Guillaume Chansin (@GChansin) header
Guillaume Chansin (@GChansin) profile picture

Analyst at Counterpoint Research (formerly DSCC). Tweets mostly about display tech, OLED, MicroLED, AR/VR.

England, United Kingdom
Joined March 2014
Photo by Guillaume Chansin (@GChansin)Photo by Guillaume Chansin (@GChansin)Photo by Guillaume Chansin (@GChansin)Photo by Guillaume Chansin (@GChansin)Photo by Guillaume Chansin (@GChansin)Photo by Guillaume Chansin (@GChansin)Photo by Guillaume Chansin (@GChansin)Photo by Guillaume Chansin (@GChansin)Photo by Guillaume Chansin (@GChansin)Photo by Guillaume Chansin (@GChansin)
Guillaume Chansin retweeted
Is the iPhone Duoโ€™s nanotexture just a matte screen protector with fancy Apple marketing? We put it under our Evident DSX2000 microscope to find out. ๐Ÿ”ฌ We compared three matte surfaces: an e-ink reader, a popular matte screen protector film, and the Duoโ€™s nanotexture. At low magnification, the difference is clear. The e-ink texture blurs everything underneath. The matte protector softens the pixels. The nanotexture lets far more detail through. Zoom in further and you can see why. The nanotextureโ€™s pattern is much smaller and more defined than the protectorโ€™s. Our theory: that helps fine detail pass through while still hiding gradual shifts, like a folding screenโ€™s crease. E-ink doesnโ€™t need sharpness at all, so its pillowy texture is huge by comparison. Verdict: not just marketing. Swipe to see for yourself. ๐Ÿ‘‰ Big thanks to Evident!
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Guillaume Chansin retweeted
Run roh. This didnโ€™t take long and I have hardly opened and closed it.
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To put this in context, shipments of AI glasses grew 263% YoY in H1 2026 but only 4% had a display. Nearly half of the display glasses were sold in China.
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Last week, Meta announced that the Meta Ray-Ban Display will finally be available outside of the US, including in Europe (starting at ยฃ749 / โ‚ฌ899). Will it find the same success in Europe and enable Meta to become the top-selling vendor of AR & AI glasses globally?
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Guillaume Chansin retweeted
At the Specs glasses unveiling in LA and @evanspiegel is embracing the memes
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Why is auto-brightness turned off?
Apple CEO John Ternus shows the new iPhone Duo | #Emmys
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Guillaume Chansin retweeted
Spend it wisely
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Guillaume Chansin retweeted
Touch ID making a return on an iPhone! ๐Ÿ™๐Ÿฅฒ #iphoneduo #appleevent #allaccess #foldable #touchid
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Guillaume Chansin retweeted
Arm Patents Method to Reduce XR Motion Sickness Using Ultrasound roadtovr.com/arm-patent-xr-mโ€ฆ
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Guillaume Chansin retweeted
There's a subset of women who have four cones (instead of three) in their eyes, enabling them to distinguish between colors that nobody else can. Most of these women probably have no idea that their vision is unique. For context: The human retina (usually) has three cone receptors that, roughly, are tuned to sense short, medium, or long wavelengths. The brain "sees" an image by comparing how activated these three sensors are. It is the ratio of activation that determines the color we see. Hence, if you were to look at a pure orange light, and then look at a light made by mixing red and green lights, the two would look identical to your brain even though they are made in different ways. This partly explains, for example, why our phone screens only need three kinds of pixels (red, green, blue) to convince the brain that it is seeing every possible color. Now, the genes for the medium- and long-wavelength cones sit right next to each other on the X chromosome. Sometimes, when eggs or sperm are made, they can "swap over" each other and make a hybrid gene that is tuned to detect light *between* those two wavelengths. A man who inherits a hybrid gene on his X chromosome is called an "anomalous trichromat," and will generally have trouble telling apart reds and greens. But his mother, carrying an ordinary gene on one X chromosome and a hybrid gene on the other X chromosome, is different! Early in development, cells in the retina randomly silence one of the X chromosomes, and its descendant cells then inherit that selection. Since there are millions of these cells in the retina, each of those cells will express the gene on either this X chromosome or that X chromosome. This means that, in these rare women, their retina will actually contain *four* types of cones rather than three. In 2010, researchers tested the vision of women who have sons with red-green colorblindness, and soon found a woman -- who they called cDa29 -- that seemed to possess four cone cells. They tested her child with an anomaloscope, an instrument that projects a small circle split across the middle. One half is lit by a single pure orange wavelength, and the other is lit by a mixture of red and green light. A knob is used to control the ratio between the colors, and the participant is asked to turn this knob until the two halves look exactly identical. The son was red-green colorblind. Then they showed the mother color pairs that look identical to most of us, but look different to a person with a fourth cone. She could quickly spot color differences that nobody else could. cDa29 was later sequenced, and researchers found that she had normal cones for long-, medium- and short wavelengths, but also a hybrid gene made by merging the first four exons from the middle-wave cone, and the last two exons from the long-wave cone. She can see (and distinguish colors) between these two wavelengths. Article snippet from a recent New Yorker article where I first heard about this.
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After a couple of weeks, battery capacity is now back at 91%. Two things I'm doing differently: - I don't leave the laptop plugged-in all day - I've stopped charging my phone via the USB-C port.
My 2-year old Lenovo laptop (Yoga Slim 7x) has now 36% battery capacity left after only 60 charge cycles. Original capacity was 70 Wh. It was still over 60 Wh in March but has rapidly degraded in just 4 months for no obvious reason. Not impressed @lenovo_UKI
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Guillaume Chansin retweeted
๐๐Ž๐„ ๐š๐ง๐ ๐’๐š๐ฆ๐ฌ๐ฎ๐ง๐  ๐’๐ญ๐š๐ซ๐ญ๐ž๐ ๐Œ๐š๐ฌ๐ฌ ๐๐ซ๐จ๐๐ฎ๐œ๐ข๐ง๐  ๐Ž๐‹๐„๐ƒ ๐๐‚ ๐๐š๐ง๐ž๐ฅ๐ฌ, ๐ƒ๐ซ๐ข๐ฏ๐ข๐ง๐  ๐š ๐๐ข๐  ๐‰๐ฎ๐ฆ๐ฉ ๐ข๐ง ๐ƒ๐ข๐ฌ๐ฉ๐ฅ๐š๐ฒ ๐„๐ช๐ฎ๐ข๐ฉ๐ฆ๐ž๐ง๐ญ ๐’๐ฉ๐ž๐ง๐๐ข๐ง๐  BOE and Samsung Display (SDC) have been racing to start IT OLED mass production. As the LCD-to-OLED transition starts spreading from smartphones to IT devices, Gen.8.7 investment is accelerating with it. ๐Š๐ž๐ฒ ๐“๐š๐ค๐ž๐š๐ฐ๐š๐ฒ๐ฌ: โ€ขย Gen.8.7 OLED investment is driving display equipment spending up 57% YoY in 2026. โ€ขย BOE B16 began mass production of Gen.8.7 RGB IT OLED in June 2026, and SDC A6 began in July 2026. โ€ขย Visionox began moving photo-patterned OLED equipment into V5 in April 2026; CSOT t8โ€™s RGB inkjet equipment follows in October. โ€ขย Across 2023-2030, OLED is projected to take 77% of total display equipment spending, with Gen.8.7 alone accounting for 61% of that. ๐‘๐ž๐š๐ ๐ญ๐ก๐ž ๐Ÿ๐ฎ๐ฅ๐ฅ ๐ฉ๐ซ๐ž๐ฌ๐ฌ ๐ซ๐ž๐ฅ๐ž๐š๐ฌ๐ž ๐ก๐ž๐ซ๐ž: counterpointresearch.com/en/โ€ฆ ๐‹๐ž๐š๐ซ๐ง ๐ฆ๐จ๐ซ๐ž ๐š๐›๐จ๐ฎ๐ญ ๐จ๐ฎ๐ซ ๐ƒ๐ข๐ฌ๐ฉ๐ฅ๐š๐ฒ ๐‚๐š๐ฉ๐ž๐ฑ ๐š๐ง๐ ๐„๐ช๐ฎ๐ข๐ฉ๐ฆ๐ž๐ง๐ญ ๐Œ๐š๐ซ๐ค๐ž๐ญ ๐“๐ซ๐š๐œ๐ค๐ž๐ซ: counterpointresearch.com/en/โ€ฆ @SamsungDisplay #FabEquipment #OLED #LCD #SDC #BOE
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My 2-year old Lenovo laptop (Yoga Slim 7x) has now 36% battery capacity left after only 60 charge cycles. Original capacity was 70 Wh. It was still over 60 Wh in March but has rapidly degraded in just 4 months for no obvious reason. Not impressed @lenovo_UKI
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Guillaume Chansin retweeted
As a lead investor and one of the main financial (and not only) supporters of the company throughout many years I can say that there is much more to say about this story and many things are missing from the context. I will wait some time to see how things unfold but @SomniumSpace will make an official statement after things are officially concluded. roadtovr.com/essilorluxotticโ€ฆ
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In Q1 2026, Birdbath/Flatโ€‘Prism-based devices continued to dominate AR glasses shipments with a 58% share. Waveguide-based devices captured a 42% share, up from 18% a year ago. The Rokid Glasses and Meta Ray-Ban Display were the two best-selling models. counterpointresearch.com/en/โ€ฆ
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Display-less smart glasses grew much faster than AR glasses in Q1 2026. VR continued to decline.
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