Semiconductors Team
New Research
MediaTek's Analyst Day 2024 was held on May 2, 2024. MediaTek confidently went over its expanding TAM, broad customer base, solid push into flagship mobile devices, and plan to double its business in the United States and Europe, growing da...
This IDC study is a refresh of IDC's worldwide accelerated computing taxonomy last published in 2019. It builds on the foundational segmentations and adds a more comprehensive approach to mapping use cases to the accelerator type."We are se...
This IDC Market Presentation provides an update to IDC's quarterly semiconductor TAM market vendor rankings for IDC's Semiconductor Technology Supply Chain Intelligence (STSI) subscribers.In this presentation, we identify the leading five v...
This IDC Market Presentation provides an update to IDC's quarterly semiconductor vendor sector report for IDC's Semiconductor Technology Supply Chain Intelligence (STSI) subscribers.In this presentation, we review selected financial results...
Qualcomm reported fiscal 2Q24 results that were roughly flat, with year-over-year growth of 1% for the company, 1% for QCT, and 1% for its handset business. There are promising signs for its automotive industry with 35% growth, while its Io...
This IDC Market Presentation provides an update to IDC's quarterly semiconductor competitive landscape vendor ranking for IDC's Semiconductor Technology Supply Chain Intelligence (STSI) subscribers.This IDC Market Presentation identifies an...
This IDC Pivot Table provides a summary of worldwide hard disk drive (HDD) component quarterly demand for 1Q24 and a four-quarter demand outlook. This Pivot Table provides insight into the demand for select HDD components by HDD form factor...
This IDC Pivot Table provides worldwide unit and petabyte shipments and revenue for the hard disk drive (HDD) industry for the first calendar quarter of 2024, including supplier unit shipment and revenue market share. Also provided are HDD-...
This IDC study examines the market share for the worldwide SSD market for calendar year 2023 and reviews the forces and dynamics that influenced the market."In 2023, the worldwide SSD market experienced a downturn, with industry revenue dec...
Intel's Vision 2024 covered Intel's AI and GenAI vision, strategy, and key product announcements for laptops/PCs, the edge, and the datacenter. The event was held in what Intel calls the "Silicon Desert," where Intel has manufactured semico...
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