February 8, 2023
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…
January 19, 2023
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…
December 27, 2022
Despite China’s Failure to Recover in Q3 2022, Global Cellular IoT Module Market Experiences Growth
China led the global cellular IoT module market in Q3 2022 despite losing volume share. China was followed by North America and Western Europe.…
October 25, 2022
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…
August 5, 2022
Execution Woes and Economy Sink Intel Earnings
Intel, under immense pressure from internal execution delays in key segments – DCAI, AXG and product design, and economic headwinds from falling…
July 27, 2022
Global PC Shipments in Q2 2022 See Largest YoY Decline Since Q2 2013
Taipei, London, Hong Kong, Boston, Toronto, New Delhi, Beijing, Seoul – July 27, 2022 Global PC shipments fell 11.1% YoY in Q2 2022 to reach 71.2…
June 23, 2022
Quectel, Fibocom & Sunsea Capture Half the Cellular IoT Module Market in Q1 2022
Quectel, Foxconn, China Mobile, WNC, Telit, MeiG, Sequans, Gosuncn were the fastest growing vendors in Q1 2022. Smart Meters, POS, industrial,…
May 25, 2022
AMD Records Stellar Q1 2022 Numbers, Completes Xilinx Acquisition
AMD reported its best-ever quarterly revenue at $5.9 billion in Q1 2022, a 71% YoY increase driven by the cloud computing, automotive, gaming and…
May 10, 2022
The uphill battle for Intel commences with its first earnings of 2022
Intel enters a year where Moore’s law has considerably slowed, supply chains are constantly under pressure from various macro and micro factors, PC…
March 31, 2022
Global Cellular IoT Module Revenue Grows 58% YoY in Q4 2021; 5G, 4G Cat 1 Modules Fastest Growing
Quectel and Qualcomm led the global cellular IoT module and IoT chipset markets respectively in Q4 2021. 5G contributed to nearly a quarter of the…
October 18, 2021
Global PC Shipments Grow for Sixth Consecutive Quarter; Chromebook in Slow Lane
London, Hong Kong, Boston, Toronto, New Delhi, Beijing, Taipei, Seoul – October 18, 2021 Global PC shipments marked their sixth consecutive YoY…