Overview:
This research includes forecasts for key semiconductor components in autonomous vehicles from 2022 through 2030, including ADAS/AD SoC, lidar, radar, ultrasonic, CIS, connectivity, DRAM, and NAND. It provides key semiconductors’ market size, shipment, and penetration rate as autonomous driving evolves.
Table of Contents:
- Forecast: Passenger Car by the Level of Autonomy
- Forecast: ADAS/AD SoC in Automotive
- Forecast: CIS in Automotive
- Forecast: LiDAR Semiconductor in Automotive
- Forecast: Memory in Automotive
- Forecast: Connectivity in Automotive
- Analyst Contacts
Published Date: June 2024
Overview:
The report provides insights on global wafer fab equipment manufacturers’ revenue, performance in 2023 and Q1 2024, and forecast for full year 2024.
Table of Contents:
- Executive Summary
- Q1 2024 Performance Highlights
- Forecast and 2024 Outlook
- WFE 2023 Performance
- Key Takeaways
Number of Pages: 26
Published Date: June 2024
Overview:
The Price Tracker provides price updates for display panels, camera modules, mobile SoC/AP, DRAM and NAND memory, indicating the price trend of these component types with historical data back to 2016. This report is published at a half-yearly cadence. Our team covers pricing trends across the above categories and provides detailed component prices and specifications.
Table of Contents:
- PART 1: Summary Pivot
- PART 2: Display Price Trend
- PART 3: Camera Price Trend
- PART 4: DRAM Price Trend
- PART 5: NAND Price Trend
- PART 6: Chipset Price Trend
Published Date: January 2024
Overview:
In Q3 2023, the global wireless charging smartphone market expanded by 2% YoY, The penetration rate of wireless charging smartphones in the overall market hit a record 26%, up by 2% from the previous year. Even as the global smartphone market faced a decline, the enduring strength of the ‘premiumization’ trend remained evident. This resilience was intricately linked to the expanding wireless charging market, primarily found in flagship smartphone models. Anticipated advancements in wireless charging technology, specifically denoted as Qi 2, are poised to act as a catalyst for the surge in demand for wireless charging.
Table of Contents:
- Overview of Wireless Charging Smartphone Market
- Apple’s Position and Impact in the Wireless Charging Segment
- Wireless Charging Landscape Among Android Brands
- Power Capacity Trends
- ASP Trends
- Next Generation Technology Standard
- Top 20 Models
Published Date: December 2023
Overview:
The Price Tracker provides price updates for display panels, camera modules, mobile SoC/AP, DRAM and NAND memory, indicating the price trend of these component types with historical data back to 2016. This report is published at a half-yearly cadence. Our team covers pricing trends across the above categories and provides detailed component prices and specifications.
Table of Contents:
- PART 1: Summary Pivot
- PART 2: Display Price Trend
- PART 3: Camera Price Trend
- PART 4: DRAM Price Trend
- PART 5: NAND Price Trend
- PART 6: Chipset Price Trend
Published Date: July 2023
Overview:
Wafer Fab Equipment Revenue Tracker is one of the series of reports which tracks wafer fab equipment manufacturers net revenue: Systems & Services revenue and key performance indicators for the top 5 suppliers covering around 80% of the total revenue in the industry. The report provides insights on the quarterly earnings of Top 5 WFE supplier’s Applied Materials, ASML, Tokyo Electron, Lam Research and KLA. Insights and Key developments on the WFE market in 2022 is also provided. The report also provides details on Top 5 supplier's shipments: Region wise and Foundry and Memory end market. The report further provides revenue forecast in terms of systems and service revenue, R&D and WFE market outlook for 2023.
Table of Contents:
- WFE in 2022
- Top 5 Supplier's 2022 Highlights
- Applied Materials
- ASML
- Tokyo Electron
- Lam Research
- KLA
- Key Developments in 2022
- WFE 2023 Outlook
- WFE long-term outlook
- Key Takeaways
Number of Pages: 38
Published Date: May 2023
Overview:
Overview on foundry capacity, utilization rate, technology migrations and wafer demand on focus semiconductor markets
Table of Contents:
- Industry Outlook, 2023
- Vendor Capacity Forecasts by Nodes
- Vendor Capacity Utilization Rate by Nodes
- Wafer Pricing – short term outlook
- Smartphone AP/SoC/modem wafer demand
Number of Pages: 37
Published Date: February 2023
Overview:
The Price Tracker provides price updates for display panels, camera modules, mobile SoC/AP, DRAM and NAND memory, indicating the price trend of these component types with historical data back to 2016.
Table of Contents:
- PART 1: Summary Pivot
- PART 2: Display Price Trend
- PART 3: Camera Price Trend
- PART 4: DRAM Price Trend
- PART 5: NAND Price Trend
- PART 6: Chipset Price Trend
Published Date: February 2023
Overview:
The annual global smartphone shipment volume is estimated to decline by 11% YoY in 2022, as more consumers refrained from purchasing phones amid rising global uncertainties.
Amid the underwhelming condition of the global smartphone market, global wireless charging smartphone sales are predicted to slightly increase by 5% YoY in 2023, a slow recovery from the sluggish performance of the previous year when they fell slightly YoY. This slow growth is expected to continue through 2023 as the wireless charging smartphone market lacks significant momentum to penetrate the mass market (mid to low segment) in the near future due to little incentives to both demand and supply sides.
This report provides:
- Actuals of 2021 to 2022.
- Forecast from 2023 to 2025.
- Top 4 brands of Samsung, Apple, Xiaomi and Huawei (including others).
Table of Contents:
- Assumptions
- Global Forecast
- Forecast by Major OEM
Published Date: January 2023
