Strategy Analytics expects the untethered VR headset market to be worth over US$6.6B and grow to an installed base of over 51 million units by 2028.

Global cellular smartwatch shipment growth accelerated to +15% YoY in the first quarter of 2023, despite a total smartwatch market decline, as cellular penetration rose due to the Apple Watch Ultra and Google Pixel Watch.

Global shipments of TV streaming devices grew by 2% year-on-year during Q1 2023 driven by a strong performance of Sony's PS5 while shipments of both Smart TV and Digital Media Streamers declined.

Despite a decline in mobile phone shipments, sales increased sequentially for radio component suppliers but profits dropped.In product news, MediaTek broadened its cellular chipset portfolio to better compete with Qualcomm.

The remnants of the COVID pandemic, the ongoing war in Ukraine, subsequent fears over the global economy, as well as ongoing attempts to fully resolve semiconductor supply issues will continue to factor into the automotive semiconductor outlook.

Strategy Analytics expects the dedicated AR headset market to be worth over $30B and grow to an installed base of just under 90m by 2028.

The economic slowdown combined with the post-COVID lull in product demand brought the tablet market down to pre-pandemic territory at 33.4 million units, down -19% year-on-year.

Despite a tablet market beset by economic challenges and post-COVID saturation, May 2023 was a busy month for global tablet releases.

Order activity was flat last week Shereen Vaux Order activity for semiconductor equipment was flat at 40°. Activity among the segments was unchanged from the previous week. Memory remains at a freezing 18° as suppliers continue to work down inventories. Logic is also in contraction territory

The Apple iPad Pro 12.9” 6th Generation is one of the latest models in the company’s flagship series. It is the successor to the Apple iPad Pro 5th Generation.