But alas, this phone will only be available in China. #unboxing #honor #foldable #tech #mobile #smartphone ...

Google expected to launch its newest Pixel product lineup just hours from now for a look at where AI fits into the smartphone picture. Let's get over to Steve Kovak. He's in Brooklyn at the site of today's made by Google event.Steve, hey there, David. Yeah, this is going to be the annual Pixel event for Google where they show off their new phone, their new earbuds, and their new smart watches. But also AI is going to be the real story here.The hardware is kind of uh we already know what to expect there. Goo ...

Core Viewpoint - Meta Platforms is focusing on the development of AI glasses as a potential replacement for smartphones, despite significant losses in its Reality Labs segment [2][3][6]. Financial Performance - In Q2, Meta's advertising business performed well, while Reality Labs lost over $18 billion in the past year [1]. - Meta's current stock price is $785.23, with a 12-month price target of $822.41, indicating a potential upside of 4.73% [8]. Market Opportunity - The global market for AI glasses could reach $400 billion, significantly larger than Meta's revenue over the last 12 months [4][5]. - The smartphone market, with sales exceeding $100 billion in Q2 2025, serves as a reference for the potential growth of AI glasses [5]. Competitive Landscape - Apple's recent lack of innovation in iPhone models has created an opportunity for Meta to position AI glasses as a necessary technology [7][9]. - Meta's R&D spending averages over 27% of its revenue, compared to Apple's 7.7%, highlighting Meta's commitment to innovation [10]. Future Outlook - If AI glasses achieve mass adoption, they could provide significant growth for Meta, complementing its existing advertising business [11].

Samsung plans to begin selling a trifold smartphone later this year, joining Huawei in exploring a relatively untested market https://t.co/aT5DyZPUU1 ...

Company Overview & Strategy - The company aims to create smartphones that help users be more focused, addressing the issue of excessive scrolling [1] - The company is targeting young creatives as its primary customer base [3] - The company is exploring exporting from India to the US [6] - The company aims to compete at the flagship level, requiring top-tier components and engineering [8][9] - The company is focusing on applying AI to automate smartphone use, believing hardware ownership is crucial for consumer AI [10] Financial Performance - The company's revenue is projected to reach approximately $1 billion this year, doubling from over $500 million last year [3] - The company has raised about $250 million in funding [11] - The company has achieved over $1 billion in lifetime sales [11] Manufacturing & Supply Chain - The company manufactures most of its phones in India, with additional sites in China and a new site planned [4] Market Dynamics & Competition - Over half of the company's earbud users come from iPhone, while phone users come from across the market, with a notable number switching from iPhone [4] - The company's latest phone is priced at $799 [7]

Company Focus - ARC focuses on five innovation platforms and models technologies across them [1] - The company identifies, understands, and models the ramifications of disruptive technology on business [4] Technological Disruption - Disruptive technology's impact on business is accelerating [2] - The smartphone revolution occurred rapidly, potentially reaching its end [3] - AI-enabled hardware devices from companies like OpenAI could diminish the economic importance of smartphones [4]

Why do we need a smartphone that we use less. Um, smartphones used to be these tools that were supposed to make us more creative and more productive, just like the personal computer, right. It was a bicycle for the mind.But today on smartphones, we just keep doom scrolling. And we wanted to create a product that help people be more in focus, right. So if you put the phone down, you can still be notified about the most important things that are happening without always checking your screen.I don't know about ...

Product Focus - The company aims to create a smartphone that reduces excessive screen time and promotes focus [1] - The product differentiates itself in the market with a unique design that appeals to tech enthusiasts [2] Financial Performance - The company projects approximately $1 billion (USD) in revenue this year [3] - The company's revenue more than doubled from over $500 million (USD) last year [3] Target Audience - The company is targeting young creatives as its primary consumer base [3]

Investment Rating - The report does not explicitly provide an investment rating for Longcheer (603341.SS) but indicates a positive outlook on the company's growth opportunities in AI PC and AI/AR glasses [1][2]. Core Insights - Longcheer is optimistic about the increasing penetration of AI PCs, which are expected to have higher average selling prices (ASP) due to enhanced specifications for computing power and storage [3]. - The company is expanding its business into AI/AR glasses, leveraging its strengths in lightweight design and customized solutions, with projected annual shipments in China expected to grow at a 56% CAGR from 2024 to 2030, reaching 7 million units by 2030 [7]. - Longcheer is also focusing on overseas expansion, with production facilities in Vietnam and India, targeting markets in the US, Europe, Japan, and Korea [8]. Summary by Sections AI PC Market - Management is positive about the rising AI PC penetration rate, viewing Longcheer as a key beneficiary in the supply chain due to its R&D efficiency and automated production lines [3]. - The company has already penetrated local brands and aims to collaborate with global-tier brand clients [3]. AI/AR Glasses Market - Longcheer is actively providing PCBA and accessory services for AI/AR glasses, with a focus on enhancing user experience through lightweight solutions and proofing/simulation [7]. - The management anticipates significant growth in the AI/AR glasses market, driven by affordability and increased use cases [7]. Overseas Expansion - Longcheer has established production sites in China, Vietnam, and India, with plans to expand capacity in Vietnam to mitigate concentration risks amid trade tensions [8]. - The company is building a Manage Sales & Marketing (MSM) framework to enhance product development efficiency and service quality for its overseas markets [8].

Market Trends - Chinese smartphone brand Honor released its thinnest foldable phone [1] - The release occurred approximately one week before Samsung's anticipated next-generation model announcement [1] Competitive Landscape - Honor's move intensifies competition in the foldable smartphone market [1]