Latest Blogs and Commentary
Cockpit Innovations: Streaming, Gaming, Audio and Apps
TechInsights' report on cockpit innovations examines developments of in-car infotainment in audio streaming, video, and gaming, examining announced OEM partnerships, data and content service providers, and trends in displays.
Will there be an Apple M3 Ultra?
Dive deep into the absence of high-density interconnect pads in the M3 Max and its implications for the highly anticipated Apple M3 Ultra.
Research Bulletin – TSMC Climbs to #1, NVIDIA Posts Triple-Digit Growth in Final 2023 Ranking of Top 25 Semi Suppliers
Final calendar year 2023 ranking of the top 25 semiconductor suppliers are presented. No new suppliers broke into the top 25 list in 2023, but there were significant changes in where companies were ranked.
Apple A17 Pro SoC GPU Design Analysis
This report provides an analysis of the standard cells comprising about 70% of the area analyzed in the logic block of the Apple A17 Pro 3 nm GPU, fabricated using FINFLEX methodology by TSMC. Standard cells schematics are extracted to determine routing efficiency, gate density and global metal usage survey.
Intel Must Undercut Its Competitors to Win AI Share
At Intel Vision, the company launched a new version of its AI ASIC Gaudi, and a new version of Xeon. The company is in the midst of a strategic shift, moving from a shipper of components to a holistic silicon, software, and engineering firm with generative AI at its very heart. But this isn’t a quick shift and the company appreciates it’ll take time to rekindle its spark. To take on NVIDIA, it has to slash prices to gain traction.
Renesas SoC Pairs Vision With AI
The new AI accelerator in Renesas’s RZ/V2H provides a boost in AI performance and efficiency to target high-performance robots that inhabit factory floors and smart homes and buildings.
Blackwell Sets New AI Performance Bar
NVIDIA has announced its Blackwell architecture, although the results are mixed. It is faster, but not as much so as the industry may have been expecting.
Revving Up: The Latest Breakthroughs in AI for Automotive Innovation
As automotive technology continues to evolve, so does the role of artificial intelligence (AI) within the industry.
NAND Market Report Q1 2024
This analysis covers supplier production trends, market shares, shipment volumes, revenue, and pricing forecasts. It examines the technological and manufacturing innovations influencing the industry and identifies the key developments driving market demand.
Global Foldable Smartphone Shipments Forecast by Vendor by Region by Quarter to 2025
Samsung's share is eroding but it will keep peak position until 2025 when Huawei surpasses it. We forecast Samsung will retain second place globally still in 2025 followed by Honor taking third position. The foldable market is growing but Apple's absence is still keeping the market growing slowly. We expect Apple to join in 2026 or 2027.
VALUE SHARE: Global Foldable Smartphone 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.
Global Top-500 Smartphone Shipments, ASP, and Price Band by Model: Q4 2023
This highly detailed report shows the top-500 best-selling smartphone models globally in terms of their shipments, wholesale ASP, and price band in the fourth quarter of 2023. The models included in the report cover 89% of the total smartphone shipments in Q4 2023, including all major vendors as well as many locally significant microvendors.
Global Top-500 Smartphone Shipments, ASP, and Price Band by Model with Specs: Q4 2023
This highly detailed report shows the top-500 best-selling smartphone models globally in terms of their shipments, wholesale ASP, and price band in the fourth quarter of 2023. The models included in the report cover 89% of the total smartphone shipments in Q4 2023, including all major vendors as well as many locally significant microvendors.
Global Top-500 Smartphone Revenue, Value Share, ASP, and Price Band by Model: Q4 2023
This highly detailed report shows the top-500 best-selling smartphone models globally in terms of their revenue, value share, wholesale ASP, and price band in the fourth quarter of 2023. The models included in the report cover 97% of the total smartphone revenue in Q4 2023, including all major vendors as well as many locally significant microvendors.
Gearing Up for a Greener Future: Key Circular Solutions at the World Circular Economy Forum 2024
The World Circular Economy Forum (WCEF) returns to Brussels this month, uniting leaders focused on a sustainable future, with a key focus on circularity in semiconductor manufacturing.
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. Albeit from a low base, cellular smartwatches still outperformed the overall smartwatch market in 2023 as cellular penetration among smartwatches continues to rise slowly but steadily.
Research Bulletin – Forecast for Denser DRAM in Servers via Increased CXL and HBM Integration Opportunities
In this research bulletin, it is predicted that servers will increasingly incorporate higher densities of DRAM, facilitated by advancements in technologies such as CXL (Compute Express Link) and HBM (High Bandwidth Memory). These technologies enhance the potential for DRAM integration, meeting the growing demand of traditional workloads which are becoming more memory-intensive.
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.