Latest Reports and Analysis
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Executive Summary - Telecom Strategies Top Predictions for 2024
The telecommunications value chain is a complex ecosystem buzzing with innovation. Our premise is that this ecosystem is tightly coupled together, with operator direction and end-user requirements acting as powerful forces, weaving together the various players in this dynamic landscape. In 2024, the technology landscape continues to churn with transformative waves even as if faces some strong undercurrents.
VALUE SHARE: Global Smartphone Revenue, ASP and Profit by Vendor by Price Tier : Q4 2023
Global smartphone industry wholesale revenue grew 6% YoY thanks to the higher smartphone shipments which increased 7% YoY in Q4 2023, while smartphone shipment ASP marginally went down 1% YoY. Apple maintained leadership with the stabilized revenue share annually.
Deep Dive Teardown of the Yale Connect WiFi Bridge
The Yale Connect WiFiBridge AC-R1, in combination with the Yale Access Module (Subsystem), constitutes additional equipment for the Yale ConexisSmart Lock L2 SD-L2000-WH, allow the user to wirelessly connect the door to the Internet or via Bluetooth to a mobile device and open the lock from anywhere while using the Yale Access Mobile App.
Deep Dive Teardown of the Sennheiser Momentum True Wireless 2 M3IETW2 Wireless Earbuds
Design wins for the Sennheiser True Wireless 2 M3IETW2 are shared by several suppliers. In each earbud, there is a Qualcomm QCC5121 Bluetooth 5.1/Audio SoC, 16 MB GigaDeviceGD25LQ128D serial NOR Flash Memory, an Ambient Light/Proximity Sensor from Dyna Image, a Capacitive Proximity Controller from Semtech, and MEMS microphones provided by Knowles.
Intel Core Meteor Lake Intel4 Transistor Characterization
This report presents key DC electrical characteristics for logic NMOS and PMOS transistors located in the core region of the Intel SRMZ1 Meteor Lake processor CPU Die. The Intel SRMZ1 Meteor Lake processor was extracted from the Acer Swift Go 14 laptop.
Automotive Semiconductor and Sensor Demand Forecast
This file contains historical and forecast revenue and unit data for automotive semiconductor and sensor demand driven by vehicle production. Current data show automotive semiconductors and sensors dollar demand reached $68 billion in 2023, growing by 23% for the second consecutive year.
USA: Smartphone Shipments & Marketshare by Model: Q4 2023
The United States is the world's most influential smartphone market. It delivers high volume and revenue to device makers, component suppliers and operators. Our extensive report shows the top-50 best-selling smartphone models in the United States in the fourth quarter of 2023.
Global Handset Vendor Marketshare for 15 Countries : Q4 2023
Global handset shipments rebounded after nine consecutive quarters of decline, by 5% YoY in Q4 2023, signalling that market shows a sign of stabilization. Several Chinese brands including Tecno, Xiaomi and Huawei drove the shipments growth.
Deep Dive Teardown of the Apple MacBook Pro A2992 Notebook
Power Managements are mainly provided by Apple, but also by Renesas. Audio CODEC is CS42L84A from Cirrus Logic. The Audio Amplifier is from Texas Instruments and Goertek. TDK supplied the microphones. The Sensors were provided by various suppliers.
Q4 2023: Honor: Number Two in China, Solid Overseas Expansion
Driven by the solid growth in overseas markets, Honor’s global smartphone shipment increased 14% YoY to 16.5 million units this quarter. Despite shipment fall in China, Honor maintained its leadership in the Android campaign in the domestic market, ranking second behind Apple only in Q4 2023.
Global Foldable Display Smartphone Vendor Market Share by REGION: Q4 2023
Samsung was the leader in foldable-display smartphone shipments in Q4 2023, followed by Huawei and Honor. Shipments grew YoY, but Samsung declined heavily. Huawei, Honor and Motorola increased share.
Global Foldable Display Smartphone Vendor Market Share by DESIGN TYPE: Q4 2023
Samsung was the leader in foldable-display smartphone shipments in Q4 2023, followed by Huawei and Honor. Shipments grew YoY, but Samsung declined heavily. Huawei, Honor and Motorola increased share.
Solidigm 29F02P2BMCQLI 192L 1.33T QLC 3D NAND Flash Process Flow (Full) Analysis
This report provides a Synopsys 3D emulation analysis of the process flow and integration used in the manufacture of the Solidigm 192L QLC 3D NAND Flash technology. The emulation includes SPX output files that can be used as input into other Synopsys models.
Deep Dive Teardown of the Bose 8 Speaker Amplifier from the 2022 Hyundai Tucson
The Bose Premium Series is a high-class audio system. This system is available in the Hyundai Tucson. The Bose Premium system is complete with eight high-performance speakers. Communication between the audio amplifier and the audio elements in the car takes place via one connector.
Global Connected and IoT Device Installed Base Forecast 2018–2028
A total of 32 billion IoT and connected devices were deployed worldwide by the end of 2023, and projected to grow by 8% annually to 46 billion IoT devices by the end of 2028. Enterprise IoT continues to account for half the volume albeit declining slowly in relative terms.
Apple iPhone Shipments by Model : Q2 2007 to Q4 2023
Apple global iPhone shipment marginally increased 1% annually during Q4 2023, underperforming overmarket which went up 7% YoY. iPhone 15 Pro Max topped the chart this quarter, followed by iPhone 15 Pro and 15. iPhone 14 Pro Max and iPhone 15 Plus ranked the top 5 list too. This report details global shipments for every iPhone model since its launch through Q4 2023, from the iPhone 2G to the iPhone 15.
India Smartphone Vendor and OS Market Share: Q4 2023
India Smartphone market in India grew sharply by 28% annually but declined sequentially by -10% in Q4 2023. Xiaomi topped and was followed by Vivo and Samsung in the second and third positions.
ADAS Supply & Fitment Database
The ADAS Supply and Fitment Database details around 11,300 ADAS applications on production vehicles, including Autonomous Cruise Control, Emergency Braking, Pre-Crash Safety, Park Assist, Lane Departure Warning, Blindspot Monitoring, Adaptive Front Lighting and Night Vision, as well as systems currently being developed but not yet deployed.
Global Smartphone Vendor Marketshare for 15 Countries : Q4 2023
Global smartphone shipments rebounded after nine consecutive quarters of decline, by 7% YoY in Q4 2023, signalling that market shows a sign of stabilization. Several Chinese brands including Tecno and Huawei drove the shipments growth.
Global 5G Smartphone Vendor Market Share by Region: Q4 2023
The fourth quarter saw modest growth, but 2023 was a difficult year for many vendors due to geopolitical situations, recessions and inflation. Annual growth has stagnated to below 10%, which is indicative of the hard times ahead for the 5G market.
Telecom Predictions for 2024
TechInsights' Telecom Strategies Group (TSG) predicts that 2024 offers service providers and enterprise users significant new market opportunities as well as major cost savings and some serious challenges.
Deep Dive Teardown of the GPD WIN Max 2 2023 G1619-03 Laptop
The GPD WIN MAX 2 is a portable handheld gaming PC that is equipped with the Windows 11 operating system. In addition, the device has all buttons and shape that are needed to play as a game controller. The computer is equipped with all the buttons that game consoles have, including analog triggers, hall sensor sticks, and mappable back buttons for flexible customizations.
Automotive Semiconductor Lead Times - Q4 2023
Q4 2023 saw average lead times continue to fall for all automotive semiconductor components. Eight product segments have lead times at pre-pandemic levels under 16 weeks. Only five product segments still have lead times over 16 weeks.
Deep Dive Teardown of the Huawei Freebuds 3 Pro T0018C, T0018 Wireless Earbuds
The Huawei Freebuds 3 Pro are wireless binaural stereo earphones. It supports wireless charging, up to 2 W. Battery of charging case has 510 mAhof capacity, and earbuds feature 55 mAh each.
Deep Dive Teardown of the TP-LINK Wireless Visual Cat Eye TL-DB635A Smart Doorbell
The TP-LINK Wireless Visual Cat Eye #TL-DB635A is a smart video home doorbell. Using WiFi connectivity, it is capable of streaming audio and video. The producer used a 180-degree field of view through the design of the lens that tilts down.
Vendor Share: Global Handset Market by Technology: Q4 2023
Global annual handset shipments showed positive growth, the first in ten quarters, in Q4 2023. Global 5G smartphone shipments showed positive growth, while 4G LTE, 3G and 2G shrank. Apple captured the top spot in 5G while Samsung leads in overall global handset shipments.
RF Industry Review Q3 2023: Contracts, Products
Start-up funding and mergers and acquisitions (M&A) activity slowed during the quarter with higher interest rates and regulatory hurdles. A higher than usual proportion of announcements centered on new fab construction and new process technologies including very high frequency acoustic filters, 2 nm complementary metal-oxide-semiconductor (CMOS), and silicon carbide power. Wi-Fi 7, gallium nitride, and non-terrestrial networks were hot topics.
CES 2024: The User Experience of Generative AI Assistants
The user experience (UX) of digital assistants was a focus at CES 2024, where various OEMs and suppliers including Mercedes, BMW, Volkswagen, Cerence, TomTom, and Qualcomm presented generative artificial intelligence (AI) digital assistants.
Skyworks Temperature Compensated Surface Acoustic Wave (TC-SAW) Filter Acoustic Wave Filter Process Analysis
This report contains the results of the process analysis of the Skyworks temperature compensated surface acoustic wave resonator (TC-SAW) filter die from the Skyworks SKY50313 RF front-end (RFFE) module.
OmniVision ISP from OX03D4C, 1/4” Format, 3.0MP Resolution, 2.1μm Pixel Pitch, Stacked Back-Illuminated CMOS Sensor Advanced Floorplan Analysis
This report presents an Advanced Floorplan Analysis of the ISP die from the OmniVision OX03D4C, 1/4” format, 3.0 MP resolution, 2.1 μm pixel pitch, stacked back-illuminated CMOS Image sensor for automotive applications. This die features a stacked system on chip (SoC) image sensor with HDR, LFM capability and RCCB CFA, 140dB, low power consumption below 500 mW.
Discover the latest in semiconductor advancements and challenges in the November 2024 Chip Observer. Explore licensing disputes, trade shifts, domestic tool breakthroughs, and key industry milestones, plus insights on SiC, GaN, and Nintendo.
Cost Modeling ICs in Apple iPad Air 13” – #1 The M2 SoC
Explore the cost dynamics of Apple’s M2 SoC in the iPad Air 13". Learn how TechInsights’ IC Cost and Price Model reveals hidden costs and boosts strategic decision-making.
How Trump Policies Could Disrupt Automotive Semiconductor Markets
Discover how Trump policies could impact automotive semiconductor demand, with a focus on EV sales, tariffs, and global trade.
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