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Tracker: Global VR Headset Platform Share 2014-2023
2023 saw just over 13M VR headsets ship. Hardware vendors shared just over $4B in wholesale revenues, led by Meta, which accounted for nearly 35% of all hardware revenues. This report examines the share of shipments, installed base, and revenues for each of the major platforms. These include Google Cardboard, Daydream, Samsung Gear VR, HTC, Oculus, Windows MR and Sony PSVR.
Insight: Smart Home Device Shipments to Exceed 2.5 Billion in 2030
TechInsight’s latest smart home device forecast predicts global shipments of smart home devices will almost double between 2024 and 2030 to exceed 2.5 billion units at the end of this period.
Global xEV Sensor Demand Forecast for 2022–2031
TechInsights forecasts xEV production to grow at a CAAGR of 13%, with volumes reaching 59.2 million units by 2031. Sensor demand from xEV powertrain systems is forecast to grow at a CAAGR of 12% from $0.8 billion in 2023 to $1.4 billion in 2028 and reaching nearly $1.6 billion by 2031.
Deep Dive Teardown of the Amazon Alexa Echo Hub G6A87E Smart Display
The Amazon Alexa Echo Hub G6A87E is an Alexa controlled device with a display/touchscreen, four microphones, and two speakers. The speakers are located at the top of the device. The Amazon Alexa Echo Hub G6A87E has 2 GB LPDDR4 SDRAM, 8 GB MLC NAND Flash Memory and the 64-Bit Hexa-Core application processor from MediaTek.
xEV Global Semiconductor Demand Outlook 2022-2031
TechInsights forecasts xEV production to grow at a CAAGR of 13%, with volumes reaching 59.2 million units by 2031. Semiconductor demand from xEV powertrain systems is forecast to grow at a CAAGR of 15% from $10.5 billion in 2023 to almost $21.4 billion in 2028 and reaching $25.6 billion by 2031.
AI drives server market growth to $270b by 2028
TechInsights predicts the server market will reach $273b by 2028, growing at a CAGR of 18%. Unlike recent years where server demand has been cyclical in nature and effected by the ebb and flow of refresh cycles, now a disruptive influence is stimulating growth: artificial intelligence.
Global Smartphone Installed Base Forecast by Operating Systems for 88 Countries: 2007 to 2029
TechInsights smartphone research team predicts global smartphone installed base will grow 2% YoY in 2024 and 2025. The growth rate will be modestly improved from 2026 through 2029 driven by technology innovations and the penetration of on-device AI smartphones. Android and Apple are expected to retain market leadership with shares of 82% and 16% in 2024, respectively.
Smartphone Memory Market Share Q1 2024: Revenue Grows Over 50% YoY, SK Hynix Gains Share
The global smartphone memory market experienced over 50 percent revenue growth in Q1 2024. The annual growth was backed by the recovery in pricing and inventory build-up demand from major smartphone customers. Samsung recorded 49 percent revenue share followed by SK Hynix and Micron in Q1 2024. This report covers the global shipments, revenue, and ASP of NAND Flash and DRAM Memory chip products by vendor, by technology and by quarter from CY2018Q1 to CY2024Q1.
Tracker: Global Foldable Smartphone Revenue and ASP by Vendor : Q1 2024
Huawei leads the foldable markets in Q1 2024. Huawei is at the peak position in both shipments and revenues. Huawei in on route to become the largest foldable vendor. Asia-Pacific is a growth leader in foldable-display smartphone shipments.
Tracker: Global Foldable Smartphone Shipments Forecast by Vendor by Region by Quarter to 2025
Samsung's share is eroding and it will lose peak position in 2024 to Huawei. We forecast Samsung will retain second place globally still in 2025 followed by Honor taking third position.
Deep Dive Teardown of the Huawei Pura 70 Pro HBN-AL00 Smartphone
The PCB design of the Huawei Pura 70 Pro (HBN-AL00) consists of eleven substrates but only two of them (Main Board and RF Board) are mostly used for RF communication. Most of the cellular communication is situated on the first side of the RF Board while the whole non-cellular (WiFi/BT/GPS) design is placed on both sides of the Main Board with some minor additions of other cellular chips between them.
AMD Ryzen 9 7950X3D (TSMC 5nm HPC) Process Flow Analysis
Analysis of the process flow and integration used in the manufacture of the AMD Ryzen 9 7950X3D compute die (CCD), built using TSMC's N5 HPC FinFET process. The spreadsheet lists the hundreds of process flow steps required in its manufacture.
Deep Dive Teardown of the ZTE Nubia Z60 Ultra NX721J Smartphone
In the ZTE Nubia Z60 Ultra NX721J TechInsights found the following for the first time: Multichip Memory -16 GB Mobile LPDDR5X SDRAM Samsung #K3KL5L50CM-BGCW, Power Management Qualcomm #PM8550B-001, Camera Power Management Qualcomm #PM8010-1U4, HB/MB Front-End Module Qorvo #QM77058F.
Memory Pricing Report – June 2024
This monthly update delves into the dynamic and volatile pricing landscape of mainstream DRAM and NAND memory, offering an examination of pricing trends over the past three months and projecting developments for the upcoming year.
Global Smartphone Monthly Shipments (Sell In), Sales (Sell Through) and Inventory Variance by Vendor: June 2024
Global Smartphone Monthly Shipments (Sell In), Sales (Sell Through) and Inventory Variance by Vendor: June 2024
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TechInsights-tracked global smartphone shipments (sell in) and sales (sell
Market Model: Semiconductor Company Quarterly Financials: IDM, Fabless, Foundry, OSAT
TechInsights has compiled quarterly financial data for a sampling of Integrated Device Manufacturers (IDMs), Fabless semiconductor companies, Foundries, and Outsourced Assembly and Test contractors (OSAT) important to the automotive industry. All companies selected are public (private companies were not included).
Computex 2024 Recap: it is What's on the Inside that Matters
It is well known that the fashion world recycles trends every 20 years as a younger generation looks to distinguish themselves from their older peers and the trends they grew up with become commoditized and uncool. If Computex 2024 was any indication of the future of the PC market, a similar resurgence is set to happen in the PC industry, with the major silicon players (and Microsoft) leading the charge to make the PC cool again.
Apple Slipped to 4th Spot in Asia Pacific Smartphone Market Q1 2024
As per the smartphone research from TechInsights, Asia Pacific (APAC) smartphone market shipments grew 8% YoY but declined 7% QoQ in Q1 2024.
Apple A17 Pro SoC Small CPU Design Analysis
Dig into this analysis of the standard cells comprising 70% of a target logic area in the the Apple A17 Pro CPU2 core, fabricated using FINFLEX methodology by TSMC in N3B process node. Standard cells schematics are extracted to determine routing efficiency, gate density, and global metal usage survey.
OECD Fixed Voice and Leased Line Price Benchmarking Q2 2024
The Q2 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. It is possible to view the results in a wider range of currencies.
Murata SS3616043 FR2 AiP Packaging Analysis
This report presents a Package Analysis on the Murata SS3616043 AiP module. The SS3616043 is Murata’s Antenna-In-Package (AiP) module that contains the RF path from the antenna elements to the RF transceiver for the frequency bands associated with FR2 frequencies.
Automotive Market Outlook Report - Q1 2024
Amid ongoing geopolitical tensions, including the war in Ukraine, conflicts in the Middle East, and concerns over a potential debt crisis in China, fears over the global economy are significantly impacting vehicle output.
3D NAND – Samsung 176L (V7) QLC Comparison
Samsung 176L (V7) QLC 3D NAND is now available, and it is not just a mere change of triple level cell (TLC) to quad-level cell (QLC). A quick comparison to Samsung 176L (V7) TLC, along with a similarity to Samsung 236L (V8) is shown.
Global xEV Systems Demand Forecast for 2022–2031
xEV production is forecast to grow at a CAAGR of 13%, with volumes reaching 59.2 million units by 2031. The corresponding xEV powertrain electronics systems demand is forecast to grow at a CAAGR of 19% from $45.6 billion in 2023 to $108.0 billion in 2028 and reach $137.2 billion by 2031.
Apple R1 SoC Advanced Packaging Analysis
This report provides deeper insight on the advanced packaging innovations used in the manufacturing of the Apple R1. The analysis includes structural and materials analysis, and critical dimensions, providing information on form factor as well as insights into the architecture attributes that may relate to performance or thermal management.
BeiDou and Tiantong Satcom: Is Huawei leading the field of Direct-to-Smartphone communications?
China’s BeiDou satellite system is not a typical GNSS system: its two-way short message and data communication capabilities are used in in the latest series of Huawei smartphones like Mate, X and Nova to provide emergency and casual Direct-To-Smartphone communication when cellular or Wi-Fi coverage is not available.
Intel FIVR gets a new inductor
Intel has continued reducing the size of their integrated voltage regulators in yet another scaling evolution step introduced in their Sapphire Rapids product.
Global Smartphone Sales Forecast by Operating System for 88 Countries: 2007 to 2029
Global smartphone sales are expected to rise 3% YoY to 1.16 billion units in 2024. Android and Apple iOS are expected to maintain dual leadership in global smartphone market throughout the forecast period.
EU follows the US in hiking tariffs on Chinese BEVs
On Wednesday 12, June 2024, the European Commission confirmed the anticipated hike in import tariffs for Chinese battery electric vehicles (BEVs), destined to be implemented as soon as July 4th 2024. This report summarises the scope of the tariff hikes, the differences from the tariff increase imposed by the US in May of this year, and the likely implications of the increased duties on both EU and Chinese automakers.
Insight: Communications Semiconductor Market Review Q1 2024 — AI Data Center is the One Bright Spot in a Down Cycle
The communications semiconductor market faced significant challenges in Q1 2024, primarily due to inventory corrections throughout the value chain, combined with reduced capital expenditure by telecom operators and enterprises.
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.
AI Procurement Outlook: A Record-Breaking Year for Semiconductors
Explore trends driving semiconductor growth, record-breaking sales, rising ASPs, and the impact of AI hardware demand on the global market.
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