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:
We expect that the smartphone display market’s OLED adoption rate will exceed that of LCDs for the first time in 2023
While the penetration ratio for LCDs is relatively weakening in the 2023 smartphone display market, the significant decline of LTPS LCDs leads to the immediate growth of A-Si LCDs.
Table of Contents:
Key takeaway
Global Smartphone Display Market, 2023 – New trends
- Historical Smartphone Display Share Changes
- Smartphone Display Share by Region
- Global Smartphone Display Share by Price Band
- Global Smartphone Display Share in LCDs and OLED
- Global Smartphone Display Trends by Material and OEMs
- Global Smartphone Sales Volume by Price Band
Smartphone Display Trends by Region
- North America
- China
- India
- Western Europe
- Eastern Europe
- Asia, Excluding China and India
- Latin America
- Middle East and Africa
Number of Pages: 15
Published Date: December 2023
Overview:
This report tracks smartphone AP/SoC shipments from all key vendors such as Apple, Qualcomm, MediaTek, Huawei, Samsung, UNISOC, and JLQ. The report covers smartphone AP/SoC shipment view by region, smartphone OEMs, price bands, inventory, and ASPs. It also includes the full-year forecast for 2023 and key highlights of the smartphone chipset industry in Q3 2023. This report will help you understand the AP/SoC market from a shipment perspective.
Table of Contents:
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- Smartphone Chipset Competition: December 2023 Update
- Smartphone Chipset By Price Band Analysis
- Smartphone Chipset Forecast
- Inventory Analysis
- Highlights- Q3 2023
Number of Pages: 27
Published Date: December 2024
Foundry Companies’ Share by Revenue
In Q3 2023, the global foundry industry witnessed a clear hierarchy in market share. TSMC dominated the landscape with an impressive 59% market share driven by N3 ramp-up and smartphone restocking demand. At the second position was Samsung Foundry with a 13% share. UMC, GlobalFoundries and SMIC had similar market shares with each contributing around 6%. TSMC’s significant lead underscored its technological prowess and market leadership, setting the tone for the industry’s trajectory in Q3 2023. However, some mature node foundries such as UMC started to face headwinds in Q3 2023 due to muted LDDIC and PMIC demand.
Foundry Industry Share by Technology Node
In Q3 2023, the market was prominently led by the 5/4nm segment, which had a 23% share. This dominance resulted from strong demand, particularly from AI and iPhone. The 7/6nm segment’s market share remained steady, showing early signs of order recovery in the smartphone market. On the other hand, the 28/22nm segment encountered challenges due to inventory corrections in networking applications, while the 65/55nm segment experienced a downturn due to decreasing demand in automotive applications.
Number of Pages: 1
Published Date: December 2023
Overview:
The report is an analysis of the Bill of Materials covering the components that constitute the ASUS ROG Ally. This will help in understanding the cost structure and components.
Table of Contents:
- Key components specifications.
- Function-level costs.
- Components suppliers.
- Profit margin analysis.
Published Date: December 2023
Overview:
The report is an analysis of the Bill of Materials covering the components that constitute the Lenovo Legion Go. This will help in understanding the cost structure and components.
Table of Contents:
- Key components specifications.
- Function-level costs.
- Components suppliers.
- Profit margin analysis.
Published Date: December 2023
Overview:
The report is an analysis of the Bill of Materials covering the components that constitute the Samsung Galaxy A24 4G. This will help in understanding the cost structure and components.
Table of Contents:
- Key components specifications.
- Function-level costs.
- Components suppliers.
- Profit margin analysis.
Published Date: December 2023
Overview:
The report is an analysis of the Bill of Materials covering the components that constitute the Samsung Galaxy Z Fold5. This will help in understanding the cost structure and components.
Table of Contents:
- Key components specifications.
- Function-level costs.
- Components suppliers.
- Profit margin analysis.
Published Date: December 2023
Overview:
The report is an analysis of the Bill of Materials covering the components that constitute the Samsung Galaxy Z Flip5. This will help in understanding the cost structure and components.
Table of Contents:
- Key components specifications.
- Function-level costs.
- Components suppliers.
- Profit margin analysis.
Published Date: December 2023