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Sravan Kundojjala
| Feb 21, 2022
At its investor meeting last week, Intel outlined its strategy, financial targets, IDM 2.0 foundry strategy, new reporting segments, and product roadmap to reas...
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Sravan Kundojjala
| Feb 08, 2022
The $60+ billion mega semiconductor deal fell apart after 18 months of its original announcement. NVIDIA embarked on seemingly impossible task in September...
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Sravan Kundojjala
| Feb 03, 2022
The earnings season is in full swing. Almost all semiconductor supply chain companies, including ASML, TSMC, UMC, AMD, STMicro, NXP, Samsung, MediaTek, TI etc. ...
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Jeffrey Mathews
| Jan 05, 2022
The demand for smartphones with great camera specifications is expected to grow as we head into 2022. Smartphone camera technology remains to be an important ar...
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Sravan Kundojjala
| Dec 23, 2021
Download the PDF version of this analysis here. Q3 2021 Smartphone AP Market Analysis by Startegy Analytics
For the seventh straight quarter, the global smartp...
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Chris Taylor
| Nov 22, 2021
In 2021, Qualcomm passed Qorvo and Skyworks to establish itself as the leading supplier of RF front end components in cellular user equipment in revenue terms.&...
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Chris Taylor
| Oct 28, 2021
On October 20, 2021, Qualcomm announced its UltraBAW™ family of bulk acoustic wave RF filters suitable for the higher frequencies and wider fractional ba...
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Chris Taylor
| Sep 14, 2021
Filter suppliers recently started to ship SAW and BAW filters with higher performance based on thin-film SAW and doped aluminum nitride BAW resonators, but this...
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Chris Taylor
| Sep 09, 2021
Yesterday I moderated a Microwave Journal panel discussion about ultra-wideband (UWB) technology and applications. Representatives of Qorvo, NXP Semis, Sa...
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Jeffrey Mathews
| Sep 02, 2021
Smartphone camera performance continues to be elevated each year driven by the advanced imaging component ecosystem for smartphones. The image sensor vendors ar...
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Sravan Kundojjala
| Aug 12, 2021
Despite their dominance in smartphone and tablet markets, Arm-based mobile processor vendors have long struggled to break into the notebook computing market. Th...
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Sravan Kundojjala
| Aug 03, 2021
Just when we thought the smartphone applications processor (AP) supplier base is shrinking, Google has entered the market with its new Tensor AP. Semiconductors...
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Chris Taylor
| Jun 25, 2021
Qualcomm just posted a blog with the latest Ookla speed test results for 5G devices.
According to the results, in the U.S., 5G mmWave is thirty-eight ti...
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Sravan Kundojjala
| Jun 25, 2021
Qualcomm, the baseband market share leader, historically navigated network technology transitions well and dominated 3G and 4G markets. The company’s domi...
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Sravan Kundojjala
| Jun 11, 2021
After registering an all-time high revenue in 2020, the smartphone applications processor (AP) market continued momentum in Q1 2021. The smartphone AP market po...
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Jeffrey Mathews
| Jun 10, 2021
As we head into the peak period of new smartphone announcements and portfolio refreshes, Smartphone makers are trying to pack new technology and a host of featu...
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Chris Taylor
| Jun 02, 2021
Restricted from buying some semiconductors from the outside by the U.S. and unable to purchase critical semiconductor equipment as well, self-sufficiency has ta...
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Chris Taylor
| May 20, 2021
Even before the COVID-19 pandemic, trade sanctions against China aimed at cutting off semiconductors set the stage for today’s global semiconductor shorta...
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Jeffrey Mathews
| Mar 26, 2021
The quest for the next innovative battery technology has been quite slow for the last couple of years despite witnessing several breakthroughs by research insti...
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Sravan Kundojjala
| Mar 24, 2021
Facing persistent questions over its process technology roadmap, Intel unveiled its new IDM 2.0 (Integrated Device Manufacturer) strategy under the new CEO Pat ...
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