This market forecast report shows that Jianghuai Automotive is expected to be the fastest growing vehicle OEM for automotive semiconductor demand, with a dollar CAAGR of 27% expected over 2023 to 2028. BYD will gain the most share of automotive semiconductor demand.

Biweekly update of the Component Price Landscape.

Qualcomm’s Snapdragon X family is the most promising attempt to break the PC x86 monopoly and ignite new competition in the market. The Snapdragon X Elite is a mighty piece of silicon, and our hands-on experience and company benchmarks tend to confirm this impression. Qualcomm is reinvesting in the PC market with great ambitions and preparation. Will this be a revolution or just the beginning of a transition?

Discover the top-performing semiconductor equipment suppliers honored by the 10 BEST Awards.

Global smartwatch revenues will rise by 3% in 2024, rebounding after a 2% dip in 2023. Annual revenue growth is expected to peak at 5% in 2025, remain above 4% through 2027, after which it would slow down, remaining above 2% in 2029. Even though there was a 2% annual ASP increase in 2023, ASPs are expected to decline for the entire forecast period from 2024 through 2029.

The Realme GT5 Pro opted for BOE's solution for its display. It offers a resolution of 2780x1264 in a 6.78" diagonal package. The manufacturer also claims that it achieves a peak brightness of 4500 nits, which is over double the brightness of the Samsung S23 Ultra or Apple 15 Pro Max. We were unable to verify this performance. However, given the nature of OLED displays, it's unlikely that the device will maintain the peak brightness level for extended periods.

Huawei was the leader in foldable-display smartphone shipments in Q1 2024, followed by Honor and Samsung. Shipments grew YoY, but Samsung declined heavily. Huawei, Honor and Motorola increased share. Booklet foldables commanded the largest share of the foldable designs and saw the strongest YoY growth due Chinese fondness to booklet type foldables.

Huawei was the leader in foldable-display smartphone shipments in Q1 2024, followed by Honor and Samsung. Shipments grew YoY, but Samsung declined heavily. Huawei, Honor and Motorola increased share. Asia-Pacific was a leader in foldable-display smartphone shipments in Q1 2024. Motorola continues great performance and leads growth.

Generative AI brings new opportunities for significantly enhanced automation of customer engagement, operations and software development as well as new revenues. However, while Gen. AI will enable new services in the long run, in the near term it can dramatically lower costs and improve productivity leading directly to better profit margins for telecoms operators.

The Qualcomm HG11-34443-2 was found inside Qualcomm QTM565-201. The QTM565-201 was extracted from the Samsung Galaxy S24 Ultra smartphone. The Qualcomm QTM565-201 mmWave AiP module contains the RF path from the antenna to the RF Transceiver. It is Qualcomm's 5th generation mmWave solution for supporting global 5G mmWave bands and succeeds the QTM545 mmWave AiP module. The Qualcomm HG11-34443-2 die is the FR2 transceiver from the QTM565-201 and is the target for this analysis.