Latest Blogs and Commentary
Cellular Baseband Forecast 2025 - 2030: Tariff Uncertainty and Low Expected Growth
Global baseband shipments rose 11.5% in 2024, dip in 2025, then grow via IoT & 5G RedCap. Report covers trends, forecasts & market share.
Insight: Tariff Tensions — EU and Japan Seek Clarity on US Auto Trade Deals
The U.S. has agreed to lower auto import tariffs for the EU and Japan. Explore the timeline, regional impacts, and long-term effects on automotive trades.
Insight: Vivo topped the Indian smartphone market for four quarters in a row in Q2 2025, with a double-digit growth rate
Vivo gained a market share of 8.9% in Q2 2025, growing 4% YoY in the quarter and seeing a 25% YoY growth in India for the fourth quarter in a row.
Narrative: Global Smartphone Vendor Marketshare for 15 Countries: Q2 2025
Global smartphone shipments rose by 4% YoY in Q2 2025, led by Apple, Samsung, Huawei, and vivo. Explore the vendor market share for 15 countries.
Tracker: Apple Watch by Model Q2 2025
Analyze Apple Watch trends—Q2 2025 shipments fell 7% YoY amid an aging lineup and soft demand. Get model-level data from Q4 2016 to Q2 2025.
Narrative: North America Smartphone Vendor & OS Market Share by Country in Q2 2025
North American smartphone shipments rose YoY in Q2 2025, with U.S. growth offsetting Canada’s dip. Apple led overall; Samsung led Android.
Narrative: Global Smartphone Vendor and OS Share by Region: Q2 2025
Global smartphone shipments grew 4% YoY in Q2 2025, led by Samsung and Apple, as emerging markets recovered and overstocking concerns eased.
Company Earnings: MediaTek Q2 2025
MediaTek posts strong Q2 2025 results, expands AI and datacenter partnerships, and eyes Q3 launch of Dimensity 9500 flagship mobile SoC.
Silicon Photonics and the Looming Datacenter Power Crisis
AI growth is driving datacenter power demand. Silicon photonics offers a path to lower interconnect power and new opportunities for chipmakers.
Insight: iPhone Exceeded Expectations by both Shipments and Revenue and Outperformed the Global Smartphone Market in Q2 2025
iPhone shipments rose 15% YoY to 51.7M in Q2 2025, driven by iPhone 16 demand and strong growth in China, India, and other key markets.
Analysis: WFE Forecast Summary (2025-08-01)
The WFE Forecast reports are published quarterly, offering the latest views on the Wafer Fab Equipment (WFE) market.
Analysis: Automotive Electronics Month in Review, July 2025
July 2025 automotive electronics highlights: key forecasts and insights shaped by US tariffs and a peak in legacy auto application value.
Solving the Chiplet Design Jigsaw Puzzle
Chiplets are going mainstream as design re-use and lower costs drive adoption. Learn how SoC design strategies vary across the industry.
Samsung Foundry Challenges Limit Exynos 2500 to Flip 7
Samsung’s Exynos 2500 debuts 3nm GAA tech in mobile, with upgraded CPU, Xclipse 950 GPU, and NPU offering 39% better AI performance.
AI at TechInsights: July 2025 Review
Discover July 2025’s biggest AI chip moves, from export policy reversals to Tesla’s $16.5B Samsung deal and AMD’s datacenter AI push.
The Chip Insider®– Wolfspeed: When a tactical opportunity is a strategic error. Maxims.
Wolfspeed's bankruptcy shocked many and saddened more. It was a great and well-respected technology company that was led to this state by a perfect storm of execution issues, compounded by financial woes as the EV market softened and Chinese SiC competitors...
Advanced Energy Q2 2025 Earnings Summary
Explore Advanced Energy’s Q2 2025 performance with key takeaways on demand, supply, and strategic outlook across core business segments.
Sensors Newsletter: Techinsights' Vision for August 2025
August 2025 sensor analysis highlights: Samsung’s ISOCELL JNP with MPMA tech, Omnivision’s OX08D10 auto sensor, and onsemi’s AF0130 i-ToF sensor.
