Latest Blogs and Commentary
Chinese OEM Electric Vehicle Strategies: Pace and Price Competition Advantage
Chinese auto makers command the advantage of speed and economies of scale in electric vehicles over their global OEM competitors in their home market. But Tesla is disrupting the market with an aggressive cost reduction strategy, bringing more Chinese EV start-ups into administration. This report looks at recent developments in Chinese OEM electrification strategies.
Executive Summary - Telecom Strategies Top Predictions for 2024
The telecommunications value chain is a complex ecosystem buzzing with innovation. Our premise is that this ecosystem is tightly coupled together, with operator direction and end-user requirements acting as powerful forces, weaving together the various players in this dynamic landscape. In 2024, the technology landscape continues to churn with transformative waves even as if faces some strong undercurrents.
VALUE SHARE: Global Smartphone Revenue, ASP and Profit by Vendor by Price Tier : Q4 2023
Global smartphone industry wholesale revenue grew 6% YoY thanks to the higher smartphone shipments which increased 7% YoY in Q4 2023, while smartphone shipment ASP marginally went down 1% YoY. Apple maintained leadership with the stabilized revenue share annually.
The Chip Insider®– Sam Altman’s $7T play to save the semiconductor industry
You're likely familiar with Sam Altman’s endeavors to reshape the global semiconductor industry, a plan of unprecedented trillion-dollar scale. Let's explore some comparisons to put it in perspective.
Celebrating Lunar New Year with a Surge in End Demand
Semiconductor equipment order activity increased to 72 °F for the first time in 16 months. Most of the action is coming from the Compute, Mobile, and Memory markets as the end-market demand is recovering and inventories are getting back to balanced levels.
Semiconductor Sales were up 22% YoY the week ending Feb 09, 2024
Semiconductor sales increased 4% last week and were up 22% from this time last year. Zooming in on Auto IC, the 13-week MA increased 8% YoY last week. TechInsights forecasts Auto IC sales will increase 10% at $46 billion in 2024.
MWC Video Series Part 5: Automotive Outlook
Explore the evolving landscape of connected cars as Roger Lanctot, Director of Automotive Connected Mobility, and Greg Basich, Associate Director of Global Automotive at TechInsights, discuss the transformative impact of 5G technology.
Marvell Fills In Octeon 10
Marvell has filled out the lower end of its Octeon 10 family of data-processing units with a big jump in silicon process node.
5th-Gen Xeon Goes to 64 Cores
Intel’s fifth-generation Xeon family shows solid performance improvements over the prior generation, but not enough to beat its nemesis on core count or performance.
Deep Dive Teardown of the Yale Connect WiFi Bridge
The Yale Connect WiFiBridge AC-R1, in combination with the Yale Access Module (Subsystem), constitutes additional equipment for the Yale ConexisSmart Lock L2 SD-L2000-WH, allow the user to wirelessly connect the door to the Internet or via Bluetooth to a mobile device and open the lock from anywhere while using the Yale Access Mobile App.
Deep Dive Teardown of the Sennheiser Momentum True Wireless 2 M3IETW2 Wireless Earbuds
Design wins for the Sennheiser True Wireless 2 M3IETW2 are shared by several suppliers. In each earbud, there is a Qualcomm QCC5121 Bluetooth 5.1/Audio SoC, 16 MB GigaDeviceGD25LQ128D serial NOR Flash Memory, an Ambient Light/Proximity Sensor from Dyna Image, a Capacitive Proximity Controller from Semtech, and MEMS microphones provided by Knowles.
Intel Core Meteor Lake Intel4 Transistor Characterization
This report presents key DC electrical characteristics for logic NMOS and PMOS transistors located in the core region of the Intel SRMZ1 Meteor Lake processor CPU Die. The Intel SRMZ1 Meteor Lake processor was extracted from the Acer Swift Go 14 laptop.
Automotive Semiconductor and Sensor Demand Forecast
This file contains historical and forecast revenue and unit data for automotive semiconductor and sensor demand driven by vehicle production. Current data show automotive semiconductors and sensors dollar demand reached $68 billion in 2023, growing by 23% for the second consecutive year.
USA: Smartphone Shipments & Marketshare by Model: Q4 2023
The United States is the world's most influential smartphone market. It delivers high volume and revenue to device makers, component suppliers and operators. Our extensive report shows the top-50 best-selling smartphone models in the United States in the fourth quarter of 2023.
Global Handset Vendor Marketshare for 15 Countries : Q4 2023
Global handset shipments rebounded after nine consecutive quarters of decline, by 5% YoY in Q4 2023, signalling that market shows a sign of stabilization. Several Chinese brands including Tecno, Xiaomi and Huawei drove the shipments growth.
Deep Dive Teardown of the Apple MacBook Pro A2992 Notebook
Power Managements are mainly provided by Apple, but also by Renesas. Audio CODEC is CS42L84A from Cirrus Logic. The Audio Amplifier is from Texas Instruments and Goertek. TDK supplied the microphones. The Sensors were provided by various suppliers.
Q4 2023: Honor: Number Two in China, Solid Overseas Expansion
Driven by the solid growth in overseas markets, Honor’s global smartphone shipment increased 14% YoY to 16.5 million units this quarter. Despite shipment fall in China, Honor maintained its leadership in the Android campaign in the domestic market, ranking second behind Apple only in Q4 2023.
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