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Latest Blogs and Commentary

Mobile Semiconductors Outlook

February 05, 2024

MWC Video Series Part 1: Mobile Semiconductors Outlook

Join TechInsights analysts Gina Luk, Director of Telecom Strategies, and Wayne Lam, Service Director of Mobile Semiconductors, as they delve into the current state of 5G, now approaching the midpoint of its technology cycle.

February 05, 2024

Smartphone On-Device AI Chip Market Share Tracker Q3 2023: Mobile AI Momentum to Propel MediaTek to Market Parity with Qualcomm in 2024

Global smartphone apps processors (AP) with on-device artificial intelligence (AI) increased 17 percent year-over-year in Q3 2023 as the mobile chip industry rebounds from a market slump. Qualcomm's and Apple APs continue to dominate the on-device AI AP rankings in Q3 2023 with MediaTek making significant gains.

February 05, 2024

Automotive Semiconductor Demand Forecast 2021 to 2030 – Q4 2023 Executive Summary

This report summarizes the TechInsights data forecast providing the latest metrics for the size and growth rate of future semiconductor demand across the powertrain, body, chassis, safety, and driver information application domains for the main light-vehicle producing regions.

February 05, 2024

Global Smartphone Vendor and OS Market Share by Region: Q4 2023

Global smartphone shipments rebounded 7% YoY in Q4 2023, largely improved from previous quarters. Normalized inventory level, new product launch cycle during holiday season, as well as the strong recovery in emerging markets combined delivered the solid results.

February 05, 2024

CES 2024: Automotive Suppliers Focus on Centralized Cockpit ECUs and Software-defined Vehicle Solutions

Automotive suppliers in the infotainment and connectivity market segments at CES 2024 focused on a mix of hardware supporting infotainment and safety-critical functions, applications to speed up automotive software development, and connected services.

February 05, 2024

Value Share: Global Handset Vendor ASP and Revenue Share by Region: Q3 2023

Global Wholesale Handset industry revenues grew by 1% annually in Q3 2023. Apple. Samsung and Xiaomi were the top three vendors. Asia Pacific was the largest region both by value and volume in the quarter.

February 05, 2024

Deep Dive Teardown of the Huawei Watch 4 Pro MDS-AL00 Smartwatch

The main frame is made of titanium, which combines features such as high strength and durability with low weight. Titanium is safe for the skin. Cover Glass is made of sapphire glass, making it scratch-resistant. The manufacturer advertised that the Huawei Watch 4 Pro MDS-AL00has 5 ATM-rated resistance level under the ISO 22810:2010 standard.

Global Smartphone Market Rebounded with 7% Annual Growth Rate in Q4 2023

February 05, 2024

Global Smartphone Market Rebounded with 7% Annual Growth Rate in Q4 2023

According to new research from TechInsights, global smartphone shipments rebounded at 7.1% YoY to 317 million units in Q4 2023. Apple topped the global smartphone market with 23% share. Samsung ranked in second place with 17% market share.

Ara2 Runs Generative AI On Edge

February 05, 2024

Ara2 Runs Generative AI On Edge

The new Ara2 neural-processor unit (NPU) from Kinara, which means edge in Hindi, provides an 8× increase in performance over the first-generation chip and can run large language workloads.

CFETs Stack Transistors Vertically

February 05, 2024

CFETs Stack Transistors Vertically

Intel, TSMC, and Samsung all presented papers on complementary transistors (CFETs) at the 2023 International Electron Devices Meeting. The results were successful enough that CFETs now have a place on the industry’s technology roadmap.

Meteor Lake Boosts Graphics

February 05, 2024

Meteor Lake Boosts Graphics

The Meteor Lake PC processor architecture leverages two CPUs largely the same as prior generations. The big upgrade lies in the graphics.

TDK Solid-State Micro Battery

February 02, 2024

TDK Solid-State Micro Battery

Explore the future of batteries with TechInsights as we dive deep into the revolutionary TDK battery, showcasing anode-free advancements and dissecting the material composition through SEM views.

February 02, 2024

Sony CXD5610 GNSS Receiver with GF 22FDX eMRAM Process Flow (Full) Analysis

This report provides a Synopsys 3D emulation analysis of the process flow and integration used in the manufacture of the Sony CXD5610 GNSS receiver based on GlobalFoundries 22FDK (22 nm FD-SOI) with embedded MRAM. The emulation includes SPX output files that can be used as input into other Synopsys models.

February 01, 2024

Leading TechInsights' Analysts Going to MWC 2024

Joining the lineup atMWC 2024, TechInsights' premier analysts in Consumer Electronics, Automotive, and Mobile are set to make their mark.

Chilling Truths: Exploring How Cold Weather Affects EV Batteries

February 01, 2024

Chilling Truths: Exploring How Cold Weather Affects EV Batteries

As parts of the United States and Canada grappled with recent sub-zero temperatures last week, electric vehicle (EV) owners found themselves facing unexpected challenges when it came to charging their batteries. Cold weather can have a significant impact on the performance of EVs, and understanding the issues that may arise is crucial for a seamless driving experience during the winter.

MWC Spend

February 01, 2024

Mobile World Congress 2024: Gateway to Wireless Ecosystem Insights

Unlock the secrets of cutting-edge devices with TechInsights, home to the world's largest teardown library. We pride ourselves on offering unparalleled insights into the inner workings of the latest technology.

February 01, 2024

Automotive Infotainment Semiconductors Q1 2024 – OEM and Aftermarket Growth Drivers

TechInsights’ Automotive Infotainment & Telematics Q1 2024 Semiconductor Market Report provides a forecast outlook for OEM and aftermarket hardware and applications market from 2020 through 2030. The OEM market opportunity for Infotainment & Telematics chipset vendors increased by 13.8% year-over-year (YoY) in revenue terms in 2023 on the back of strong vehicle production growth of over 10% YoY. Growth in the OEM chipset opportunity in 2024 is expected to be just 6% as vehicle production growth falls to less than 1% YoY.

MWC

February 01, 2024

Mobile World Congress Video Series: Previewing MWC 2024

TechInsights is launching a 6-part video series delivering insightful predictions on what we can expect to see across the mobile semiconductor, telecom, connected industries, smartphones and wearables sectors at MWC presented by TechInsights’ leading analysts – Gina Luk, Wayne Lam, Waseem Haider, Eric Balossier, David Watkins, Eric Smith, Greg Basich, Roger Lanctot, Neil Mawston, and Yiwen Wu.

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