Latest Blogs and Commentary
Value Share: Global Handset Vendor ASP and Revenue Share by Region: Q4 2023
Global Wholesale Handset industry revenues grew by 7% annually in Q4 2023. Apple. Samsung and Xiaomi were the top three vendors. Asia Pacific was the largest region both by value and volume in the quarter.
From Slowdown to Surge: Smart Speakers Poised for Future Growth
As per TechInsights’ recently published report Smart Speaker and Smart Display Shipment and Installed Base Forecast for 88 Countries: 2014 to 2029, the smart speaker market will see a return to growth from 2025 as the economic climate improves and new markets are opened as major vendors expand their product availability to more countries.
Analysis: Qualcomm's Automotive Momentum Continues with Q2 2024 Earnings
Qualcomm continues to increase its revenue in the automotive industry, with the company’s Q2 2024 automotive-specific revenue reaching USD 603 million for Q2 2024. This analysis discusses the company’s growth in the automotive semiconductor market and how its earnings compare to recent historic progress in this segment.
Deep Dive Teardown of the Nothing Phone 2 A065 Smartphone
The Nothing Phone 2 A065 is Nothing’s second smartphone. It was released on July 17, 2023. The mobile runs the Nothing OS 2.0 (based on Android 13) operating system. This model (A065) is a Global model.
China Smartphone Market Recovered by 1% YoY in Q1 2024, with 63.3 million Units Shipped
Explore the reversal of fortune in China's smartphone market as Q1 2024 witnesses a 1% YoY increase, halting 11 quarters of consecutive decline, fueled by vendors' return to normal launch cycles.
Tracker: China Automotive Policy Database 2024 Q2
This database provides a panoramic view of policies in China market covering the topics of connected vehicle, 5G/V2X, AI, automotive chip, OTA, intelligent infrastructure, data security and cyber security. It illustrates each policy/standard’s name, implementation date, issuing body, scope, function/value, and the URL of original policy document. This database will be updated in Q2 of each year.
Analysis: Digital Media Streamer Forecast Update
This analysis complements the recently published major global market forecast for Digital Media Streamers.
Analysis: Smartphone Fingerprint Sensor Market Share Q4 2023
The global smartphone fingerprint sensor market recorded more than 10% revenue growth in Q4 2023. Qualcomm grew its share, taking the top spot followed by Goodix and Egistec in the quarter.
Global Smartphone Vendor Marketshare for 15 Countries: Q1 2024
Global smartphone shipments jumped by 10% YoY in Q1 2024, signalling that emerging countries show more clear signs of stabilization. Several Chinese brands including Tecno, Honor, Xiaomi and Huawei drove the shipments growth.
VENDOR SHARE: Global Handset Market by Technology: Q1 2024
Global annual handset shipments showed positive growth, for a second consecutive quarter, in Q1 2024. Global 5G smartphone shipments showed positive growth, as did 4G LTE, while 3G and 2G shrank. Apple captured the top spot in 5G while Samsung leads in overall global handset shipments.
Q1 2024: Huawei: Escalated Resilience with Record-High Smartphone ASP
Driven by the comeback in 5G segment and eased supply constraints, Huawei’s global smartphone shipments increased 111% YoY to 11.8 million units and its average selling price (ASP) reached highest-ever point in Q1 2024. As a result, Huawei’s wholesale revenue tripled year-over-year.
VENDOR SHARE: Global Handset Market by Region: Q1 2024
Annual global handset shipments continued to improve in Q1 2024. Despite economic pressure on consumers, war in Europe, and other disruptions consumers opened their wallets in the first quarter of 2024 to purchase new handsets.
Baidu Kunlun1-T AI Processor with Samsung I-Cube 2.5D Package Technology Advanced Packaging Analysis
The Baidu Kunlun processor is China’s first domestically produced AI accelerator IC which features thousands of cores providing up to 260 trillion operations per second (TOPS) and 512 GB/s memory bandwidth to two second generation high bandwidth memory (HBM2) totaling 16GB of in package memory.
MediaTek Dimensity 9300 (N4P) Transistor Characterization
This report presents key DC electrical characteristics for logic NMOS and PMOS transistors located in the CPU1 region of the MediaTek AHJ11236C die found inside the MediaTek MT6989W Dimensity 9300 application processor.
Appendices – Automotive Electronics System Demand Forecast 2022 to 2031
This market forecast highlights the impact that vehicle architecture change and electrification are having on automotive electronics system demand. Key changes in this update include a substantial upgrade to the forecast model for new vehicle architectures, with High Performance Compute Platforms now included. This update also sees a slowing in the predicted growth for battery electric vehicles.
Chiplet Market Introduction: Computing Summary
Discover insights into the transformative chiplet market within the computing sector. Gain a nuanced understanding of evolving standards, ecosystem dynamics, and projected growth trajectories.
Deep Dive Teardown of the ZTE Blade A73 5G 7160N Smartphone
The ZTE Blade A73 5G features a 90Hz, 6.52-inch IPS LCD display with a resolution of 720 x 1600 pixels. The phone is powered by Unisoc’s T760 chipset with an octa-core CPU. It comes with 4GB of RAM and 128GB of internal storage, expandable via microSDXC.
Sony ISP Die IR Eye Tracking Camera from Apple Vision Pro Standard Floorplan Analysis
Sony's image signal processor (ISP) die from Sony's 1.8 MP, 1.5 μm pixel pitch, stacked back-illuminated CMOS image sensor (CIS) was extracted from the Apple Vision Pro Headset (A2117) IR eye tracking camera. The Apple Vision Pro Headset (A2117) IR eye tracking camera measures 8.8 mm ×5.8 mm ×5.0 mm thick. It contains a stacked imager comprising a CIS die and an ISP die.