TechInsights’ data center and cloud coverage area analyzes how chip-buying organizations use semiconductors in their products and how end-user demand drives change. This document summarizes how technology vertical specialists work together to produce a holistic view of the data center market.

As Chinese auto makers begin exports of battery electric models to mature market regions, global auto groups expressed concern over their price competitiveness. Some OEMs have announced the delay to their earlier plans to develop more affordable models. Others have announced their intention to continue with their plans, aiming to achieve cost reductions to their operations. Tesla, meanwhile, has lowered its cost footprint to force a price war on rivals.

The global cellular baseband processor market grew 3 percent year-on-year (volume shipments) in Q4 2023 as the industry continues to recover from the disruptive inventory adjustments of the past several quarters. Major smartphone baseband vendors are now looking to 5G Advanced and AI to spur growth.

The Samsung Galaxy A15 5G has several design solutions that are different from the previous model. First is a new processor from Mediatek. The Samsung A14 5G has Dimensity700 (MT6833V, CMOS -7nm) Octa-Core Processor and Samsung A15 5G has Dimensity6100+ (MT6835V, CMOS -6nm) Octa-Core Processor.

The Amazfit_BIP_5_A2215 is a low budget smartwatch with an Ultra-large Display (1.9’’) and long battery life. The device is based on ZeppOS 2.0 and supports Alexa Voice Assistant.

The ZTE Nubia Red Magic 8S Pro was launched on July 11, 2023, with a focus on gaming. It utilizes the Qualcomm SM8550-AC Snapdragon 8 Gen 2 chipset and runs on RedmagicOS 8, based on Android 13. The device features a 120 Hz, 6.8-inch display with a resolution of 2480 x 1116. It supports 65W fast charging, facilitated by three Qualcomm chips (two SMB1396-002-02 and one SMB1399-001-03) responsible for fast charging.

In 2023 Netflix, Disney, and Warner Bros Discovery cut their streaming content spend by $7.8 billion, however, this was at least partially offset by spending increases by Amazon Prime Video, Paramount+, and Peacock. This report examines the annual content spend of major global media and technology companies and their streaming services.

The Texas Instruments (TI) UCC21717QDWRQ1 is a galvanically isolated single channel gate driver designed for driving SiC MOSFETs and IGBTs with up to 1700 V, offering advanced built-in protection, exceptional dynamic performance, and durability.

The global smartphone display panel market fell nearly 5% year-over-year in Q4 2023. The revenue declined on the back of a weakening LCD market and a fall in OLED panel ASPs due to intense competition in the period. Samsung Display secured the top spot with over 55% revenue share followed by BOE Technology and LG Display.

Driven by the comeback in 5G segment and the eased supply constraints, in this quarter, Huawei’s smartphone shipments increased tremendously 84% YoY to 12.5 million units globally, most volumes coming from China market. Along with the rising ASP, Huawei’s wholesale revenue doubled year-over-year.