2021 RF GaN Device and Foundry Revenue
infrastructure segment. Sumitomo
Electric Device Innovations (SEDI) is still the dominant commercial supplier of GaN devices, but their revenue and market share contracted in 2021. SEDI finished 2021 with 63.8% of RF GaN device revenue into commercial applications, but this is down from a market share of 72.3% of the commercial revenue in 2020. The commercial
Report
|
31/05/2022
Eric Higham
|
Components
Automotive UX at 2021 CES: Suppliers Revisit Immersive Infotainment
assistant tie-ins, use cases, and Alexa integrations were teased at the 2021 CES (including forthcoming augmentations to
the BMW assistant among others). But no novel or groundbreaking innovations were announced.
The importance of software over hardware Telematics/Remote
vehicle or home mgmt Voice assistants
What is not discussed in this report?
https
Report
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21/01/2021
Derek Viita
|
Automotive
[CORRECTED] Global xEV Semiconductor Demand Forecast 2019 to 2028 - October 2021_V1.1
%
Electric Motor ERROR:#DIV/0! ERROR:#DIV/0! 79 76 74 72 69 69 71 72 73 74 74 74 72
Total 0 0 2 8 24 39 62 137 265 426 645 838 940 979 985 68.1%
BOM ($)/
Vehicle 0 0 90 87 85 83 81 81 82 83 84 85 85 85 84 1.0%
ASPs increased factoring impact of semi shortages
SEMICONDUCTOR REVENUE SEMICONDUCTOR UNITS SEMICONDUCTOR ASPs 0.00% 2.20% 1.76% 1.32% 0.88
Report
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19/10/2021
Asif Anwar
|
Automotive
GM's Nikola Shell Game
; stock got an 8% boost yesterday from the announcement that the company plans to take an 11% stake in wannabe truck maker Nikola Motors. The strategic partnership has Nikola using GM’s Ultium battery system and Hydrotec fuel cell technology in future products, including the Badger
electric pickup, NZT side-by-side, and the One, Two, and Tre
Blog
|
09/09/2020
Roger Lanctot
|
Automotive
GM's Nikola Shell Game
; stock got an 8% boost yesterday from the announcement that the company plans to take an 11% stake in wannabe truck maker Nikola Motors. The strategic partnership has Nikola using GM’s Ultium battery system and Hydrotec fuel cell technology in future products, including the Badger
electric pickup, NZT side-by-side, and the One, Two, and Tre
Blog
|
09/09/2020
Roger Lanctot
|
Automotive
RF GaAs Device Technology and Market Forecast: 2021 - 2026
| www.strategyanalytics.com 10
diverse electronic companies such as Panasonic, Mitsubishi
Electric and Sony, as
well as defense-related companies such as Raytheon and Northrop Grumman.
The merchant portion of the RF GaAs device revenue continues to be the
dominant segment. This dominance of merchant revenue speaks to the
structure of the supply chain and the
Report
|
26/09/2022
Eric Higham
|
Components
Ford's Winning EV User Experience
It’s amusing to listen to Volkswagen and General Motors posturing over their multi-billion-dollar plans to launch massive EV product line-ups in order to dominate EV sales globally. Toyota, too, is also fun to watch as it begs for U.S. legislators to include plug-in hybrids and hydrogen fueled
vehicles as part of climate legislation
Blog
|
17/03/2021
Roger Lanctot
|
Automotive
Ford's Winning EV User Experience
It’s amusing to listen to Volkswagen and General Motors posturing over their multi-billion-dollar plans to launch massive EV product line-ups in order to dominate EV sales globally. Toyota, too, is also fun to watch as it begs for U.S. legislators to include plug-in hybrids and hydrogen fueled
vehicles as part of climate legislation
Blog
|
17/03/2021
Roger Lanctot
Ford's Winning EV User Experience
It’s amusing to listen to Volkswagen and General Motors posturing over their multi-billion-dollar plans to launch massive EV product line-ups in order to dominate EV sales globally. Toyota, too, is also fun to watch as it begs for U.S. legislators to include plug-in hybrids and hydrogen fueled
vehicles as part of climate legislation
Blog
|
17/03/2021
Roger Lanctot
|
Automotive
Can Smart Surfaces Create Smarter HMIs? Advances & Use Cases
.
One of the main drivers behind smart surfaces is the push for big
data. By applying technology onto the surfaces of buildings,
vehicles
and everyday objects, these surfaces become inherently intelligent,
but moreover, provide reconfigurable control at the touch of a
button. Applications of smart surfaces predominantly include
automotive
Report
|
26/07/2021
Diane O'Neill
|
UX Innovation
CSP Adjacent Market Profile & Benchmark: NTT DoCoMo
physical
stores together with their monthly telephone bill.
– In 2019, DOCOMO added a wallet feature to “d Payment” smartphone payment service
– It also integrated “d CARD mini” into “d Payment” to enable “Kazasu (scanning)” payment (for Android) through “iD”
electric
money service
Brief
Overview
▪ DOCOMO performed various reward point campaigns for
Report
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30/03/2022
Nitesh Patel
|
IoT Ecosystem
Analyzing the 20 Largest Suppliers in the Aerospace and Defense Market: General Dynamics (#6) - BAE Systems (#10)
Missiles
Laser Weapons
Number of suppliers in the top twenty identified to address the market:
0-5
6-10
11-15
16-20
Weaponry
Civil Aircraft
Military Aircraft
Military
Vehicles
Military Vessels
Space
Copyright
©
Strategy Analytics 2020 | www.strategyanalytics.com 8 of 41
4. Overview of Market Sizes and Trends
The supplier
Report
|
13/04/2020
Eric Higham
|
Components
Global xEV Semiconductor Demand Forecast
:#DIV/0! 95 92 91 89 87 85 83 81 80 78 76 76 75
Electric Motor 0 0 1 2 6 10 16 41 69 98 142 184 204 208 211 62.6%
Electric Motor ERROR:#DIV/0! ERROR:#DIV/0! 79 76 74 72 69 67 65 63 61 60 58 57 55
Total 0 0 2 8 24 39 63 158 270 385 562 733 814 843 863 63.5%
BOM ($)/
Vehicle 0 0 90 87 85 83 81 79 77 75 73 71 69 69 68 -2.4%
SEMICONDUCTOR REVENUE
Report
|
29/04/2021
Asif Anwar
|
Automotive
Flat Panel TV Enabling Technologies Forecast by Region
1. Title
Consumer Electronics
1. Title
Flat Panel TV Enabling Technologies Forecast by Region
1. Title
Connected Home Devices
Market Data
The thin margins in the Flat Panel TV market have long had manufacturers looking for t...
Report
|
08/08/2022
Edouard Bouffenie
|
Devices
Global 6G Smartphone Sales Forecast
6G daily hub. Smartphones will
evolve to integrate foldable screens, rollable displays, AR, XR, neural signals, or
holographic beamers. Smartphones can become a “controller” for your 6G bubble
of home,
electric cars, personal
vehicles, work, leisure, and pleasure. No other
products on the horizon (for now), not even smart glasses or contact
Report
|
13/05/2021
Neil Mawston
|
Devices