Foundry

Semiconductor Foundryprovides a deep-dive view of semiconductor manufacturing. Spanning materials to services, we cover everything from wafer manufacturing through to end applications. Data and insights include manufacturing evolution, competitive dynamics between foundries, and applications of foundry services across various geometries.

ComplimentaryReport

Infographic: Q4-2021 / Semiconductors

Samsung took the lead in 2021 with a strong DRAM and NAND flash market performance at the expense of Intel’s relatively flattish results. Major smartphone SoC and GPU vendors also enjoyed strong growth in the year with over 50% YoY revenue increase.

Reports

Extended Reality (XR)\Chipset Tracker for Global XR (AR & VR Headsets), Q1 2020 – Q2 2023

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Oct 12, 2023
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Overview:

This is a database of Extended Reality (XR) headset chipset brand and model shipments by quarter including chipset specifications and features. It covers tethered as well as standalone Virtual Reality (VR) and Augmented Reality (AR) headset models. We are tracking 40+ XR brands and 100+ headset models by chipset.

Table of Contents:

Time period: Q1 2020 to Q2 2023
By chipset brand and models
By region: global

Publication Date:October 2023

Global XR Market Development Trends – Sep 2023 Update

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Oct 12, 2023
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Overview:

XR (eXtended Reality) remains a relatively small segment within the global market TAM, especially when compared to well-established technologies such as smartphones and PCs. The current market’s apparent stagnation is primarily due to the limitations of available hardware, challenges associated with software development and interoperability, and a dearth of compelling use cases across both consumer and enterprise sectors. However, the introduction of Apple’s Vision Pro, along with the advent of “spatial computing,” has ignited a fresh wave of inspiration and tremendous excitement within the industry.

This report will offer comprehensive insights into questions like:

当前的销售状况在全球XR是什么market?
What are the obstacles that have impeded the development and widespread adoption of XR devices?
How has Apple’s entry transformed the landscape, and what enduring challenges will the industry face in the foreseeable future?
What defensive strategies can be expected from the Android camp? What pivotal factors might trigger an explosion of XR in the market?

Table of Contents:

Definition
Market Update
Key Applications
Technology Ecosystem
Development Obstacles & Solutions from Apple
View on the Future

Number of Pages:39

Published Date: October 2023

Europe & USA EV Charging Station Market Analysis, 2020-2030F

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Oct 12, 2023
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Overview:

This comprehensive report analyzes the number of charging stations in Europe and the US, available publicly and in private. It provides an overview of the present market scenario for each of the regions, penetration of cellular connectivity among different types of charging stations, key market drivers and inhibitors and use cases of different types of charging stations. The report also gives a brief overview of the charging station ecosystem relationship. The regions covered in this study are Europe and USA from 2020 to 2030.

As the market share of EVs is set to increase, the number of charging stations will also rise. The challenges of quickly installing charging stations in public locations will lead to the rise of private chargers. The share of cellular connectivity in charging stations will increase as it provides flexibility, more stable connectivity and better security to charging stations compared to ethernet or Wi-Fi. A lot of investment is going into the roll-out of charging stations across Europe and the US.

The study is helpful for anyone interested in understanding the current state and future direction of the EV charging infrastructure in Europe and the US.

Table of Contents:

Definition & Ecosystem Relationships
Market Overview – Europe
Market Overview – USA
Policies and Challenges
Use Cases

No. of pages: 21

Publish Date:October 2023

Market Trend – Smartphone Memory Architecture Analysis

Report / Sep 14, 2021 / Brady Wang

This report explains the architecture of mobile memory used in smartphones, as well as the advantages and future possibilities of each architecture.

Smartphone DRAM Status Update, Q4 2020

Report / May 13, 2021 / Brady Wang

DRAM densities in smartphones are growing fast to cater to customer tastes, such as life-like gaming experience and crystal-clear photography. Smartphones need additional resources to support the surging demand of users, and DRAM proves to be a critical component here.

Smartphone NAND Flash Status Update, Q4 2020

Report / Apr 13, 2021 / Brady Wang

This report studies the trends in smartphone NAND capacity on a quarterly basis, focusing on the key metrics for its growth evaluated in terms of time, brands and memory size variants in the 2019-20 period.