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.

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.

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.

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).

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.

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.

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.

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.

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.

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.