Latest Blogs and Commentary
Tracker: Apple Watch by Model Q1 2025
Discover the latest Apple Watch shipment trends—explore model performance, shipment volumes, and market shifts through Q1 2025 with detailed global data.
Company Earnings: Q1 2025 Samsung
Explore Samsung’s Q1 2025 earnings—uncover key takeaways on supply and demand trends, segment performance, and strategic insights from their latest earnings call.
Company Earnings: Q1 2025 KLA (FY Q3 2025)
Get key insights from KLA’s quarterly earnings calls—understand demand shifts, supply trends, and market positioning in the semiconductor equipment space.
Narrative: Global Fitness Band Vendor Value Share by Price-Tier Q4 2024
Explore the latest trends in the global fitness band market—track shipments, pricing, and vendor performance as revenues stabilize after years of decline.
Narrative: Apple iPhone Shipments by Model: Q2 2007 to Q1 2025
Apple’s iPhone shipments grew 11% in Q1 2025, led by the iPhone 16 series. The iPhone 16e exceeded expectations, ranking fourth in global shipments.
Narrative: Global Handset Vendor Market Share for 15 Countries: Q1 2025
Global handset shipments declined 2% YoY in Q1 2025, led by weaker feature phone sales. Samsung, Apple, Xiaomi, vivo, and Huawei lead key regional markets.
Marvell’s Structera A Brings Near-memory Processing to CXL
Marvell's Structera A near-memory chip targets datacenter AI, featuring 16 Arm Neoverse cores. Sampling now, with volume production set for late 2025.
Mazda’s Adoption of NACS for Japan Portends Broader Adoption of Protocol
Mazda adopts the NACS (SAE J3400) charging standard for Japan EVs, signaling potential global expansion beyond North America for the EV connector.
NVIDIA Blackwell B200 Processor Floorplan Analysis
A floorplan analysis of NVIDIA’s GB102 GPU die in the GB100-886N-A1 package, found in the HGX B200 AI accelerator, successor to the Hopper H100/H200 series.
Company Earnings: Alarm.com Q1 2025 Consumer Electronics
Alarm.com reported Q1 2025 revenue of $238.8M, up 7% YoY. This summary highlights key earnings metrics and market trends in consumer electronics.
Snapdragon 6 Gen 4: Qualcomm Clips 7s Gen 3's Wings
Snapdragon 6 Gen 4 moves to TSMC’s 4nm N4P process with Arm v9 architecture, likely sharing a die with Snapdragon 7s Gen 3 for greater efficiency.
Narrative: Datacenter AI Processor Chips and Accelerators Q1/25 Update – The Rapid March Continues
The datacenter AI chip market will hit $457B by 2030, driven by generative AI. GPUs lead growth, with strong gains also expected in CPUs and AI ASICs.
McClean Report May 2025: Semiconductor Forecast Update and Top Supplier Rankings
Q1 2025 brought challenges to the global economy and semiconductor industry; TechInsights' latest forecast reflects tariffs and rising trade tensions.
Insight: NXP Unveils Third-Generation Imaging Radar Processors in 16 nm FinFET Technology
NXP's 3rd-gen S32R47 radar processors offer 2x performance and 2.5x power efficiency, targeting next-gen OEM platforms with 16nm FinFET tech.
Qualcomm Snapdragon 8 Elite SM8750 Processor TSMC N3E FinFET Process 4.9-Track Height CPU Library
Detailed analysis of standard cells in the Snapdragon 8 Gen 4 CPU reveals insights into TSMC 3nm process efficiency, routing, and design strategies.
Narrative : Global 5G Smartphone Vendor Share by Region Q1 2025
Global 5G smartphone shipments grew in early 2025, but economic, geopolitical, and market challenges may limit growth in key regions.
Winners of the 2025 Global Semiconductor Supplier Awards Announced
Each year since 1988 TechInsights have published the results of their annual Customer Satisfaction Survey resulting in the winners of the Global Semiconductor Suppliers Awards.
