Phil Solis
@philsolis.bsky.social
Research Director / industry analyst @ IDC covering PC, tablet, and smartphone processors and accelerators, including integrated and discrete GPUs and NPUs ... and wireless & mobile connectivity technologies. NYC Metro (Long Island)
Pinned
Phil Solis
@philsolis.bsky.social
· Sep 9
Personal Computers and Smartphones: Processors, Accelerators, and Connectivity
IDC examines consumer markets by devices, applications, networks, and services to provide complete solutions for succeeding in these expanding markets.
my.idc.com
The new IDC research service I am working on is called "Personal Computers and Smartphones: Processors, Accelerators, and Connectivity"
my.idc.com/getdoc.jsp?c...
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Reposted by Phil Solis
Hello! I am a creative technologist with a background in journalism, and I maintain these feeds as a service to the Bluesky community. In curating the list of organisations included in the feed, I try to keep it to news orgs that produce original journalism and that I can verify the accounts of.
January 23, 2025 at 11:34 PM
Hello! I am a creative technologist with a background in journalism, and I maintain these feeds as a service to the Bluesky community. In curating the list of organisations included in the feed, I try to keep it to news orgs that produce original journalism and that I can verify the accounts of.
I posted on LinkedIn about Panther Lake, aka the Intel Core Ultra series 3 line of mobile PC processors.
Intel Unveils Panther Lake Architecture: First AI PC Platform Built on 18A | Phil Solis
Intel Corporation officially announced its new Panther Lake mobile PC processor line called the Core Ultra series 3. Panther Lake is also targeting gaming devices as well as edge applications outside...
www.linkedin.com
October 9, 2025 at 6:00 PM
I posted on LinkedIn about Panther Lake, aka the Intel Core Ultra series 3 line of mobile PC processors.
Reposted by Phil Solis
Intel on Thursday shared a variety of details about its forthcoming “Panther Lake” PC system-on-chip and “Clearwater Forest” server CPU—two products that represent a critical and long-awaited step in its heavily scrutinized comeback plan. www.crn.com/news/compone...
Intel Shares Details Of Forthcoming Intel 18A Chips Key To Its Comeback
Intel on Thursday shared a variety of details about its forthcoming “Panther Lake” PC system-on-chip and “Clearwater Forest” server CPU—two products that represent a critical step in its comeback plan...
www.crn.com
October 9, 2025 at 1:01 PM
Intel on Thursday shared a variety of details about its forthcoming “Panther Lake” PC system-on-chip and “Clearwater Forest” server CPU—two products that represent a critical and long-awaited step in its heavily scrutinized comeback plan. www.crn.com/news/compone...
Reposted by Phil Solis
Analysis: When Qualcomm revealed its upcoming Snapdragon X2 Elite processors for Windows computers last week, the company made its biggest signal yet that it’s coming for Intel and AMD in the commercial PC market—a big moment it’s been preparing the channel for. www.crn.com/news/compone...
Analysis: Qualcomm’s Commercial PC Push Is Primed For The Channel
When Qualcomm revealed its upcoming Snapdragon X2 Elite chips last week, the company made its biggest signal yet that it’s coming for Intel and AMD in the commercial PC market—a big moment it’s been p...
www.crn.com
September 30, 2025 at 12:45 PM
Analysis: When Qualcomm revealed its upcoming Snapdragon X2 Elite processors for Windows computers last week, the company made its biggest signal yet that it’s coming for Intel and AMD in the commercial PC market—a big moment it’s been preparing the channel for. www.crn.com/news/compone...
I posted a LinkedIn article about Qualcomm's four new SoCs - two for smartphones and two for PCs - and what it means for them.
Qualcomm's New Smartphone and PC SoCs Are Designed to Stand Out | Phil Solis
Qualcomm announced four new flagships SoCs - two for smartphones and two for PCs. These products - especially its PC SoCs - are designed to make its customers take notice as we enter the agentic AI e...
www.linkedin.com
September 25, 2025 at 3:35 PM
I posted a LinkedIn article about Qualcomm's four new SoCs - two for smartphones and two for PCs - and what it means for them.
Reposted by Phil Solis
AMD said Wednesday that enterprise AI startup Cohere will expand use of the chip designer’s Instinct GPUs as part of a new agreement. www.crn.com/news/ai/2025...
AMD Lands Deal For AI Provider Cohere To Expand Use Of Its Instinct GPUs
AMD said Wednesday that enterprise AI startup Cohere will expand use of the chip designer’s Instinct GPUs as part of an expanded agreement.
www.crn.com
September 24, 2025 at 3:03 PM
AMD said Wednesday that enterprise AI startup Cohere will expand use of the chip designer’s Instinct GPUs as part of a new agreement. www.crn.com/news/ai/2025...
My LinkedIn post about MediaTek's latest flagship smartphone SoC, the Dimensity 9500.
MediaTek | MediaTek Dimensity 9500 | Phil Solis
Today, MediaTek announced its latest flagship smartphone SoC, the Dimensity 9500. I won't go through all of the specs here - you can read them here: https://lnkd.in/ee2mm2yT
There are a lot improvem...
www.linkedin.com
September 24, 2025 at 4:44 AM
My LinkedIn post about MediaTek's latest flagship smartphone SoC, the Dimensity 9500.
Reposted by Phil Solis
Google says more on desktop Android, Qualcomm ‘incredibly excited’
Google says more on desktop Android, Qualcomm ‘incredibly excited’
At Snapdragon Summit 2025, Qualcomm CEO Cristiano Amon had an on-stage conversation with Google’s Rick Osterloh. The SVP of Platforms & Devices had more comments about desktop Android, with Qualcomm also working on it and “incredibly excited.”
more…
9to5google.com
September 24, 2025 at 4:41 AM
Google says more on desktop Android, Qualcomm ‘incredibly excited’
We wrote an IDC Link on this partnership between Nvidia and Intel. I focused on the PC portion - the opportunity that integrated GPU chiplets provides to Nvidia and what it does for Intel's competitiveness.
Intel and NVIDIA Announce Joint Product Plans for Datacenter and PCs Centered Around AI
IDC examines consumer markets by devices, applications, networks, and services to provide complete solutions for succeeding in these expanding markets.
my.idc.com
September 19, 2025 at 3:10 AM
We wrote an IDC Link on this partnership between Nvidia and Intel. I focused on the PC portion - the opportunity that integrated GPU chiplets provides to Nvidia and what it does for Intel's competitiveness.
Reposted by Phil Solis
Nvidia CEO Jensen Huang said Thursday that the company’s new deal with Intel will allow the two firms to create a “new class of integrated graphics laptops,” representing what he called an “underserved” market that is “largely unaddressed by Nvidia today.” www.crn.com/news/compone...
Intel-Nvidia Deal Will Create ‘New Class Of Integrated Graphics Laptops,’ Huang Says
Nvidia CEO Jensen Huang said Thursday that the company’s new deal with Intel will allow the two firms to enable a “new class of integrated graphics laptops” among several other details about the “hist...
www.crn.com
September 18, 2025 at 7:37 PM
Nvidia CEO Jensen Huang said Thursday that the company’s new deal with Intel will allow the two firms to create a “new class of integrated graphics laptops,” representing what he called an “underserved” market that is “largely unaddressed by Nvidia today.” www.crn.com/news/compone...
Mario Morales and I wrote an IDC Link (for our clients) based on our attendance at Arm's Client Tech Days 2025 event early September and their subsequent announcements:
my.idc.com/getdoc.jsp?c...
my.idc.com/getdoc.jsp?c...
Arm's Client Tech Days 2025 — Platform, Silicon, and Developer Ecosystem
IDC examines consumer markets by devices, applications, networks, and services to provide complete solutions for succeeding in these expanding markets.
my.idc.com
September 16, 2025 at 4:04 AM
Mario Morales and I wrote an IDC Link (for our clients) based on our attendance at Arm's Client Tech Days 2025 event early September and their subsequent announcements:
my.idc.com/getdoc.jsp?c...
my.idc.com/getdoc.jsp?c...
The iPhone 17 series all use Apple's new Wi-Fi chip (Wi-Fi 7 / Bluetooth 6 / Thread). This has been the other long-anticipated chip from Apple that replaces Broadcom Wi-Fi chips.
And the iPhone Air uses Apple's improved, second generation cellular modem, C1X. (The 16e uses C1.)
And the iPhone Air uses Apple's improved, second generation cellular modem, C1X. (The 16e uses C1.)
September 10, 2025 at 1:29 AM
The iPhone 17 series all use Apple's new Wi-Fi chip (Wi-Fi 7 / Bluetooth 6 / Thread). This has been the other long-anticipated chip from Apple that replaces Broadcom Wi-Fi chips.
And the iPhone Air uses Apple's improved, second generation cellular modem, C1X. (The 16e uses C1.)
And the iPhone Air uses Apple's improved, second generation cellular modem, C1X. (The 16e uses C1.)
The new Apple Watch has 5G now and it is supposed to be more power-efficient. This means that instead of using a 4G chip it is now using a 5G RedCap chip. It is too early for this to be have an eRedCap chip which will need at least another year to be commercially available.
September 9, 2025 at 5:27 PM
The new Apple Watch has 5G now and it is supposed to be more power-efficient. This means that instead of using a 4G chip it is now using a 5G RedCap chip. It is too early for this to be have an eRedCap chip which will need at least another year to be commercially available.
The new IDC research service I am working on is called "Personal Computers and Smartphones: Processors, Accelerators, and Connectivity"
my.idc.com/getdoc.jsp?c...
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my.idc.com/getdoc.jsp?c...
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Personal Computers and Smartphones: Processors, Accelerators, and Connectivity
IDC examines consumer markets by devices, applications, networks, and services to provide complete solutions for succeeding in these expanding markets.
my.idc.com
September 9, 2025 at 4:56 AM
The new IDC research service I am working on is called "Personal Computers and Smartphones: Processors, Accelerators, and Connectivity"
my.idc.com/getdoc.jsp?c...
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my.idc.com/getdoc.jsp?c...
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Nvidia reported 2Q25 revenue for "Gaming and AI PC" of $4.287 billion, which is much higher than its 1Q25 and 2Q24 gaming revenue. There is a small increase of processor revenue for the Nintendo Switch 2 (Tegra Drake) but the vast majority of this increase is ...
www.linkedin.com/posts/philip...
www.linkedin.com/posts/philip...
Worldwide PC and Workstation Discrete GPU Market Shares and Forecast, 1Q25 | Phil Solis
Nvidia reported 2Q25 revenue for "Gaming and AI PC" of $4.287 billion, which is much higher than its 1Q25 and 2Q24 gaming revenue. There is a small increase of processor revenue for the Nintendo Swit...
www.linkedin.com
August 27, 2025 at 10:13 PM
Nvidia reported 2Q25 revenue for "Gaming and AI PC" of $4.287 billion, which is much higher than its 1Q25 and 2Q24 gaming revenue. There is a small increase of processor revenue for the Nintendo Switch 2 (Tegra Drake) but the vast majority of this increase is ...
www.linkedin.com/posts/philip...
www.linkedin.com/posts/philip...
Reposted by Phil Solis
AMD CEO Lisa Su said Tuesday that a “significant uptick” in sales of Dell Technologies PCs using its Ryzen processors helped fuel a 25 percent year-over-year increase in client chip sales to OEMs for commercial purposes. www.crn.com/news/compone...
AMD: ‘Significant Uptick’ In Dell PC Sales Helps Fuel Commercial Ryzen Sales
AMD CEO Lisa Su said Tuesday that a “significant uptick” in sales of Dell Technologies PCs using its Ryzen processors helped fuel a 25 percent year over year increase in client chip sales to OEMs for ...
www.crn.com
August 5, 2025 at 11:31 PM
AMD CEO Lisa Su said Tuesday that a “significant uptick” in sales of Dell Technologies PCs using its Ryzen processors helped fuel a 25 percent year-over-year increase in client chip sales to OEMs for commercial purposes. www.crn.com/news/compone...
Reposted by Phil Solis
Broadcom is calling its newly launched 102.4-Tbps Tomahawk 6 Ethernet switch series a “breakthrough” and a “turning point in AI infrastructure design” that is “poised to make a rapid and dramatic impact on the deployment” of AI data centers. www.crn.com/news/compone...
Broadcom: Tomahawk 6 Switch Is A ‘Turning Point’ For AI Data Centers
Broadcom explained on Tuesday why the newly launched 102.4-Tbps Tomahawk 6 Ethernet switch series is “poised to make a rapid and dramatic impact on the deployment” of AI data centers.
www.crn.com
June 3, 2025 at 7:35 PM
Broadcom is calling its newly launched 102.4-Tbps Tomahawk 6 Ethernet switch series a “breakthrough” and a “turning point in AI infrastructure design” that is “poised to make a rapid and dramatic impact on the deployment” of AI data centers. www.crn.com/news/compone...
For clients of my IDC research service, our 1Q25 PC processor market share shows the shipments and revenue for different vendors, including AMD, Intel, MediaTek, and Qualcomm.
Worldwide PC Microprocessor Vendor Market Shares and Market Forecast, 1Q25
IDC examines consumer markets by devices, applications, networks, and services to provide complete solutions for succeeding in these expanding markets.
my.idc.com
June 2, 2025 at 7:34 PM
For clients of my IDC research service, our 1Q25 PC processor market share shows the shipments and revenue for different vendors, including AMD, Intel, MediaTek, and Qualcomm.
Arm continues to grow its revenue as semiconductor content increases and Arm remains a key IP player. Arm topped $1B for F4Q25 (calendar 1Q25) and topped $4B for fiscal 2025.
May 7, 2025 at 8:20 PM
Arm continues to grow its revenue as semiconductor content increases and Arm remains a key IP player. Arm topped $1B for F4Q25 (calendar 1Q25) and topped $4B for fiscal 2025.
Reposted by Phil Solis
Old enough to remember when the A.I. evangelists insisted the hallucination problem was a non-issue that would inevitably be corrected by the next model release.
OpenAI's "most powerful system" makes shit up more than half of the time. For its "o4-mini" model, the rate is ***79 percent***
The newest and most powerful A.I. technologies — so-called reasoning systems from companies like OpenAI, Google and the Chinese start-up DeepSeek — are generating more errors, not fewer. As their math skills have notably improved, their handle on facts has gotten shakier.
May 5, 2025 at 4:55 PM
Old enough to remember when the A.I. evangelists insisted the hallucination problem was a non-issue that would inevitably be corrected by the next model release.
Apple is making a battery case for the iPhone 17 Air (rumor) bc the battery does not last long enough. My immediate thought when I first hear of the Air was that the battery life would be a trade off. I would want the opposite - give me a thicker phone with more battery life. We put cases on anyway.
May 5, 2025 at 1:33 AM
Apple is making a battery case for the iPhone 17 Air (rumor) bc the battery does not last long enough. My immediate thought when I first hear of the Air was that the battery life would be a trade off. I would want the opposite - give me a thicker phone with more battery life. We put cases on anyway.
Reposted by Phil Solis
In internal memos seen by CRN, Intel leaders signal that what has been known as the Data Center and AI Group is being split up, with the newly renamed Data Center Group refocusing on CPUs and the freshly configured AI and CTO group taking over for data center AI chips. www.crn.com/news/compone...
As Intel Creates New AI Group, Data Center Division To ‘Refocus’ On CPUs: Memos
With Intel’s new CTO and AI chief taking over responsibilities for the company’s AI road map and strategy, the business unit most recently known as the Data Center and AI Group will “refocus” on CPUs ...
www.crn.com
April 22, 2025 at 7:45 PM
In internal memos seen by CRN, Intel leaders signal that what has been known as the Data Center and AI Group is being split up, with the newly renamed Data Center Group refocusing on CPUs and the freshly configured AI and CTO group taking over for data center AI chips. www.crn.com/news/compone...
In AI client devices NPUs will be key for running an orchestrating agentic AI agent in the background at low power. But CPU will be used, GPU for when more processing power for AI workloads are needed, and even ISPs for photo/video/camera applications. . . .
March 28, 2025 at 2:30 AM
In AI client devices NPUs will be key for running an orchestrating agentic AI agent in the background at low power. But CPU will be used, GPU for when more processing power for AI workloads are needed, and even ISPs for photo/video/camera applications. . . .
This is one of the earlier proof points that more RAM is indeed required for some AI applications. 8GB is not enough, so Pixel phones have been coming with 16GB of RAM. The 9a has to keep costs down and memory is expensive, so with only 8 GB, the 9a will not be able to do everything the rest do.
Due to only 8GB of RAM, the Pixel 9a will not have Pixel Screenshots or Call Notes in the Phone app.
more…
more…
Pixel 9a lacks Pixel Screenshots, Call Notes due to RAM
Due to only 8GB of RAM, the Pixel 9a will not have Pixel Screenshots or Call Notes in the Phone app.
more…
9to5google.com
March 20, 2025 at 8:15 PM
This is one of the earlier proof points that more RAM is indeed required for some AI applications. 8GB is not enough, so Pixel phones have been coming with 16GB of RAM. The 9a has to keep costs down and memory is expensive, so with only 8 GB, the 9a will not be able to do everything the rest do.
Reposted by Phil Solis
did you know only 3 models of Echo ever had the local processing option and then only in the US? Amazon doing a fabulous Streisand effect on all the Echo devices that already sent data to them!
Don't keep an Amazon Echo (or any smart speaker) in a room where you'll be having sensitive conversations, either with your family or on a work call. Particularly if you're a journalist or activist. #Technology
Everything you say to your Echo will be sent to Amazon starting on March 28
Amazon is killing a privacy feature to bolster Alexa+, the new subscription assistant.
arstechnica.com
March 18, 2025 at 4:30 PM
did you know only 3 models of Echo ever had the local processing option and then only in the US? Amazon doing a fabulous Streisand effect on all the Echo devices that already sent data to them!