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Insight: Matter 1.3 Delivers a Boost for Smart Home Interoperability
The importance of supporting the Matter ecosystem for consumer electronics component suppliers continues to grow with the Connectivity Standards Alliance (CSA) releasing version 1.3 of the Matter standard and software development kit (SDK) on May 8, 2024. Despite the slow rollout of Matter enabled products by manufacturers so far, the addressable market for Matter-enablement continues to expand.
Tracker: USA: Smartphone Shipments & Marketshare by Model: Q1 2024
The United States is the world's most influential 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 United States 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?
Denso BCD-on-SOI Toyota Prius Battery Control Module (2023) PMIC Essentials
Analyzing the Denso SV061 power management integrated circuit (PMIC) from the Toyota Prius Mk5 battery control unit (BCU), it reveals collaborative efforts between Denso and Toyota to advance hybrid technology.
Report Overview: 5G mmWave Enters the Global Mainstream
mmWave 5G bands have encountered some growing pains on a global scale since initial launch due to a litany of factors. However, recent market trends have indicated that future deployments are likely to gain traction in countries outside the United States and Japan.
Insight: UHD TV Forecast Q1 2024 - Samsung Focuses on Upscaling in Absence of Native 8K Content
While large screen TVs are all the rage, 8K is not, with 409K units shipping globally in 2023. While global 8K shipments will continue to grow year-over-year it is not until the end of the decade that we will start to see an adequate number of 8K TVs shipping (20.7 million in 2029) that they will begin building a sufficient installed base to be relevant in the marketplace. This Insight examines what TV brands, like Samsung, are doing to help boost 8K TV sales.
Memory Pricing Report – May 2024
This monthly update delves into the dynamic and volatile pricing landscape of mainstream DRAM and NAND memory, offering an examination of pricing trends over the past three months and projecting developments for the upcoming year.
Infineon BTS7008 Automotive Smart High-Side Power Switch PMIC Essentials
Within the (PROtected FET) PROFETTM+2 12 V family, Infineon's BTS7008-2EPA is examined alongside the utilization of Infineon’s SMART7 high-side switches technology.
Executive Summary: Generative AI for Telcos drives Productivity in 2024
Generative AI brings new opportunities for significantly enhanced automation of customer engagement, operations and software development as well as new revenues. However, while Gen. AI will enable new services in the long run, in the near term it can dramatically lower costs and improve productivity leading directly to better profit margins for telecoms operators.
Tracker: Global Bluetooth TWS Shipments, Revenues and ASP by Price Tier by Vendor: Q1 2024
Premium-tier remains as the most valuable TWS segment but Entry-tier rises to the top in shipments. Apple is the undisputed leader in total TWS shipments having most of its shipments in the premium segment. This report looks at the shipment volumes as well as ASPs and revenues of the top-22 vendors in detail for 2016-Q1 2024.
Tracker: Global Bluetooth TWS Shipments by Region: Q1 2024
Apple remains the shipments leader in Bluetooth True Wireless Stereo (TWS) headsets. AirPod Shipments declined -6% YoY in Q1 2024. Overall TWS headsets growth has slowed down YoY but India is still driving growth. This report looks at the shipment volumes of the top-22 vendors in detail for 2016-Q1 2024. The report offers valuable insights to all designers, vendors, operators, distributors, etc working with TWS headsets.
Q1 2024: Vivo: Slipped out of the Top Five Smartphone Rankings
Vivo’s smartphone volumes and revenue declined to record levels in Q1 2024. It is now out of the top five global smartphone rankings in the quarter. Its financials including ASP’s on a slow downward spiral need a revival. The traditional challenges of geo-diversification, flagship success and competition having an upper hand over it in smartphone segments like 5G, foldables are yet to be addressed.
Canada Smartphone Vendor Marketshare by Operator: Q1 2024
Smartphone shipments in Canada grew in Q1 2024 compared to the year-ago quarter, with just one of the five leading vendors seeing shipments decline year-on-year. Canada is a mature market in which replacement sales make up most smartphone volumes, limiting growth. Nonetheless, Canadian consumers are once again upgrading their smartphones. The big three vendors in the Canadian market this quarter are Apple, Samsung, and Google.
Global Smartphone Monthly Shipments (Sell In), Sales (Sell Through) and Inventory Variance by Vendor: May 2024
TechInsights tracked global smartphone shipments (sell in) increased by 6% YoY, and sales (sell through) went up by 3% YoY in April 2024. This rebound in the smartphone industry is attributed to normalized inventory levels, resumed product launches from vendors, and increased demand from end consumers in emerging markets.
Prophesee GenX320 Device Essentials Plus
The Prophesee GenX320ES is a monochrome, 1/5-inch optical format, 320 × 320 pixels resolution, stacked back-illuminated (BI) event-based Metavision® image sensor (CIS) for embedded vision and many power-sensitive applications. The Prophesee GenX320ES features non-shared pixel architecture using a gain-boosted log amplifier (LOGA) and pixel-level interconnect for a dynamic vision sensor (DVS).
Deep Dive Teardown of the Huawei 192 Line LiDAR L306 LiDAR Sensor
The L306 debuted as the front LiDAR scanner in the AITO M9 – an all-electric luxury SUV launched under the joint brand of Seres Group and Huawei. Huawei’s new LiDAR is a hybrid solid state with a four-sided rotating prism type. It has a 120° horizontal by 20° vertical field of view with a scan rate of up to 20 Hz. Its maximum detection range is 250 m, or 180 m for objects with 10% reflectivity.
Deep Dive Teardown of the Crucial T705 CT2000T705SSD5 SSD
PHISON Electronics Corp. provided PS5026-E26 PCIe Gen5.0x4 NVMe 2.0 SSD Controller, manufactured using 12 nm process technology, ensuring efficient data handling, and PS6126-45 Power Management, which optimizes power consumption for enhanced efficiency. Texas Instruments TMP108 Digital Temperature Sensor is included in SSDs to track operating temperatures and guarantees consistent performance in various scenarios.
MediaTek Company Profile
This report contains a profile of MediaTek, a prominent fabless semiconductor vendor for the mobile industry. MediaTek currently has the market leadership in mobile application processors for the Android smartphone ecosystem but trails arch rival Qualcomm as in volume of cellular basebands sold worldwide. In addition to mobile semiconductors, MediaTek produces chipsets for connectivity, networking, smart devices and beginning to venture into automotive.
Tracker: Lead Times for Automotive Semiconductors Q1 2024
This file contains lead times for automotive semiconductor components. Automotive semiconductor lead times stabilized in Q1 2024 reaching an average of 14.3 weeks. This was only a half week lower than Q4 2023 average of 14.9 weeks. Most component lead times are at pre-pandemic levels at under 17 weeks, except embedded processor and discrete lead times are above 20 weeks.
Q1 2024: Realme: Strong Rebound, Headwinds Remain in India
Realme smartphone shipments grew a strong 17% YoY in Q1 2024. The macroeconomic scenario improved compared to Q1 2023 plus new product launches coupled with weak Q1 2023 led to the annual growth.
Analysis: Automotive Passive Semiconductor Component Lead Times Fell to Pre-pandemic Levels in Q1 2024
Automotive passive semiconductor lead times fell to the lowest level in seven quarters in Q1 2024 reaching an average of 16 weeks. Passive semiconductors as well as most other automotive components have average lead times at pre-pandemic levels except for a few exceptions. We expect lead times to remain at similar levels throughout 2024.
Analysis: Automotive Semiconductor Lead Times Stabilized in Q1 2024
Analysis of Q1 2024 automotive semiconductor lead times data. Automotive semiconductor component lead times continued falling for the sixth consecutive quarter in Q1 2024 but at a much slower rate. Most semiconductor component lead times are at pre-pandemic levels. We expect lead times to remain at similar levels throughout 2024.
Global Handset Vendor Marketshare for 15 Countries: Q1 2024
Global handset shipments rebounded for two quarters in a row, after nine consecutive quarters of decline, by 7% YoY in Q1 2024, signalling that market shows a clearer sign of stabilization. Several Chinese brands including Tecno, Honor, Xiaomi and Huawei drove the shipments growth.
Google I/O 2024: The Automotive AI Story Is More than Meets the Eye
Artificial Intelligence (AI) took the center stage at Google's 2024 flagship developer event, Google I/O. Although automotive-specific announcements didn’t seem to specifically highlight the company’s Gemini AI initiatives, a closer look reveals some major developments likely happening behind-the-scenes, portending a major move for Gemini in the automotive space. Read TechInsights' analysis of the announcements at the event, and their implications for automotive.
Deep Dive Teardown of the Sony PlayStation Portal CFI-Y1016 Streaming Game Controller
Sony claims that the Sony PlayStation Portal CFI-Y1016 has a 4300 mAh battery which can last between seven to nine hours during active use. Compared to the Valve Steam Deck 1010, Valve claims that their device with a 5200 mAh battery can last up to eight hours during active use. Both compared devices use 60 Hz TFT displays.
Deep Dive Teardown of the Quectel FGH100M Wireless Module
The FGH100M comes in a compact Land Grid Array (LGA) package measuring 13.0 x 13.0 mm, ensuring easy integration into a variety of IoT devices. It has a one pin for connecting a WiFi antenna, allowing for simple antenna connection.
VALUE SHARE: Global Smartphone Revenue, ASP and Profit by Vendor by Price Tier: Q1 2024
Global smartphone industry wholesale revenue grew 1% YoY thanks to the higher smartphone shipments which increased 10% YoY in Q1 2024, while smartphone shipment ASP went down 8% YoY. Apple maintained leadership but lost revenue share annually. Samsung followed with the improved revenue share from last year. Xiaomi gained revenue share and maintained the third position followed by Huawei.
China Provides Several Updates to their NEV Policies
The China NEV Policy Update document lists several policies related to the development and regulation of the automotive and transportation sectors in China, with a focus on promoting electric vehicles (EVs), enhancing industry standards, and fostering innovation.
Huawei Pura 70 Pro Has More Made-in-China Image Sensors than Pura 70 Ultra
This report provides a look into Huawei Pura 70 Pro image sensors. Out of four image sensors, three are Omnivision’s and two of them are made-in-China.
Navigation and Location Based Services – Growth Story Shifts to Services
In TechInsights’ Navigation and Location-Based Services report, the growth story in the market shifts to software and services as more than 50% of new cars globally are shipping with embedded navigation systems. Cloud-based navigation sees an increase in popularity, with embedded/hybrid systems continuing to maintain their dominance in unit shipments through 2031.
Automotive Semiconductor TAM by Powertrain Type - Q2 2024
This market forecast report shows that battery electric vehicles are expected to be the fastest growing vehicle type for automotive semiconductor demand, with a CAAGR of 30% expected over 2023 to 2028. It details how automotive semiconductor demand is expected to split out by each major powertrain type (Conventional, Mild Hybrid, Full Hybrid, Plug-In Hybrid, Battery Electric Vehicle and Fuel Cell Electric Vehicle) and application domain (ADAS, Body, Chassis, Conv. Engine Control, Conv. Safety, Driver Info, HEV/EV, Transmission, Zonal) of the end vehicle.
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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