Latest Blogs and Commentary
Update brings more fabs, water use, increased technology coverage to TechInsights Semiconductor Manufacturing Carbon Model
Notable improvements include the expansion of fab coverage, with the model now covering 184 300mm semiconductor fabs worldwide.
Google is the third-largest designer of data center processors as of 2023… without selling a single chip
Discover how Google, without ever selling a single chip, has risen to become the third-largest designer of data center processors by pioneering AI accelerators like TPUs.
Executive Summary: Generative AI for Telcos drives Productivity in 2024
Generative AI brings new opportunities for significantly enhanced automation of customer engagement, operations and software development as well as new revenues. However, while Gen. AI will enable new services in the long run, in the near term it can dramatically lower costs and improve productivity leading directly to better profit margins for telecoms operators.
Tracker: Global Bluetooth TWS Shipments, Revenues and ASP by Price Tier by Vendor: Q1 2024
Premium-tier remains as the most valuable TWS segment but Entry-tier rises to the top in shipments. Apple is the undisputed leader in total TWS shipments having most of its shipments in the premium segment. This report looks at the shipment volumes as well as ASPs and revenues of the top-22 vendors in detail for 2016-Q1 2024.
Tracker: Global Bluetooth TWS Shipments by Region: Q1 2024
Apple remains the shipments leader in Bluetooth True Wireless Stereo (TWS) headsets. AirPod Shipments declined -6% YoY in Q1 2024. Overall TWS headsets growth has slowed down YoY but India is still driving growth. This report looks at the shipment volumes of the top-22 vendors in detail for 2016-Q1 2024. The report offers valuable insights to all designers, vendors, operators, distributors, etc working with TWS headsets.
Q1 2024: Vivo: Slipped out of the Top Five Smartphone Rankings
Vivo’s smartphone volumes and revenue declined to record levels in Q1 2024. It is now out of the top five global smartphone rankings in the quarter. Its financials including ASP’s on a slow downward spiral need a revival. The traditional challenges of geo-diversification, flagship success and competition having an upper hand over it in smartphone segments like 5G, foldables are yet to be addressed.
Canada Smartphone Vendor Marketshare by Operator: Q1 2024
Smartphone shipments in Canada grew in Q1 2024 compared to the year-ago quarter, with just one of the five leading vendors seeing shipments decline year-on-year. Canada is a mature market in which replacement sales make up most smartphone volumes, limiting growth. Nonetheless, Canadian consumers are once again upgrading their smartphones. The big three vendors in the Canadian market this quarter are Apple, Samsung, and Google.
Global Smartphone Monthly Shipments (Sell In), Sales (Sell Through) and Inventory Variance by Vendor: May 2024
TechInsights tracked global smartphone shipments (sell in) increased by 6% YoY, and sales (sell through) went up by 3% YoY in April 2024. This rebound in the smartphone industry is attributed to normalized inventory levels, resumed product launches from vendors, and increased demand from end consumers in emerging markets.
Prophesee GenX320 Device Essentials Plus
The Prophesee GenX320ES is a monochrome, 1/5-inch optical format, 320 × 320 pixels resolution, stacked back-illuminated (BI) event-based Metavision® image sensor (CIS) for embedded vision and many power-sensitive applications. The Prophesee GenX320ES features non-shared pixel architecture using a gain-boosted log amplifier (LOGA) and pixel-level interconnect for a dynamic vision sensor (DVS).
Ethos-U85 Adds Transformer Support
Arm has updated its neural processing technology, offering its EthosU85 as a follow-on to the prior EthosU65. It positions Arm as having a critical new technology for the edge.
Deep Dive Teardown of the Huawei 192 Line LiDAR L306 LiDAR Sensor
The L306 debuted as the front LiDAR scanner in the AITO M9 – an all-electric luxury SUV launched under the joint brand of Seres Group and Huawei. Huawei’s new LiDAR is a hybrid solid state with a four-sided rotating prism type. It has a 120° horizontal by 20° vertical field of view with a scan rate of up to 20 Hz. Its maximum detection range is 250 m, or 180 m for objects with 10% reflectivity.
Deep Dive Teardown of the Crucial T705 CT2000T705SSD5 SSD
PHISON Electronics Corp. provided PS5026-E26 PCIe Gen5.0x4 NVMe 2.0 SSD Controller, manufactured using 12 nm process technology, ensuring efficient data handling, and PS6126-45 Power Management, which optimizes power consumption for enhanced efficiency. Texas Instruments TMP108 Digital Temperature Sensor is included in SSDs to track operating temperatures and guarantees consistent performance in various scenarios.
Edge AI Proliferation has Entered the Chat
Semiconductor equipment order activity increased to 82 °F last week. AI-related segments like memory and advanced packaging are going strong. Mobile segment is also getting warmer following some positive signs from emerging markets in Q1 2024
MediaTek Company Profile
This report contains a profile of MediaTek, a prominent fabless semiconductor vendor for the mobile industry. MediaTek currently has the market leadership in mobile application processors for the Android smartphone ecosystem but trails arch rival Qualcomm as in volume of cellular basebands sold worldwide. In addition to mobile semiconductors, MediaTek produces chipsets for connectivity, networking, smart devices and beginning to venture into automotive.
Tracker: Lead Times for Automotive Semiconductors Q1 2024
This file contains lead times for automotive semiconductor components. Automotive semiconductor lead times stabilized in Q1 2024 reaching an average of 14.3 weeks. This was only a half week lower than Q4 2023 average of 14.9 weeks. Most component lead times are at pre-pandemic levels at under 17 weeks, except embedded processor and discrete lead times are above 20 weeks.
Q1 2024: Realme: Strong Rebound, Headwinds Remain in India
Realme smartphone shipments grew a strong 17% YoY in Q1 2024. The macroeconomic scenario improved compared to Q1 2023 plus new product launches coupled with weak Q1 2023 led to the annual growth.
Analysis: Automotive Passive Semiconductor Component Lead Times Fell to Pre-pandemic Levels in Q1 2024
Automotive passive semiconductor lead times fell to the lowest level in seven quarters in Q1 2024 reaching an average of 16 weeks. Passive semiconductors as well as most other automotive components have average lead times at pre-pandemic levels except for a few exceptions. We expect lead times to remain at similar levels throughout 2024.
Analysis: Automotive Semiconductor Lead Times Stabilized in Q1 2024
Analysis of Q1 2024 automotive semiconductor lead times data. Automotive semiconductor component lead times continued falling for the sixth consecutive quarter in Q1 2024 but at a much slower rate. Most semiconductor component lead times are at pre-pandemic levels. We expect lead times to remain at similar levels throughout 2024.
