Mobile World Congress 2025 Announcements Support These Holdings
Let's connect the dots as new products are unveiled by Samsung, Lenovo, Google and others at the trade show for mobile-connected devices.
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Mobile World Congress (MCW), one of the preeminent trade shows for mobile-connected devices, kicked off earlier today, and as we’ve seen in past years ( and much like the Consumer Electronics Show), MCW begins with a wave of new product announcements.
Typically, Apple AAPL does not formally attend the event, which means that for us our focus is on announcements directly or indirectly pertaining to our positions in Universal Display OLED and Qualcomm QCOM. Over the next few days, we’ll also be listening for what is said about the inclusion of AI in these upcoming devices, and what that could mean for network capacity, carrier spending, and our shares of Marvell Technology MRVL.
Now let’s review some of the announcements thus far.
Samsung
Samsung kicked off MWC by announcing not one, not two, but three new Galaxy A-series phones, all of which are priced below $500 — the Galaxy A56, A36 and A26 5G phones sell for $499, $399, and $299, respectively. These models will challenge Apple’s new entry model iPhone 16E but there is something else that stands out to us. All three of these models, from the entry-level A26 to the mid-tier A56 all have organic light-emitting diode displays, as does the iPhone 16E. Additional smartphone announcements from HMD, Honor, and others also show the move to organic light-emitting diode displays is accelerating, a positive for Universal Display and shares of the company.
Lenovo
Sticking with organic light-emitting diode display tech, Lenovo offered a look at a new prototype laptop with a flexible display. Building on its ThinkBook Plus Gen 6 Rollable, which is expected to begin production next month for a June global launch, Lenovo’s codename Flip AI PC proof of concept Thinkbook has a fold-out screen. The Flip’s display’s size expands to 18.1 inches from 13 inches. By comparison, the ThinkBook Rollable's display can extend to 16.7 inches.
Lenovo made two other announcements that caught our eye. First, the Lenovo Yoga Pro 9i Aura Edition laptop has an organic light-emitting diode display as does its IdeaPad Slim3x. The IdeaPad is being billed as an on-device AI experience that comes with Copilot+ and utilizes Qualcomm’s SnapDragon X processor.
Also on the AI front, Google GOOGL announced new AI-powered features for the Android operating system at MWC. The Live Video function, which Google first previewed at I/O 2024, allows you to share what your phone's camera sees with Gemini so you can ask the chatbot questions about the footage. This has the potential to really chew into network capacity.
Other Announcements
Two other announcements that speak to the growing array of connected devices are Samsung’s Apple Vision Pro competitor, dubbed Project Moohan, which is an Android XR headset, and TCL’s RayNeo X3 Pro, a competitor to Meta’s META Ray-Ban Meta Glasses. The XP Pro has AI, including an AI translation tool that shows the language and its translation on the display, which in this case is the glasses. And the RayNeo X3 Pros are powered by Qualcomm Snapdragon chips, just like the Ray-Ban Meta Glasses.
As more announcements are made in the coming days, we’ll continue to connect the dots, calling out relevant touchpoints to the portfolio’s holdings.
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At the time of publication, TheStreet Pro Portfolio was long AAPL, OLED, QCOM, MRVL, GOOGL and META.
