Category: PCs and Devices

HP Earnings Point to Coming Rebound in PC Market Despite Market Headwinds
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on HP Q3 2023 earnings, which suggest a rebound for PCs in 2024 despite persistent market headwinds.
With Meta’s Llama 2 LLM to Power On-Device Generative AI, MediaTek Takes Another Swing at Mobile’s Premium Tier
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on MediaTek’s announcement that it has partnered with Meta to bring on-device generative AI capabilities to its next-gen SoCs, and what this move signals about MediaTek’s mobile and edge compute ambitions.
The Six Five team discusses Lenovo's Q1 2024 earnings.
The Six Five team discusses Apple's latest earnings release.
The Six Five team discusses Qualcomm's latest earnings release.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings for Amazon/AWS, Apple, Qualcomm, AMD, and Lattice and the recent Zoom Perspectives 2023 event.
Some Growth in Mobile Phone Sales Expected for the Holiday Season
The Futurum Group analysts Daniel Newman and Todd R. Weiss share their insights as Qualcomm’s revenue for Q3 of fiscal year 2023 fell to $8.44 billion, down 23% from $10.9 billion YoY. Qualcomm continues to face challenging macroeconomic issues around the globe, reducing the company’s component sales to mobile phone and IoT manufacturers, but with key bright points from continuing growth in AI and automotive markets.
The Six Five team discusses Qualcomm at Samsung Unpacked 2023.
Expanded Capabilities Include AI-Powered Enhancements, Desktop-Level Gaming, and Professional-Grade Photography
Clint Wheelock, Chief Research Officer at The Futurum Group, examines the recent announcement by Qualcomm Technologies that its Snapdragon 8 Gen 2 Mobile Platform for Galaxy is now powering the Samsung Galaxy Z Fold5 and Galaxy Z Flip5, along with Samsung Galaxy Tab S9 Series devices.
Is It Counterintuitive to Think Compute-Hungry LLMs Can Work at the Edge? Two Tech Giants Map a Path
Mark Beccue, Research Director at The Futurum Group, examines Qualcomm and Meta’s partnership to implement Llama 2-based AI capabilities on smartphones and PCs starting in 2024. The idea that LLM applications could be run on compute-cost efficient edge devices is enough to make most AI application developers’ imaginations run wild, since this capability would bring lots of potential new use cases and business opportunities
The Futurum Group industry analyst, Michael Diamond looks at the HP Dragonfly G4 notebook that is targeted at hybrid workers who need a device that has excellent power, battery life, collaboration, diverse connectivity, and excellent security features.
Daniel Newman and Patrick Moorhead sit down with Micron’s Chris Moore, VP of Marketing, Mobile Business Unit for a conversation on Micron’s recent announcement of Micron UFS 4.0, generative AI for smartphones, and what’s next in mobile innovation.

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