Latest Blogs and Commentary
VENDOR SHARE: Global Handset Market by Technology: Q1 2024
Global annual handset shipments showed positive growth, for a second consecutive quarter, in Q1 2024. Global 5G smartphone shipments showed positive growth, as did 4G LTE, while 3G and 2G shrank. Apple captured the top spot in 5G while Samsung leads in overall global handset shipments.
Q1 2024: Huawei: Escalated Resilience with Record-High Smartphone ASP
Driven by the comeback in 5G segment and eased supply constraints, Huawei’s global smartphone shipments increased 111% YoY to 11.8 million units and its average selling price (ASP) reached highest-ever point in Q1 2024. As a result, Huawei’s wholesale revenue tripled year-over-year.
VENDOR SHARE: Global Handset Market by Region: Q1 2024
Annual global handset shipments continued to improve in Q1 2024. Despite economic pressure on consumers, war in Europe, and other disruptions consumers opened their wallets in the first quarter of 2024 to purchase new handsets.
Baidu Kunlun1-T AI Processor with Samsung I-Cube 2.5D Package Technology Advanced Packaging Analysis
The Baidu Kunlun processor is China’s first domestically produced AI accelerator IC which features thousands of cores providing up to 260 trillion operations per second (TOPS) and 512 GB/s memory bandwidth to two second generation high bandwidth memory (HBM2) totaling 16GB of in package memory.
MediaTek Dimensity 9300 (N4P) Transistor Characterization
This report presents key DC electrical characteristics for logic NMOS and PMOS transistors located in the CPU1 region of the MediaTek AHJ11236C die found inside the MediaTek MT6989W Dimensity 9300 application processor.
Appendices – Automotive Electronics System Demand Forecast 2022 to 2031
This market forecast highlights the impact that vehicle architecture change and electrification are having on automotive electronics system demand. Key changes in this update include a substantial upgrade to the forecast model for new vehicle architectures, with High Performance Compute Platforms now included. This update also sees a slowing in the predicted growth for battery electric vehicles.
Chiplet Market Introduction: Computing Summary
Discover insights into the transformative chiplet market within the computing sector. Gain a nuanced understanding of evolving standards, ecosystem dynamics, and projected growth trajectories.
Deep Dive Teardown of the ZTE Blade A73 5G 7160N Smartphone
The ZTE Blade A73 5G features a 90Hz, 6.52-inch IPS LCD display with a resolution of 720 x 1600 pixels. The phone is powered by Unisoc’s T760 chipset with an octa-core CPU. It comes with 4GB of RAM and 128GB of internal storage, expandable via microSDXC.
Sony ISP Die IR Eye Tracking Camera from Apple Vision Pro Standard Floorplan Analysis
Sony's image signal processor (ISP) die from Sony's 1.8 MP, 1.5 μm pixel pitch, stacked back-illuminated CMOS image sensor (CIS) was extracted from the Apple Vision Pro Headset (A2117) IR eye tracking camera. The Apple Vision Pro Headset (A2117) IR eye tracking camera measures 8.8 mm ×5.8 mm ×5.0 mm thick. It contains a stacked imager comprising a CIS die and an ISP die.
April McClean Report 2024
The April Update provides The McClean Report’s ranking of the top-50 semiconductor suppliers of 2023 by sales revenue, by growth rate, and by headquarters location. The top-10 semiconductor suppliers of 2023 are compared with the top-10 from 10, 20, and 30 years ago.
Avago FH513-4KN4 Power Amplifier Die (AFEM-8234) RFIC Process Analysis
The FH513_4KN4 RF power amplifier die was extracted from the Avago AFEM-8234 MHB L-PAMiD RFFE module. This RFIC process analysis (RFP) was performed on samples removed from the Apple iPhone 15 Pro 5G smartphone (A2848) smartphone.
Sensors Market Update CY2023
This presentation provides an overview of the Sensor Market and covers the market and vendor highlights for Smartphone Image Sensors, Smartphone Fingerprint Sensors and Automotive Image Sensors in 2023.
Tracker: Global 5G Smartphone Vendor Market Share by Region: Q1 2024
Apple still barely holds peak position before Samsung. Samsung grew nearly even with Apple this quarter. Emerging markets grew fastest as developed markets have saturated. Top three vendors take nearly two thirds of the shipments. Western Europe was only region to see YoY decline.
IDM and Foundry: Sales, Capex, and Capacity Highlights Report
This report contains highlights from the full data file. A sampling of Integrated Device Manufacturers (IDMs) and foundries important to the automotive industry shows wafer capacity expanded by 9% on average in 2023 after large capital expenditures for fabs since 2020.
Tracker: Global Wearables Revenue and ASP by Vendor 2023 Q4
Global wearable revenues fell by 4% in Q4 2023 as macroeconomic weakness and geopolitical uncertainty caused lengthening replacement cycles and shrinking volumes for both smartwatches and fitness bands.
Apple Resets AI Race with the M4-powered iPad Pro
The M4 Chip in the Apple iPad Pro has come to market in record speed. Read how Apple resets AI Race and what we you expect as TechInsights digs deeper into the technical analysis.
Main Data Tables - Automotive Electronics System Demand Forecast 2022 to 2031
This market forecast highlights the impact that vehicle architecture change and electrification are having on automotive electronics system demand. Key changes in this update include a substantial upgrade to the forecast model for new vehicle architectures, with High Performance Compute Platforms now included.
Apple Watch Shipments by Model : Q4 2016 to Q1 2024
Apple Watch shipment volumes shrunk by 11% YoY in Q1 2024 largely due to a continued unfavorable YoY comparison - during the 2022 holiday season the Ultra was brand new to the lineup and the SE 2nd gen was launched. In the 2023 holiday season, the SE line was not updated, and while the Ultra was updated, it was no longer a brand-new product line and also has a longer replacement cycle being a higher priced device.
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