Latest Blogs and Commentary
Global Cellular Smartwatch Vendor Share Q1 2017 to Q4 2023
Global cellular smartwatch shipments fell for this first time ever by 6% YoY in the fourth quarter of 2023. Cellular penetration also fell slightly during the quarter as consumers reign in discretionary spending amid macroeconomic weakness and geopolitical uncertainty.
Smartphone Fingerprint Sensor Market Share Q4 2023: Revenue Grows YoY, Qualcomm Leads Rankings
The global smartphone fingerprint sensor market recorded more than 10% revenue growth in Q4 2023. Qualcomm grew its share, taking the top spot followed by Goodix and Egistec in the quarter. The market saw improvement in stocking activity for optical and ultrasonic fingerprint sensors for OLED-based customer sets in the period.
Global Wearables Microvendor Market Share: Q4 2023
A large number of second-tier MICROVENDORS are playing a meaningful role in the global wearables market, flooding the market with new, niche, and segmented offerings. Global wearables shipments declined for the fifth consecutive quarter in Q4 2023 amid continued economic weakness and geopolitical uncertainty, causing a lengthening replacement cycle and limiting consumer spending.
Western European Connected TV Market: 4Q 2023
The smart TV market continues to decline in Western Europe as consumer demand remain weak with households impacted by cost-of-living crisis but as inflation starts to ease, the market is expected to return to growth in 2024 with the coming Olympic games providing a boost to the replacement cycle. This analysis examines the state of the smart TV market and smart TV operating system (OS) market in Western Europe as of Q4 2023.
Analysis: Smartphone Memory Market Share Q4 2023
The global memory market for smartphones achieved recovery with revenue growth exceeding 30 percent in Q4 2023. The seasonal demand drove the customer stocking of memory chips having the latest specifications, enabling the market to rebound annually.
Deep Dive Teardown of the Samsung SSD 990 Pro Heatsink MZ-V9P4T0 SSD
The external aspect of the device is crafted from aluminum, serving as the primary component of its thermal design. This housing functions as the primary heat dissipater, absorbing and dispersing heat generated from within the device. The primary heat-producing integrated circuits (ICs) are covered with TIM (thermal interface material), establishing a connection with the housing, and facilitating the transfer of heat to ensure effective heat dissipation.
YMTC 1Tb 232L QLC 3D NAND Flash Internal Waveform Analysis
The YMTC 1 Tb 232L quad-level-cell (QLC) 3D NAND flash memory device is packaged inside the YMTC YMN0AQF1B1HCAD NAND flash memory package, which was found on the ZhiTai Ti600 M.2 PCIe 4.0 NVMe 1 TB solid state drive (SSD). This Internal Waveform Overview (IWO) analysis provides an overview of the internal voltages required to program, read, and erase the flash memory cells.
Telecom Network Equipment Market Update 2023
The overall telecom equipment market has slowed down in 2023 after few years of consistent growth. Global 2023 telecom equipment revenues have a -5% decline from 2022. As in the past, the total market is highly concentrated among the top few players, in 2023, the top 4 vendors accounted for almost 70% of the global market in 2023.
Tier 1 Vendor Regional Design Center Database
TechInsights has updated its Automotive Electronics Design Center Database, where research and development of automotive electronics systems and components are undertaken by the world’s leading Tier 1 vendors. This database lists 13 new entries and new facilities, and 18 updated existing entries, which also includes centers developing technology in automotive communication, infotainment, telematics and electric vehicle batteries. In total, around 2,500 centers are listed.
VALUE SHARE: Global 5G and LTE Handset Revenue and ASP by Vendor : Q4 2023
Global 5G handset industry revenues and shipments grew double digits in Q4 2023. Apple remains the leader of 5G shipments and revenues, but Samsung is growing behind Apple. Samsung is the world’s second-largest 5G vendor in terms of shipments and revenues. Samsung is the biggest vendor in LTE shipments and revenues.
KIOXIA FXZ5_512G 162L 512 Gb TLC 3D NAND Transistor Characterization
The Toshiba TH58LKT2V46BA8S TLC 3D NAND flash is a 154-ball grid array (BGA), multi-chip package (MCP), measuring 13.5 mm × 11.5 mm × 0.9 mm thick, including solder balls. The TH58LKT2V46BA8S contains eight stacked KIOXIA 162-layer FXZ5 512G dies, arranged in two side by side four die stacks. Bond wires connect the two die stacks to the two wider sides of the printed wiring board (PWB).
Deep Dive Teardown of the Samsung Galaxy S24+ SM-S926NZVEKOO Smartphone
The Samsung Galaxy S24+ is one of Samsung’s flagship S series phones launched at the Galaxy Unpacked event on February 17, 2024. The SM-S926N model is targeted at the Korean market. In the Samsung Galaxy S24+ SM-S926N phone, Samsung provided 15 out of 42 packages in design wins.
Top-three Semiconductor Spenders Heating up with CHIPS Act Funds
Semiconductor equipment order activity increased to 80 °F last week. Memory continued to lead the upturn due to its exposure to AI.
Logic IC Sales up 17% YoY the week ending April 5, 2024
Semiconductor sales increased 2% last week and were up 25% from this time last year. Zooming in on Logic IC, the 13-week MA jumped 17% YoY last week. TechInsights forecasts Logic IC sales will increase 15% to $323 billion in 2024.
Unlocking Tomorrow's Semiconductor Secrets
Unlock the secrets of tomorrow's semiconductor industry with our exclusive fireside eBook featuring G. Dan Hutcheson. Gain invaluable insights into emerging trends, global dynamics, and the transformative impact of technologies like AI.
The Inner Workings: Analyzing Lithium-ion Coin Batteries in AirPods Pro 2 and Huawei Watch Buds
The Inner Workings: Analyzing Lithium-ion Coin Batteries in AirPods Pro 2 and Huawei Watch Buds Uncover the secrets behind the lithium-ion batteries in Apple AirPods Pro (Gen. 2) and Huawei Watch Buds. Learn how cathode composition influences energy
Discover B200 Blackwell: The Next Generation AI Chip Powered by Dual TSMC Silicon Reticles
NVIDIA has consistently led the charge in the AI revolution with its advanced hardware and software stack. Now, with the introduction of their Blackwell hardware family, it's evident they're determined to maintain their position at the forefront.
The Chip Insider® – Taiwan’s Earthquake
In this week's edition of The Chip Insider®, earthquakes and disasters grab headlines, often accompanied by dire expert commentary on potential industry disruptions. Yet, our expert G. Dan Hutcheson maintains a balanced view. Our resilient supply chains, managed tirelessly by dedicated professionals around the clock, help mitigate disruptions even when chips are down—literally.
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