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  1. Home

Latest Blogs and Commentary

3D NAND Height

April 08, 2024

Unlocking the Challenges of 3D NAND Height: HAR and Process Struggles

In the NAND technology landscape, reducing the vertical gate pitch is a shared goal among major players like KIOXIA, SK Hynix, Micron, YMTC, and Samsung.

April 08, 2024

Global Smartphone Monthly Shipments, Sales, and Inventory Variance by Vendor – March 2024

TechInsights tracked global smartphone shipments (sell in) which went up 2% YoY and sales (sell through) went down 1% YoY in February 2024. Although smartphone shipments rebounded, the industry is still suffering from the mixed consumer demand. Samsung gained the top place by shipments and sales from Apple which nudged down to the second position, followed by Xiaomi, vivo, Transsion, etc.

April 08, 2024

Desay 26S1029 Li-Ion Wearable Battery (Amazon Echo Frames 3rd Gen Smart Glasses) Battery Essentials

This report describes a Battery Essentials (BEF) analysis of the Desay 26S1029 Li-ion battery extracted from the Amazon Echo Frames 3rd generation smart glasses. Powering a wearable device, the 26S1029 battery demonstrates interesting features that are presented in the report.

April 05, 2024

Exploring the Opportunities for NVIDIA in the Chinese Automotive Market at GTC 2024

This report reviews the latest findings from NVIDIA’s GTC 2024 event and examines the future opportunities for NVIDIA in the Chinese market for the development of next-generation intelligent vehicles.

April 05, 2024

indie Semiconductor Bolsters its ADAS Portfolio with Investment in AI Processor Vendor Expedera

indie Semiconductor’s investment in Expedera aims to add Expedera’s neural processing unit (NPU) semiconductor intellectual property (IP) to indie’s advanced driver assistance system (ADAS) silicon and software portfolio.

April 05, 2024

Handset Vendor Market Share for 'Sixty' Countries - Q4 2023

Global handset shipments grew by 4.9% annually in Q4 2023. The "Sixty" countries tracked in this report accounted for 90% of the handset volumes in the quarter. Apple, Samsung and Xiaomi were the top three vendors by consolidated shipments to these markets.

April 05, 2024

Q1 2024 DRAM Market Report

This quarterly report provides a comprehensive analysis of the DRAM market, covering key aspects such as supply and demand dynamics across various segments including PC, datacenter, mobile, automotive, and more.

Unlocking the Potential Qualcomm's Showcase of Windows on Arm

April 05, 2024

Unlocking the Potential: Qualcomm's Showcase of Windows on Arm

At an exclusive event in New York, they showcased the impressive performance of their Snapdragon X Elite processor, surpassing rivals Apple M3 and Intel Core Ultra in both total compute power and energy efficiency.

Taiwan Earthquake Expected to Have a Short-Term Impact

April 04, 2024

Taiwan Earthquake Expected to Have a Short-Term Impact

In the wake of Taiwan's recent earthquake, the semiconductor industry stands resilient, with only short-term disruptions anticipated. Our thoughts are with those affected by this natural disaster, which has garnered attention as the most intense earthquake in Taiwan over the past 25 years.

April 04, 2024

4Q 2023 Apple A-Series M-Series Processor Market Tracker

Apple's A-series and M-series applications processors (AP) revenue increased 4 percent year-on-year in Q4 2023 and a collective 8 percent year-on-year in 2023. Apple's A-series APs are used in iPhone, iPad, Apple TV, iPod Touch and HomePod while the M-series APs are used in iPad, MacBook, Macs and the Vision Pro devices. This report provides estimates of Apple's A-series and M-series shipments, revenues and ASPs by chip model from Q1 2010 to Q3 2024.

April 04, 2024

Deep Dive Teardown of the Samsung Galaxy S24 Ultra SM-S928U1 Smartphone

The Samsung S24 Ultra is powered by the Snapdragon 8 Gen 3, which is faster than the Snapdragon 8 Gen 2 found in the S23 Ultra. The S24 Ultra introduces a flat display, moving away from the curved edges of the S23 Ultra. It also uses a more durable Gorilla Glass Armor for protection.

Taiwan Earthquake

April 03, 2024

Taiwan Earthquake and the Semiconductor Industry

Discover the aftermath of the Taiwan earthquake on the semiconductor industry and global supply chains. Learn how major players like TSMC are navigating disruptions while prioritizing safety.

Taiwan Earthquake Billion-Dollar Data Center Fallout

April 03, 2024

Taiwan Earthquake: Billion-Dollar Data Center Fallout

A recent earthquake in Taiwan has disrupted industries, including the data center market, raising concerns about supply chain stability.

DRAM Scaling and Maximum Memory Capacity

April 03, 2024

DRAM Scaling and Maximum Memory Capacity

Discover the latest advancements from industry leaders Micron, Samsung, and SK hynix, and gain insights into the future of technology.

2023 Automotive Semiconductor Vendor Share

April 03, 2024

2023 Automotive Semiconductor Vendor Share: STMicroelectronics Closing in on NXP and Infineon

The automotive semiconductor landscape in 2023 showcased Infineon and NXP retaining their top positions, with Infineon widening its lead over NXP.

April 03, 2024

Automotive in-Car Commerce 2024 Update

In-car commerce (also commonly called in-vehicle payments) is one of these more recent features that OEMs have been deploying over the last several years. In-car commerce enables vehicle occupants to pay for fuel, charging, parking, and other services from the infotainment system’s display. As of early 2024, 14 automotive brands offer in-car payment features in 15 countries, with more deployments planned.

Huawei's Q4 2023 Resilience in China Market

April 02, 2024

Huawei's Q4 2023 Resilience in China Market

Despite facing stiff competition from Apple in the mid- to premium-tier segments, Huawei's performance during China's 11.11 online shopping festival solidified its position as a top contender.

April 02, 2024

Automotive Semiconductor Vendor 2023 Market Shares Data

This datasheet presents TechInsights analysis of 2023 automotive sector revenues and market shares of the leading semiconductor vendors, with revenue splits by major component product category and by region including N. America, Europe, Japan, China, South Korea and ROW. It also includes market shares and revenue splits for previous years extending back to 2010.

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