Latest Blogs and Commentary
April McClean Report 2024
The April Update provides The McClean Report’s ranking of the top-50 semiconductor suppliers of 2023 by sales revenue, by growth rate, and by headquarters location. The top-10 semiconductor suppliers of 2023 are compared with the top-10 from 10, 20, and 30 years ago.
Avago FH513-4KN4 Power Amplifier Die (AFEM-8234) RFIC Process Analysis
The FH513_4KN4 RF power amplifier die was extracted from the Avago AFEM-8234 MHB L-PAMiD RFFE module. This RFIC process analysis (RFP) was performed on samples removed from the Apple iPhone 15 Pro 5G smartphone (A2848) smartphone.
Sensors Market Update CY2023
This presentation provides an overview of the Sensor Market and covers the market and vendor highlights for Smartphone Image Sensors, Smartphone Fingerprint Sensors and Automotive Image Sensors in 2023.
Tracker: Global 5G Smartphone Vendor Market Share by Region: Q1 2024
Apple still barely holds peak position before Samsung. Samsung grew nearly even with Apple this quarter. Emerging markets grew fastest as developed markets have saturated. Top three vendors take nearly two thirds of the shipments. Western Europe was only region to see YoY decline.
IDM and Foundry: Sales, Capex, and Capacity Highlights Report
This report contains highlights from the full data file. A sampling of Integrated Device Manufacturers (IDMs) and foundries important to the automotive industry shows wafer capacity expanded by 9% on average in 2023 after large capital expenditures for fabs since 2020.
Tracker: Global Wearables Revenue and ASP by Vendor 2023 Q4
Global wearable revenues fell by 4% in Q4 2023 as macroeconomic weakness and geopolitical uncertainty caused lengthening replacement cycles and shrinking volumes for both smartwatches and fitness bands.
Apple Resets AI Race with the M4-powered iPad Pro
The M4 Chip in the Apple iPad Pro has come to market in record speed. Read how Apple resets AI Race and what we you expect as TechInsights digs deeper into the technical analysis.
Main Data Tables - 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.
Apple Watch Shipments by Model : Q4 2016 to Q1 2024
Apple Watch shipment volumes shrunk by 11% YoY in Q1 2024 largely due to a continued unfavorable YoY comparison - during the 2022 holiday season the Ultra was brand new to the lineup and the SE 2nd gen was launched. In the 2023 holiday season, the SE line was not updated, and while the Ultra was updated, it was no longer a brand-new product line and also has a longer replacement cycle being a higher priced device.
Global Smartphone Top 100+ Microvendors Market Share: Q1 2024
A huge number of second-tier MICROVENDORS were playing a meaningful role in the global smartphone market. However, industry consolidation is underway and major players are taking more shares from small vendors recent years.
Optical Fiber Communications (OFC) 2024: The Year of the AI Data Center
TechInsights previously published a short, complementary report on the main theme of the 2024 Optical Fiber Communications conference (OFC): the “iron triangle” of data rate, delay and power+thermal demands that Artificial intelligence (AI) distributed computing places on data center networking and interconnect.
Analysis: Automotive Cockpit System Processors–Segment Continues to Grow
The market for processors for automotive cockpit systems continue to grow as semiconductor companies develop products for next-generation vehicles. The next-generation electronic control units (ECUs) in automotive cockpits, for example cockpit domain controller ECUs, integrate an increasing number of infotainment and safety features.
IDM and Foundry Sales, Capacity, Capex
A sampling of Integrated Device Manufacturers (IDMs) and Foundries important to the automotive industry shows wafer capacity expanded by 9% on average in 2023 after large capital expenditures for fabs since 2020. Several IDMs increased fab capacities in 2023 well above 9% include Samsung, Texas Instruments, Rohm, Infineon, and Microchip.
SK hynix Hi-5021Q Process Flow Analysis
Process flow analysis of the SK hynix Hi-5021Q, a 50 MP 0.70 µm pixel pitch CMOS image sensor. This is the first 0.70 µm pixel from SK hynix analyzed by TechInsights, and it uses the first high-volume production, commercially available image sensor with innovating air gap grid.
Research Bulletin – Top-50 Semiconductor Supplier Marketshare Climbs to 90% in 2023
The top‑50 semiconductor suppliers accounted for 90% of the $559.1 billion global semiconductor market last year, an increase of four points from 86% in 2022.
Qualcomm QTM565 FR2 Antenna in Package (AiP) Packaging Analysis
The Qualcomm QTM565 antenna in package (AiP) is a 5th generation 5G mmWave antenna solution for mobile handsets. It features simultaneous transmit/receive front-end die and power management functions. The physical packaging of the QTM565 is similar to its predecessor the QTM545, with a central printed wiring board (PWB) hosting the dies and the antenna elements comprising separate laminate blocks.
Recovering Tablet Market Holds Breath for iPad Launch
Led by strong results from Android vendors and resurgent Chinese brands in their domestic market, the global tablet market shipments contracted only 3% in Q1 2024 compared to the year-ago quarter.
Electronics Forecast 2024
Explore the 2024 electronics sales forecast, highlighting surges in IT infrastructure, server sales, and storage solutions. Gain insights into projected sectoral growth and market dynamics shaping the industry landscape for the year ahead.