Latest Blogs and Commentary
Intel Core Ultra 7 155H SRMZ1 Meteor Lake CPU Die Intel 4 FinFET Process Digital Floorplan Analysis
This report presents a Digital Floorplan Analysis of the CPU die (die 1) found inside Intel SRMZ1 (Meteor Lake) component extracted from the Acer 14" Swift Go 14 Multi-Touch Laptop. Meteor Lake processors, the first generation of Intel Core Ultra processors, were launched December 14, 2023. It comprises 16 CPU cores: 6 performance cores (P-cores), 8 efficient cores (E-cores), and 2 low power efficient cores (LP E-cores).
MWC 2024: Key Takeaways for Personal Computing
This report summarizes major personal computing related announcements at Mobile World Congress 2024. Companies mentioned include Qualcomm, Intel, AMD, Arm, Lenovo, Dell, Samsung and Acer. Topics covered include AI, generative AI and sustainability.
Wi-Fi 7 Comes to the Automotive Industry
With the launch of the official certification for Wi-Fi 7, semiconductor companies, for example MediaTek and Qualcomm, have already launched automotive-specific connectivity products that support this new standard. This report discusses Wi-Fi 7, provides TechInsights’ forecasts for automotive Wi-Fi feature adoption, a summary of the new standard’s features and how it compares to previous generations of Wi-Fi.
Chip Observer (March 2024)
TechInsights' Chip Observer, a publication dedicated to monitoring the semiconductor market from production facilities to consumer endpoints.
MWC 2024: Smartphone and Wearable Wrap-Up
Mobile World Congress (MWC) – the world’s largest mobile industry event – took place in Barcelona, Spain from February 26 (Monday) to February 29 (Friday), 2024. The event saw over 101,000 attendees as well as more than 2,700 companies exhibit, sponsor, and partner in the event. Analysts from TechInsights attended the show. This is the wrap up report for our mobile device relevant findings in the show.
Mobile World Congress 2024: C-V2X Initiatives Multiplying
Mobile World Congress 2024 announcements impacting the automotive industry revolved around V2X and non-terrestrial-network connectivity via satellites. Autotalks was prominent in multiple announcements at the show for both current and anticipated modules and semiconductors supporting V2X communications.
Hardware Will Continue to be the Fuel That Powers Public Cloud Growth
Despite signs of a slowdown in public cloud growth, providers will still require a substantial quantity of processors, accelerators and other infrastructure to support continued demand and to replenish server stock.
Smart Home Platforms – March 2024
This database is updated annually and provides a comparison of key capabilities and attributes of 55 smart home platforms, covering both OEM-specific and licensable platforms. The list, although long, is not exhaustive, and updates will be made each year to reflect the market.
NAND Market Report Q1 2024
A comprehensive guide to the ever-changing NAND market, updated every quarter. This analysis covers supplier production trends, market shares, shipment volumes, revenue, and pricing forecasts. It examines the technological and manufacturing innovations influencing the industry and identifies the key developments driving market demand.
Samsung Leads Pro AI Generative Smartphone Revolution
Discover the latest insights on Samsung's leadership in the Pro AI smartphone revolution. Log in now to access the full report and stay informed about the future of mobile technology.
OECD Fixed Broadband Price Benchmarking Q4 2023
The Q4 2023 update of the OECD Fixed Broadband Price Benchmarking service is now available for download and includes over 1,500 fixed broadband tariff plans from more than 120 providers across 38 OECD countries.
Deep Dive Teardown of the Ring A19 Smart LED Bulb SAT1S3 Smart Bulb
Supplied by Nordic Semiconductor’s ANT/BT LE SoC #nRF52832, the Ring A19 Smart LED Bulb supports connectivity protocols such as BT 5.3, BT 2 Mpbs, BT Mesh and does not support Matter Connectivity Protocol, BT Long Range, BT Direction Finding, BT LE Audio or Thread, and Zigbee.
SK hynix H56G42AS8D-X014 8Gb GDDR6 DRAM D1y nm Advanced Memory Essentials
This is the first TechInsights identified DRAM product that has applied a high-k dielectric on periphery transistors in SK Hynix DRAM. This report presents an advanced memory essentials (AME) of the SK Hynix H56G42AS8D-X014 (H56G32CS Die) 8 Gb GDDR6 DRAM D1y nm.
Trackers: Connected TV Devices
These quarterly reports provide timely, tactical shipment, installed base and market share data for connected TV devices overall as well as smart TVs, streaming media players, and game consoles by vendor and TV operating system (TV OS). In addition to global tracking the following regions/countries are covered: North America, Central and Latin America, Western Europe, Central and Eastern Europe, Middle East and Africa, Asia Pacific.
Japan: Smartphone Shipments & Marketshare by Model: Q4 2023
Japan is the world's fourth largest smartphone market by value. It delivers high revenues to device makers, component suppliers, and operators. Our extensive report shows the top-50 best-selling smartphone models in Japan in the fourth quarter of 2023. Besides popular Apple, Google, Sharp, and Sony flagships, which brands and models have made their way into the bestsellers list, and what is the secret behind their success?
RF Industry Review Q4 2023: Financials
With an uptick in mobile phone shipments in Q4, sales increased an average of 5.4% for radio component suppliers reporting results. Despite this, median profitability as defined by net income divided by sales decreased slightly from 10% to 8% sequentially for the companies in our sample.
NAND Sales jumped 48% YoY the week ending Feb 23, 2024
Semiconductor sales were up 4% last week and increased 20% from this time last year. Zooming in on NAND IC, the 13-week MA jumped 48% YoY last week. TechInsights forecasts NAND IC sales will increase 73% to $68 billion in 2024.
Spring Blossoms with Optimism (Upgraded 2024 IC Forecast)
There were some major changes to our IC forecast this month. IC sales are now expected to surge nearly 24% in 2024 compared to 16% in the last update. The major driver for this significant change was Memory, where sales were upgraded to a whopping 71% from 41% in the previous update.
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