Latest Blogs and Commentary
China gaining ground in Mobile RF Front End technology despite restrictions
China gaining ground in Mobile RF Front End technology despite restrictions Webinar Despite technological restrictions, the Huawei Mate 60 Pro signifies the resurgence of the Chinese smartphone industry. Huawei and HiSilicon are now challenging their
IEA Forum Paves the Path for a Sustainable Future
The International Energy Agency (IEA) Energy Innovation Forum last week in Paris marked a pivotal moment in the global dialogue on sustainable energy. This event, coinciding with the IEA's 50th anniversary, wasn't just a milestone; it was a springboard for action, focusing on the critical role technology plays in accelerating the global transition to a secure, sustainable, and affordable energy future.
USA Handset Vendor Marketshare by Operator: Q4 2023
Handset shipments in the United States declined year-on-year in Q4 2023. Apple led across major carriers, followed by Samsung, which led Android, and then by Motorola, and TCL-Alcatel. Verizon Wireless was the standout operator.
DRAM Sales jumped 79% YoY the week ending Feb 16, 2024
Semiconductor sales were flat last week but were up 17% from this time last year. Zooming in on DRAM IC, the 13-week MA jumped a whopping 79% YoY last week. TechInsights forecasts DRAM IC sales will increase 46% to $78 billion in 2024.
MWC Video Series Part 6: Smartphones & Wearables Outlook
Step into the future of smartphones and wearables with Neil Mawston, Executive Director, Global Wireless Practice, and Yiwen Wu, Associate Research Director at TechInsights, in a discussion on why 2024 is hailed as the Year of the AI Smartphone.
India Smartphone Market by Channel by Vendor - Q4 2023
India Smartphone market grew by 28% annually in Q4 2023. Offline channels held a slight upper hand over online in the quarter. ECommerce retailers were the largest channel sub segment. Flipkart and Amazon led the way for smartphone eCommerce retailing in India. How did the other offline smartphone distribution landscape span out? The report provides detailed channel analysis by quarter, for the overall market and by smartphone vendors in India.
Advanced Driver Assistance Systems Forecast - Data Tables - February 2024
This Advanced Driver Assistance System (ADAS) market forecast shows strong growth, driven by legislation, NCAP regimes, and an industry push towards more automated driving. Key changes in this update include China emerging as the lead region for LiDAR adoption.
ADAS Semiconductor Demand Forecast 2021 to 2030 - Feb 2024
This market forecast highlights the growth opportunities for semiconductors used in Advanced Driver Assistance Systems (ADAS). Key changes include higher than previously forecast ASP erosion.
Advanced Driver Assistance Systems Forecast - Presenter - February 2024 - Powertrain, Body, Chassis & Safety
This presentation file for the Advanced Driver Assistance System (ADAS) market forecast shows strong growth, driven by legislation, NCAP regimes, and an industry push towards more automated driving.
Advanced Driver Assistance Systems Forecast - Presenter - February 2024 - Autonomous Vehicles Service
This presentation file for the Advanced Driver Assistance System (ADAS) market forecast shows strong growth, driven by legislation, NCAP regimes, and an industry push towards more automated driving. Key changes in this update include China emerging as the lead region for LiDAR adoption.
Global Pro AI Technologies Forecast to 2028
A new generation of AI powered smartphones have appeared. They are set to turbocharge smartphone applications like search, photography, and a host of other applications. Generative AI will drive these changes as powerful new smartphones with high-end chipsets power these applications.
USA Smartphone Vendor Marketshare by Operator: Q4 2023
Smartphone shipments in the United States were down on annual basis in Q4 2023, though on a much smaller basis than in previous recent quarters. Apple was number one in hardware and software, with Samsung leading in the Android space. Verizon was the market smartphone shipment leader.
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.
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