Sravan Kundojjala


As the Director of Handset Component Technologies (HCT) research services at Strategy Analytics, Sravan Kundojjala provides data-driven thought leadership and insights on the semiconductor industry with a focus on mobile.  

He covers processors (applications processors and basebands), semiconductor foundry, GPU and AI market dynamics.  His engineering background and passion for business analysis enable him to help our clients understand and analyse the semiconductor competitive landscape, strategies and new opportunities.  

Over the last 14+ years, he served various industry stakeholders, including semiconductor, device, network operator, foundry, IP, investment and law firms, and executed multiple custom research and consulting engagements.

He publishes research based on analysis of mobile semiconductor industry trends, business models, competitive landscapes, and individual company performance. He writes extensively on emerging industry issues, including opportunities for semiconductor companies in emerging technologies such as artificial intelligence, 5G, and the foundry industry.  

Over the years, he has delivered ground-breaking research on pertinent industry issues such as industry consolidation, intellectual property battles, and new growth opportunities for the industry.  Finally, he analyses industry events such as mergers and acquisitions, product launches, investor day events, and quarterly earnings calls.

In addition to publishing proprietary insights and advising clients, Mr Kundojjala builds and maintains databases to track metrics such as unit shipments, revenues, and average selling prices for mobile semiconductor companies.  

These complex databases serve as inputs for SA’s forecasts for the mobile semiconductor markets.  In addition, high-profile legal battles, including the $4.5B Apple vs Qualcomm case and the $1.2B European Commission vs Qualcomm case, cited his industry-leading research on the 4G cellular chip market.  Finally, numerous print and digital media organisations, including the FT, WSJ, NYT, Bloomberg, Reuters, Politico, The Register UK, Le Monde, and others, have leveraged his work to deliver critical insights to investors and readers.

Before joining Strategy Analytics, Sravan Kundojjala worked as a Mixed-Signal Applications Engineer for Alliance Semiconductors, India.  He was responsible for analysing, designing and writing application notes for the company’s power management products.  He also had an internship in Corporate Market Research and Competitive Intelligence at ST Microelectronics, France.

Sravan Kundojjala holds a degree in Electronics and Communication Engineering from National Institute of Technology, Durgapur, India and an MS in Microelectronics Technology and Manufacturing Management from Ecole Nationale Supérieure Des Mines SAINT-ETIENNE, France.

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