Overview:
The report is an analysis of the Bill of Materials covering the components that constitute the Honor Magic V2. 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:
2023 is expected to mark the year in which OLEDs surpass LCDs for the first time in the smartphone display market. The main reason for this trend is the rapid decline of LTPS LCDs.
While the adoption rate of LCDs is rapidly decreasing, A-si LCDs are replacing much of the decline of LTPS LCDs, and Flexible OLED is also showing continuous growth.
Table of Contents:
- Key trends
- Smartphone Display Trends by Region and OEM
Published Date: December 2023
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: This report tracks the smartphone AP/SoC Shipments by top 20 selling chipset models. We also cover historical data starting from Q1 2019 to Q3 2023. This report will help you to understand the Top selling AP/SoC models from the shipment perspective. Furthermore, we have also covered key specs for these AP/SoC covering market view by:
- Foundry Details (like TSMC, Samsung. etc.)
- Process node (5nm, 6nm, 8nm, etc.)
- Manufacturing Process (FinFET, N7, N5, etc.)
- CPU Cores Architecture and CPU Cores Count
- ASP
- Die Size
Table of Contents:
- Global Smartphone AP/SoC Shipment by 20 Top selling Chipset Models Q1 2019-Q3 2023
- Global Smartphone AP/SoC Shipment by Chipset Brands Q1 2019-Q3 2023
Summary:
Apple: Apple shipments grew in Q3 2023 due to the launch of iPhone 15 and iPhone 15 pro series.
MediaTek: MediaTek’s shipments increased in Q3 2023 as the inventory levels come down and the competition is growing in the entry-level 5G.
Qualcomm: Qualcomm’s shipments in Q3 2023 grew as the inventory is now coming to a normal level. Design win for the Snapdragon 8 Gen 2 in the Samsung Galaxy Fold/Flip series has also contributed to the growth in shipments.
Samsung: Samsung’s shipments slightly increased in Q3 2023. The launch of Samsung Galaxy M14 series with Exynos 1330 and Samsung Galaxy A54 series with Exynos 1380 has added volumes to the overall Samsung chipset segments.
UNISOC: UNISOC’s shipments remain flat in Q3 2023. It has gained some share in the $100-$150 LTE portfolio.
Published Date: December 2023
Overview:
This report tracks the smartphone AP/SoC and baseband revenues by Model for all the vendors. The scope of this report is to track the AP/SoC revenues from all the key vendors like Apple, Qualcomm, MediaTek, Huawei, Samsung, and UNISOC. This report also includes the ASPs of all the vendors by chipset model. We have covered all the main models starting from Q1 2020 to Q3 2023. We have also included a one-quarter forecast for Q4E 2023. This report will help you to understand the AP/SoC Market from the revenue perspective. Furthermore, we have also covered key specs for these AP/SoC covering market view by:
- Network (4G/5G AP/SoC)
- Foundry Details (like TSMC, Samsung. etc.)
- Process node (5nm, 6nm, 8nm, etc.)
- Manufacturing Process (FinFET, N7, N5, etc.)
- CPU Cores Architecture and CPU Cores Count
- Modem (External/Internal)
- Modem Name
- Secure Element Presence
- Security Chip
- AI Accelerator
- ASPs by Model for (Apple, Qualcomm, MediaTek, Huawei, Samsung, and UNISOC)
- Shipments by Model for (Apple, Qualcomm, MediaTek, Huawei, Samsung, and UNISOC)
Table of Contents:
- Global Smartphone AP/SoC Revenue by model PivotTable
- Apple AP/SoC Revenue by Model Q1 2020 – Q4 2023E
- MediaTek AP/SoC Revenue by Model Q1 2020 – Q4 2023E
- Qualcomm AP/SoC Revenue by Model Q1 2020 – Q4 2023E
- Huawei AP/SoC Revenue by Model Q1 2020 – Q4 2023E
- Samsung AP/SoC Revenue by Model Q1 2020 – Q4 2023E
- UNISOC AP/SoC Revenue by Model Q1 2020 – Q4 2023E
- Google AP/SoC Revenue by Model Q1 2020 – Q4 2023E
- JLQ AP/SoC Revenue by Model Q1 2020 – Q4 2023E
Summary:
Qualcomm: Qualcomm has dominated the smartphone AP/SoC and baseband market in terms of revenues in Q3 2023.
MediaTek: MediaTek captured third position of the total global smartphone AP/SoC and baseband revenues. The AP/SoC and baseband revenues for MediaTek increased QoQ in Q3 2023 as the inventory levels came down and the competition is growing in the entry-level 5G.
Apple: Apple AP/SoC revenue share increased QoQ in Q3 2023 due the launch of iPhone 15 and iPhone 15 pro series.
UNISOC: A larger part of the revenues is driven by the 4G AP/SoCs which have grown significantly over the past years. UNISOC continues to gain share in the low bands (<$99) driven by the LTE portfolio.
Samsung Exynos: Samsung revenues has increased QoQ in Q3 2023 due to the launch of Samsung Galaxy M14 series with Exynos 1330 and Samsung Galaxy A54 series with Exynos 1380.
Published Date: December 2023
Overview:
This report tracks the smartphone AP/SoC Shipments by Model for all the vendors. The scope of this report is from the AP/SoC shipments from all the key vendors like Apple, Qualcomm, MediaTek, Huawei, Samsung, UNISOC and JLQ. We have covered all the main models starting from Q1 2020 to Q3 2023. We have also included a one-quarter forecast for Q4E 2023. This report will help you to understand the AP/SoC Market from the shipment perspective. Furthermore, we have also covered key specs for these AP/SoC covering market view by:
- Network (4G/5G AP/SoC)
- Foundry Details (like TSMC, Samsung. etc.)
- Process node (5nm, 6nm, 8nm, etc.)
- Manufacturing Process (FinFET, N7, N5, etc.)
- CPU Cores Architecture and CPU Cores Count
- Modem (External/Internal)
- Modem Name
- Secure Element Presence
- Security Chip
- AI Accelerator
Table of Contents:
- Global Smartphone AP/SoC Shipment by model PivotTable
- Apple AP/SoC Shipments by Model Q1 2020 – Q4 2023E
- MediaTek AP/SoC Shipments by Model Q1 2020 – Q4 2023E
- Qualcomm AP/SoC Shipments by Model Q1 2020 – Q4 2023E
- Huawei AP/SoC Shipments by Model Q1 2020 – Q4 2023E
- Samsung AP/SoC Shipments by Model Q1 2020 – Q4 2023E
- UNISOC AP/SoC Shipments by Model Q1 2020 – Q4 2023E
- Google AP/SoC Shipments by Model Q1 2020 – Q4 2023E
- JLQ AP/SoC Shipments by Model Q1 2020 – Q4 2023E
Summary:
“The global smartphone AP (Application Processor)/SoC (System on Chip) chipset shipments declined by 8% YoY in Q3 2023 due to inventory correction and weak demand from Chinese OEMs. MediaTek leads the smartphone SoC market with a share of 33%.”
Apple: Apple shipments grew in Q3 2023 due to the launch of iPhone 15 and iPhone 15 pro series.
MediaTek: MediaTek’s shipments increased in Q3 2023 as the inventory levels come down and the competition is growing in the entry-level 5G.
Qualcomm: Qualcomm’s shipments in Q3 2023 grew as the inventory is now coming to normal level. Design win for Snapdragon 8 Gen 2 in the Samsung Galaxy Fold/Flip series has also contributed to the growth in shipments.
Samsung: Samsung’s shipments slightly increased in Q3 2023. The launch of Samsung Galaxy M14 series with Exynos 1330 and Samsung Galaxy A54 series with Exynos 1380 has added volumes to the overall Samsung chipset segments.
UNISOC: UNISOC’s shipments remain flat in Q3 2023. It has gained some share in the $100-$150 LTE portfolio.
Published Date: December 2023
Overview:
The report is an analysis of the Bill of Materials covering the components that constitute the Oculus Quest 2. 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: November 2023
Overview:
The report is an analysis of the Huawei Mate60 Pro Teardown. The report covers the model’s specifications, physical teardown pictures, components’ suplliers, cost distribution, and insights for the market. This will help in understanding the cost and suppliers structure.
Coverage:
- Key specifications and benchmark performance .
- Component-level teardown with pictures and suppliers.
- BoM cost distribution in category and region.
- Insights of impact to the market.
The Number of Pages: 32
Published Date: November 2023
Overview:
The report is an analysis of the Bill of Materials covering the components that constitute the Huawei Mate60 Pro. This will help in understanding the cost structure and components.
Coverage:
- Key components specifications.
- Function-level costs.
- Components suppliers.
- Profit margin analysis.
Published Date: November 2023