Consumer Electronics

Wearables could be the next AI-charged segment to see competition, with Google emerging as the key contender.

Apple developing two clamshell phone prototypes: There’s pressure to get into the foldable phone arena, but technical challenges pose a price-point barrier, requiring creative solutions.

The Vision Pro’s technology and immersive user experience get high marks from reviewers, but its premium cost and concerns about developer support are barriers to adoption.

On today's podcast episode, we discuss what non-AI technology took the spotlight at this year's Consumer Electronics Show (CES), second-tier TV audiences, what streaming will look like in a few years, what its like to shop with a chatbot, how digital grocery will take things up a notch, how big the sun actually is, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood, analyst Bill Fisher, and forecasting analyst Zach Goldner.

Initial sales reflect demand despite steep cost. Some key streaming providers hesitate to build apps, reflecting both competition and caution in an emerging market.

AI hardware costs are rising, and subscription models may help manage server expenses. Cloud and AI app owners could see significant benefits.

Samsung’s latest Galaxy smartphones feature “on-device AI”: The consumer electronics company hopes that the technology will entice shoppers to splurge on a new device.

Samsung’s Galaxy S24 Integrates AI using Google Cloud and services. Adoption by a broader audience could put pressure on Apple and Android rivals.

Microsoft prices Copilot Pro at $20 for individual users: It requires a 365 subscription, which could be a steep expense for ChatGPT users who aren’t already signed up for 365.

On today's podcast episode, we discuss how this year will look as Google's cookies fade away, the biggest threat to Google's search dominance, how many consumers are moving to ad-supported streaming, whether Apple can move the VR needle, Peloton's content hub on TikTok, the first person to ever complete Tetris, and more. Tune in to the discussion with our analysts Ross Benes, Evelyn Mitchell-Wolf, and Max Willens.

Microsoft nips at Apple’s heels: The Windows giant’s generative AI investments are taking it to new marketplace heights. Meanwhile, Apple struggles with iPhone sales and will need a strong Vision Pro launch.

Deflationary pricing trends, AI device integration, and surging interest in gaming could boost consumer tech’s recovery after years of stagnation.

Qualcomm’s Snapdragon XR2+ Gen 2 challenges Apple’s Vision Pro with comparable features and strategic partnerships. Pricing will be a key differentiator.

Google is making robots safer for household use: Three new systems use AI to help robots make better, safer decisions in domestic environments, potentially leading to a new class of consumer devices.

Microsoft upends decades of precedent with Copilot key for Windows: It provides access to its AI platform for productivity tasks, marking the first significant keyboard design change since 1994.

Apple faces an uphill battle to get consumer attention this year: It shed over $100 billion in market value and is facing pressure to innovate with foldable phones and AI.

Microsoft’s next-gen Surface devices will feature AI: The Surface Pro 10 and Laptop 6 will get AI enhancements and new chips and features to revitalize sales.

AI set the stage for the rise of humanoid robots: Symbiotic technological advances between the sectors are laying the groundwork for mass market commercial humanoid robots.

An unprecedented ITC ruling based on claims that Apple infringed on blood oxygen monitoring patents leaves the tech giant no recourse but to temporarily pull its devices.