Latest Blogs and Commentary
Main Data Tables - Automotive Electronics System Demand Forecast 2022 to 2031
This market forecast highlights the impact that vehicle architecture change and electrification are having on automotive electronics system demand. Key changes in this update include a substantial upgrade to the forecast model for new vehicle architectures, with High Performance Compute Platforms now included.
Apple Watch Shipments by Model : Q4 2016 to Q1 2024
Apple Watch shipment volumes shrunk by 11% YoY in Q1 2024 largely due to a continued unfavorable YoY comparison - during the 2022 holiday season the Ultra was brand new to the lineup and the SE 2nd gen was launched. In the 2023 holiday season, the SE line was not updated, and while the Ultra was updated, it was no longer a brand-new product line and also has a longer replacement cycle being a higher priced device.
Global Smartphone Top 100+ Microvendors Market Share: Q1 2024
A huge number of second-tier MICROVENDORS were playing a meaningful role in the global smartphone market. However, industry consolidation is underway and major players are taking more shares from small vendors recent years.
Optical Fiber Communications (OFC) 2024: The Year of the AI Data Center
TechInsights previously published a short, complementary report on the main theme of the 2024 Optical Fiber Communications conference (OFC): the “iron triangle” of data rate, delay and power+thermal demands that Artificial intelligence (AI) distributed computing places on data center networking and interconnect.
Analysis: Automotive Cockpit System Processors–Segment Continues to Grow
The market for processors for automotive cockpit systems continue to grow as semiconductor companies develop products for next-generation vehicles. The next-generation electronic control units (ECUs) in automotive cockpits, for example cockpit domain controller ECUs, integrate an increasing number of infotainment and safety features.
IDM and Foundry Sales, Capacity, Capex
A sampling of Integrated Device Manufacturers (IDMs) and Foundries important to the automotive industry shows wafer capacity expanded by 9% on average in 2023 after large capital expenditures for fabs since 2020. Several IDMs increased fab capacities in 2023 well above 9% include Samsung, Texas Instruments, Rohm, Infineon, and Microchip.
SK hynix Hi-5021Q Process Flow Analysis
Process flow analysis of the SK hynix Hi-5021Q, a 50 MP 0.70 µm pixel pitch CMOS image sensor. This is the first 0.70 µm pixel from SK hynix analyzed by TechInsights, and it uses the first high-volume production, commercially available image sensor with innovating air gap grid.
Research Bulletin – Top-50 Semiconductor Supplier Marketshare Climbs to 90% in 2023
The top‑50 semiconductor suppliers accounted for 90% of the $559.1 billion global semiconductor market last year, an increase of four points from 86% in 2022.
Qualcomm QTM565 FR2 Antenna in Package (AiP) Packaging Analysis
The Qualcomm QTM565 antenna in package (AiP) is a 5th generation 5G mmWave antenna solution for mobile handsets. It features simultaneous transmit/receive front-end die and power management functions. The physical packaging of the QTM565 is similar to its predecessor the QTM545, with a central printed wiring board (PWB) hosting the dies and the antenna elements comprising separate laminate blocks.
Recovering Tablet Market Holds Breath for iPad Launch
Led by strong results from Android vendors and resurgent Chinese brands in their domestic market, the global tablet market shipments contracted only 3% in Q1 2024 compared to the year-ago quarter.
Electronics Forecast 2024
Explore the 2024 electronics sales forecast, highlighting surges in IT infrastructure, server sales, and storage solutions. Gain insights into projected sectoral growth and market dynamics shaping the industry landscape for the year ahead.
Q1 2024: Apple: Underperformed With Sluggish Demand In Developed Markets
Apple iPhone shipments declined 11% YoY to reach 49.2 million units and 17% market share slipping to second spot in global smartphone market in Q1 2024. One key reason for decline is slowdown in China given Huawei’s growth in the country as well as the restriction from Chinese government limiting use of iPhones by government officials. Moreover, not just China, iPhone shipments declined in most of the regions amid lengthening replacement cycle.
India Smartphone Vendor and OS Market Share: Q1 2024
India smartphone market grew by 10% annually but declined by -11% sequentially in Q1 2024. A double-digit annual growth in the first quarter of 2024 itself augurs well for the whole year. Xiaomi, Vivo and Samsung were the top three smartphone vendors in the quarter.
Qualcomm SDR875-004 Converged RF Transceiver LNA Block RFIC Process Analysis
The HG11-13972-2 RF transceiver die from the Qualcomm SDR875-004 RF transceiver was removed from the Samsung S24 Ultra 5G smartphone (SM-S928W).
North America Smartphone Vendor & OS Market Share by Country: Q1 2024
Growth in the North American smartphone market declined in Q1 2024, the seventh quarter in a row of negative annualized growth for the region. Six of the Top-10 brands recorded negative annual shipment growth. Apple was the Number 1 smartphone vendor in the quarter by units shipped and Samsung led in Android.
Broadcom BCM88920 StrataDNX™ Ramon3 51.2Tb/s Fabric Element BGA Exploratory Packaging Report
The Broadcom BCM88920 StrataDNX™ Ramon3 is telecommunications industry switch gear packaged in a flip-chip ball grid array (FC-BGA) style package. It has a large footprint with over 9,000 package connections and a very low die-to-package ratio. This report presents detailed delayering of the organic substrate supporting the chip, as well as die photographs and analysis.
New Versal AI Edge Adaptive SoCs Will Boost Scalar Compute
AMD plans a second generation of Versal AI Edge devices that integrate more CPUs with a more efficient hardware accelerator to bring more AI inference capability to edge applications.
Blackwell Pod Brings Exascale to a Rack
NVIDIA’s Blackwell pods bring exascale compute to a rack while pushing the power envelope to 120 kW. The DGX GB200 NVL72 pod offers up to 1.44 ExaFLOPS of FP4 performance.