Latest Blogs and Commentary
Teardown of the Vivo X Fold3 Pro Foldable Smartphone
Join TechInsights as we teardown the Vivo X Fold3 Pro, featuring the Qualcomm Snapdragon 8 Gen 3 processor, 16 GB of RAM, and a cutting-edge camera system. Discover detailed insights into its design, battery technology, and unique features.
Rapid Increase in Microsoft’s Emissions Threatens Future Supply Deals
Multi-billion-dollar AI investments from Microsoft are seemingly coming on a weekly basis, suggesting reducing semiconductor carbon footprint is not only an ethical concern, but also big business.
Apple A-Series and M-Series Apps Processor Market Model Q1 2024: New AI Applications to Boost both Silicon Content and Costs
Apple's A-series and M-series applications processors (AP) shipment volume increased only 1 percent year-on-year in Q1 2024 while AP revenues gained 8 percent in the same period due to higher average chip costs. Apple's A-series APs are used in iPhone, iPad, Apple TV, iPod Touch and HomePod while the M-series APs are used in iPad, MacBook, Macs and the Vision Pro devices.
Insight: Tablet Price Tier Forecast – Productivity Demand Shifts Market toward Premium End
The tablet market experienced a temporary renaissance during the pandemic when customers purchased any computing device available to perform work or school tasks remotely. Although a new reality has set in with lower total market volumes, revenue has recovered faster as prices are elevated from inflation as well as a more premium mix.
Insight: Automotive Semiconductor Industry Revenue Outlook 2024-2026
With unused inventory available to support their vehicle production needs, OEMs and Tier 1s have continued to pull back from ordering semiconductors in the first quarter of 2024 and this was reflected in the TechInsights Auto Semi Index shrinking in the first quarter of 2024.
Advanced Entry and Start System Supply and Fitment Database
This database has collated the various developers and suppliers of known OEM- and dealer-fitted Passive Entry Go, Passive Go and long range two-way communication systems, listed by vehicle model assembled since 1999 and by known future models.
Analysis: Smartphone Memory Market Share Q1 2024
This report provides analysis of the market data report “Smartphone Memory Market Share Q1 2024: Revenue Grows Over 50% YoY, SK Hynix Gains Share”.
Forecast: VR Headsets by Price Tier 2014-2029
TechInsights expects the VR headset market to be worth just under $6.7 billion and grow to an installed base of 32 million units by 2029. Lower price tier VR devices accounted for the majority of shipments and users until 2017, but higher tier VR units take an increasing share as the market evolves toward devices which offer higher quality experiences.
Insights: Wafer Cost and Pricing falling Q1 2024
TechInsights’ Semiconductor Manufacturing Economics (SME) has wafer production costs for hundreds of specific processes at fabs around the world. Our team conducted analysis of wafer costs over time for a selection of companies using SME data. Data was for both Discrete/Power semiconductors and ICs. Although SME includes frontend and backend costs, this analysis focused on the frontend costs up until sawing/dicing into individual dies.
6.18 Online Festival in China: Smartphone Sales Down 2% Annually
TechInsights Wireless Smartphone Strategies (WSS) channel estimate that the smartphone sales during China’s second largest online shopping festival 6.18 (June 18th) in 2024 declined 2% year-over-year (yoy) to 13.1 million units, however, due to rising ASPs, smartphone market value almost remained flat yoy at CN¥ 62.3 billion (US$ 8.6 billion), overperforming the total online GMV (Gross Merchandise Volume) which shrank yoy by 3%.
Forecast: VR Headsets by Device Type 2014-2029
TechInsights expects the VR headset market to be worth just under $6.7 billion and grow to an installed base of 32 million units by 2029. Console and standalone VR devices will become increasingly important as the market evolves toward headsets which offer higher quality experiences.
Rapid Increase in Microsoft’s Emissions Threatens Future Supply Deals
Microsoft's impressive Copilot+ PCs showcase AI's potential, but their sustainability report reveals a sharp rise in emissions due to AI infrastructure. Can the tech industry innovate while staying green? Read our blog to explore the future of sustainable chip design.
Renesas RoX Development Platform for R-Car Processors
Renesas launched its R-Car Open Access (RoX) development platform for software-defined vehicles (SDVs). Designed for the Renesas R-Car family of system on chips (SoCs) and microcontrollers (MCUs), the aim is to speed development, reduce complexity, lower cost, and optimize deployments of next-generation vehicles.
Insight: Can Ideal Power Bring Balance to xEV Power Semiconductor Requirements?
Ideal Power is bringing its bidirectional bipolar junction transistor (B-TRAN) architecture to the power semiconductor space, promising to improve performance for systems that typically employ Si insulated gate bipolar transistors (IGBTs).
6.18 Online Festival in China: Smartphone Sales Down 2% Annually
The 2024 6.18 Online Festival in China revealed a nuanced picture of smartphone sales. Despite a 2% decline in unit sales, stable market value was maintained thanks to higher average selling prices amid a broader 3% drop in overall online sales.
Smartphone Vendor Marketshare for 'Next 60' Countries : Q1 2024
Global smartphone shipments grew by 10% annually YoY in Q1 2024. The sixty countries tracked in this report accounted for 90% of these global shipments. Samsung was the largest vendor and was followed by Apple on consolidated shipments to these markets.
Smartphone On-Device AI Chip Market Model Q1 2024: New emphasis on Mobile AI to Increase NPU size and overall chip costs
Global smartphone apps processors (AP) with on-device artificial intelligence (AI) increased 32 percent year-over-year in Q1 2024 as the mobile AI revolution takes hold of the industry. Qualcomm, MediaTek and Apple APs continue to dominate the absolute volume of on-device AI designs in Q1 2024 with MediaTek making significant gains with their latest Dimensity 9300. This report tracks quarterly shipments of key smartphone AI AP chips for major vendors, and includes provisional estimates up to Q4 2024.
Autonomous Vehicle Technology Expo 2024 – Towards Safety and Cost Optimization
The presented technologies included both software solutions and prototypes of vision devices supporting driving. This report is a summary of newly presented innovations and company profiles.
