Latest Blogs and Commentary
Q1 2024 – Xiaomi: Solid Growth in Emerging Markets
Xiaomi posted the annual smartphone volume growth for three quarters in row in Q1 2024, outpacing the global market with a 34% YoY growth rate. The robust momentum in India and emerging markets primarily led to the solid growth. However, increasing macroeconomic uncertainties, heightened competition, and potential inventory correction would cap the future growth.
Analysis: Semi capacity in China to grow 40% in next 5 years
TechInsights compiled information on semiconductor fab capacity in China (including Chinese-owned and multinational-owned fabs). Semiconductor production capacity in China expected to grow by 40% in next five years, mainly concentrated in 12-inch fabs and mature nodes.
Japan Handset Vendor Marketshare by Operator: Q1 2024
Japan handset shipments declined by -6% annually in Q1 2024. As usual, Apple continued to capture top positions through all local Japanese operators including Rakuten Mobile. Our extensive report has tracked the major handset vendors' marketshare by quarter at all major operators in Japan, including NTT Docomo, Softbank and KDDI from Q1 2012, and we started to track Rakuten Mobile, a new MNO launching the services since Q2 2020.
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).
Generative AI in the Telecom Industry
Explore how Generative AI is revolutionizing the telecom industry by automating tasks, optimizing networks, and enhancing customer experiences.
The Chip Insider®– Chiplets: a disruptive business model?
Chiplets: a disruptive business model? It’s important to ask this question when chiplets are only a new technology. Loss of leadership by incumbents becomes unavoidable whenever a new technology metastasizes into a new business model.
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.