Overview:

Our quarterly reports deliver all research notes and blogs published by our analysts during the past three months. They cover trends and provide data on a regional and global basis.

We hope the reports are helpful and give you a better idea of the kind of research we produce.

Table of Contents:

• Infographic: Global Smartphone AP Share in Q3 2022
• Infographic: Foundry Revenue Share in Q3 2022
• Despite China’s Failure to Recover in Q3 2022, Global Cellular IoT Module Market Experiences Growth
• MediaTek Targets Diverse Technology Verticals With 4 New Chipsets
  • Open and Informative Executive Summit Event
  • New smartphone flagship SoC – Dimensity 9200
  • Filogic T800 thin modem for applications outside of smartphones
  • Kompanio 520 and 528 chipsets for entry Chromebooks
  • Pentonic 1000 chipset for flagship 4K 120Hz TVs
  • MediaTek Designed Into Sony PlayStation VR2
  • Outlook
• Applied Materials Delivers Strong FY 2022 Numbers Despite Headwinds
  • Financial highlights
  • Applied Materials sees stable revenue growth from subscription services
  • Key developments in FY 2022
  • Business outlook
  • Key takeaways
• Qualcomm On Track To Launch Open RAN 5G Macro Base Station Portfolio
  • Qualcomm’s Open RAN Macro Portfolio
  • Testing and Validation Schedule
  • Carrier-Grade Layer-1 Stack
  • Qualcomm’s Role and Partner Ecosystem
  • Viewpoint
• STMicro Q3 2022 Earnings: Automotive and Analog Revenues Surpass Estimates
  • Key takeaways
• NXP Q3 2022 Revenues Better Than Expected; Automotive, Mobile Segments Shine
  • Automotive
  • Industrial & IoT
  • Mobile
  • Communication Infrastructure & Other
  • Capex Overview and Inventory
  • Conclusion
  • Q3 KPIs
  • Q3 key announcements and analysis
  • Key takeaways
• Qualcomm Delivers Record Revenues Amid Challenging Macro Environment
  • July-September Quarter Analysis:
  • Outlook
• Smartphone RF Front-end Market Revenues Down 14% QoQ in Q2 2022
  • Smartphone RFFE revenue growth forecast for 2022 revised down
• Outsourced Manufacturing Captures More Than Half of Global Cellular IoT Module Shipments in H1 2022
• TSMC’s Conservative Outlook on 7/6nm Demand Reaffirms Smartphone/PC Weakness
  • Supply chain inventory to remain high at 2022 end
  • More of a cyclical adjustment issue in 7/6nm

Number of Pages: 34

Published Date: January 2023