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Complimentary – AWS NVIDIA shortages demonstrate need for custom silicon
Our research shows that even Amazon Web Services can’t get access to the latest NVIDIA technology. For a week, TechInsights probed AWS to see what accelerators were available in what regions.
Global TWS & Banded Headset 88 Country Forecasts to 2029
Bluetooth headsets have become must-have products for many smartphone owners as vendors remove the 3.5 mm plug from their smartphones. China is the biggest market for True Wireless Stereo (TWS) and banded headsets, followed by the United Sates and India. Africa has emerged as one of the fastest-growing regions.
EV Developments at the Beijing Auto Show 2024
This report summarizes China’s largest automotive event, the Beijing Auto Show 2024. It compiles the most interesting premieres, technological revelations, and the latest announced development strategies of electric and hybrid vehicle manufacturers.
Apple Vision Pro Battery Essentials
The A2733 battery manufactured by Amperex Technology Limited (ATL) that was extracted from Apple's flagship spatial computer, the Apple Vision Pro. The battery module is formed with three identical battery cells connected in series, generating a total capacity of 3969 mAh.
Tracker: Global Fitness Band Vendor Market Share by Region: 2024 Q1
Global Fitness Band shipments slowed their decline to just 21% YoY during Q1 2024, after three consecutive quarters of over 40% declines. Slumping demand for the market leading Xiaomi Mi Band line as well as a market exit from Samsung, in addition to macroeconomic weakness, geopolitical uncertainty, and continued high inflation stifling consumer discretionary spending contributed to the downtick.
Smartphone Image Sensor Market Share Q1 2024: Demand Drives Volume Growth
The smartphone image sensor market experienced a growth of 5% in Q1 2024. The recovery in the end-market boosted the orders of high-resolution CIS products to meet the smartphone specification demand. Sony Semiconductor held the top spot managing over 55% share, followed by Samsung System LSI and OMNIVISION in the quarter.
Q1 2024 – Transsion: Africa’s Phone King Continues to Expand Internationally
Transsion retained its position as the fourth largest smartphone vendor and the leading feature phone player in Q1 2024. Its three in-house brands – Tecno, Infinix and itel – collectively shipped 28.5 million smartphones and 20.5 million feature phones.
Insight: Q1 2024 Smart Speaker Results- A sluggish start but generative AI fueled growth is on the horizon
Global smart speaker and display shipments reached 29 million units in Q1 2024, a year-over-year (YoY) drop of 7 percent. While global economic uncertainty is a contributing factor to lackluster sales, the market is reaching a level of maturity in the US and China as well as parts of Western Europe and household penetration growth rates have slowed considerably.
Walmart Takes Next Step in CTV Market After Vizio Acquisition
Coming on the heels of its acquisition of smart TV manufacturer Vizio in February 2024 for $2.3 billion, pending regulatory approval, Walmart made its next move in the connected TV space with the launch the Onn 4K Pro Streaming Device.
Report Overview: Three Cool Things Samsung Record High ASP
Learn more about why Samsung’s models are gaining traction and developing nations as well as why an overall decline in revenue and shipments from last year doesn’t tell the full story on Samsung’s outlook for 2024 and beyond.
Smartphone Image Sensor Shipments by CIS Model with Specifications: Q1 2024
The global smartphone image sensor market registered over 7% unit growth in Q1 2024. The growth was supported by the revival in market demand, driving the stocking of CIS for customer's new smartphone products. GalaxyCore GC02M1 series dominated shipments followed Samsung S5KJN1 series and Sony IMX714 series, together claiming over 180 million units shipped during the quarter.
Forecast: Automotive Semiconductor and Sensor Demand
This global forecast covers historical and future semiconductor and sensor demand for the automotive industry in USD and units. In 2024, automotive semiconductor demand is forecast to grow by 13% in USD to reach $80 billion; unit growth is expected at 7% surpassing 113 billion.
Canon LI5030SAC Device Essentials Folder
The Canon LI5030SAC is a Bayer color, 6.4 μm, front-illuminated (FI) charge domain global shutter (GS) full frame (FF) CIS for machine vision applications, acquired as a standalone part.
Q1 2024: Honor: Topped China and Solid Progress in Overseas Market
Driven by the growth in both overseas and China market, Honor’s global smartphone shipment increased 34% YoY to 17.0 million units. It also took the leadership in China this quarter. Solid progress in overseas markets has been made with record higher contribution this quarter since the split from Huawei. Despite a slight fall on average selling price (ASP), Honor posted significant annual revenue growth in Q1 2024.
Automotive Sensor Demand Forecast 2022 to 2031: Lower Growth but Safety Drives Demand
The demand for automotive sensors will grow at 3.8% CAAGR in dollar terms between 2023 and 2028, at a slower pace than in the April 2023 forecast as consumer sentiment for vehicle purchasing has fallen after the “cost of living crisis.” The report also highlights growth opportunities, such as in safety applications, and demand trends for sensors in OEM factory-fitted automotive electronic systems in vehicle production.
Tracker: United Kingdom Smartphone Shipments & Marketshare by Model: Q1 2024
The United Kingdom is Western Europe's second largest smartphone market. It delivers high volume and revenue to device makers, component suppliers, and operators. Our extensive report shows the top-50 best-selling smartphone models in the UK in the first quarter of 2024. Besides popular Apple and Samsung flagships, which brands and models have made their way into the bestsellers and what is the secret behind their success?
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.
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.
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.
Insight: Q1 2024 Notebook PC Results – PC Market Continued Path to Recovery, Grew 7%
Notebook PC shipments grew 7% in the first quarter of 2024 versus the same period a year ago and totaled 46.1 million units. This is the second quarter the PC market has grown after falling for eight consecutive quarters.
2024 Beijing Auto Show: Key Themes
The 2024 Beijing Auto Show was held between April 25 and May 4th, 2024. The 10-day event attracted more than 1,500 exhibitors including OEMs, automotive suppliers, and automotive technology companies. Centralized computing platforms, generative AI, and international business expansion were key trends at the show.
Canon 3.2 MP Stacked SPAD Image Sensor Device Essentials Folder
The Canon LBC010 features 3.2 MP resolution, 6.39 μm pixel pitch*, stacked, back-illuminated (BI) direct-time of flight (d-ToF) single photon avalanche diode (SPAD) LiDAR sensor extracted from Canon MS-500 camera. This Canon LBC010 is introduced by an ultra-small SPAD sensor capable of capturing the world's highest resolution of 3.2 MP with high sensitivity in low-light environments.
How Trump Policies Could Disrupt Automotive Semiconductor Markets
Discover how Trump policies could impact automotive semiconductor demand, with a focus on EV sales, tariffs, and global trade.
Trump, CHIPS, and Tariffs: How the 2024 U.S. Election Will Reshape the Semiconductor Industry
Discover how the 2024 U.S. election could reshape the semiconductor industry with increased tariffs, CHIPS Act uncertainties, and shifting global supply chains. Prepare for what's next.
AI Procurement Outlook: A Record-Breaking Year for Semiconductors
Explore trends driving semiconductor growth, record-breaking sales, rising ASPs, and the impact of AI hardware demand on the global market.
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