Latest Blogs and Commentary
Analysis: Five Key Trends for Compute in 2025
AI is driving a computing boom, with datacenter demand soaring. Hyperscalers and custom chip designs challenge NVIDIA, while AI shifts toward edge devices.
Company Earnings: Assa Abloy Q4 2024 Smart Home
Get timely earnings summaries of top consumer electronics companies, covering revenue, margins, and market trends to inform competitive strategies.
China's Chipmakers: Driving the Path to Semiconductor Self-Reliance
The rapid growth of China’s semiconductor industry is reshaping the global tech landscape. With strong government backing and a surging domestic market, Chinese chipmakers are making bold strides toward self-reliance in a geopolitically charged environment.
Global Handset Shipments Vendor Share by Region Q4 2024
Global handset shipments grew for the fifth straight quarter in Q4 2024. Get market share insights for the top 30 vendors across key regions.
Tracker: Global 5G Smartphone Vendor Share by Region Q4 2024
Global 5G smartphone shipments grew for the fifth straight quarter, led by Apple (30.8%) and Chinese vendors (47%). Asia-Pacific dominated with 54%. Get key vendor and regional insights in this report.
Company Earnings Qualcomm Q4 2024 Consumer Electronics
Qualcomm reported Q4 2024 (FY2025 Q1) revenue of $11.7 billion, up 17% year-over-year. This earnings summary analyzes revenue, margins, profit, segments, and device sales, offering key insights into market performance and trends in the consumer electronics industry.
HiSilicon Hi1105-GFCV150 WiFi/BT/GNSS/NearLink Combo SoC Floorplan Analysis
Explore the Basic Floorplan Analysis of the Hi1105-GFCV150 die extracted from the Huawei Mate 70 Pro+ smartphone.
Narrative: 2025 Q1 Automotive Electronics System Demand 2022 to 2031
Discover key growth trends in the automotive industry with TechInsights' Automotive Electronics System Demand. Get a detailed breakdown by region, segment, sector, and domain to stay ahead in the evolving automaker landscape.
Qorvo QM77178 MHB L-PAMiD + Diversity Rx Module Packaging Analysis
Discover the package analysis of the Qorvo QM77178 extracted from the Google Pixel 9 Pro XL.
Company Earnings: Qualcomm Q4 2024
Qualcomm's fiscal Q1 2025 results show record revenues, driven by strong handset demand. Despite upcoming challenges with Apple, Qualcomm forecasts near-term revenue growth with rising ASPs.
Narrative: Global 5G Smartphone Vendor Share by Region Q4 2024
Global 5G smartphone shipments grew in Q4 2024, despite challenges. Emerging markets offer the greatest growth potential as major markets near saturation.
AI GPU Growth Directly Impacts Carbon Emission Growth through 2030
Explore the forecasted impact of AI GPUs on the Carbon emission growth through 2023. Understand the factors such as HBM fueling the trend.
Narrative: Apple iPhone Shipments by Model: Q2 2007 to Q4 2024
Apple's global iPhone shipments grew 4% YoY in Q4 2024, outperforming the market. This report details shipments for every iPhone model from the iPhone 2G to the iPhone 16, providing key insights for mobile operators, retailers, and industry analysts.