Latest Blogs and Commentary
Insight: Commoditization Hits the SiC Industry
SiC substrate prices fall as low-cost Chinese wafers flood the market, pressuring Wolfspeed and reshaping EV supply chains and integration strategies.
Apple APL109A PMIC Floorplan Analysis
Explore Apple’s TMPB06 die in the APL109A PMIC from iPhone 16e. This floorplan analysis reveals design insights also seen in earlier iPhone models.
2025 Q2 Advanced Driver Assistance Systems 2023-2032
ADAS market to grow 10.4% CAGR (2024–2029), driven by laws and automation trends. Forecast covers key tech, sensors & regions, with 3 risk scenarios to explore.
Apple iPhone Shipments by Model: Q2 2007 to Q1 2025
Apple iPhone shipments rose 11% YoY in Q1 2025. iPhone 16 series led, with 16e surpassing expectations. Report covers all models from iPhone 2G to 16.
United States' Smartphone Vendor Market Share by Operator Q1 2025
US smartphone shipments were flat YoY in Q1 2025. Apple led hardware, Samsung topped Android, and Verizon led shipments. Full data by vendor & operator.
Forecast: 2025 Q2 ADAS Semiconductor Demand 2023-2032
ADAS semiconductor market to grow 14% CAGR (2024–2029), driven by rising content-per-vehicle. Report details growth by feature, device type & region.
Global Handset Vendor Marketshare for 15 Countries : Q1 2025
Global handset shipments fell 2% YoY in Q1 2025. Apple, Samsung, Xiaomi, vivo, and Huawei led key markets amid shifting vendor rankings.
Nanya NT16GF64F88AX3F-Q54 16Gb DDR5 Floorplan Analysis
Explore Nanya's 16Gb DDR5 die with detailed Memory Floorplan Analysis. Report reveals D1B 10nm-class process in NT5FF2048M8A3-Q5 BGA package.
2025 Q2 Automotive Semiconductor TAM by Sector
Super-Premium vehicles lead auto semiconductor growth with 14.4% CAAGR (2024–2029). Forecast covers demand by vehicle sector, domain & chip type.
Toward 1000-Layer 3D NAND: Cutting Emissions with Cryo Etching & Green Power
3D NAND nears 1000L, boosting complexity and carbon impact. Explore hybrid bonding, Scope 1 emissions, and new tech like cryo etching and molybdenum use.
Nintendo readies launch of Switch 2, an upgrade of one of its most successful gaming consoles
Nintendo Switch 2 launches June 5, 2025, blending home and portable gaming. Built on 8 years of innovation, it marks the next step in hybrid gameplay.
Chip Observer May 2025
Discover the latest semiconductor industry insights in Chip Observer May 2025 — from SanDisk’s spin-off and NAND market shifts to AI-driven SoC growth and geopolitical impacts on chip supply chains.
Global Foldable Smartphone Shipments by Vendor by type Q1 2025
Foldable phones blend portability with big screens, boosting multitasking & appeal. Report tracks shipments by vendor, design & region from 2018–Q1 2025.
Global Foldable Smartphone Shipments by Vendor by Region Q1 2025
Huawei led Q1 2025 foldable phone shipments as growth slowed YoY. Report tracks vendor trends since 2018 with forecasts by region and supply chain insights.
Company Earnings: Q1 2025 Applied Materials (FY Q2 2025)
These reports provide key takeaways about Applied Materials' demand and supply from their quarterly earnings call.
China Analysis: Inside SiCarrier’s Ambitious WFE Roadmap
Explore how SiCarrier is rising in China’s WFE sector with state support, Huawei tech roots, and success in lithography, metrology, and inspection tools.
Market Model: Automotive Semiconductor Lead Times for Commodity Components 2025 Q1
Q1 2025 report shows auto semiconductor lead times up to 12.9 weeks, topping non-auto. Covers 15 device types, 24 vendors & updated categorizations.
