Featured Report Analysis
Tracker: Smartwatch Vendor Market Share by Region: 2024 Q1
Global smartwatch shipments, while stabilizing to a just 1.5% YoY decline, have fallen for the sixth consecutive quarter during Q1 2024, after Q4 2022 marked the first YoY decline since 2016 as the smartwatch space begins to mature and consumers reign in discretionary spending causing a lengthening replacement cycle amid macroeconomic weakness and geopolitical uncertainty.
Insight: Computex Preview – Microsoft Debuts Copilot+ PCs Powered by Qualcomm
In a press-only event the day before Microsoft Build, Microsoft launched a new category of Windows PCs designed for AI called Copilot+ PCs.
The Apple M-Series: Evolution from the M1 to the M4
Discover the Apple M4 design blocks and how they compare to previous M-Series processors, like the M1, M2 and M3. The trendline for the M-Series die size is shown, alongside the changes to the CPUs, GPU and NPU cores. The L3 cache size is estimated at 8MB, as seen for the previous processors (M1, M2 and M3).
Deep Dive Teardown of the Ray-Ban RW4006 Glass 2
The Ray-Ban Wayfarer RW4006 are smart glasses that include two speakers in the temples to create a comfortable open-ear audio listening experience without the need for earpieces. It features the Qualcomm SAR1115P-000-AB Snapdragon AR1 Gen 1 processor.
Deep Dive Teardown of the Nissan Kicks 2023 Audio Amplifier 28061-5RL2A Automotive
The Bose 28061-5RL2A utilizes the Analog Devices ADSP-21478 audio processor and features two Power Amplifier circuits from STMicroelectronics TDA7577BLVD and TDA7569BLV, supported by the Cirrus Logic CS42438 Audio CODEC. The amplifier has an integrated triple connector for connection to the car.
Deep Dive Teardown of the Honor Magic 6 Pro BLV-AN16 Smartphone
The Honor Magic 6 Pro was equipped with five cameras, with two placed on front, and three on rear of the device, just like its predecessor the Honor Magic 5 Pro. The main difference can be found in the design of the Periscope Telephoto Camera, which in the Magic 6 Pro has a higher resolution of 180MP (in comparison to 50MP in Magic 5 Pro).
Forecast: Advanced Driver Assistance Systems 2022-31 - Q2 2024 - Powertrain, Body, Chassis & Safety
This Advanced Driver Assistance System (ADAS) market forecast shows strong growth, driven by legislation, NCAP regimes and a push towards more automated driving. Key changes in this update include a boost to future discrete ADAS demand due to slower adoption of centralized architectures than was previously expected. The market for ADAS technologies is thus now expected to grow at a CAAGR of 13.4% over 2023 to 2028, with content-per-vehicle increases boosting demand significantly more than the growth in vehicle production.
Forecast: Advanced Driver Assistance Systems 2022 to 2031 - Q2 2024
This Advanced Driver Assistance System (ADAS) market forecast shows strong growth, driven by legislation, NCAP regimes and a push towards more automated driving. Key changes in this update include a boost to future discrete ADAS demand due to slower adoption of centralized architectures than was previously expected. The market for ADAS technologies is thus now expected to grow at a CAAGR of 13.4% over 2023 to 2028, with content-per-vehicle increases boosting demand significantly more than the growth in vehicle production.
Tracker: Global Wearables Vendor Market Share: 2024 Q1
The race for the top wearables spot continues as Apple, Huawei, and Samsung battle it out. Global wearables shipments stabilized in Q1 2024, though still declined slightly, marking the sixth consecutive quarter of declines amid continued macroeconomic weakness and geopolitical uncertainty, causing a lengthening replacement cycle and limiting consumer spending.
Slower EV Sales Growth: But xEV Semiconductors Still Growing
Electric vehicle sales see continued growth, but not at the rate they have seen during 2023. The media has published articles that, in some cases, incorrectly show a decline in sales. This was among the topics discussed and presented at the Vehicle Electrification Expo (and adjacent Battery Cell Expo) at the National Exhibition Centre in Birmingham, UK, on May 15th-16th.
Huawei Pura 70 Ultra HBP-AL00 Smartphone Quickturn Teardown
Chiplets, which break down large, integrated system-on-chips (SoCs) into smaller functional blocks, are positioned to revolutionize the semiconductor industry. By allowing different companies to design and optimize these smaller blocks, the chiplet approach enables more innovative and efficient designs.
Report Overview: Chiplet Market Introduction: Computing
Chiplets, which break down large, integrated system-on-chips (SoCs) into smaller functional blocks, are positioned to revolutionize the semiconductor industry. By allowing different companies to design and optimize these smaller blocks, the chiplet approach enables more innovative and efficient designs.
Research Bulletin – US Department of Commerce Puts $285 Million of CHIPS Act Funds Toward Digital Twins for Semiconductor Manufacturing
Earlier this month, the Department of Commerce announced plans to allocate $285 million toward the creation and operation of “a CHIPS Manufacturing USA institute focused on digital twins for the semiconductor industry,” promoting the development and sharing of digital twin technology to aid in semiconductor design, manufacturing, packaging, and testing.
Fujitsu MB85AS12MTPW-EAERE1 40 nm 12 Mb ReRAM Memory Floorplan Analysis
The Fujitsu MB85AS12MT 12 Mb ReRAM die extracted from the MB85AS12MTPW-EAERE1 package. This Memory Floorplan Analysis Report (MFR) provides an analysis of the floorplan design used, the process node and foundry identification on the 40 nm process found in the MB85AS12MT 12 Mb ReRAM die.
OmniVision OV50H Advanced Floorplan Analysis
An advanced floorplan analysis of the image signal processor (ISP) die from the OmniVision OV50H ISP, 1/1.3”, 50 MP, 1.2 µm Pixel Pitch Stacked Back-Illuminated PureCel®Plus-S CMOS Image Sensor with Quad Phase Detection (QPD) Autofocus Technology was extracted from the Xiaomi 14 Pro rear camera.
Insight: Q1 2024 Notebook PC Results – PC Market Continued Path to Recovery, Grew 7%
Notebook PC shipments grew 7% in the first quarter of 2024 versus the same period a year ago and totaled 46.1 million units. This is the second quarter the PC market has grown after falling for eight consecutive quarters.
Chip Observer (March 2024)
TechInsights' Chip Observer, a publication dedicated to monitoring the semiconductor market from production facilities to consumer endpoints.
Qualcomm SDR875
Unlock the power of mobile communication with Qualcomm's SDR875 transceiver in Samsung Galaxy S24 Ultra. Learn about its innovative features and impact in our preliminary analysis on the TechInsights Platform.