Latest Reports and Analysis
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Intel Core Ultra 7 155H Meteor Lake CPU Die (Intel 4) Advanced CMOS Process Analysis
This report provides an analysis of the structure and materials used in the manufacture of the of the Intel Core Ultra 7 155H (Meteor Lake) CPU die (compute tile), fabricated using the Intel 4 finFET process. The report includes a summary of key findings, and a detailed look at the FEOL, MOL and BEOL structures and materials used. Extensive SEM, TEM and materials analysis provide a complete look at how this device was manufactured.
Smartphone Battery Market Share CY2023: Revenue Decline Exceeds 10% YoY
The global market for smartphone battery cells recorded more than 10% annual decline in revenues in CY 2023. Revenues fell because of the sluggish market demand and declining cell pricing environment. Amperex Technology Ltd. (ATL) led with 46% revenue share followed by LG Energy Solutions and Samsung SDI. This report includes the global shipments, revenue and ASP of battery cells by vendor by quarter from Q1 2018 to Q4 2023.
Global Smartwatch Sales Forecast for 88 Countries: 2012 to 2029
Global smartwatch unit sales are expected to grow by 5% in 2024 and 8% in 2025, despite global economic uncertainty. We expect technology and traditional fashion and wristwatch heavy weights as well as new market entrants in China and India to further expand the market in the coming years.
Consolidated Datacenter Forecast Q1 2024
The consolidated datacenter forecast aggregates data from multiple TechInsights specialists to produce a single view of the memory, processors, accelerators, and servers required to support the world's data centers over the next five years. The data are further broken down into hyperscaler and public cloud breakdowns.
New Partnership Models Between Global OEMs and Chinese Automotive Start-ups
Starting from the second half of 2023, global OEMs, represented by Volkswagen and Stellantis, have acquired ready-made vehicle platforms and related core development capabilities from Chinese automotive start-ups. Compared with the previous joint venture method adopted by global OEMs in the 1980s to enter China by exchanging their leading technologies for access to the Chinese market, this round of cooperation is called a “reverse joint venture”.
Understanding Datacenter Coverage at TechInsights
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.
Global OEM Electric Vehicle Strategies: Divergence In Competing With China
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.
Baseband Market Share Tracker Q4 2023: Industry Looks Towards 5G Advanced and AI to Drive Growth
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.
Deep Dive Teardown of the Samsung Galaxy A15 5G SM-A156E/DS
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.
Deep Dive Teardown of the Amazfit BIP 5 A2215 Smartwatch
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.
Deep Dive Teardown of the ZTE Nubia RedMagic 8S Pro NX729J Smartphone
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.
Streaming Service Content Spend (2010–2024e)
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.
Texas Instruments UCC21717QDWRQ1 Automotive Single Channel Isolated Gate Driver Power Essentials Analysis
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.
Analysis: Smartphone Display Panel Market Share Q4 2023
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.
Q4 2023: Huawei – Strong Resilience in China Market
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.
Deep Dive Teardown of the Dell XPS P91F Mobile Computer
The battery can be charged by using USB Type-C port with support of 130 W charging. A charger is included. The Dell XPS is equipped with a 60 Hz, 15.6” OLED Display with a resolution of 3456 x 2160. It features two WiFi antennas with an Intel module supporting the WiFi 6E. Both of those antennas support Bluetooth 5.3 connectivity.
Exploratory Analysis: Kirin 8000 SoC extracted from Huawei Nova Pro Processor
We carried out exploratory analysis of the Kirin 8000 processor extracted from a recently released Nova 12 Pro, a 5G smartphone from Huawei, one of the series of 5G smartphones released by Huawei, despite US sanctions. The application processor has very similar package markings as the Kirin 985 processor from Honor 30 released in 2020.
Exploratory Analysis: Kirin 9000W SoC extracted from Huawei MatePad Pro 13.2-inch Tablet
Exploratory Analysis of the Kirin 8000 SoC extracted from the Huawei Nova Pro processor, which appears to be a close relative of the Kirin 985 (released in 2020), but with a die shrink. This report determines the origin of the foundry and the process node.
Data-Center AI Chip Market Share Q1 2024
Apple’s share is slowly eroding but it will keep peak position through strong iPhone sales in 2024 and 2025. We forecast Samsung will retain second place globally in 2024 and 2025 followed by Xiaomi taking third position.
Global 5G Smartphone Shipments Forecast by Vendor by Region by Quarter to 2025
Apple’s share is slowly eroding but it will keep peak position through strong iPhone sales in 2024 and 2025. We forecast Samsung will retain second place globally in 2024 and 2025 followed by Xiaomi taking third position.
Global 5G mmWave Smartphone Shipments Forecast by Vendor by Quarter to 2025
5G mmWave is the fast high-frequency connectivity method that is part of the bigger 5G family. We expect the United Stated (US) and Japan to remain main advocates for mmWave in smartphone use. Apple and Samsung are the biggest mmWave device vendors owing to their share from the US market.
Smartphone Display Panel Market Share Q4 2023: Strong Growth in OLED Panel Shipments
The global smartphone display panel market fell nearly 5% percent year-over-year in Q4 2023. The revenue declined on the back of weakening LCD market and fall in OLED panel ASPs due to intense competition in the period. Samsung Display secured top spot with over 55 percent revenue share followed by BOE Technology and LG Display.
LTE / LTE-Advanced Handset Vendor Shipments by Country: Q4 2023
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. In Q4 2023, India has become the biggest LTE-A handset market in the world for 14 quarters in a row, by volume.
DRAM Market Report Q1 2024
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. It meticulously maps the entire DRAM market landscape, offering insights into production volumes, pricing trends, technological advancements, and market shares.
Q4 2023: Lenovo-Motorola: Growth Among All Key Regions
Lenovo-Motorola’s global smartphone shipments grew 33% year-over-year (YoY) in Q4 2023 outperforming the global smartphone market driven by strong performance in its key markets US and Mexico, and strong triple digit annual growth in India.
USI 339M00227 Antenna-In-Package Packaging Analysis
This report presents a package analysis (PKG) on the USI 339M00227 mmWave AiP device. The 339M00227 AiP contains a radio frequency TX/RX transceiver die and an antenna array formed from the metallization layers of a printed wiring board (PWB).
Decoding the Oura Ring Gen 3: Unraveling the Mystery of Limited Mass Adoption
Our report takes a deep dive into the smart ring market, examining use cases, integration with healthcare systems, regulatory hurdles, user experience, teardown analysis, key current and future vendors, total market size and growth trajectory, as well as an in-depth look at the leading product in this space: the Oura Ring Gen 3.
MWC 2024: Key Takeaways for Mobile Semiconductor
The 2024 (MWC24) edition highlights the industry’s current interest areas and hot topics in a period when 5G is approaching mid-cycle deployment and growth. The topics which drew much of the attention this year in Barcelona were mobile generative artificial intelligence (AI), the emergence of 5G RedCap, and satellite NTNs.
MWC 2024: Telecoms Key Takeaways
This post-event report summarizes the top themes discussed at MWC 2024 (Mobile World Congress 2024) held from 26th Feb till 29th Feb in Barcelona. The report talks about AI the hottest topic this year at MWC across the entire telecom ecosystem and provides TechInsights' views on selected themes.
Tsingteng Micro THN31FWC1 NFC Controller Floorplan Analysis (IoTB)
This report describes a Basic Floorplan Analysis (BFR) of the Tsingteng Micro THN31FWC1 die found inside Tsingteng Micro THN31FWC1 component (a WLCSP). The THN31FWC1 was extracted from the 8849 TANK 3 smartphone.
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.
Trump, CHIPS, and Tariffs: How the 2024 U.S. Election Will Reshape the Semiconductor Industry
Discover how the 2024 U.S. election could reshape the semiconductor industry with increased tariffs, CHIPS Act uncertainties, and shifting global supply chains. Prepare for what's next.
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