RF Industry Review Q4 2023: Financials

With an uptick in mobile phone shipments in Q4, sales increased an average of 5.4% for radio component suppliers reporting results. Despite this, median profitability as defined by net income divided by sales decreased slightly from 10% to 8% sequentially for the companies in our sample.
05Mar

Telecom Trends

Unlock the future of telecom with the 2024 Telecom Trends report. Explore 11 key industry shifts, from 5G Advanced to AI integration, offering opportunities and strategies for success.
01Mar

Global Internet Device Installed Base Forecast 2018–2028: A Summary

In 2023 Smart Home devices overtook Smartphones to become the second largest Internet connected device domain after Internet of Things (IoT). This report complements and discusses the recently published Global Connected and IoT device Installed Base forecast report covering the entire universe of Internet connected products including Smartphones, Mobile PC and Tablets, Smart TVs, Game Consoles, Digital Media Streamers, Wireless Speakers, and more.
01Mar

Broadcom BCM78900 StrataXGS Tomahawk 5 Ethernet Switch TSMC N5 HPC FinFET Process Digital Floorplan Analysis

The Tomahawk 5 (BCM78900), Broadcom’s first 5 nm merchant switch IC, was shipped in March 2023. It presents a significant enhancement in performance for AI/ML infrastructure, offering 64 channels of 800 Gigabit ethernet in data centers. This equates to a remarkable 51.2 Tb/second of switching capacity on a single chip twice that of the Tomahawk 4 (BCM56990) ethernet switch utilizing TSMC's 7 nm process.
29Feb