The 2024-H1 update of the OECD Bundled Communication Price Benchmarking service is now available for download.

The TechInsights Auto Semi Index shrunk for the first time since the fourth quarter of 2020, contracting by 9.2%, as the impact of slowing electric vehicle sales combined with Tier 1 and OEM customers looking to burn through inventory stocks impacted automotive semiconductor supplier revenues in the first quarter of 2024 as the industry works its way through the “false slowdown” predicted by TechInsights in 2021.

The 2023 Tesla Cybertruck became the first model to feature a 48 Volt primary network as standard. This report will look into the possibility of the 12 Volt network being replaced, the strategies that are being adopted to replace it, as well as the power semiconductor products that are currently being offered for 48 Volt.

LTE-Advanced handset market has continued to show a descending curve as more 5G smartphones are shipped to major countries recent quarters. 5G dynamics have substantially started to change 4G dynamics.

The Moore Threads MTT S80 is the first GPU product from Moore Threads. The MTT S80 utilizes the "ChunXiao" chip with 4096 MUSA cores operating at a 1.8 GHz clock speed. It comes with 16 GB of GDDR6 memory and supports a 256-bit memory bus, offering 448 GB/s memory bandwidth.

Global connected TV device shipments declined 4% year-on-year (YoY) in the first quarter of 2024, reaching 63.85 million units. After a strong performance in 2023, demand for game consoles declined by 31% year-on-year in Q1 2024 while smart TV shipments grew modestly at 3% and digital media streamers declined by 3%.

Lenovo-Motorola’s global smartphone shipments grew a strong double digit 22% YoY in Q1 2024 outperforming the global smartphone market which grew 10% YoY. The growth is driven by strong performance in its key markets like USA, Mexico plus strong triple digit annual growth in India.

This short-form report presents a top-down snapshot of the communications semiconductor market in the first quarter of 2024. A combination of factors in downstream markets, particularly excess inventories resulting from defensive buying during the pandemic, led to a cascade of reduced purchasing from upstream suppliers.

The global smartphone display panel market experienced a dip in revenues of over 10% percent year-over-year in Q1 2024. The revenues fell on the back of declining panel ASPs and diminishing LCD market demand that impacted the performance of key display vendors in the period.

Automotive Semiconductor Industry Performance Snapshot: Q1 2024 Share This Post The impact of slowing electric vehicle sales combined with Tier 1 and OEM customers looking to burn through inventory stocks impacted automotive semiconductor supplier revenues in the first quarter of 2024. The