Latest Blogs and Commentary
Handset Revenue & ASP By Vendor by Region : Q4 2024
Global handset revenues rose slightly in Q4 2024. Apple, Samsung & Xiaomi led. ASPs fell YoY. Report covers OEM data from Q1 2010 to Q4 2024.
Analysis: Lenovo-Motorola Grew the Highest Among Top 10 Smartphone Brands in Q4 2024
Lenovo-Motorola grew 15% YoY in Q4 2024, shipping 15.3M smartphones. Strong India growth, rising ASPs, and premium models drove revenue up 21%.
Global Smartphone Replacement Rate / Cycle Forecast by 88 Countries: 2008-2029
Global smartphone replacement rate held at 23.7% in 2024 amid emerging market recovery, with cautious optimism for future growth.
Narrative: Apple A-series M-series Processor Market Share Q4 2024
Apple's A- and M-series AP shipments rose 4% YoY in Q4 2024, with revenues up 14%. Report covers shipments, revenue & ASPs through Q3 2025.
Semiconductor Analytics – April 22, 2025
Weekly semiconductor sales dipped but rose YoY as of April 18, 2025; NAND IC 13-week MA up. Insights span DRAM, NAND, Logic, Analog, and Auto.
Hybrid Bonding Increase Complexity and Carbon Intensity
Hybrid bonding drives memory density and HBM growth, but rising silicon use per stack will significantly increase semiconductor emissions.
HiSilicon T32332 RF Power Tracker Floorplan Analysis
Floorplan analysis of the HiSilicon T32332 die from the Huawei nova 12 Pro reveals insights into this advanced RF power tracker component.
Qorvo QM81026 RF Power Tracker from Apple iPhone 16e Smartphone
Analysis of Qorvo D1QM8102619 die from QM81026 RF tracker in iPhone 16e, revealing it may be the most advanced device of its kind.
Trump’s Tariff Tensions: What’s in store for the Semiconductor Industry?
Join top global experts in this free webinar to explore how semiconductor tariffs, export controls, and trade tensions are disrupting the chip industry beyond just the U.S. and China.
Company Earnings: Q1 2025 ASML
Key insights on ASML's demand and supply trends from their latest quarterly earnings call, highlighting market drivers and challenges.
Analysis: Tariff Impacts on the Fab Construction Outlook
Updated analysis of Trump-era global tariffs and their impact on wafer fab construction, with a focus on the US and key international markets.
Tariff Scenarios: Semiconductor Sales 2025 and 2026
Tariff uncertainty under the new US administration poses challenges for the semiconductor industry. Explore three expert forecast scenarios to guide 2025 planning.
Market Data: On-Device AI Apps Processor Market Share Q4 2024
Smartphone AI AP shipments grew 4% YoY in Q4 2024, led by Qualcomm, MediaTek, and Apple, despite an 8% drop in overall AP volumes. Includes trends and forecasts to Q3 2025.
Sony IMX900 Device Essentials Plus
Discover in-depth analysis of Sony's IMX900 3.2 MP global shutter CMOS image sensor featuring Pregius S™ technology, stacked BI design, and in-pixel MIM capacitor storage.
