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  1. Home

Latest Blogs and Commentary

August 10, 2023

Sony 1/1.35” Format, 48 MP, 1.12 μm Pixel Pitch, Stacked Back-Illuminated Exmor T (2-Layer Transistor Pixel) CMOS Image Sensor with Dual Photodiode (Octa PD) Device Essentials Plus

This report presents a device essentials plus (DEP) summary of the Sony 1/1.35” Format, 48 MP, 1.12 μm Pixel Pitch, Stacked Back-Illuminated Exmor T (2-Layer Transistor Pixel) CMOS Image Sensor with Dual Photodiode (Octa PD).

All Eyes are Trained on Earnings Releases

August 10, 2023

All Eyes are Trained on Earnings Releases

All Eyes are Trained on Earnings Releases Shereen Vaux Order activity for semiconductor equipment eked up but is hovering at a cold 44 °F with all segments increasing slightly. It’s still cold out there and the market is in flux—memory remains at

August 09, 2023

Innoscience INN650D080BS 650 V 60 mΩ GaN-on-Silicon Enhancement Mode HEMT Power Essentials

This report presents a power essentials summary (PEG) of the Innoscience INN650D080BS 650 V 60 mΩ GaN-on-Silicon Enhancement Mode HEMT.

August 09, 2023

Deep Dive Teardown of the Garmin BMW i7 Head Unit MGU22 Automotive

The BMW i7 Head Unit model MGU22 is an advanced automotive cockpit platform developed by Garmin, a company specializing in automotive marine and aviation solutions.

August 09, 2023

Deep Dive Teardown of the Huawei P60 LNA-AL00 Smartphone

Due to sanctions, Huawei is unable to use Gorilla Glass to cover the display, which led to the development of Kunlun Glass, used by the whole P60 series.

August 08, 2023

Global Smartphone Top 100+ Microvendors Market Share : Q2 2023

A huge number of second-tier MICROVENDORS were playing a meaningful role in the global smartphone market. However, industry consolidation is underway and major players are taking more shares from small vendors recent years.

August 08, 2023

Product Sony CXD5610GF GlobalFoundries 22FDX eMRAM (Telit GNSS Receiver) Advanced Memory Essentials

This report presents an advanced memory essentials (AME) of the Sony CXD5610GF GlobalFoundries 22FDX eMRAM, extracted from the Telit SE868SYD110T001000 global navigation satellite system (GNSS) receiver.

August 08, 2023

Analysis : India Smartphone Vendor & OS Marketshare : Q2 2023

Smartphone market in India declined by -5% annually and grew 12% sequentially in Q2 2023. Vivo topped for the second time ever and was followed by Xiaomi and Samsung in the second and third positions.

Bluespec Adds Custom RISC-V Instructions

August 08, 2023

Bluespec Adds Custom RISC-V Instructions

Bluespec’s licensable RISC-V MCUX CPU IP adds custom instructions to its existing ultralow-footprint CPU, branded MCU. Optimized for FPGAs, these CPUs occupy fewer lookup tables than any other commercial RISC-V core.

August 08, 2023

China Smartphone Vendor & OS Marketshare : Q2 2023

China smartphone shipments dropped -5% YoY in Q2 2023. It has been the worst second quarter in the past ten years. The encouraging side is that the decline rate narrowed down in Q2 from the previous quarters, signaling the stabilization and the start of the recovery cycle of China smartphone market in the upcoming quarters.

Tesla Dojo Opens for AI Training

August 08, 2023

Tesla Dojo Opens for AI Training

Tesla has started deploying its Dojo supercomputer that employs unusual technologies to pack AI-training performance in a smaller volume than Nvidia-based systems.

August 08, 2023

Global Smartphone Vendor and OS

Global smartphone shipments shrinks -8% YoY in Q2 2023, due to inventory adjustments and the mixed consumer demand from geopolitical uncertainties, and unfavorable economic conditions.

August 08, 2023

Apple Watch Shipments by Model : Q4 2016 to Q2 2023

Apple Watch shipment volume returned to YoY growth in Q2 2023, after two consecutive quarters of declines preceded by double digit growth in Q3 2022, and prior to that shrinking volumes in Q2 2022 (for the first time since 2016).

Tax Reform for Workforce Development & Silicon Photonics

August 08, 2023

Tax Reform for Workforce Development & Silicon Photonics

Tax Reform for Workforce Development & Silicon Photonics G. Dan Hutcheson The Chip Insider® Summary: Tax Reform as an Industrial Policy to solve the workforce issue: In late 2020, I wrote '10 Things Biden can do to save Semiconductors,'... The CHIPS

August 08, 2023

North America Smartphone Vendor & OS Market Share by Country: Q2 2023

Growth in the North American smartphone market experienced its largest second-quarter decline ever in Q2 2023, extending a slide that began mid-2022.

TechInsights' Semiconductor Analytics Report

August 08, 2023

TechInsights' Semiconductor Analytics Report

TechInsights' Semiconductor Analytics Report

Q2 ’23: Apple: China’s iPhone Shipments Surpassed US’ For The First Time

August 08, 2023

Q2 ’23: Apple: China’s iPhone Shipments Surpassed US’ For The First Time

Apple iPhone shipments declined -9.3% YoY in Q2 2023 to reach 43.1 million units and 16.0% market share. This is the highest second quarter annual decline for the vendor in the last 8 years from 2016 till 2023.

Near-term Visibility is Limited but Order Activity is Starting to Look Brighter Far Off in the Horizon.

August 08, 2023

Near-term Visibility is Limited but Order Activity is Starting to Look Brighter Far Off in the Horizon.

Near-term Visibility is Limited but Order Activity is Starting to Look Brighter Far Off in the Horizon. Shereen Vaux Order activity for semiconductor equipment eked up a degree to a brisk 44 °F with all segments increasing at least a degree. Memory

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