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Latest Blogs and Commentary

Telecoms Outlook

February 07, 2024

MWC Video Series Part 2: Telecoms Outlook

TechInsights analysts Gina Luk, Director of Telecom Strategies, and Waseem Haider, Principal Analyst in IoT & Enterprise Research, are set to unravel the compelling topics poised to take center stage at MWC 2024.

February 07, 2024

Skyworks Temperature Compensated Surface Acoustic Wave (TC-SAW) Filter Acoustic Wave Filter Process Analysis

This report contains the results of the process analysis of the Skyworks temperature compensated surface acoustic wave resonator (TC-SAW) filter die from the Skyworks SKY50313 RF front-end (RFFE) module.

February 07, 2024

Albert Cowsky

Albert Cowsky Manager, Costing Analysis Albert Cowsky is the Costing Manager at the Spend Insights business unit. Since 2013, Al has overseen all component pricing methodologies, models, and pricing related to TechInsights' teardown projects. Before

February 06, 2024

OmniVision ISP from OX03D4C, 1/4” Format, 3.0MP Resolution, 2.1μm Pixel Pitch, Stacked Back-Illuminated CMOS Sensor Advanced Floorplan Analysis

This report presents an Advanced Floorplan Analysis of the ISP die from the OmniVision OX03D4C, 1/4” format, 3.0 MP resolution, 2.1 μm pixel pitch, stacked back-illuminated CMOS Image sensor for automotive applications. This die features a stacked system on chip (SoC) image sensor with HDR, LFM capability and RCCB CFA, 140dB, low power consumption below 500 mW.

February 06, 2024

Samsung S5KHM5SX 1/2.55”, 48MP, 0.70μm Pixel Pitch, Stacked Back-Illuminated, ISOCELL 2.0, Tetrapixel, and Super-PD CMOS Image Sensor Device Essentials Folder

This device essentials folder (DEF) presents the Samsung S5KHM5SX 1/2.55”, 48 MP, 0.70 µm Pixel Pitch, Stacked Back-Illuminated, ISOCELL 2.0, Tetrapixel, and Super-PD CMOS Image Sensor from the Google Pixel 7 Pro Rear Periscope-Telephoto Camera.

February 06, 2024

China: C-V2X Development Update 2024

This report shows the latest development status of cellular vehicle-to-everything (C-V2X) communication technologies in the Chinese market including policy environment, technical standard progress, government-led demonstration pilot zones, and commercial deployment progress.

February 06, 2024

China Smartphone Vendor and OS Marketshare: Q4 2023

China smartphone market dropped -0.3% YoY in Q4 2023 by volume. It is the 11th consecutive quarter that the market posts annual decline and the whole year ended with -6% YoY decline rate. Vendor wise, Apple underperformed the market but regained the top position in China market in Q4. Honor and vivo ranked the second and the third, followed closely by the surging Huawei.

February 05, 2024

Survey Plus Teardown of the Honor 100 MAA-AN00 Smartphone

The Apple Watch Series 9 features a system-in-package (SiP) module that contains a TSMC manufactured integrated fanout package-on-package (InFO-PoP). This configuration has been observed before, but in the S9 the InFO-PoP houses a PMIC die alongside the processor at the bottom of the PoP, in a first for Apple.

February 05, 2024

Apple Watch Series 9 System in Package TSMC InFO-PoP Package Technology Advanced Packaging Quick Look Analysis

The Apple Watch Series 9 features a system-in-package (SiP) module that contains a TSMC manufactured integrated fanout package-on-package (InFO-PoP). This configuration has been observed before, but in the S9 the InFO-PoP houses a PMIC die alongside the processor at the bottom of the PoP, in a first for Apple. Multiple second sourced PoP memory packages were documented during analysis.

The Chip Insider®– Fed rate changes. Samsung iAI. TSMC behind. Huawei EDA.

February 05, 2024

The Chip Insider®– Fed rate changes. Samsung iAI. TSMC behind. Huawei EDA.

This blog delves into what Federal Chair Powell didn’t say, Samsung’s iAI strategy, whether TSMC is falling behind and how Huawei obtained EDA tools.

Samsung Galaxy S24 Ultra Teardown

February 05, 2024

Samsung Galaxy S24 Ultra Teardown

Explore the next frontier in mobile technology with Samsung's Galaxy S24 series. Unveiling a powerful blend of Qualcomm Snapdragon 8 Gen 3 and Exynos platforms (in select markets), these flagship smartphones redefine excellence. Immerse yourself in AI-driven features, enhanced displays, and an advanced 50 MP Periscope camera system. Elevate your mobile experience with the Galaxy S24 series - where innovation meets unparalleled performance.

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.

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