Q1 2023 Global PC Shipments Mark Another Quarterly Decline, Gradual Recovery Expected in H2
Q1 2023 global PC shipments fell 28% YoY. Inventory digestion likely to end in Q2 2023. Although PC demand is expected to gradually recover in H2…
Data Center CPU Market: AMD Surpasses Intel in Share Growth
The global data center CPU market’s revenue declined 4.4% YoY in 2022. AMD registered a 62% YoY growth in its data center CPU revenue to hold a 20%…
Arm Laptops to Remain Resilient Amid Global PC Market Weakness
We expect Arm-based Laptops to have a 25% market share in five years. Apple dominated the Arm laptop market with a 90% share in 2022. Qualcomm and…
Global PC Shipments See Record YoY Decline in Q4 2022
Global PC shipments fell 27.8% YoY in Q4 2022 to reach 65.2 million units. For the full year of 2022, the shipments declined 15% YoY. Macroeconomic…
Global PC Shipments’ Double-digit Crash in Q3
Taipei, London, Hong Kong, Boston, Toronto, New Delhi, Beijing, Seoul – October 25, 2022 Global PC shipments fell 15.5% YoY in Q3 2022 to reach 71.1…
Infographic: Global Foundry Revenue Share | Q2 2022
Foundry Revenue Share by Vendors TSMC gained 200 bps in terms of market share in Q2 2022, driven by leading technology nodes for iPhone AP and…
TSMC’s Quarterly High-performance Computing Sales Surpass Smartphones for First Time in Q1 2022
TSMC reported its Q1 2022 revenue at $17.6 billion (up 12% QoQ). Among its different segments, the high-performance computing (HPC) segment posted…
Cloud RAN – Waiting For A Viable Business Case?
There has been a lot of interest in cloud RAN amongst established MNOs in recent months with several of the biggest MNOs planning to launch fully…
RISC-V Adoption Picks Up Pace
IP design around the chipset architecture, security and cutting-edge performance improvements matching the advancements in manufacturing process and…
RISC-V to Shake up $8.6-Billion Semiconductor IP Market
London, Hong Kong, Boston, Toronto, New Delhi, Beijing, Taipei, Seoul – September 13, 2021 IP design around the chipset architecture, security and…
One in Five iPads Sold in 2022 to Have Apple’s M-series SoC
At its Spring Loaded event in April 2021, Apple made a bunch of announcements on new iMacs, Apple TV, iPad Pros, AirTags, and more. Apple also…
First Impressions: MacBook Air M1 is a Breeze!
At the Apple Worldwide Developers Conference (WWDC) in June 2020, Apple announced its plans of switching from Intel chipsets to Apple Silicon in two…
Thales, G+D, ST Micro Lead eSIM Enablement Landscape
While Idemia, Valid and Truphone are fast-emerging enablers with growing reach, Workz and software-based eSIM providers Kigen and Oasis are this…
ARM Developer Summit 2020: A Pervasive Platform Approach to Drive Efficient & Intelligent Computing at Global Scale
Arm, a leading intellectual property (IP) company enabling cutting edge technologies across all levels of power-efficient compute from the edge to…
Gemalto, G+D and Truphone Lead the eSIM Management Landscape
ARM, Cubic Telecom, Telna, and GigSky are poised to challenge the status quo in the future. Seoul, Hong Kong, New Delhi, Beijing, London, Buenos…
AMD Ready to Shake Up The Mobile GPU Market
It is extremely rare these days when a corporate announcement catches everyone by surprise. But in early June, AMD and Samsung shocked the tech…
Analyzing the Impact of the US Trade Ban on Huawei’s Smartphone Business
The US trade ban on Huawei has come as expected. The US has put Huawei on the “Entity List”, which prohibits it from buying or selling anything from…