Latest Blogs and Commentary
Narrative: Global Handset Shipments Vendor Share by Region Q1 2025
Discover what’s driving the global handset slowdown—uncover Q1 2025 shipment trends, vendor performance, and regional insights across the top 30 brands in this detailed market share report.
Narrative: Global Smartphone Sales Forecast by Technology for 88 Countries 2017 to 2030
Explore the shifting smartphone landscape—learn why 3G is fading, 4G remains relevant, and 5G is taking over with nearly 1 billion devices projected in 2025, led by China, India, and the US.
The Chip Insider®– Lip-Bu Tan’s Intel Strategy
Read the latest Chip Insider®: Explore Lip-Bu Tan’s evolving Intel strategy, cultural shifts, and key execution challenges outside of China.
Oura Ring Gen 4 Teardown
The Oura Ring Gen 4 teardown and cost analysis. Explore key ICs, sensor upgrades, and design efficiencies that drive down build costs compared to competing smart rings like Samsung’s Galaxy Ring.
Assembly and Test Cost and Price Model
Covers costs and pricing for wafer test, advanced packaging, chiplets, and final test.
Insight: Automotive Semiconductor Lead Times Rose Slightly in Q1 2025
Automotive semiconductor lead times edged up in Q1 2025, surpassing non-auto levels but remaining below 17 weeks, consistent with pre-pandemic norms.
Google Tensor G4 Digital Floorplan Analysis
In-depth floorplan analysis of Google Tensor G4 from Pixel 9, including process node, foundry details, block summaries, gate count, and imaging data.
AMD Virtex UltraScale+ FPGA Advanced Packaging (Chiplet) Analysis
Advanced Packaging Quick Look at Xilinx XCVU9P FPGA in AMD Virtex™ UltraScale+™ VCU118 Kit, featuring 345.9 Mb memory capacity.
Insights: HVDC breaks the 54V habit in powering AI
AI workload surge drives datacenter power shift from 54V to HVDC, creating new opportunities for power semiconductor companies.
How AI is Transforming Semiconductor Manufacturing: What to Expect in 2025 and Beyond
Discover how AI is transforming semiconductor manufacturing. Join TechInsights' experts to explore market trends, leading players, and 10-year forecasts.
Forecast: Global 5G Smartphone Installed Base Forecast for 88 Countries to 2030
Discover key insights and forecasts on the global 5G smartphone installed base through 2030, focusing on Asia Pacific’s leadership and the rising influence of China and India for informed market strategies.
Forecast: Global Smartphone Sales by Technology for 88 Countries to 2029
Access key forecasts on global smartphone sales through 2030, highlighting 5G growth and 4G’s role in emerging markets to guide strategic decisions.
Tracker: Global Handset Market by Technology Q1 2025
Get key insights into Q1 2025 global handset shipments, where 5G growth wasn't enough to offset declines in older technologies. See how Apple led in 5G while Samsung topped overall shipments, with data spanning 2001 to today.
Narrative: Semiconductor Supplier Shares 2024
Explore key trends in automotive semiconductors—2024 sales dropped to 10% of total semiconductor revenue. See how top players like Infineon, NXP, and STMicroelectronics are shaping the market.
Updated Tariff Scenarios: Semiconductor Equipment Sales 2025 and 2026
U.S. and China cut tariffs by 115% on May 12, 2025, easing trade tensions. Industry outlook expected between May forecast and moderate scenarios.
Japan Handset Vendor Marketshare by Operator: Q1 2025
Japan handset shipments surged 32% in Q1 2025; Apple leads across major carriers, Samsung rises to #2 after nearly 10 years with Softbank.
Insight: Artificial Intelligence in Automotive, Can Compound AI Compete Against End-to-End AI?
Explore the paradox of autonomous driving: balancing complexity and affordability with AI solutions like E2E and Compound AI Systems for safer, scalable vehicles.
Narrative: Global Smartphone Vendor Marketshare for 15 Countries: Q1 2025
Track global smartphone leaders—get insights on Q1 2025's 0.5% YoY growth, key vendor shifts, and top rankings across 15 major markets covering 60% of global volume from 2012–2025.
