026“Two things are happening at once,” says Francisco Jeronimo, the vice-president of client devices at research company IDC. “Component costs have risen sharply, with memory alone up more than 300% year on year.” www.theguardian.com/money/2026/s...theguardian.com‘RAMageddon’: tech crunch hikes the price of your next iPhone by £100Shortage of memory chips and other critical components reverses trend of electronics becoming cheaper 010
Francisco Jeronimo @fjeronimo.bsky.social · 20/09/2026“Num mundo inundado de fotos falsas e geradas por IA, o novo iPhone pode provar que uma imagem é genuinamente real”, comentou o analista da consultora IDC Francisco Jeronimo, que esteve presente no evento da marca.” 🔗 expresso.pt/ia-inteligen... 000
Francisco Jeronimo @fjeronimo.bsky.social · 16/09/2026“Sem o lançamento da Apple, o mercado iria cair a nível mundial. Com a entrada da Apple neste espaço, os foldables vão crescer 12% ou 13%”, disse ao Expresso Francisco Jeronimo, vice-presidente na IDC, que esteve na Califórnia para o lançamento." 🔗 expresso.pt/sociedade/te...expresso.ptApple chega atrasada mas poderá dominar 70% do mercado de 'smartphones' dobráveisAnalistas preveem que o novo iPhone Duo abrirá uma nova via de receitas para a marca norte-americana e venderá milhões de unidades em poucos meses 000
Francisco Jeronimo @fjeronimo.bsky.social · 15/09/2026I attended Apple's Surprise and Shine event in Cupertino last week. In this video, I discuss with Tom Mainelli and Nabila Popal the strategic implications of Apple’s announcements for consumers and C-suite decision-makers across the device ecosystem. Full video here👉 www.youtube.com/watch?v=PqRY...youtube.comFrancisco Jeronimo discusses Apple Surprise and Shine event with Tom Mainelli and Nabila PopalYouTube video by Francisco Jeronimo | Technology 000
Francisco Jeronimo @fjeronimo.bsky.social · 15/09/2026“When Apple puts all the focus on the last quarter of the year, of course that generates quite strong revenues, but they were missing when the second quarter comes along with much lower sales,” said Francisco Jeronimo, a vice president at IDC." 🔗 www.cnbc.com/2026/09/10/a...cnbc.comApple makes biggest change to iPhone release cadence in 7 years in Ternus' first showcase as CEOIn John Ternus' first launch event as CEO, Apple announced its first foldable phone and the iPhone 18 Pro. 000
Francisco Jeronimo @fjeronimo.bsky.social · 14/09/2026 “Forget the prices most of us were used to paying for any consumer electronics,” Francisco Jeronimo, vice president for data and analytics at IDC, told me. “Even when the crisis gets better, prices will come down, but not to the same price level that we saw a year ago. 🔗 www.vox.com/technology/5...vox.comThe strange lesson the Ford Pinto can teach us about the new iPhoneThere’s a bright side to the enshittification of everything. 000
Francisco Jeronimo @fjeronimo.bsky.social · 14/09/2026«Erst jetzt hält der Konzern die Technik für reif genug.» Francisco Jeronimo, Vice President beim Marktforscher IDC, nennt das typisch Apple: warten, bis die Schwächen einer Kategorie gelöst sind. 🔗 www.blick.ch/digital/appl...blick.ch1999 Franken fürs Falten – wer kauft sich sowas?Apple hat am Mittwochabend sein erstes faltbares iPhone namens Duo enthüllt – sieben Jahre nach Samsung. Warum der Konzern dennoch zur Nummer eins aufsteigt und wer bereit ist, mindestens 1999 Franken... 000
Francisco Jeronimo @fjeronimo.bsky.social · 13/09/2026"But the product is facing established competitors. "The real fight is China, where Huawei owns nearly 80% of foldables," said Francisco Jeronimo, vice president for data and analytics, devices at IDC EMEA." 🔗 www.bbc.co.uk/news/article...bbc.co.ukApple foldable iPhone: New boss starts with gamble on £1,999 deviceApple showed off at an event the first major design change to the iPhone in almost 20 years. 010
Francisco Jeronimo @fjeronimo.bsky.social · 13/09/2026The #iPhoneDuo marks Apple’s most consequential hardware shift since the original iPhone, finally bringing its foldable ambitions to market and redefining what a flagship device experience can look like 001
Francisco Jeronimo @fjeronimo.bsky.social · 08/09/2026"This is not an innocent decision by these vendors,” Francisco Jeronimo, a vice president at IDC covering mobile devices, told CNBC. They knew Apple was coming up with a foldable, so they’re trying to get ahead" 🔗 www.cnbc.com/2026/09/08/x...cnbc.comChinese giants Xiaomi, Huawei race to get ahead of Apple’s rumored foldable iPhoneXiaomi and Huawei launched new foldables ahead of Apple’s event, where the company is rumored to unveil its first foldable iPhone. 000
Francisco Jeronimo @fjeronimo.bsky.social · 07/09/2026I had the pleasure of talking to the BBC World Service about Apple's new CEO and what that means for the company, as well as Tim Cook's new role and how important the Ternus/Cook team will be for the future of the company. Listen here 👉 www.bbc.co.uk/programmes/w... 000
Francisco Jeronimo @fjeronimo.bsky.social · 31/08/2026"IDC’s Francisco Jeronimo puts the situation rather bluntly, saying “consumers are starting to pay the AI bill.” www.androidauthority.com/smartphone-a...androidauthority.comThe budget Android phone is quietly on its way to extinctionIDC forecasts a 16.7% smartphone decline in 2026 as memory costs crush cheap Android phones and push premium and foldable phones higher. 110
Francisco Jeronimo @fjeronimo.bsky.social · 27/08/2026This single launch turns a segment that would otherwise shrink in 2026 into the fastest-growing part of the smartphone market. Apple rarely arrives first, but when it moves, it sets the standard the rest of the industry has to follow. Foldables are about to graduate to a mainstream premium tier 020
Francisco Jeronimo @fjeronimo.bsky.social · 27/08/2026 💥 Smartphone Shipments Set for Record 16.7% Drop in 2026, as the Memory Crisis Hits Full Force Read the full blog here 👉 www.idc.com/resource-cen... 110
Francisco Jeronimo @fjeronimo.bsky.social · 27/08/2026The surprise is about to be unveiled on September 9 000
Francisco Jeronimo @fjeronimo.bsky.social · 24/08/2026Si quelqu'un possède un Fairphone aujourd'hui, son appareil durera probablement six ou huit ans… Mais c'est déjà la même chose pour Samsung ou Apple! Regardez le nombre d'utilisateurs qui utilisent encore des IPhone 10 ou 12 fait remarquer Francisco Jeronimo VP d'IDC www.lesechos.fr/tech-medias/... 110
Francisco Jeronimo @fjeronimo.bsky.social · 06/08/2026Google published a blog post on 5 August 2026 titled “Balancing Interoperability and Security in the Age of AI,” setting out its position on the European Union’s Digital Markets Act (DMA) and its implications for Android security. My comment here 👉 substack.com/home/post/p-...substack.comGoogle's warning to the European Union: opening Android to third-party AI agents could open the door to fraudGoogle published a blog post on 5 August 2026 titled “Balancing Interoperability and Security in the Age of AI,” setting out its position on the European Union’s Digital Markets Act (DMA) and its impl... 010
Francisco Jeronimo @fjeronimo.bsky.social · 24/07/2026"Francisco Jeronimo said he “wouldn’t be surprised” if Samsung priced the device between $600 and $700 to “strengthen their premium brand.” But he added that there is a risk if they price the device high “without offering more” than what Meta’s Ray-Ban." 🔗 www.cnbc.com/2026/07/22/s...cnbc.comSamsung details features of its smart glasses as it enters market dominated by MetaThe Samsung smart glasses are the tech giant's first foray into the product category which is currently dominated by Meta. 000
Francisco Jeronimo @fjeronimo.bsky.social · 23/07/2026"Now there’s the new shape, at a still-expensive but more palatable $1,900. Francisco Jeronimo, vice president for data and analytics at IDC, says whether it’s reacting to Apple’s upcoming iPhone or just expanding the portfolio, the Fold8 is a good move for Samsung. 🔗 www.wired.com/story/why-sa...wired.comWhy Samsung Gave Its Next Folding Phone a New ShapePeople spend hours watching videos on their smartphones. The wider, shorter, and lighter Galaxy Z Fold8 caters to exactly that. 010
Francisco Jeronimo @fjeronimo.bsky.social · 23/07/2026"Strategically, this is one of Samsung's most important foldable launches," said Francisco Jeronimo, vice president at researcher IDC. "Samsung has to defend the category it created, and that's why it cannot play it safe." 🔗 www.reuters.com/world/asia-p...reuters.comSamsung unveils wider foldable phone, hikes prices as chip costs riseSamsung Electronics on Wednesday unveiled a passport-sized foldable phone and raised prices of two updated foldable models, as it grapples with rising memory chip prices while bracing for a new thre... 000
Francisco Jeronimo @fjeronimo.bsky.social · 10/07/2026"Some vendors are telling us that they are considering leaving that [budget] segment entirely, because if you sell a phone for $150, and half the cost is memory, where will you make money? said Francisco Jeronimo, vice president for WW Client Devices at IDC." www.cnet.com/tech/mobile/...cnet.comCheaper Phones Will Be Harder to Find This Year and in 2027, Analysts WarnThe memory shortage could force companies to stop making phones under $400. 100
Francisco Jeronimo @fjeronimo.bsky.social · 01/07/2026youtu.beThis is the foldable to beat in 2026!! Honor Magic V6YouTube video by Francisco Jeronimo | Technology 110
Francisco Jeronimo @fjeronimo.bsky.social · 28/06/2026🎉 The final ranking for the 🏆 Top 30 Marketing Influencers 2026 will be decided by public vote: 👉 Cast your vote here: tinyurl.com/fjeronimo 010
Francisco Jeronimo @fjeronimo.bsky.social · 23/06/2026🎉 Really proud to be shortlisted for the 🏆 Top 30 Marketing Influencers 2026. It's amazing to be among such great marketing influencers 👏 The final ranking will be decided by the public vote. I would really appreciate your vote 😃 👉 Cast your vote here: lnkd.in/e6U-XAzy 010
Francisco Jeronimo @fjeronimo.bsky.social · 20/06/2026“The world is being disrupted by AI and, at the same time, even before we start reaping the benefits of AI in our devices, we are already paying the bill,” said Francisco Jeronimo, an analyst at IDC, in an interview." 🔗 www.cnbc.com/2026/06/19/m...cnbc.comMemory crisis hits such extremes that 'even Apple can't be safe'Apple appears poised to take the rare step of increasing prices to deal with what CEO Tim Cook called an "unsustainable" memory shortage. 000
Francisco Jeronimo @fjeronimo.bsky.social · 07/06/2026“I think that the expectation that on-device AI would produce a single killer feature was always wrong,” Francisco Jeronimo, Vice President, Client Devices at International Data Corporation (IDC), told indianexpress.com. 🔗 indianexpress.com/article/tech... 000
Francisco Jeronimo @fjeronimo.bsky.social · 07/06/2026"AI-related hits to consumer electronics are probably going to get much worse, said Francisco Jeronimo, an analyst with the research firm IDC."washingtonpost.com4 surprising ways AI is making your life more expensiveThese goods and services are getting more expensive due to spillover from massive tech company investments in artificial intelligence. 000
Francisco Jeronimo @fjeronimo.bsky.social · 02/06/2026"El mercado mundial de smartphones cayó un 2,9% interanual hasta los 293,8 millones de unidades en el primer trimestre de 2026 [...] las gamas media y de entrada se contrajeron un 12%, según explica Francisco Jeronimo, vicepresidente de client devices en IDC." www.expansion.com/economia-dig...expansion.comCómo sortean Samsung y Apple la crisis en 'smartphones'El mercado de smartphones caerá un 13% en 2026, el mayor desplome de la historia, por la escasez de chips de memoria, según IDC. Además, los precios medios de venta aumentarán... 000
Francisco Jeronimo @fjeronimo.bsky.social · 29/05/2026"IDC VP Francisco Jeronimo calls it a “tsunami-like shock originating in the memory supply chain.” 🔗 finance.yahoo.com/markets/stoc...finance.yahoo.comMemory Crisis Triggers Record Smartphone Market CollapseAI's memory chip demand triggers 12.9% smartphone shipment drop in 2026, pushing average prices to $523 as budget phones under $200 face extinction. 000
Francisco Jeronimo @fjeronimo.bsky.social · 19/05/2026#WWDC2026 is coming, and Siri will take centre stage. See you in Cupertino 100
Francisco Jeronimo @fjeronimo.bsky.social · 19/05/2026"The companies’ situation could get worse, Francisco Jeronimo, analyst at IDC, told CNBC. “We can expect further negative impact this year...the price of gas, energy and freight are at an all-time high and are likely to remain high for a few more quarters, even if the situation de-escalates."cnbc.comThe Iran war is exposing weak spots in the AI supply chainStocks continue to rally amid the AI boom, but the chip sector is scrambling to shore up access to key materials as costs rise. 000
Francisco Jeronimo @fjeronimo.bsky.social · 06/05/2026“Apple will very likely become number one in China,” Francisco Jeronimo, VP of client devices at IDC, told Sherwood News, noting that in the first quarter, the gap between Huawei and Apple’s market share was less than 1%" 🔗 sherwood.news/tech/apple-i...sherwood.newsApple is on its way to becoming the biggest smartphone seller in ChinaThe memory crunch has made iPhones a more popular alternative as competitors’ prices rise.... 000
Francisco Jeronimo @fjeronimo.bsky.social · 05/05/2026"A big question will be whether Ternus has "the appetite for the kind of bold, occasionally uncomfortable decisions" that defining an Apple AI platform will require, said IDC analyst Francisco Jeronimo." www.barrons.com/news/apple-e...barrons.comApple Earnings Beat Forecasts On IPhone 17 DemandApple said Thursday it had its best-ever start to the year when it came to earnings, with iPhone demand and digital service sales helping it beat expectations. 000
Francisco Jeronimo @fjeronimo.bsky.social · 04/05/2026Visited Apple's recycling centre in Breda, the Netherlands, last month, one of the two places in the world where Daisy, Apple's iPhone disassembly robot, operates. Read it here 👇 www.linkedin.com/pulse/visiti...linkedin.comVisiting Breda - Apple's Advanced Recycling CentreA few weeks ago, I had the opportunity to visit Apple’s recycling centre in Breda, the Netherlands. The visit gave me a first-hand view of how Apple is operationalising its circular-economy ambitions,... 000
Francisco Jeronimo @fjeronimo.bsky.social · 04/05/2026"The company now assembles around 25 per cent of iPhones in India according to IDC estimates. “This is quite remarkable for Apple . . . considering that it took a relatively short period of time to build capacity,” said the IDC’s Francisco Jeronimo. Read more 🔗 www.ft.com/content/aae8...ft.comApple’s next chief John Ternus confronts break from China playbookRising memory costs and Donald Trump’s pressure to invest in US manufacturing will force tough early calls 010
Francisco Jeronimo @fjeronimo.bsky.social · 17/04/2026“Apple was caught up by the number of people buying Minis for Clawdbot [aka OpenClaw], which would have been impossible to predict a few months ago,” said Francisco Jeronimo, vice president at research firm IDC." www.wsj.com/tech/persona...wsj.comThe Mystery of Why You Can’t Buy a Mac Mini Right NowThe scarcity of Apple’s littlest Mac comes at a time of high interest from AI power users and a potential product refresh 020