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Latest Blogs and Commentary

May 21, 2025

Narrative: Global Smartglasses Sales Forecast for 88 Countries 2012-2030

Smartglasses sales to grow 624% by 2030, led by Google, Meta, Samsung, and Apple’s upcoming launch.

May 21, 2025

Forecast: Global Smartglasses Sales for 88 Countries: 2012-2030

Smartglasses sales to grow 624% by 2030, led by Google, Meta, Samsung, and Apple’s anticipated entry.

May 21, 2025

Analysis: Huawei Ranks Top in China Smartphone Market in Q1 2025

Explore Huawei’s comeback—8 straight quarters of shipment growth reached 15.1M in Q1 2025. Learn how subsidies, 5G expansion, and market dynamics shaped its revenue and China market lead.

May 21, 2025

OECD Fixed Voice and Leased Line Price Benchmarking Q4 2024

Q4 2024 OECD Fixed Voice & Leased Line Price Benchmark update with latest baskets, multi-currency views, and historical data.

May 21, 2025

India's Sixth Semiconductor Fab backed by HCL-Foxconn Partnership

India approves sixth semiconductor unit JV by HCL and Foxconn near Jewar Airport, advancing India’s goal as a global semiconductor hub.

May 21, 2025

China Smartphone Vendor and OS Marketshare: Q1 2025

Discover how China’s smartphone market grew 9% YoY in Q1 2025—see how subsidies, shifting vendor rankings, and Huawei’s comeback are reshaping the competitive landscape.

May 21, 2025

Narrative: Japan Handset Vendor Market Share by Operator Q1 2025

Japan handset shipments rose 32% in Q1 2025; Apple leads, Samsung #2, followed by Google, Lenovo-Motorola, and Sharp.

May 21, 2025

CPL Biweekly Update - Discrete Semiconductors and Passives

Semiconductor sales to grow 15% in 2025, driven by strong AI demand offsetting slower growth in other segments.

May 20, 2025

Semiconductor Analytics – May 20, 2025

Weekly semiconductor sales down, annual growth steady; DRAM IC trends rising. Detailed market data across major segments.

May 20, 2025

200mm Fab Report with Focus on Specialty Substrates

Updated Semico Fab Database with consolidated data, summaries, and detailed charts in a comprehensive file.

May 20, 2025

Oppo Silicon Battery (Find X8) Battery Characterization

Detailed Battery Characterization of Dongguan BLPB07 silicon-anode Li-ion cell from Oppo Find X8, with performance comparison to OnePlus Ace 3 Pro’s BLPA65.

May 20, 2025

Apple APL109A PMIC Floorplan Analysis

Explore a Basic Floorplan Analysis of Apple’s TMPB06 die in the APL109A PMIC from the iPhone 16e, also used in earlier iPhone models like the 14 Pro Max.

May 19, 2025

Global Residential Broadband Forecast 2010 to 2030

Comprehensive analysis of the Global Residential Broadband market with forecasts on subscriptions, revenue, ARPU, and technology trends by region.

May 19, 2025

Insight: Automotive Satellite Data Race Intensifies with Entry of Skylo

Skylo partners with Qualcomm and Deutsche Telekom to challenge Starlink in automotive satellite data.

May 16, 2025

Tracker: Apple Watch by Model Q1 2025

Discover the latest Apple Watch shipment trends—explore model performance, shipment volumes, and market shifts through Q1 2025 with detailed global data.

May 16, 2025

Company Earnings: Q1 2025 Samsung

Explore Samsung’s Q1 2025 earnings—uncover key takeaways on supply and demand trends, segment performance, and strategic insights from their latest earnings call.

May 16, 2025

Company Earnings: Q1 2025 KLA (FY Q3 2025)

Get key insights from KLA’s quarterly earnings calls—understand demand shifts, supply trends, and market positioning in the semiconductor equipment space.

May 16, 2025

Narrative: Global Fitness Band Vendor Value Share by Price-Tier Q4 2024

Explore the latest trends in the global fitness band market—track shipments, pricing, and vendor performance as revenues stabilize after years of decline.

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