Category: Devices

September 17, 2024

Microsoft Expands Commercial Copilot+ Roster with 5G-Capable Surface Laptops

Microsoft Turns Its Sights to the Commercial PC Segment With a New Set of Surface Copilot+ Laptops and 5G Integration

Olivier Blanchard, Research Director at The Futurum Group, provides an overview of Microsoft’s latest Surface Copilot+ PC announcements aimed at the commercial PC segments, and why 5G integration makes more sense in that segment than in the consumer side of the Surface ecosystem.

AI, Computing, Devices, Digital Transformation, Emerging Technologies

September 17, 2024

Olivier Blanchard

Research Note

New Snapdragon X Plus 8-core AI PC Processor Punches Above Its Weight

Qualcomm’s New Mainstream-Tier Snapdragon X Plus 8-Core AI PC Processor May Be the Key to Scale for Copilot+ Windows-On-Arm Adoption

Olivier Blanchard, Research Director at The Futurum Group, discusses why Qualcomm’s new Snapdragon X Plus 8-core AI PC processor, unveiled at IFA Berlin, could be the scale and adoption accelerator MVP that the Copilot+ Windows-on-Arm AI PC segment needs as the PC refresh cycle begins to gather momentum.

AI, Computing, Devices, Digital Transformation, Emerging Technologies

September 17, 2024

Olivier Blanchard

Research Note

Lenovo Picks Up Copilot+ Momentum with New Consumer PC Releases

Lenovo Announces New Consumer Copilot+ AI PCs Powered by Snapdragon, Ryzen, and Core Ultra Processors at Lenovo Innovation World in Berlin

Olivier Blanchard, Research Director at The Futurum Group, highlights Lenovo’s new consumer Copilot+ AI PC launches at the IFA show in Berlin, which for the first time includes processors from all three Windows PC semiconductor giants: Intel, AMD, and Qualcomm.

AI, Computing, Devices, Digital Transformation, Emerging Technologies

September 13, 2024

Olivier Blanchard

Research Note

New Professional Copilot+ PCs Launch at Lenovo Innovation World 2024

Lenovo Announces New Commercial Copilot+ AI PCs Powered by Snapdragon, Ryzen, and Core Ultra Processors at Lenovo Innovation World in Berlin

Olivier Blanchard, Research Director at The Futurum Group, highlights Lenovo’s new commercial Copilot+ AI PC launch at the IFA show in Berlin, which for the first time include processors from Intel, AMD, and Qualcomm.

AI, Computing, Devices, Digital Transformation, Emerging Technologies

September 10, 2024

Olivier Blanchard

Futurum Intelligence, Research Note

Does Intel Entering the Copilot+ PC Ecosystem Late Really Matter?

Intel’s New Lunar Lake Core Ultra Processors for AI PCs Will Compete Against Qualcomm’s Snapdragon X and AMD’s Ryzen AI Processors, But Has Intel Fallen Behind?

Olivier Blanchard, Research Director at The Futurum Group shares his insights on whether or not Intel Lunar Lake Core Ultra processors entering the Windows 11 Copilot+ AI PC market a few months behind Qualcomm’s and AMD’s will cost the semiconductor giant some market share as the PC refresh supercycle begins to heat up.

AI, Computing, Devices, Operating Systems, PCs and Devices

September 5, 2024

Olivier Blanchard

Research Note

Intel Sticks the Lunar Lake Core Ultra Landing as the AI PC Race Heats Up

New Lunar Lake Core Ultra Chipsets Are Everything Intel Needed to Get back Into the AI PC Race at Exactly the Right Time

Olivier Blanchard, Research Director at The Futurum Group, digs into Intel’s Lunar Lake Core Ultra announcement just ahead of IFA in Berlin, and explains the importance for Intel to get this launch right, the significance of this new AI PC platform’s entry into the Copilot+ PC ecosystem, and key competitive considerations involving PC OEMs and semiconductor rivals AMD and Qualcomm.

AI, Computing, Devices, Digital Transformation, Emerging Technologies

August 27, 2024

Olivier Blanchard

Research Note

New Snapdragon 7s Gen 3 Mobile Platform: Premium AI Features, Budget-Friendlier Tier

Qualcomm’s Snapdragon 7s Gen 3 Mobile Platform Brings Premium AI-Enabled Features to More Budget-Friendly Tier Just Weeks Ahead of Flagship Tier Snapdragon 8’s Next Refresh

Olivier Blanchard shares insights on the Snapdragon 7s Gen 3 mobile platform announcement, market positioning, strategy, and timing as Qualcomm gives its on-device AI roadmap more gas.

AI, Devices, Innovation, Mobile Devices, Processors

August 26, 2024

Olivier Blanchard

Research Note

Ring’s New Battery Doorbell Strikes Balance Between Budget and Premium Features

Ring Launches Easy-to-Install Battery Doorbell, Featuring Head-to-Toe Video, Seamless Installation, and More

Olivier Blanchard, Research Director at The Futurum Group, provides a competitive overview of Ring’s new Battery Doorbell offering, and discusses its balance of pricing and features for three critical customer segments: renters, landlords, and customers looking to equip multiple access points.

Devices, IoT, PCs and Devices, Security

August 20, 2024

Daniel Newman

Video Research Note

Lenovo Q1FY24/25 Earnings

The Six Five team discusses Lenovo Q1FY24/25 Earnings

Business Information, Devices

August 19, 2024

Olivier Blanchard

Research Note

Lenovo FY Q1: Hybrid AI Opportunity Delivers Profitability and Growth Across All Segments

Lenovo’s Infrastructure Solutions Group Posts Record Revenues as Demand for AI Continues to Grow

Olivier Blanchard, Research Director with The Futurum Group, digs into Lenovo’s latest quarterly earnings report and explains why the company’s device-to-cloud approach to the larger hybrid AI opportunity is already yielding impressive YoY growth at scale across its three main business segments.

AI, Computing, Data Center, Data Infrastructure, Devices

August 16, 2024

Olivier Blanchard

Research Note

How The Pixel 9 Launch Clarifies Google’s Expanding AI Monetization Strategy

Google’s Pixel 9 Launch Provides the Clearest Indication Yet of How Google Intends to Monetize Premium AI Experiences in Mobile

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on how the Pixel 9 launch clarifies Google’s expanding AI monetization strategy.