Latest Reports and Analysis

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Deep Dive Teardown of the Eero Max 7 V010001 Router

The Eero Max 7 is based on Qualcomm’s WiFi SoC, supporting WiFi 7. The device was equipped with eight antennas, it features both 5 and 6 GHz WiFi 7 with 4x4 MIMO connectivity. Two antennas support 2.4 GHz WiFi 6 and another one for Zigbee, Thread, and Bluetooth LE 5.0.

Deep Dive Teardown of the Samsung Galaxy SM-S921U1 Smartphone

Qualcomm has the most design wins for the Samsung Galaxy S24 SM-S921U1, supplying 20 of the 43 major designs. The Samsung Galaxy S24 SM-S921U1 comes equipped with advanced connectivity features including WiFi 7, Bluetooth 5.3, GPS support for L1 and L5, 5G mmWave technology, NFC, and wireless charging capability.

OECD Fixed Voice and Leased Line Price Benchmarking Q1 2024

The Q1 2024 OECD Fixed Voice and Leased Line Price Benchmarking Service update is now available for download. The services incorporate the OECD 2017 baskets, the latest baskets available for fixed voice and leased lines.

Analysis: Tablet Forecast Update Q4 2023 – Tablet Growth to Return in Post-COVID Refresh Cycle

The last half of 2023 showed tablet demand begin to stabilize as inflation cooled, the economy improved in many markets, and tablets purchased during the pandemic began hitting the mid-point of their lifecycles.

Global Wearables Shipment Forecast by Type by Vendor by Quarter: 2017 to 2024

Global wearable shipments are forecasted to grow by 4% in 2024, after declining by just 1% in 2023 and before that declining by 6% in 2022. Apple, Huawei, and Samsung will remain the market leaders in the global total wearables market.

Samsung S5540 FR1 RF Transceiver Floorplan Analysis

The Samsung S5M5540 die analyzed in this basic floorplan report (BFR) was found inside the Samsung S5540 component. The S5540 component, an RF transceiver, was extracted from the Samsung Galaxy S24+ smartphone.

Samsung S5820 Envelope Tracker Floorplan Analysis

The Samsung S5M5820A01 die analyzed in this basic floorplan analysis (BFR) report was found inside the Samsung S5820 component. The S5820 component was extracted from the Samsung Galaxy S24+ smartphone.

Micron Technology MT29F2T08ELLLHL4-QA_L 232L 512Gb TLC 3D NAND Flash Memory Floorplan Analysis

The Micron Technology B57T die is found inside Micron Technology MT29F2T08ELLLHL4-QA_L package. There is one Micron Technology MT29F2T08ELLLHL4-QA_L package in the Micron Technology MTFDKBA256TGE-1BL1AABYY 256 GB 22 × 80 mm M.2 form factor solid-state drive (SSD).

Automotive Semiconductor Vendor Share 2023 – STMicroelectronics closes in on NXP and Infineon

Infineon and NXP continued to lead the automotive semiconductor supplier rankings in 2023, based on TechInsights annual assessment of automotive semiconductor vendor share, which presents 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.

Charging Infrastructure Database

This database provides a panoramic view of key players in the charging infrastructure business worldwide, including charging point manufacturers, charging point operators, and service providers.

Has Qorvo Given up on GaN?

Qorvo, which produces gallium nitride (GaN) based radio products for millimeter wave applications, announced it would acquire CMOS millimeter wave radio chip vendor Anokiwave. This raises the question: Does Qorvo plan to abandon GaN in favor of CMOS?

Hybrid Si IGBT, SiC MOSFET Power Modules Add Efficiency to Motor Inverters Without the Cost

In March 2023, Tesla CEO Elon Musk said that the electric vehicle maker will use 75% less silicon carbide (SiC) without compromising the performance or efficiency of its models. TechInsights’ Stephen Russell gave predictions on how chip designs could enable this. But at the 2024 Automotive Tech Forum, vendors such as Infineon and STMicroelectronics, presented the answer: The hybrid power electronics module that uses both silicon and SiC devices.

3D NAND – Speed boost between NAND to SSD Controller

As the memory capacity of NAND packages increases with increased stacking of dies, issues such as large capacitive loading, input/output (I/O) speed reduction, and increased power consumption limit the packages from achieving the desired I/O speed, even when paired with a suitable SSD controller. This featured content report explores some recent NAND to SSD controller techniques.

Research Bulletin – TSMC Climbs to #1, NVIDIA Posts Triple-Digit Growth in Final 2023 Ranking of Top 25 Semi Suppliers

Final calendar year 2023 ranking of the top 25 semiconductor suppliers are presented. No new suppliers broke into the top 25 list in 2023, but there were significant changes in where companies were ranked.

Apple A17 Pro SoC GPU Design Analysis

This report provides an analysis of the standard cells comprising about 70% of the area analyzed in the logic block of the Apple A17 Pro 3 nm GPU, fabricated using FINFLEX methodology by TSMC. Standard cells schematics are extracted to determine routing efficiency, gate density and global metal usage survey.

Intel Must Undercut Its Competitors to Win AI Share

At Intel Vision, the company launched a new version of its AI ASIC Gaudi, and a new version of Xeon. The company is in the midst of a strategic shift, moving from a shipper of components to a holistic silicon, software, and engineering firm with generative AI at its very heart. But this isn’t a quick shift and the company appreciates it’ll take time to rekindle its spark. To take on NVIDIA, it has to slash prices to gain traction.

NAND Market Report Q1 2024

This analysis covers supplier production trends, market shares, shipment volumes, revenue, and pricing forecasts. It examines the technological and manufacturing innovations influencing the industry and identifies the key developments driving market demand.

Global Foldable Smartphone Shipments Forecast by Vendor by Region by Quarter to 2025

Samsung's share is eroding but it will keep peak position until 2025 when Huawei surpasses it. We forecast Samsung will retain second place globally still in 2025 followed by Honor taking third position. The foldable market is growing but Apple's absence is still keeping the market growing slowly. We expect Apple to join in 2026 or 2027.

VALUE SHARE: Global Foldable Smartphone Revenue and ASP by Vendor : Q4 2023

Global 5G handset industry revenues and shipments grew double digits in Q4 2023. Apple remains the leader of 5G shipments and revenues, but Samsung is growing behind Apple. Samsung is the world’s second-largest 5G vendor in terms of shipments and revenues. Samsung is the biggest vendor in LTE shipments and revenues.

Global Top-500 Smartphone Shipments, ASP, and Price Band by Model: Q4 2023

This highly detailed report shows the top-500 best-selling smartphone models globally in terms of their shipments, wholesale ASP, and price band in the fourth quarter of 2023. The models included in the report cover 89% of the total smartphone shipments in Q4 2023, including all major vendors as well as many locally significant microvendors.

Global Top-500 Smartphone Shipments, ASP, and Price Band by Model with Specs: Q4 2023

This highly detailed report shows the top-500 best-selling smartphone models globally in terms of their shipments, wholesale ASP, and price band in the fourth quarter of 2023. The models included in the report cover 89% of the total smartphone shipments in Q4 2023, including all major vendors as well as many locally significant microvendors.

Global Top-500 Smartphone Revenue, Value Share, ASP, and Price Band by Model: Q4 2023

This highly detailed report shows the top-500 best-selling smartphone models globally in terms of their revenue, value share, wholesale ASP, and price band in the fourth quarter of 2023. The models included in the report cover 97% of the total smartphone revenue in Q4 2023, including all major vendors as well as many locally significant microvendors.

Global Cellular Smartwatch Vendor Share Q1 2017 to Q4 2023

Global cellular smartwatch shipments fell for this first time ever by 6% YoY in the fourth quarter of 2023. Cellular penetration also fell slightly during the quarter as consumers reign in discretionary spending amid macroeconomic weakness and geopolitical uncertainty. Albeit from a low base, cellular smartwatches still outperformed the overall smartwatch market in 2023 as cellular penetration among smartwatches continues to rise slowly but steadily.

Research Bulletin – Forecast for Denser DRAM in Servers via Increased CXL and HBM Integration Opportunities

In this research bulletin, it is predicted that servers will increasingly incorporate higher densities of DRAM, facilitated by advancements in technologies such as CXL (Compute Express Link) and HBM (High Bandwidth Memory). These technologies enhance the potential for DRAM integration, meeting the growing demand of traditional workloads which are becoming more memory-intensive.

Global Cellular Smartwatch Vendor Share Q1 2017 to Q4 2023

Global cellular smartwatch shipments fell for this first time ever by 6% YoY in the fourth quarter of 2023. Cellular penetration also fell slightly during the quarter as consumers reign in discretionary spending amid macroeconomic weakness and geopolitical uncertainty.

Smartphone Fingerprint Sensor Market Share Q4 2023: Revenue Grows YoY, Qualcomm Leads Rankings

The global smartphone fingerprint sensor market recorded more than 10% revenue growth in Q4 2023. Qualcomm grew its share, taking the top spot followed by Goodix and Egistec in the quarter. The market saw improvement in stocking activity for optical and ultrasonic fingerprint sensors for OLED-based customer sets in the period.

Global Wearables Microvendor Market Share: Q4 2023

A large number of second-tier MICROVENDORS are playing a meaningful role in the global wearables market, flooding the market with new, niche, and segmented offerings. Global wearables shipments declined for the fifth consecutive quarter in Q4 2023 amid continued economic weakness and geopolitical uncertainty, causing a lengthening replacement cycle and limiting consumer spending.

Western European Connected TV Market: 4Q 2023

The smart TV market continues to decline in Western Europe as consumer demand remain weak with households impacted by cost-of-living crisis but as inflation starts to ease, the market is expected to return to growth in 2024 with the coming Olympic games providing a boost to the replacement cycle. This analysis examines the state of the smart TV market and smart TV operating system (OS) market in Western Europe as of Q4 2023.

Analysis: Smartphone Memory Market Share Q4 2023

The global memory market for smartphones achieved recovery with revenue growth exceeding 30 percent in Q4 2023. The seasonal demand drove the customer stocking of memory chips having the latest specifications, enabling the market to rebound annually.

Deep Dive Teardown of the Samsung SSD 990 Pro Heatsink MZ-V9P4T0 SSD

The external aspect of the device is crafted from aluminum, serving as the primary component of its thermal design. This housing functions as the primary heat dissipater, absorbing and dispersing heat generated from within the device. The primary heat-producing integrated circuits (ICs) are covered with TIM (thermal interface material), establishing a connection with the housing, and facilitating the transfer of heat to ensure effective heat dissipation.

 

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