MediaTek Analyst Summit: Focus on Widening Portfolio, Growth in US and Europe
MediaTek expects flat mobile revenue in Q2 2023 with growth in H2 2023 driven by an improvement in the elevated mobile inventory situation. The…
Netgear Q1 2023: Revenue Stutters as Inventory Correction Set to Spill Into Q2
Netgear’s Q1 2023 revenue declined 27.4% YoY to $180.9 million. SMB segment revenue declined 2.6%, the first drop in eight quarters. Connected home…
STMicro Beats Q1 2023 Earnings Expectations Despite Chip Shortages
STMicro expects 2023 revenue of $17.0 billion-$17.8 billion, representing a 5%-10% growth over 2022. Silicon carbide (SiC) substrate manufacturing…
Climate Change Concerns Aid LG Electronics’ Q1 Numbers
The revenue for Q1 2023 stood at KRW 16.26 trillion, a 5.7% YoY decline. The operating profit of the company declined by 15% YoY. The revenue from…
UMC Q1 2023 Earnings: Weak Cyclical Recovery But 28nm Remains Resilient
Yet to see strong recovery signs in PC, smartphone, and consumer applications due to a slower pace of inventory digestion. Automotive application…
Analysis of the AR/VR Value Chain in China: Is China at the forefront of the industry?
The AR/VR (Augmented Reality/Virtual Reality) hype in China has gone through two waves of growth, despite the current relatively small market size.…
Price Cuts Boost Tesla Revenue in Q1, Profit Slumps Compared to 2022
2 million vehicle deliveries are achievable in 2023 if the macroeconomic situation doesn’t worsen. Gross profit was down 17% YoY to $4.5 billion…
Will CHIPS Act Achieve US Goals?
The legislation includes over $52 billion in subsidies for semiconductor manufacturing. So far, investments worth over $200 billion have been…
Smartphone Displays Moving Towards ‘Brighter’ Future
In 2022, more than a third of premium smartphones (≥$600) applied brightness over 900 nits. This is a 171% YoY jump. Chinese OEMs are increasingly…
AI/ML Key in Enhancing 5G Network Efficiency, Reducing Complexity
5G network has seen steady growth in deployment globally, with the total number of subscribers of 5G services crossing the billion mark. Although…
Wearable Innovations Stand out at MWC Barcelona, 2023
Smartwatches, AR/VR and smart glasses were everywhere at MWC. An unconventional attempt from Huawei stands out for smartwatch. OEMs seem to have…
Arm-based PCs to Nearly Double Market Share by 2027
Arm-based notebooks will gain share over Intel and AMD, almost doubling their shipment share to 25% by 2027 from 14% today. Featuring…
China Premium Smartphone Market Outlook: Bright Future Ahead
China’s smartphone average selling price (wholesale) has continuously increased since 2014, reaching $385 in 2022. The share of high-end…
PAX Revenues Cross $1 Billion in 2022; SmartPOS Adoption Supports Growth
The growth was primarily driven by the strong performance of Android-based payment terminals. PAX's expertise in Android SmartPOS technology and its…
Will Japan Curbs Hit China Semiconductor Self-reliance Plans?
Joining the US-led effort to restrict chipmaking equipment exports to China, Japan has put in place restrictions that are more draconian than that of…
OPPO’s LATAM Strategy is a Success So Far But Challenges Ahead
OPPO has become the third-biggest smartphone brand in Mexico and fifth-biggest in Latin America after less than three years in the region. OPPO…
Counterpoint at Mobile World Congress 2023 – Complete Insights
Counterpoint at Mobile World Congress 2023 - Complete Insights APRIL 3, 2023 Discover the latest trends and insights from Mobile World Congress…
5G Rollout Accelerates in India
Compared to its 4G rollout, India 5G rollout has been much quicker and smoother. By March 2023, 116,204 5G BTSs had been deployed throughout the…