Latest Reports and Analysis
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Insight: Notebook PC Operating System Forecast 2015-2029- Windows Encourages Significant Refresh Cycle
While notebook PC shipments have declined since their height in 2021 (2023 saw a 12% decline in shipments versus 2022), we expect a larger installed base to begin a new upgrade cycle en-masse in 2024, with a new peak of notebook shipments seen in 2025 (236.5 million units).
Complimentary – Samsung Updates its Mobile Image Sensor Products for 2024
Samsung has introduced its latest set of mobile image sensor products for the key smartphone segments. These include the Samsung ISOCELL HP9, ISOCELL GNJ and ISOCELL JN5. These latest CIS products are set to become Samsung’s key CIS products that target key camera applications including, Wide, Ultrawide, Telephoto and Selfie cameras.
Insight: North American Notebook PC Results Q1 2024 – Market Bounces Back 14%
Notebook PC shipments in North America totaled 14.8 million units in the first quarter of 2024, a growth of 14% versus the same period a year ago, largely driven by early AI PC momentum.
Report Overview: Computex 2024
With positive coverage at Computex and encouraging signs of market growth, is the PC back to having a formidable presence in the connected computing space? Or will a host of challenges stand in the way of a PC renascence?
Generative AI in the Telecom Industry
Explore how Generative AI is revolutionizing the telecom industry by automating tasks, optimizing networks, and enhancing customer experiences.
Analysis: Apple’s WWDC 2024 Event Showed Next-Generation CarPlay Architecture and Customization Features
This analysis discusses Apple’s company’s approach to its next-generation solution and related considerations for automakers and suppliers. Apple’s WWDC 2024 event, while focused primarily on the integration of artificial intelligence (generative AI), what is new in its iOS 18 mobile operating system, and a range of other topics, the company did provide an overview of its next-generation CarPlay solution.
Broadcom BCM88920 StrataDNX Ramon3 Switch Floorplan Quick Look Analysis
This report presents a Digital Floorplan Analysis of the Broadcom BCM88920 die found inside the Broadcom StrataDNXTM Ramon3 Fabric Element device package. The BCM88920A0KFRBG package came to TechInsights as a standalone component.
Summary – WUQi Micro WQ7036AX BT 5.3 LE Audio SoC Floorplan Analysis
This report presents a Basic Floorplan Analysis of the WUQI Microelectronics ID2 die found inside WUQI Microelectronics WQ7036AX component. The WUQI Microelectronics WQ7036AX component was extracted from the Huawei Eyewear 2 smart glasses.
Samsung K9DYGY8J5B-CCK0 236-Layer 3D NAND Flash Advanced Memory Essentials
The Samsung K9AKGD8J0B die features Samsung’s eighth-generation (V8) 236-Layer 3D NAND flash memory. The dies were extracted from the Samsung K9DYGY8J5B-CCK0 NAND flash packages, contained within the Samsung MZ-V9P4T0 990 PRO 4 TB SSD, released in September, 2023.
Apple A17 Pro (3nm) Process Flow (Full) Analysis
This report provides a Synopsys 3D emulation analysis of the process flow and integration used in the manufacture of the Apple A17 Pro (3 nm), built in TSMC's N3 technology. The emulation includes SPX output files that can be used as input into other Synopsys models.
Samsung Exynos 2400 Digital Floorplan Analysis
This report presents a Digital Floorplan Analysis of the Samsung S5E9945 die found inside the Exynos 2400 component. The Exynos 2400 is the bottom package of SM-S926B/DS multi-chip package-on-package (PoP) assembly comprising the upper Samsung LPDDR5X memory package mounted on the Exynos 2400 application processor bottom package.
Survey Plus Teardown of the Realme C65 5G RMX3997 Smartphone
Realme C65 is a low range smartphone with 5G connectivity , large battery capacity, AI boost feature and ultra slim design in its range available for an Indian market. It comes with MediaTek Dimensity 6300 5G Application/Baseband processor and AI featured rear camera.
Tablet Apps Processor Market Share Model Q1 2024: Mobile AI to Reinvigorate Tablet Market
The global tablet applications processor (AP) market grew approximately 16 percent year-on-year growth in terms of revenue in Q1 2024 despite growing flat (0 percent) in processor shipment volume.
Baidu Kunlun II SoC Digital Floorplan Analysis
This report presents a Digital Floorplan Analysis of the 2RS9A die found inside Baidu KUNLUN-A2S1CAXGA component extracted from the Baidu Kunlun R200 artificial intelligence (AI) accelerator chip.
OmniVision OV50K Device Essentials Folder
This report provides an overview into the structure of the OmniVision OV50K CIS. The analysis provides foundry identification and details of the fabrication process used to manufacture the image sensor and image signal processor (ISP) and a summary of the salient features observed, and is accompanied by a set of optical, SEM cross-section, and bevel images of both CIS and ISP dies.
Global Smartphone User Penetration Forecast by 88 Countries: 2007 - 2029
TechInsights predicts global smartphone user base will grow 12% from 2024 to 2029. North America and Western Europe will lead in smartphone penetration rate during this period, while Africa Middle East will display the most significant growth momentum.
Apple A-Series and M-Series Apps Processor Market Model Q1 2024: New AI Applications to Boost both Silicon Content and Costs
Apple's A-series and M-series applications processors (AP) shipment volume increased only 1 percent year-on-year in Q1 2024 while AP revenues gained 8 percent in the same period due to higher average chip costs. Apple's A-series APs are used in iPhone, iPad, Apple TV, iPod Touch and HomePod while the M-series APs are used in iPad, MacBook, Macs and the Vision Pro devices.
Insight: Tablet Price Tier Forecast – Productivity Demand Shifts Market toward Premium End
The tablet market experienced a temporary renaissance during the pandemic when customers purchased any computing device available to perform work or school tasks remotely. Although a new reality has set in with lower total market volumes, revenue has recovered faster as prices are elevated from inflation as well as a more premium mix.
Insight: Automotive Semiconductor Industry Revenue Outlook 2024-2026
With unused inventory available to support their vehicle production needs, OEMs and Tier 1s have continued to pull back from ordering semiconductors in the first quarter of 2024 and this was reflected in the TechInsights Auto Semi Index shrinking in the first quarter of 2024.
Advanced Entry and Start System Supply and Fitment Database
This database has collated the various developers and suppliers of known OEM- and dealer-fitted Passive Entry Go, Passive Go and long range two-way communication systems, listed by vehicle model assembled since 1999 and by known future models.
Analysis: Smartphone Memory Market Share Q1 2024
This report provides analysis of the market data report “Smartphone Memory Market Share Q1 2024: Revenue Grows Over 50% YoY, SK Hynix Gains Share”.
Forecast: VR Headsets by Price Tier 2014-2029
TechInsights expects the VR headset market to be worth just under $6.7 billion and grow to an installed base of 32 million units by 2029. Lower price tier VR devices accounted for the majority of shipments and users until 2017, but higher tier VR units take an increasing share as the market evolves toward devices which offer higher quality experiences.
Insights: Wafer Cost and Pricing falling Q1 2024
TechInsights’ Semiconductor Manufacturing Economics (SME) has wafer production costs for hundreds of specific processes at fabs around the world. Our team conducted analysis of wafer costs over time for a selection of companies using SME data. Data was for both Discrete/Power semiconductors and ICs. Although SME includes frontend and backend costs, this analysis focused on the frontend costs up until sawing/dicing into individual dies.
6.18 Online Festival in China: Smartphone Sales Down 2% Annually
TechInsights Wireless Smartphone Strategies (WSS) channel estimate that the smartphone sales during China’s second largest online shopping festival 6.18 (June 18th) in 2024 declined 2% year-over-year (yoy) to 13.1 million units, however, due to rising ASPs, smartphone market value almost remained flat yoy at CN¥ 62.3 billion (US$ 8.6 billion), overperforming the total online GMV (Gross Merchandise Volume) which shrank yoy by 3%.
Forecast: VR Headsets by Device Type 2014-2029
TechInsights expects the VR headset market to be worth just under $6.7 billion and grow to an installed base of 32 million units by 2029. Console and standalone VR devices will become increasingly important as the market evolves toward headsets which offer higher quality experiences.
Rapid Increase in Microsoft’s Emissions Threatens Future Supply Deals
Microsoft's impressive Copilot+ PCs showcase AI's potential, but their sustainability report reveals a sharp rise in emissions due to AI infrastructure. Can the tech industry innovate while staying green? Read our blog to explore the future of sustainable chip design.
Renesas RoX Development Platform for R-Car Processors
Renesas launched its R-Car Open Access (RoX) development platform for software-defined vehicles (SDVs). Designed for the Renesas R-Car family of system on chips (SoCs) and microcontrollers (MCUs), the aim is to speed development, reduce complexity, lower cost, and optimize deployments of next-generation vehicles.
Smartphone Vendor Marketshare for 'Next 60' Countries : Q1 2024
Global smartphone shipments grew by 10% annually YoY in Q1 2024. The sixty countries tracked in this report accounted for 90% of these global shipments. Samsung was the largest vendor and was followed by Apple on consolidated shipments to these markets.
Smartphone On-Device AI Chip Market Model Q1 2024: New emphasis on Mobile AI to Increase NPU size and overall chip costs
Global smartphone apps processors (AP) with on-device artificial intelligence (AI) increased 32 percent year-over-year in Q1 2024 as the mobile AI revolution takes hold of the industry. Qualcomm, MediaTek and Apple APs continue to dominate the absolute volume of on-device AI designs in Q1 2024 with MediaTek making significant gains with their latest Dimensity 9300. This report tracks quarterly shipments of key smartphone AI AP chips for major vendors, and includes provisional estimates up to Q4 2024.
Autonomous Vehicle Technology Expo 2024 – Towards Safety and Cost Optimization
The presented technologies included both software solutions and prototypes of vision devices supporting driving. This report is a summary of newly presented innovations and company profiles.
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