Latest Blogs and Commentary
Automotive Semiconductor Supplier and OEM Relationships
Matrix of relationships between Automotive OEMs and semiconductor suppliers based on our research. Covers 16 OEMs and 14 semiconductor suppliers with details on type of relationship if known.
Issues Impacting the Semiconductor Industry
Qualitative information about issues that may impact the semiconductor industry / supply chain. Includes macro events, geopolitical, materials, etc.
GaN’s Role in Transforming the Power Electronics Landscape
Although at the early stage of market development, GaN is set to take the traditional Si-based power device market by storm over the medium-to-long term, beginning with the low-to-medium voltage application segment.
Order Activity is Edging Higher as Memory Pricing Recovers
Semiconductor equipment order activity increased to a moderate 70 °F last week as the weakness in Subcons and DAO was offset by the strength in memory and mobile.
Semiconductor Sales were up 17% YoY the Week ending Jan 12, 2024
TechInsights' Semiconductor Analytics Report: Semiconductor sales jumped 11% last week and were up 17% from this time last year. Zooming in on DRAM IC, the 13-week MA moved to 31% YoY growth last week. TechInsights forecasts DRAM IC sales will result with a 38% YoY decline to $52 billion in 2023.
Google Tensor G3 System-on-Chip Samsung Fanout Panel Level Packaging Advanced Packaging Quick Look
The Tensor G3 chipset powers Google’s top of the line mobile handsets, the Pixel 8 family. Manufactured in a package-on-package (PoP) configuration, the Tensor G3 bottom package is paired with a Micron LPDDR5 top package.
Brian Matas
For over 25 years, Brian Matas has been providing clients with a thorough understanding of market trends/sales, capital spending, foundry, and the potential impact on systems growth.
Andreas Koehler
As the Director of Connected Home Devices at TechInsights, Andreas Koehler has over 30 years of experience across the automotive, consumer electronics, wireless, and IoT industries.
Edouard Bouffenie
Edouard Bouffenie is a Senior Analyst in the Media and Intelligent Home practice at TechInsights, with over 20 years of experience in market analysis.
Woody Oh
Woody Oh is the Service Director for the Smartphone Country Share Tracker at TechInsights, with over 18 years of experience in the global handset industry.
Smartphone Image Sensor Market Forecast 2024-2029: Recovery in CIS Demand to Steer Revenue Growth
The global market for smartphone image sensors (CIS) is projected to surpass US$ 20 Billion in revenues by CY2029, experiencing growth at a CAGR exceeding 5 percent in five years.
China: Cockpit Domain Controller Update – Market Situation, Key Players, and Major Trends
This report focuses on the development and deployment progress of the cockpit computing platform in the Chinese market in the evolution from the separate functional domain to cross-domain integration.
Forecast: Public Cloud Processors, Accelerators, and Memory
This Excel spreadsheet contains forecasts for the installed base, value, and shipments of public cloud processors, accelerators, and memory for the next five years. Cloud providers will face a growing need for processors to keep up with the increasing demand for computational power.
May Chang
May Chang is a Senior Analyst at TechInsights with over 14 years of industry experience. In her latest role, she develops models for the semiconductor industry centering around automotive applications including the supply network between automotive semiconductors to Car OEMs.
Greg Basich
In his role as Associate Director of the Global Automotive Practice at TechInsights, Greg Basich focuses on a number of areas, including connected car technologies and business models, automotive infotainment, automotive cyber security, and mobility services, such as car sharing and ride hailing.
Massive AI Growth Overshadows Automotive Gains at Marvell
Prior to the latest Marvell Analyst Summit, the company reported financial results showing significant growth in its enterprise data center business driven by demand for artificial intelligence and cloud-based applications.
Phil Kendall
Phil Kendall brings over 25 years of experience collecting, analyzing, and forecasting market data to his role as Lead Forecaster in TechInsights' Market Analysis division.
Deisy Fernandes
Deisy Fernandes is a Junior Costing Analyst where she provides technical support for TechInsights Costing products such as Teardown and Mobile Handset Cost Model (HCM).
