Apple still barely holds peak position before Samsung. Samsung grew nearly even with Apple this quarter. Emerging markets grew fastest as developed markets have saturated. Top three vendors take nearly two thirds of the shipments. Western Europe was only region to see YoY decline.

This report contains highlights from the full data file. 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.

Global wearable revenues fell by 4% in Q4 2023 as macroeconomic weakness and geopolitical uncertainty caused lengthening replacement cycles and shrinking volumes for both smartwatches and fitness bands.

The M4 Chip in the Apple iPad Pro has come to market in record speed. Read how Apple resets AI Race and what we you expect as TechInsights digs deeper into the technical analysis.

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 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.

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.

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.

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.