Latest Blogs and Commentary
Report Overview: Resideo Buys Snap One
The consolidation of the smart home market was impacted by Resideo’s recent acquisition of Snap One in April 2024. Resideo’s ADI Global Distribution and Snap one have combined forces to bring the power of choice to professional installers and integrators.
AMD Ryzen 9 7950X3D Advanced CMOS Process Analysis
This report provides an analysis of the structure and materials used in the manufacture of the of the AMD Ryzen 9 7950X3D CCD (compute chiplet), fabricated using TSMC’s N5 HPC finFET process.
Micron Y5BP D1β 12 Gb LPDDR5X DRAM Memory Floorplan Analysis
Analysis of the floorplan design used in the Micron Technology MT62F1536M64D8ZA-023 (Y5BP Die) D1β 12 Gb LPDDR5X and includes an executive summary and supporting image sets optical, X-ray, SEM cross sectional, and SEM bevel imaging sets.
Global TWS & Banded Headset 88 Country Forecasts to 2029
Bluetooth headsets have become must-have products for many smartphone owners as vendors remove the 3.5 mm plug from their smartphones. China is the biggest market for True Wireless Stereo (TWS) and banded headsets, followed by the United Sates and India. Africa has emerged as one of the fastest-growing regions.
Telecom Operators Pioneering Use Cases for Generative AI
The following report by TechInsights on Telecom Operators Pioneering Use Cases for Generative AI brings a fresh, analytical perspective on the state of the telecom market and how vendors are adjusting to an influx of competition amid new smartphone features made possible with Generative AI. Everyday functions for departments found in every business are set to become automated with the help of Large Language Models.
Baidu Kunlun I SoC Digital Floorplan Analysis
Baidu and Samsung Electronics announced Baidu’s first cloud-to-edge AI accelerator, the Kunlun I chip. The Kunlun I accelerator covers diverse applications such as AI and HPC, manufactured using Samsung’s 14nm process technology.
Intel Core Meteor Lake Chiplet Package Advanced Packaging Essentials
The Core Ultra 7 155H is a desktop processor leveraging a disaggregated chiplet design strategy and Intel’s Foveros advanced packaging technology. The package incorporates four active chiplets (tiles) mounted to a passive interposer (base tile) using micro-bump interconnect.
Google Pixel 8 Tensor G3 SoC Digital Floorplan Analysis
The Google Tensor G3 is a package-on-package (PoP) assembly comprises a Micron LPDDR5 memory and the ZCF SoC. The Tensor G3 PoP was extracted from the Google Pixel 8 Pro smartphone.
Survey Plus Teardown of the Samsung Galaxy A55 5G SM-A556B/DS Smartphone
The Samsung Galaxy A55 5G is a mid-range device from the Galaxy A series of smartphones. It has a 120Hz, 6.6" Super AMOLED display with a resolution of 1080 x 2340 pixels. The smartphone also features a 32 MP front camera, and three rear cameras (50 MP, 12 MP, and 5 MP).
EV Developments at the Beijing Auto Show 2024
This report summarizes China’s largest automotive event, the Beijing Auto Show 2024. It compiles the most interesting premieres, technological revelations, and the latest announced development strategies of electric and hybrid vehicle manufacturers.
Apple Vision Pro Battery Essentials
The A2733 battery manufactured by Amperex Technology Limited (ATL) that was extracted from Apple's flagship spatial computer, the Apple Vision Pro. The battery module is formed with three identical battery cells connected in series, generating a total capacity of 3969 mAh.
Tracker: Global Fitness Band Vendor Market Share by Region: 2024 Q1
Global Fitness Band shipments slowed their decline to just 21% YoY during Q1 2024, after three consecutive quarters of over 40% declines. Slumping demand for the market leading Xiaomi Mi Band line as well as a market exit from Samsung, in addition to macroeconomic weakness, geopolitical uncertainty, and continued high inflation stifling consumer discretionary spending contributed to the downtick.
Smartphone Image Sensor Market Share Q1 2024: Demand Drives Volume Growth
The smartphone image sensor market experienced a growth of 5% in Q1 2024. The recovery in the end-market boosted the orders of high-resolution CIS products to meet the smartphone specification demand. Sony Semiconductor held the top spot managing over 55% share, followed by Samsung System LSI and OMNIVISION in the quarter.
Q1 2024 – Transsion: Africa’s Phone King Continues to Expand Internationally
Transsion retained its position as the fourth largest smartphone vendor and the leading feature phone player in Q1 2024. Its three in-house brands – Tecno, Infinix and itel – collectively shipped 28.5 million smartphones and 20.5 million feature phones.
Insight: Q1 2024 Smart Speaker Results- A sluggish start but generative AI fueled growth is on the horizon
Global smart speaker and display shipments reached 29 million units in Q1 2024, a year-over-year (YoY) drop of 7 percent. While global economic uncertainty is a contributing factor to lackluster sales, the market is reaching a level of maturity in the US and China as well as parts of Western Europe and household penetration growth rates have slowed considerably.
Walmart Takes Next Step in CTV Market After Vizio Acquisition
Coming on the heels of its acquisition of smart TV manufacturer Vizio in February 2024 for $2.3 billion, pending regulatory approval, Walmart made its next move in the connected TV space with the launch the Onn 4K Pro Streaming Device.
Component Price Landscape (CPL) Biweekly Update - Discrete Semiconductors and Passives
Discrete Semiconductors and Passives categories price decrease trend continued in Q1 2024 and is expected come to an end is Q2. We anticipate prices to increase in 2H 2024 for both segments. Lead times are expected to be relatively flat in most categories throughout 2024 except for discrete and passives components.
Report Overview: Three Cool Things Samsung Record High ASP
Learn more about why Samsung’s models are gaining traction and developing nations as well as why an overall decline in revenue and shipments from last year doesn’t tell the full story on Samsung’s outlook for 2024 and beyond.
