Latest Blogs and Commentary
Component Price Landscape (CPL) Biweekly Update - Circuit Protection and Connectors
Biweekly update of the Component Price Landscape.
Qualcomm to breathe life into the PC industry?
Qualcomm’s Snapdragon X family is the most promising attempt to break the PC x86 monopoly and ignite new competition in the market. The Snapdragon X Elite is a mighty piece of silicon, and our hands-on experience and company benchmarks tend to confirm this impression. Qualcomm is reinvesting in the PC market with great ambitions and preparation. Will this be a revolution or just the beginning of a transition?
THE 10 BEST Awards
Discover the top-performing semiconductor equipment suppliers honored by the 10 BEST Awards.
Global Smartwatch ASP & Revenue Forecast for 88 Countries: 2012 to 2029
Global smartwatch revenues will rise by 3% in 2024, rebounding after a 2% dip in 2023. Annual revenue growth is expected to peak at 5% in 2025, remain above 4% through 2027, after which it would slow down, remaining above 2% in 2029. Even though there was a 2% annual ASP increase in 2023, ASPs are expected to decline for the entire forecast period from 2024 through 2029.
Deep Dive Teardown of the Realme GT 5 Pro (RMX3888)
The Realme GT5 Pro opted for BOE's solution for its display. It offers a resolution of 2780x1264 in a 6.78" diagonal package. The manufacturer also claims that it achieves a peak brightness of 4500 nits, which is over double the brightness of the Samsung S23 Ultra or Apple 15 Pro Max. We were unable to verify this performance. However, given the nature of OLED displays, it's unlikely that the device will maintain the peak brightness level for extended periods.
TDK Multilayer Ceramic Chip Battery: A Solid-State Battery Technology to Power the Future
The TDK Multilayer Ceramic Chip Battery epitomizes the cutting edge of solid-state battery technology, heralding a new era of safer, more efficient energy storage solutions.
Tracker: Global Foldable Display Smartphone Vendor Market Share by Design Type: Q1 2024
Huawei was the leader in foldable-display smartphone shipments in Q1 2024, followed by Honor and Samsung. Shipments grew YoY, but Samsung declined heavily. Huawei, Honor and Motorola increased share. Booklet foldables commanded the largest share of the foldable designs and saw the strongest YoY growth due Chinese fondness to booklet type foldables.
Tracker: Global Foldable Display Smartphone Vendor Market Share by Region: Q1 2024
Huawei was the leader in foldable-display smartphone shipments in Q1 2024, followed by Honor and Samsung. Shipments grew YoY, but Samsung declined heavily. Huawei, Honor and Motorola increased share. Asia-Pacific was a leader in foldable-display smartphone shipments in Q1 2024. Motorola continues great performance and leads growth.
Generative AI for Telcos drives Productivity in 2024
Generative AI brings new opportunities for significantly enhanced automation of customer engagement, operations and software development as well as new revenues. However, while Gen. AI will enable new services in the long run, in the near term it can dramatically lower costs and improve productivity leading directly to better profit margins for telecoms operators.
Qualcomm HG11-34443-2 (QTM565) FR2 Tx/Rx Front End Die Floorplan Analysis
The Qualcomm HG11-34443-2 was found inside Qualcomm QTM565-201. The QTM565-201 was extracted from the Samsung Galaxy S24 Ultra smartphone. The Qualcomm QTM565-201 mmWave AiP module contains the RF path from the antenna to the RF Transceiver. It is Qualcomm's 5th generation mmWave solution for supporting global 5G mmWave bands and succeeds the QTM545 mmWave AiP module. The Qualcomm HG11-34443-2 die is the FR2 transceiver from the QTM565-201 and is the target for this analysis.
West Europe xEV System, Semiconductor and Sensor Demand Forecast 2022 to 2031 - May 2024
This TechInsights data model presents a view of the West Europe outlook for xEV systems and associated semiconductor and sensor demand. Despite the uncertainties and challenges posed by the Ukraine conflict, semiconductor shortages, and a slowing domestic and global economy, the push towards electrification and battery electric vehicles is not slowing down with volume demand continuing to grow in the long term.
Thailand xEV System, Semiconductor and Sensor Demand Forecast 2022 to 2031 - May 2024
This TechInsights data model presents a view of the Thailand outlook for xEV systems and associated semiconductor and sensor demand. The market remains at an early stage with a primary emphasis towards hybrid platforms. Deployment of battery electric vehicles remains at an early stage with volumes still expected to be lower than for the combined hybrid platform volumes.
South Korea xEV System, Semiconductor and Sensor Demand Forecast 2022 to 2031 - May 2024
This TechInsights data model presents a view of the South Korea outlook for xEV systems and associated semiconductor and sensor demand. Despite the uncertainties and challenges posed by the Ukraine conflict, semiconductor shortages, and a slowing domestic and global economy, the push towards electrification and battery electric vehicles is not slowing down with volume demand continuing to grow in the long term.
Russia xEV System, Semiconductor and Sensor Demand Forecast 2022 to 2031 - May 2024
This TechInsights data model presents a view of the Russia outlook for xEV systems and associated semiconductor and sensor demand. The market remains at an early stage and is further impacted by international OEMs pulling out of the market. Deployment of battery electric vehicles remains at an limited, though the market will be larger than the hybrid market by the end of the forecast period.
ROW xEV System, Semiconductor and Sensor Demand Forecast 2022 to 2031 - May 2024
This TechInsights data model presents a view of the rest of world (ROW) outlook for xEV systems and associated semiconductor and sensor demand. The market remains at an early stage with a primary emphasis towards hybrid platforms. Deployment of battery electric vehicles remains at an early stage with volumes still expected to be lower than for the combined hybrid platforms.
NAFTA xEV System, Semiconductor and Sensor Demand Forecast 2022 to 2031 - May 2024
This TechInsights data model presents a view of the NAFTA outlook for xEV systems and associated semiconductor and sensor demand. Despite the uncertainties and challenges posed by the Ukraine conflict, semiconductor shortages, and a slowing domestic and global economy, the push towards electrification and battery electric vehicles is not slowing down with volume demand continuing to grow in the long term.
Japan xEV System, Semiconductor and Sensor Demand Forecast 2022 to 2031 - May 2024
This TechInsights data model presents a view of the Japan outlook for xEV systems and associated semiconductor and sensor demand. Despite the uncertainties and challenges posed by the Ukraine conflict, semiconductor shortages, and a slowing domestic and global economy, the push towards electrification is not slowing down with volume demand continuing to grow.
The Chip Insider®– Moore’s Law broken?
Moore’s Law: How do you know when it is broken? I’ve kept delaying writing this for more than a year, as important issues have gotten in the way. But the timing has become more critical as there is a critical strategic shift that is occurring in the transition from the nanometer to the Angstrom era.
