Latest Blogs and Commentary
2025 Lynk & Co 900 Cockpit Controller with dual Qualcomm SA8295P SoCs Deep Dive Teardown
Comprehensive deep dive report of the 2025 LYNK & CO 900 cockpit controller analysis featuring dual Snapdragon SA8295P SoCs. Offering a multi-disciplinary "system view."
Narrative: Global 5G Smartphone Shipments Forecast to 2026
5G smartphone forecast: Apple leads 2024 shipments; Samsung gains by 2026. Analyze market trends and mmWave adoption. Access the full report today.
Narrative: Global 5G Smartphone Vendor Share by Region Q2 2025
5G handset shipments analyzed quarterly by vendor and region, covering North America, Europe, Asia Pacific, Latin America, Africa, and Middle East.
Market Model: Automotive Tier 1 Company Quarterly Financials 2025 Q2
Quarterly financial data on 12 public Tier 1 automotive suppliers, with revenues, gross margins & operating margins compiled by TechInsights.
MKS Instruments Q2 2025 Earnings Summary
These reports provide key takeaways about MKS Instruments' demand and supply from their quarterly earnings call.
Narrative: Global Pro AI Smartphone Vendor Market Forecast by Region up to 2026
Pro AI smartphones surged in 2024 led by Samsung, Xiaomi & Google. Apple set to lead by 2026 as the market grows with new AI models.
Narrative: Global 5G and LTE Handset Revenue and ASP by Vendor Q1 2025
Q1 2025 Global 5G and LTE handset revenues up 3% YoY; Apple leads nearly half. 4G shipments drop 26% but stay strong in emerging regions.
Semiconductor Analytics – August 6, 2025
Weekly semiconductor sales rose YoY by Aug 1, 2025; NAND IC 13-week MA fell. Covers DRAM, Logic, Analog, Auto & more in market analysis.
Cellular Baseband Forecast 2025 - 2030: Tariff Uncertainty and Low Expected Growth
Global baseband shipments rose 11.5% in 2024, dip in 2025, then grow via IoT & 5G RedCap. Report covers trends, forecasts & market share.
Insight: Tariff Tensions — EU and Japan Seek Clarity on US Auto Trade Deals
The U.S. has agreed to lower auto import tariffs for the EU and Japan. Explore the timeline, regional impacts, and long-term effects on automotive trades.
Insight: Vivo topped the Indian smartphone market for four quarters in a row in Q2 2025, with a double-digit growth rate
Vivo gained a market share of 8.9% in Q2 2025, growing 4% YoY in the quarter and seeing a 25% YoY growth in India for the fourth quarter in a row.
Narrative: Global Smartphone Vendor Marketshare for 15 Countries: Q2 2025
Global smartphone shipments rose by 4% YoY in Q2 2025, led by Apple, Samsung, Huawei, and vivo. Explore the vendor market share for 15 countries.
Tracker: Apple Watch by Model Q2 2025
Analyze Apple Watch trends—Q2 2025 shipments fell 7% YoY amid an aging lineup and soft demand. Get model-level data from Q4 2016 to Q2 2025.
Narrative: North America Smartphone Vendor & OS Market Share by Country in Q2 2025
North American smartphone shipments rose YoY in Q2 2025, with U.S. growth offsetting Canada’s dip. Apple led overall; Samsung led Android.
Narrative: Global Smartphone Vendor and OS Share by Region: Q2 2025
Global smartphone shipments grew 4% YoY in Q2 2025, led by Samsung and Apple, as emerging markets recovered and overstocking concerns eased.
Company Earnings: MediaTek Q2 2025
MediaTek posts strong Q2 2025 results, expands AI and datacenter partnerships, and eyes Q3 launch of Dimensity 9500 flagship mobile SoC.
Silicon Photonics and the Looming Datacenter Power Crisis
AI growth is driving datacenter power demand. Silicon photonics offers a path to lower interconnect power and new opportunities for chipmakers.
Insight: iPhone Exceeded Expectations by both Shipments and Revenue and Outperformed the Global Smartphone Market in Q2 2025
iPhone shipments rose 15% YoY to 51.7M in Q2 2025, driven by iPhone 16 demand and strong growth in China, India, and other key markets.
