Compound Semiconductor Industry Review: January - March 2020
Advanced Semiconductors
www.strategyanalytics.com
May 2020
Eric Higham
Tel: 1-617-614-0721
Email: ehigham@strategyanalytics.com
2019 saw a decline in compound semiconductor and silicon
revenue, but there were signs of a rebound in the last two
quarters. However, the effects of
COVID-
19 disruption will be
the driving
Report
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18/05/2020
Eric Higham
|
Components
Global Smartphone Replacement Rate / Cycle Forecast by 88 Countries : 2008-2027
, replacement rate has been experiencing the downward trend from 2014. The downturn track has accelerated recent years, mainly due to de-subsidy shift in major countries, the completion of 4G migration (phone side), smartphone booming in emerging markets, improved smartphone quality, as well as no major hardware innovations.
Covid-
19 further dragged down
Report
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29/06/2022
Boris Metodiev
|
Devices
Analysis : Global Smartphone Replacement Rate / Cycle Forecast by 88 Countries : 2008-2027
as no major
hardware innovations.
Covid-
19 further
dragged down the global smartphone
replacement rate record low levels in 2020
and 2021. Replacement rate will likely drop
down even further in 2022 due to the
Russia/Ukraine conflict and economy
headwinds. However, the downturn trend
would shift from 2023 onwards thanks to
economy
Report
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29/06/2022
Boris Metodiev
|
Devices
Apple Solidified Leadership of 6.18 Online Shopping Festival in China
Smartphones
Apple Solidified Leadership of 6.18 Online
Shopping Festival in China
28 June 2022
Report Snapshot
6.18 (18th June) is the second largest online
shopping festival in China. Due to
Covid-
19
disruption and weak demand, the online
smartphone performance posted a mixed
bag this year. However, Apple solidified the
Report
|
29/06/2022
Peng Peng
|
Devices
Semiconductor Trends in the RF Market
: Inphi investor presentation
8
The Effect of
COVID
Discontinuous traffic increase
Would it break the internet?
Didn’t break the internet
Created opportunity…
Network spending accelerates
Data traffic pulls in by ~2 years
Assumes constant 30% growth
The “new normal” is likely to increase this growth rate!
9
~2 years
~30% Increase
9
What’s
Report
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30/06/2022
Eric Higham
|
Components
Semiconductor Trends in the RF Market (Presentation Replay)
Despite headwinds from
COVID-
19, chip shortages and geopolitical events, RF networks and devices have seen robust growth. This presentation from EDICON China looks at the drivers and trends that have been responsible for this growth. It explores the most important applications for the RF market and how evolving requirements are influencing the mix
Report
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30/06/2022
Eric Higham
|
Components
Tablet Display Size Shipment and Installed Base Forecast by Form Factor 2010-2027: H1 22 Update
1. Title
Tablets and PCs
Tablet Display Size Shipment and Installed Base Forecast by Form Factor 2010-2027: H1 22 Update
1. Title
Connected Computing Devices (CCD)
Market Data
Households are more crowded than ever at all times of the day with work, learning, and entertainment all occurring in the home as a result of
COVID-
19
Report
|
09/06/2022
Eric Smith
|
Devices
Global Smart Speakers and Smart Display Vendor & OS Shipment and Installed Base Market Share by Region: Q1 2022
-year decline in the market's history. Russia's war against Ukraine, ongoing and intensifying shortage of semiconductors and other components became crippling concerns for many vendors especially the trio of Chinese companies Alibaba, Baidu, and Xiaomi, which also continued to deal with unprecented surges of
COVID-
19 that effectively shut down daily
Report
|
02/06/2022
Jack Narcotta
|
Devices
Smart Speaker and Smart Display Vendor & OS Shipment and Installed Base Share for 13 Countries: Q1 2022
decline in the market's history (Q2 2020 declined 3% year-over-year). Russia's war against Ukraine, ongoing and intensifying shortage of semiconductors and other components became crippling concerns for many vendors especially the trio of Chinese companies Alibaba, Baidu, and Xiaomi, which also continued to deal with unprecented surges of
COVID-
19 that
Report
|
02/06/2022
Jack Narcotta
|
Devices
2021 RF GaN Device and Foundry Revenue
1. Title
Advanced Semiconductors
1. Title
2021 RF GaN Device and Foundry Revenue
1. Title
Gallium Arsenide (GaAs)
Market Data
RF GaN device revenue grew by 10.2% to $1225.7 million in 2021. This was despite continuing economic effects from the
COVID-
19 pandemic, supply chain constraints, chip shortages and geopolitical
Report
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31/05/2022
Eric Higham
|
Components
Western Europe Connected TV Device Vendor Market Share Q1 2022
pandemic and current macro economic headwinds. Supply chain issues continue to hinder manufacturing capacity and the resurgence of
Covid-
19 in China has added more pressure on vendors who are already struggling to source components for their devices. Samsung's Tizen OS was the top ranked platform by shipments in the quarter closely followed by Google's
Report
|
01/06/2022
David Watkins
|
Devices
Western Europe TV Streaming Platform and Vendor Market Share : Q1 2022
the height of pandemic and current macro economic headwinds. Supply chain issues continue to hinder manufacturing capacity and the resurgence of
Covid-
19 in China has added more pressure on vendors who are already struggling to source components for their devices. Samsung's Tizen OS was the top ranked platform by shipments in the quarter closely
Report
|
01/06/2022
David Watkins
|
Media & Services
GAFAM & HealthCare: Big Tech Activities, Key Takeaways, Gaps & Opportunities
)
➢ Amazon
➢ Microsoft
What is GAFAM?
Many investors believe that if these stocks are doing well, then
technology the tech sector is doing well. These companies are so
influential at this period of time that they are bringing about a
sociocultural evolution.
COVID-
19 has driven calls for digital transformation from policy
makers, healthcare
Report
|
25/05/2022
Lisa Cooper
|
UX Innovation
Global Smartphone Monthly Shipments (Sell In), Sales (Sell Through) and Inventory Variance by Vendor: May 2022
Ukraine , the escalating
COVID-
19 lockdown in China, and the mixed demand in multiple markets. Samsung and Apple remained at top and second, followed by Xiaomi, OPPO (including OnePlus) and Vivo etc. This report tracks global smartphone monthly shipments (sell in), sales (sell through) and inventory changes by 32 of the world's largest vendors from
Report
|
16/05/2022
Linda Sui
|
Devices
Advertising Forecast (2010 - 2027)
)
Market Data
Advertising expenditures are closely related to the economic health of a given country or region, as measured by Gross Domestic Product (GDP). After falling to 0.70% of GDP in 2020 as a result of the
COVID-
19 pandemic, advertising expenditures rebounded in 2021. accounting for 0.71% of global GDP.
In 2021, global advertising spend was up
Report
|
06/05/2022
Michael Goodman
|
Media & Services