Latest Blogs and Commentary
Global OEM Electric Vehicle Strategies: Divergence In Competing With China
As Chinese auto makers begin exports of battery electric models to mature market regions, global auto groups expressed concern over their price competitiveness. Some OEMs have announced the delay to their earlier plans to develop more affordable models. Others have announced their intention to continue with their plans, aiming to achieve cost reductions to their operations. Tesla, meanwhile, has lowered its cost footprint to force a price war on rivals.
Baseband Market Share Tracker Q4 2023: Industry Looks Towards 5G Advanced and AI to Drive Growth
The global cellular baseband processor market grew 3 percent year-on-year (volume shipments) in Q4 2023 as the industry continues to recover from the disruptive inventory adjustments of the past several quarters. Major smartphone baseband vendors are now looking to 5G Advanced and AI to spur growth.
Deep Dive Teardown of the Samsung Galaxy A15 5G SM-A156E/DS
The Samsung Galaxy A15 5G has several design solutions that are different from the previous model. First is a new processor from Mediatek. The Samsung A14 5G has Dimensity700 (MT6833V, CMOS -7nm) Octa-Core Processor and Samsung A15 5G has Dimensity6100+ (MT6835V, CMOS -6nm) Octa-Core Processor.
Deep Dive Teardown of the Amazfit BIP 5 A2215 Smartwatch
The Amazfit_BIP_5_A2215 is a low budget smartwatch with an Ultra-large Display (1.9’’) and long battery life. The device is based on ZeppOS 2.0 and supports Alexa Voice Assistant.
Deep Dive Teardown of the ZTE Nubia RedMagic 8S Pro NX729J Smartphone
The ZTE Nubia Red Magic 8S Pro was launched on July 11, 2023, with a focus on gaming. It utilizes the Qualcomm SM8550-AC Snapdragon 8 Gen 2 chipset and runs on RedmagicOS 8, based on Android 13. The device features a 120 Hz, 6.8-inch display with a resolution of 2480 x 1116. It supports 65W fast charging, facilitated by three Qualcomm chips (two SMB1396-002-02 and one SMB1399-001-03) responsible for fast charging.
Streaming Service Content Spend (2010–2024e)
In 2023 Netflix, Disney, and Warner Bros Discovery cut their streaming content spend by $7.8 billion, however, this was at least partially offset by spending increases by Amazon Prime Video, Paramount+, and Peacock. This report examines the annual content spend of major global media and technology companies and their streaming services.
Texas Instruments UCC21717QDWRQ1 Automotive Single Channel Isolated Gate Driver Power Essentials Analysis
The Texas Instruments (TI) UCC21717QDWRQ1 is a galvanically isolated single channel gate driver designed for driving SiC MOSFETs and IGBTs with up to 1700 V, offering advanced built-in protection, exceptional dynamic performance, and durability.
Analysis: Smartphone Display Panel Market Share Q4 2023
The global smartphone display panel market fell nearly 5% year-over-year in Q4 2023. The revenue declined on the back of a weakening LCD market and a fall in OLED panel ASPs due to intense competition in the period. Samsung Display secured the top spot with over 55% revenue share followed by BOE Technology and LG Display.
Q4 2023: Huawei – Strong Resilience in China Market
Driven by the comeback in 5G segment and the eased supply constraints, in this quarter, Huawei’s smartphone shipments increased tremendously 84% YoY to 12.5 million units globally, most volumes coming from China market. Along with the rising ASP, Huawei’s wholesale revenue doubled year-over-year.
Deep Dive Teardown of the Dell XPS P91F Mobile Computer
The battery can be charged by using USB Type-C port with support of 130 W charging. A charger is included. The Dell XPS is equipped with a 60 Hz, 15.6” OLED Display with a resolution of 3456 x 2160. It features two WiFi antennas with an Intel module supporting the WiFi 6E. Both of those antennas support Bluetooth 5.3 connectivity.
MWC Post Show Video 2: PC Sustainability, Automotive Connectivity, and AI Innovation
Explore exclusive insights from our top analysts at MWC 2024, uncovering this year's pivotal technology trends.
Exploratory Analysis: Kirin 8000 SoC extracted from Huawei Nova Pro Processor
We carried out exploratory analysis of the Kirin 8000 processor extracted from a recently released Nova 12 Pro, a 5G smartphone from Huawei, one of the series of 5G smartphones released by Huawei, despite US sanctions. The application processor has very similar package markings as the Kirin 985 processor from Honor 30 released in 2020.
Exploratory Analysis: Kirin 9000W SoC extracted from Huawei MatePad Pro 13.2-inch Tablet
Exploratory Analysis of the Kirin 8000 SoC extracted from the Huawei Nova Pro processor, which appears to be a close relative of the Kirin 985 (released in 2020), but with a die shrink. This report determines the origin of the foundry and the process node.
Intel Adds 3D Decaps to Meteor Lake
In the Meteor Lake CPU die, Intel has pushed the capacitance density of on-die capacitors to new heights by taking a page out of DRAM’s book of tricks.
UltraScale+ Goes Spartan
AMD pans to roll out next year new low-cost Spartan FPGAs that use 16 nm process technology and integrate hard IP and advanced security features.
Data-Center AI Chip Market Share Q1 2024
Apple’s share is slowly eroding but it will keep peak position through strong iPhone sales in 2024 and 2025. We forecast Samsung will retain second place globally in 2024 and 2025 followed by Xiaomi taking third position.
Global 5G Smartphone Shipments Forecast by Vendor by Region by Quarter to 2025
Apple’s share is slowly eroding but it will keep peak position through strong iPhone sales in 2024 and 2025. We forecast Samsung will retain second place globally in 2024 and 2025 followed by Xiaomi taking third position.
Global 5G mmWave Smartphone Shipments Forecast by Vendor by Quarter to 2025
5G mmWave is the fast high-frequency connectivity method that is part of the bigger 5G family. We expect the United Stated (US) and Japan to remain main advocates for mmWave in smartphone use. Apple and Samsung are the biggest mmWave device vendors owing to their share from the US market.