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  1. Home

Latest Blogs and Commentary

June 12, 2024

Primary Electric Network Strategies: Will 12 Volts Be Replaced by 48?

The 2023 Tesla Cybertruck became the first model to feature a 48 Volt primary network as standard. This report will look into the possibility of the 12 Volt network being replaced, the strategies that are being adopted to replace it, as well as the power semiconductor products that are currently being offered for 48 Volt.

June 12, 2024

LTE / LTE-Advanced Handset Vendor Shipments by Country: Q1 2024

LTE-Advanced handset market has continued to show a descending curve as more 5G smartphones are shipped to major countries recent quarters. 5G dynamics have substantially started to change 4G dynamics.

June 12, 2024

Deep Dive Teardown of the Moore Threads MTT S80 M2008 Graphics Card

The Moore Threads MTT S80 is the first GPU product from Moore Threads. The MTT S80 utilizes the "ChunXiao" chip with 4096 MUSA cores operating at a 1.8 GHz clock speed. It comes with 16 GB of GDDR6 memory and supports a 256-bit memory bus, offering 448 GB/s memory bandwidth.

2xx-Layer Products from Samsung, SK hynix, Micron, and YMTC

June 11, 2024

2xx-Layer Products from Samsung, SK hynix, Micron, and YMTC

Explore the latest advancements in 3D NAND technology with our comparison of multi-layer products from Samsung, SK hynix, Micron, and YMTC. Understand how Vertical Cell Efficiency (VCE) impacts performance and discover which manufacturers lead in this crucial metric.

June 11, 2024

Insight: Q1 2024 Connected TV Results – Android TV Becomes the World’s Largest TV Streaming Platform

Global connected TV device shipments declined 4% year-on-year (YoY) in the first quarter of 2024, reaching 63.85 million units. After a strong performance in 2023, demand for game consoles declined by 31% year-on-year in Q1 2024 while smart TV shipments grew modestly at 3% and digital media streamers declined by 3%.

June 11, 2024

Q1 2024: Lenovo-Motorola: Growth and Profitability Together, Asia Looks Bright

Lenovo-Motorola’s global smartphone shipments grew a strong double digit 22% YoY in Q1 2024 outperforming the global smartphone market which grew 10% YoY. The growth is driven by strong performance in its key markets like USA, Mexico plus strong triple digit annual growth in India.

June 11, 2024

Q1 2024 Google: Geographical Expansion and New Product Line-up Expected

Google Pixel smartphone shipments grew by 35.3% YoY in Q1 2024, reaching 2.3 million units. Consequently, Google outperformed the broader smartphone market, which saw YoY growth of only 9.7%.

June 11, 2024

Global Bluetooth Tracker Device Sales Forecast through 2029

The number of Bluetooth tracking devices sold globally in 2029 will be 50% larger compared to those sold last year. Bluetooth tracking devices have come of age. Bluetooth tracking devices, like Apple’s AirTag or Tile’s tracking devices, are growing in popularity.

The Chip Insider®– Nvidia’s Grand Strategy

June 10, 2024

The Chip Insider®– Nvidia’s Grand Strategy

In his keynote at Computex 2024 last week, Jensen Huang proclaimed to a cheering crowd, “We are in a new Industrial Revolution.” But his grand strategy is far more encompassing than the vision of the AI Revolution.

2024 Image Signal Processor Video Briefing 1

June 10, 2024

2024 Image Sensor - Image Signal Processor Video Briefing 1

In this briefing, foundries and process nodes used to fabricate the devices are identified, and floorplan and layout are discussed including the area allocated to the analog to digital converters, digital processing, and embedded SRAM.

Windows on Arm Helped and Hindered by New Surface Launch

June 10, 2024

Windows on Arm Helped and Hindered by New Surface Launch

Interest in Windows on Arm (WoA) is at a high point. Microsoft and Arm must take the opportunity to plug the remaining gaps and create a broader WoA ecosystem.

Insight: Communications Semiconductor Market Review Q1 2024 — AI data center is the one bright spot in a down cycle

June 07, 2024

Insight: Communications Semiconductor Market Review Q1 2024 — AI data center is the one bright spot in a down cycle

This short-form report presents a top-down snapshot of the communications semiconductor market in the first quarter of 2024. A combination of factors in downstream markets, particularly excess inventories resulting from defensive buying during the pandemic, led to a cascade of reduced purchasing from upstream suppliers.

Analysis: Smartphone Display Panel Market Share Q1 2024

June 07, 2024

Analysis: Smartphone Display Panel Market Share Q1 2024

The global smartphone display panel market experienced a dip in revenues of over 10% percent year-over-year in Q1 2024. The revenues fell on the back of declining panel ASPs and diminishing LCD market demand that impacted the performance of key display vendors in the period.

Automotive Semiconductor Industry Performance Snapshot: Q1 2024

June 07, 2024

Automotive Semiconductor Industry Performance Snapshot: Q1 2024

Automotive Semiconductor Industry Performance Snapshot: Q1 2024 Share This Post The impact of slowing electric vehicle sales combined with Tier 1 and OEM customers looking to burn through inventory stocks impacted automotive semiconductor supplier

Micron Y52K D1β 16 Gb DDR5 DRAM Transistor Characterization

June 07, 2024

Micron Y52K D1β 16 Gb DDR5 DRAM Transistor Characterization

This report presents Key DC characteristics for NMOS and PMOS transistors located in the word line drivers and sense amplifiers regions of the Micron Technology Y52K die found inside the Micron Technology MT60B4G4RZ-56B:D DDR5 SDRAM package extracted from a Micron Technology .

Insight: Q1 2024 Connected TV Device Results – Android TV Becomes the World’s Largest TV Streaming Platform

June 07, 2024

Insight: Q1 2024 Connected TV Device Results – Android TV Becomes the World’s Largest TV Streaming Platform

Global connected TV device shipments declined 4% year-on-year (YoY) in the first quarter of 2024, reaching 63.85 million units. After a strong performance in 2023, demand for game consoles declined by 31% year-on-year in Q1 2024 while smart TV shipments grew modestly at 3% and digital media streamers declined by 3%.

Samsung K9AHGD8J0C 133L 512 Gb TLC 3D NAND Internal Waveform Analysis

June 07, 2024

Samsung K9AHGD8J0C 133L 512 Gb TLC 3D NAND Internal Waveform Analysis

Samsung K9AHGD8J0C 133L 512 Gb TLC 3D NAND Internal Waveform Analysis Share This Post An Internal Waveform Overview (IWO) containing the program, read, and erase waveforms of the Samsung 133L 512 Gb TLC 3D NAND flash memory device (die markings

RF Industry Review Q1 2024: Financials

June 07, 2024

RF Industry Review Q1 2024: Financials

Despite seasonally weak mobile phone shipments, sales increased an average of 9% for radio component suppliers reporting results. At the same time, median profitability as defined by net income divided by sales improved slightly for RF component suppliers.

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