Latest Blogs and Commentary
Q4 2023 – Vivo: Volumes Grew, Revenues and ASP Declined
Vivo’s smartphone volumes grew but revenues declined in Q4 2023. Its average selling prices (ASPs) also took a sharp downturn. Its search for a stand-out flagship continues. This would be central to a turnaround in its financials. What are its priorities in 2024? Its competitors have greatly pulled ahead of it in the 5G and Foldable segments. Can it now bridge the gap?
Deep Dive Teardown of the Apple MacBook Pro 16 Inch A2991 Laptop
Apple continues its design tradition of using an aluminum enclosure fitted to all internal components. The MacBook Pro A2991 is a laptop that features a fan-based cooling system. Between the Apple processor and heat pipe we found a lot of thermal paste. The laptop is equipped with cooling fans that help to dissipate heat from the internal components, including the CPU.
Playing Catch-up to Amazon, Walmart Acquires Vizio for $2.3 Billion
In an effort to help its advertising business and better compete against Amazon, Walmart acquired smart TV manufacturer Vizio for $2.3 billion on February 20, 2024, pending regulatory approval. Is this a case of Amazon envy? This report examines the rational behind this acquisition and its impact on the market.
Japan Handset Vendor Marketshare by Operator: Q4 2023
Japan handset shipments grew by 9% annually in Q4 2023. As usual, Apple continued to capture top positions through all local Japanese operators including Rakuten Mobile. Our extensive report has tracked the major handset vendors' marketshare by quarter at all major operators in Japan, including NTT Docomo, Softbank and KDDI from Q1 2012, and we started to track Rakuten Mobile, a new MNO launching the services since Q2 2020.
Qualcomm SDR875 Converged mmWave-sub6 Transceiver Floorplan Analysis (RFTF)
This report presents a Basic Floorplan Analysis (BFR) of the Qualcomm HG11-13972-2 die found inside Qualcomm SDR875. The SDR875 was extracted from the Samsung SM-S928U1 Galaxy S24 Ultra 5G smartphone.
HiSilicon Kirin 9000 and Kirin 9006C Processors – A Comparative Look at Taiwanese and Chinese PoP Packaging Technology Advanced Packaging Quick Look Analysis
This is an Advanced Packaging Quick Look (APQ) summary document comparing the Kirin 9000 and the Kirin 9006C processors, provided as a companion deliverable for APQ-2312-802 projects. In 2020, the US government enacted sanctions on Huawei and HiSilicon, constraining their access to manufacturers and markets outside of China.
Apple APL1201 M3 Application Processor TSMC 3nm FinFET HKMG CMOS Process Digital Floorplan Analysis
This report presents a Digital Floorplan Analysis (DFR) of the Apple TMRJ66 die found inside the Apple APL1201 system-in-package (SiP). The Apple APL1201 SiP was extracted from the Apple iMac M3 24-inch display desktop computer (A2874).
Service Provider Trends
Gain insights into the latest telecommunications trends with our Service Provider Trends Full Paper. Download now for strategies to stay ahead in this dynamic industry.
MWC - Redefining Tech:AI-Enabled Mobiles & Samsung's Galaxy Ring
At the 2024 Mobile World Congress, anticipation swirls around the unveiling of groundbreaking innovations set to redefine the tech landscape. Among the predictions, mobile phones with AI capability take center stage, heralding a new era of personalized experiences and seamless integration.
MWC 2024 - Huawei to Reveal Latest Tech and Red Cap Adapter
At the upcoming 2024 Mobile World Congress, Huawei is poised to showcase its latest advancements in mobile technology, leveraging cutting-edge HiSilicon processors and advanced process nodes.
Galaxycore GC32E1 1/3.1”, 32MP, 0.70µm Pixel Pitch, Back-Illuminated, CMOS Image Sensor Device Essentials Folder
This device essentials folder (DEF) presents the Galaxycore GC32E1 1/3.1”, 32 MP, 0.70 µm Pixel Pitch, Back-Illuminated, CMOS Image Sensor from the Tecno Spark 20 Front Camera.
China gaining ground in Mobile RF Front End technology despite restrictions
China gaining ground in Mobile RF Front End technology despite restrictions Webinar Despite technological restrictions, the Huawei Mate 60 Pro signifies the resurgence of the Chinese smartphone industry. Huawei and HiSilicon are now challenging their
IEA Forum Paves the Path for a Sustainable Future
The IEA Energy Innovation Forum in Paris, marking the IEA's 50th anniversary, was a key moment in the global push for sustainable energy, highlighting technology’s role in advancing a secure, sustainable, and affordable energy future.
USA Handset Vendor Marketshare by Operator: Q4 2023
Handset shipments in the United States declined year-on-year in Q4 2023. Apple led across major carriers, followed by Samsung, which led Android, and then by Motorola, and TCL-Alcatel. Verizon Wireless was the standout operator.
DRAM Sales jumped 79% YoY the week ending Feb 16, 2024
Semiconductor sales were flat last week but were up 17% from this time last year. Zooming in on DRAM IC, the 13-week MA jumped a whopping 79% YoY last week. TechInsights forecasts DRAM IC sales will increase 46% to $78 billion in 2024.
MWC Video Series Part 6: Smartphones & Wearables Outlook
Step into the future of smartphones and wearables with Neil Mawston, Executive Director, Global Wireless Practice, and Yiwen Wu, Associate Research Director at TechInsights, in a discussion on why 2024 is hailed as the Year of the AI Smartphone.
India Smartphone Market by Channel by Vendor - Q4 2023
India Smartphone market grew by 28% annually in Q4 2023. Offline channels held a slight upper hand over online in the quarter. ECommerce retailers were the largest channel sub segment. Flipkart and Amazon led the way for smartphone eCommerce retailing in India. How did the other offline smartphone distribution landscape span out? The report provides detailed channel analysis by quarter, for the overall market and by smartphone vendors in India.
Advanced Driver Assistance Systems Forecast - Data Tables - February 2024
This Advanced Driver Assistance System (ADAS) market forecast shows strong growth, driven by legislation, NCAP regimes, and an industry push towards more automated driving. Key changes in this update include China emerging as the lead region for LiDAR adoption.
