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Latest Blogs and Commentary

May 15, 2025

Narrative: Apple iPhone Shipments by Model: Q2 2007 to Q1 2025

Apple’s iPhone shipments grew 11% in Q1 2025, led by the iPhone 16 series. The iPhone 16e exceeded expectations, ranking fourth in global shipments.

May 15, 2025

Narrative: Global Handset Vendor Market Share for 15 Countries: Q1 2025

Global handset shipments declined 2% YoY in Q1 2025, led by weaker feature phone sales. Samsung, Apple, Xiaomi, vivo, and Huawei lead key regional markets.

May 15, 2025

Marvell’s Structera A Brings Near-memory Processing to CXL

Marvell's Structera A near-memory chip targets datacenter AI, featuring 16 Arm Neoverse cores. Sampling now, with volume production set for late 2025.

May 15, 2025

Mazda’s Adoption of NACS for Japan Portends Broader Adoption of Protocol

Mazda adopts the NACS (SAE J3400) charging standard for Japan EVs, signaling potential global expansion beyond North America for the EV connector.

May 15, 2025

NVIDIA Blackwell B200 Processor Floorplan Analysis

A floorplan analysis of NVIDIA’s GB102 GPU die in the GB100-886N-A1 package, found in the HGX B200 AI accelerator, successor to the Hopper H100/H200 series.

May 15, 2025

Company Earnings: Alarm.com Q1 2025 Consumer Electronics

Alarm.com reported Q1 2025 revenue of $238.8M, up 7% YoY. This summary highlights key earnings metrics and market trends in consumer electronics.

May 15, 2025

Snapdragon 6 Gen 4: Qualcomm Clips 7s Gen 3's Wings

Snapdragon 6 Gen 4 moves to TSMC’s 4nm N4P process with Arm v9 architecture, likely sharing a die with Snapdragon 7s Gen 3 for greater efficiency.

May 15, 2025

Narrative: Datacenter AI Processor Chips and Accelerators Q1/25 Update – The Rapid March Continues

The datacenter AI chip market will hit $457B by 2030, driven by generative AI. GPUs lead growth, with strong gains also expected in CPUs and AI ASICs.

May 15, 2025

McClean Report May 2025: Semiconductor Forecast Update and Top Supplier Rankings

Q1 2025 brought challenges to the global economy and semiconductor industry; TechInsights' latest forecast reflects tariffs and rising trade tensions.

May 15, 2025

Insight: NXP Unveils Third-Generation Imaging Radar Processors in 16 nm FinFET Technology

NXP's 3rd-gen S32R47 radar processors offer 2x performance and 2.5x power efficiency, targeting next-gen OEM platforms with 16nm FinFET tech.

May 15, 2025

Qualcomm Snapdragon 8 Elite SM8750 Processor TSMC N3E FinFET Process 4.9-Track Height CPU Library

Detailed analysis of standard cells in the Snapdragon 8 Gen 4 CPU reveals insights into TSMC 3nm process efficiency, routing, and design strategies.

May 15, 2025

Narrative : Global 5G Smartphone Vendor Share by Region Q1 2025

Global 5G smartphone shipments grew in early 2025, but economic, geopolitical, and market challenges may limit growth in key regions.

Winners of the 2025 Global Semiconductor Supplier Awards Announced

May 14, 2025

Winners of the 2025 Global Semiconductor Supplier Awards Announced

Each year since 1988 TechInsights have published the results of their annual Customer Satisfaction Survey resulting in the winners of the Global Semiconductor Suppliers Awards.

May 13, 2025

Goodix GLS6155 Ambient Light Sensor Packaging Analysis

Access the packaging analysis of the Goodix GLS6155, a high-precision ambient light sensor for under-OLED display applications.

May 13, 2025

Innoscience ISG3201 100 V SolidGaN Integrated H-Bridge Power Essentials

Access a power essentials analysis of the ISG3201, a highly integrated 100 V half-bridge device from Innoscience’s SolidGaN family.

The Chip Insider®– China's EUV "DeepSeek Moment”

May 13, 2025

The Chip Insider®– China's EUV "DeepSeek Moment”

Discover why China’s EUV progress is being called a “DeepSeek moment” and what it reveals about the tech gap with the West in this week’s Chip Insider®.

May 12, 2025

Analysis: Xiaomi's Smartphone Business Slowed in Q1 2025, Despite Surging Performance in China

Xiaomi posts 7th straight quarter of growth in Q1 2025, driven by China subsidies. Overseas performance mixed amid premium market ambitions.

May 12, 2025

Chance of Undersupply for Certain Automotive Semiconductor Devices Expected in early 2026

TechInsights updates Q1 2025 automotive semiconductor forecasts with key data on capacity, shipments, and demand.

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