Latest Blogs and Commentary
Tracker: Global Fitness Band Vendor Value Share by Price-Tier Q3 2025
This report tracks quarterly global fitness band shipments, wholesale pricing, PRICE-TIERS, and revenues for all major vendors from 2016 to 2025.
Summary - Oppo Reno 15 (PLW110) Survey Plus Teardown
Oppo Reno 15 teardown details MediaTek Dimensity 8450 design, revealing IC sourcing, RF diagrams, and subsystem cost insights.
Summary - SAIC Motor Z-ONE ADAS Controller with Dual Journey 5 SoCs Deep Dive Teardown
A deep dive teardown of SAIC Z-ONE’s ADAS controller includes an analysis of its construction, benchmarking, and cost data.
Summary - Vivo Y500 (V2506A) Survey Plus Teardown
A Survey Plus Report (SPT) of the The Vivo Y500 includes a look at its device observations, analysis summary and more.
Summary - Xiaomi Redmi K90 (2510DRK44C) Survey Plus Teardown
A Survey Plus Report (SPT) of the Xiaomi Redmi K90 includes a look at its device observations, analysis summary and more.
Summary - Xiaomi Smart Door Lock 4 Pro (XMZNMST01ZY) Deep Dive Teardown
A deep dive report of the Xiaomi Smart Door Lock 4 Pro, looking at its construction, benchmarking, and cost data.
Value Share: Global Smartphone and Handset Vendor ASP and Revenue Share by region: Q3 2025
Q3 2025 smartphone revenues and ASPs reveal vendor pricing power and financial health across regions, backed by deep historical data.
Summary - Oppo Find X9 (PLJ110) Survey Plus Teardown
This Survey Plus Report (SPT) looks at device observations, analysis summary, and more of the The Oppo Find X9.
Summary - Samsung Galaxy A07 4G (SM-A075F) Survey Plus Teardown
This Survey Plus Report (SPT) looks at device observations, analysis summary, and more of the Samsung Galaxy A07 4G.
2026-01-28 - Company Earnings: Q4 2025 Lam Research
2026-01-28 - Company Earnings: Q4 2025 Lam Research 2 Min Read January 29, 2026 These reports provide key takeaways about Lam Research's demand and supply from their quarterly earnings call. This summary outlines the analysis* found on the
Narrative: Global Smartwatch Vendor and OS Value Share by Price-Tier Q3 2025
Discover the latest trends in the global smartwatch market with our Q3 2025 report. Track smartwatch revenue share, as Apple dominates the quarter with 50% of market revenue. Analyze global smartwatch revenues, prices, and price bands from 2013 to Q3 2025.
2026 Mobile Outlook Report
Discover the five expectations defining the mobile market in 2026, including changes to manufacturing and supply chains, new product innovations, mobile AI, BRIC and emerging market impacts, and form-factor changes.
2026 Manufacturing Outlook Report
Discover the five expectations defining manufacturing in 2026, including capacity expansions, equipment sales, rise in emissions, AI powering subsystems, and changes to semiconductor packaging.
Semiconductor Analytics - January 28, 2026
Weekly semiconductor sales trend higher as DRAM strengthens YoY, with data tracking momentum across IC segments from memory to auto.
2026-01-28 - Company Earnings: Q4 2025 ASML
Key insights on ASML's demand and supply from their quarterly earnings call.
Market Data: Smartphone Image Sensor Market Forecast 2026-2031
Smartphone CIS demand accelerates as advanced sensing lifts the market past $20B, driving growth across imaging and 3D sensing segments.
HiSilicon Kirin 9030 Pro (SMIC 7nm N+3) Huawei Mate 80 Series Floorplan Analysis
Floorplan analysis of the Hi36D0-GFCV100_die found inside the HiSilicon Hi36D0-GFCV100 package.
2026 Consumer Electronics Outlook Report
Discover the five expectations defining consumer electronics in 2026, including edge AI, US consumer electronics demand, matter standard, smartwatch connectivity, and smartglasses driving wearables market.