Latest Blogs and Commentary
Market Data: Apple A-series M-series Processor Market Share Q4 2024
Apple's A-series and M-series APs saw a 4% YoY shipment increase and 14% revenue growth in Q4 2024, driven by higher chip costs.
Industry Performance (TCI Graphics) – March 24, 2025
Semiconductor equipment orders stayed at 75 °F last week, with advanced packaging leading, while other segments remain cautious.
Analysis: Cold Front in the Semiconductor Market: Challenges Persist (March Update)
Semiconductor equipment orders remained steady at 75 °F last week.
AMD Ryzen 7 9800X3D Processor Floorplan Analysis
Deep dive into the AMD Ryzen 7 9800X3D teardown—exploring components, die utilization, critical dimensions, and manufacturing costs for expert insights.
A Look Ahead to the Sustainability of 2nm Processes
Semiconductor fabrication emissions rise with increasing complexity, but carbon neutrality is achievable through refined processes and renewable energy investment.
Semiconductor Analytics – March 26, 2025
Semiconductor sales rose weekly and yearly as of March 21, 2025, with a YoY increase in the 13-week MA for Logic IC.
Narrative: Smart Home Segment Commodity Component Lead Times Q4 2024
Gain in-depth insights into the Smart Home Supply Chain. Explore component pricing, lead times, benchmarking, and cost data with easy-to-digest analysis.
AMD Ryzen 7 9800X3D Processor Advanced Packaging Analysis
AMD’s Ryzen 7 9800X3D enhances thermal efficiency with a new SoIC configuration, building on the MI300 AI accelerators.
Week ending March 21, 2025: Logic IC Sales Increased YoY
Semiconductor sales rose weekly and yearly as of March 21, 2025—get the latest insights in this complimentary report.
Market Data: Tablet Apps Processor Market Share Q4 2024
The global tablet AP market grew 17% YoY in Q4 2024, with Apple leading at 63% revenue share, while Qualcomm’s Oryon CPU gains ground against Intel.
Diffusion Rates and Historical Ratios & Utilization Q1 2025 Update
TechInsights' reports analyze semiconductor market diffusion rates since 1958, with 5-year forecasts, monthly book-to-bill ratios, and fab utilization trends.
Beammwave's Novel mmWave Solution
BeammWave AB claims its mmWave radio chipset is smaller, more power-efficient, and cheaper than Qualcomm’s—this analysis explores its validity and market prospects.
Narrative: Global Smartphone Installed Base Forecast by Operating Systems for 88 Countries: 2007 to 2029
The global smartphone installed base will reach 4.7 billion in 2025, with Android and iOS leading, while HarmonyOS remains third but set to overtake iOS by 2026.
Analysis: Transsion's Smartphone Shipments Continued to Decline in Q4 2024
Transsion reclaimed fourth place in the global smartphone market in Q4 2024 despite a 6% YoY shipment decline, facing challenges from rising costs, competition, and market slowdowns.
Slides: TechInsights Image Sensor Europe 2025 Presentation
The sensor market is set to grow 11% YoY in 2025, driven by high-end CMOS Image Sensors (CIS) in mobile and automotive, anchoring revenue growth with high ASP large-format CIS.
Summary - Samsung Galaxy S25 (SM-S931B) Survey Plus Teardown
Explore a deep teardown of the Samsung Galaxy S25 SM-S931B. Uncover its Snapdragon 8 Elite, Galaxy AI, advanced cooling, and eco-friendly design insights.
AMD, Intel Vie for NVIDIA's Graphics Card Crumbs
AMD and Intel push to close the gap with NVIDIA in discrete GPUs, launching new architectures to compete in the low- and midrange market.