Latest Blogs and Commentary
Deep Dive Teardown of the Supermicro CloudDC 1U SuperServer SYS-611C-TN4R Server
The motherboard, although having a different form factor, shares most of its main components with the motherboard from Supermicro’s GPU SuperServerSYS-749GE-TNRT –the previous server computer TechInsights analyzed, most notably the Baseboard Management Controller and the Platform Controller Hub (motherboard chipset).
Public Cloud Shipment, Installed Base, and Market Size Forecast Q1 2024: CPUs, Accelerators, and Memory
This workbook provides a forecast on shipments, consumption, installed base, and market value of the processors and accelerators used by public cloud providers (IaaS and PaaS) to deliver their services.
MWC2024: C-V2X Gets Its Close-up
At Mobile World Congress 2024, Cellular Vehicle-to-Everything (C-V2X) technology steals the spotlight. Originally Dedicated Short-Range Communications (DSRC) in the U.S., C-V2X faced setbacks and a regulatory shift.
China gaining ground in Mobile RF Front End technology despite restrictions
China gaining ground in Mobile RF Front End technology despite restrictions Webinar Replay
With Q4 2023, Uber Notches Full-Year Profitability. What’s Next?
In a turnaround from its continued net losses, the international ride hail and delivery operator’s aggressive focus on profitability paid off for the full year 2023, particularly in the fourth quarter.
The Chip Insider®– Intel Foundry Direct Connect
Intel Foundry Direct Connect was more than a symposium. It was a coming-of-age party for IFS. There is a certain symmetry here, as the prior week marked Pat Gelsinger’s third anniversary at Intel, and his third mandate for being in the foundry business was laid down soon after he joined.
Enterprise and IoT Trends
Unveil the future of telecom with our free download: Explore the 2024 Enterprise and IoT Trends paper, revealing key insights on emerging technologies, challenges, and opportunities shaping the industry.
Intel’s Three-Pronged Recovery Plan
As Pat Gelsinger begins his fourth year as CEO, three projects to revitalize Intel’s fabs, CPUs, and AI accelerators could restore its technology lead, but they won’t reach the market until 2025.
United Kingdom – Smartphone Shipments and Marketshare by Model: Q4 2023
The United Kingdom is Western Europe's second largest 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 UK in the fourth quarter of 2023. Besides popular Apple and Samsung flagships, which brands and models have made their way into the bestsellers and what is the secret behind their success?
Q4 2023 – Vivo: Volumes Grew, Revenues and ASP Declined
Vivo’s smartphone volumes grew but revenues declined in Q4 2023. Its average selling prices (ASPs) also took a sharp downturn. Its search for a stand-out flagship continues. This would be central to a turnaround in its financials. What are its priorities in 2024? Its competitors have greatly pulled ahead of it in the 5G and Foldable segments. Can it now bridge the gap?
Deep Dive Teardown of the Apple MacBook Pro 16 Inch A2991 Laptop
Apple continues its design tradition of using an aluminum enclosure fitted to all internal components. The MacBook Pro A2991 is a laptop that features a fan-based cooling system. Between the Apple processor and heat pipe we found a lot of thermal paste. The laptop is equipped with cooling fans that help to dissipate heat from the internal components, including the CPU.
Playing Catch-up to Amazon, Walmart Acquires Vizio for $2.3 Billion
In an effort to help its advertising business and better compete against Amazon, Walmart acquired smart TV manufacturer Vizio for $2.3 billion on February 20, 2024, pending regulatory approval. Is this a case of Amazon envy? This report examines the rational behind this acquisition and its impact on the market.
Japan Handset Vendor Marketshare by Operator: Q4 2023
Japan handset shipments grew by 9% annually in Q4 2023. As usual, Apple continued to capture top positions through all local Japanese operators including Rakuten Mobile. Our extensive report has tracked the major handset vendors' marketshare by quarter at all major operators in Japan, including NTT Docomo, Softbank and KDDI from Q1 2012, and we started to track Rakuten Mobile, a new MNO launching the services since Q2 2020.
Qualcomm SDR875 Converged mmWave-sub6 Transceiver Floorplan Analysis (RFTF)
This report presents a Basic Floorplan Analysis (BFR) of the Qualcomm HG11-13972-2 die found inside Qualcomm SDR875. The SDR875 was extracted from the Samsung SM-S928U1 Galaxy S24 Ultra 5G smartphone.
HiSilicon Kirin 9000 and Kirin 9006C Processors – A Comparative Look at Taiwanese and Chinese PoP Packaging Technology Advanced Packaging Quick Look Analysis
This is an Advanced Packaging Quick Look (APQ) summary document comparing the Kirin 9000 and the Kirin 9006C processors, provided as a companion deliverable for APQ-2312-802 projects. In 2020, the US government enacted sanctions on Huawei and HiSilicon, constraining their access to manufacturers and markets outside of China.
Apple APL1201 M3 Application Processor TSMC 3nm FinFET HKMG CMOS Process Digital Floorplan Analysis
This report presents a Digital Floorplan Analysis (DFR) of the Apple TMRJ66 die found inside the Apple APL1201 system-in-package (SiP). The Apple APL1201 SiP was extracted from the Apple iMac M3 24-inch display desktop computer (A2874).
Service Provider Trends
Gain insights into the latest telecommunications trends with our Service Provider Trends Full Paper. Download now for strategies to stay ahead in this dynamic industry.
MWC - Redefining Tech:AI-Enabled Mobiles & Samsung's Galaxy Ring
At the 2024 Mobile World Congress, anticipation swirls around the unveiling of groundbreaking innovations set to redefine the tech landscape. Among the predictions, mobile phones with AI capability take center stage, heralding a new era of personalized experiences and seamless integration.
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