NVIDIA's unveiling of the Blackwell Platform at GTC 2024 has sparked industry-wide excitement, showcasing the company's prowess in AI computing.

The data-center AI chip market expanded beyond anyone’s wild imagination in 2023. NVIDIA tripled its revenue and reached a two trillion dollar valuation in the stock market. The demand for GPUs continued to make headlines with supply being the constraint for the growth.

Global smartwatch shipments declined for the fifth consecutive quarter during Q4 2023, after Q4 2022 marked the first YoY decline since 2016 as the smartwatch space begins to mature and consumers reign in discretionary spending causing a lengthening replacement cycle amid macroeconomic weakness.

Apple is rumored to launch new iPad Pro models with the M3 chip and even new iPad Air models in late March 2024, kicking off a year of iPad updates. These will be important updates to Apple’s portfolio and should be cast in the new light of what is possible with on-device AI to reinforce the messaging that iPads are PC replacements as well as entertainment devices.

The PSA RCC A1 is a head unit designed for PSA Group (now Stellantis) cars. This model was mounted in a 2022 Peugeot 208. It features AM/FM and DAB radio, Bluetooth 4.0, and USB 2.0 connectivity. The head unit supports four 50 W speakers and a rear-view camera.

The H3C Magic BE18000 is one of the first Wi-Fi 7 (802.11be) routers on the market. It is powered by Qualcomm’s chipset and a 2.2 GHz quad-core processor + 1 GB of RAM and 128 MB of storage. It uses MU-MIMO in 2.4 and 5GHz WiFi bands and there are 16 antennas inside (4x2.4GHz MIMO omnidirectional antennas + 3 sets of 5GHz MIMO directional antennas).

We estimate 6.7 million handsets were shipped in the UK in Q4 2023, growing by 8% YoY. Apple maintained its position as the number one handset vendor across all four major UK operators during the quarter, largely boosted by the strong demand of the iPhone 14 / 15 series. Samsung trailed Apple across four major UK operators during the quarter. While Xiaomi defended number three position in the UK market, Oppo continued to lose momentum. This report tracks quarterly handset vendor market share at the four major UK operators -- EE, Vodafone, O2 and Three -- from Q1 2009 to Q4 2023.

This report presents a Power Essentials analysis of the Nexperia NSF040120L3A0 silicon carbide (SiC) power MOSFET. The NSF040120L3A0 power package features a N-channel 1200 V SiC power MOSFET device which provides a maximum continuous source/drain (S/D) current of 65 A (at T = 25 °C) and a 40 mΩ typical S/D ON-resistance (RDS(ON)) and is designed for high power and high voltage industrial applications.

As economic conditions improved in the second half of 2023, so too did tablet demand. However, with a product portfolio not updated since late 2022, low refresh demand for iPad held back a stronger recovery.