The RAN market is headed down, says Dell’Oro. Following the >40% rise between 2017 and 2021, RAN revenues stabilised in 2022, and are on target to decline sharply in 2023. Market conditions are expect
November semiconductor sales of $48 billion were up 5.3% on the November 2022 total of $45.6 billion and up 2.9% on the October 2023 total of $46.6 billion, says the SIA. “Global semiconductor sales increased on a year-to-ye
TSMC expects 25% growth this year after an 8.2% expected dip in Q1 revenues to between €18 billion and $18.8 billion. In Q4, HPC revenues, including AI, grew 17% q-o-q, smartphone revenues grew 27% and auto grew 13%
The last time a company not named Samsung was at the top of the smartphone market was 2010. Now it is Apple. Smartphone shipments declined 3.2% year over year to 1.17 billion units in 2023, says IDC. While this m
Q4 PC shipments of 67.1 million were down 2.7% y-o-y, reports IDC. It was the eighth consecutive quarter of y-o-y shipment volume contraction and the lowest Q4 volume since 4Q06. In 2022, shipments fell 16.5% y-o-
November semiconductor sales of $48 billion were up 5.3% compared with the $45.6 billion of November 2022 and 2.9% up on the October 2022 total of $46.6 billion, says the SIA. “Global semiconductor sales increased on a year-to-year
The US is preparing for a tsunami of legacy ICs from China. Two Congressmen have written to US Secretary for Commerce, Gina Raimondo, expressing concern that China is “on track to flood the United States and global markets with founda
Q1 NAND and DRAM prices are set to rise significantly, reports TrendForce. DRAM contract prices are estimated to increase by approximately 13–18% in 1Q24 with mobile DRAM leading the surge. It appears that due to the
12.8 million EVs were sold last year (including BEVs (Battery EVs, PHEVs (Plud-In Hybrid EVs) , and FCVs (Fuel Cell Vehicles), says TrendForce. Regional market sales shares were expected to be 60% in China, 22% in Western Europe, 1
TrendForce reports that the global sales volume of NEVs (including BEVs, PHEVs, and FCVs) is estimated to reach approximately 12.8 million units in 2023. Regional market sales shares are expected to be 60% in China, 22% in Western Europe, 11% in th
China’s key factory activity gauge closed the year with a contraction for a third straight month, suggesting that the world’s second-biggest economy may need more policy support to accomplish Beijing’s economic stabilisation goals in 2024.Decemb
Q3 PC shipments were 7.2% down y-o-y at 68.5 million units in the third quarter of 2023, according to IDC, which expects full-year 2023 shipments to be down 13.8% y-o-y which was itself a 16.6% down year on 2021. Two cons
