Recent Insight
We are proud to share our latest research, which has uncovered several key insights that provide a new perspective on the current state and future trajectory of the market.
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2026 Global Smartphone AP Market Outlook: Product Layout and Pricing Stakes Amidst Supply Chain Headwinds
The 2026 smartphone Application Processor (AP) market faces a pivotal year of transformation. Isaiah Research projects a 2.5% YoY decline in shipments, driven by a "double squeeze" from soaring memory costs and T-Glass substrate shortages. While Apple shows resilience with explosive growth potential for the A20 Pro in high-end and foldable segments, Qualcomm and MediaTek are pivoting toward aggressive cost-control and legacy platform strategies to survive a polarized market. This report analyzes the strategic shifts between TSMC and Samsung Foundry, the return of Exynos, and the cutthroat pricing battles defining the mid-to-low-end landscape.
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Industrial Data Update: iPhone Production Forecasts Continue to Surpass Historical Peaks
2025 Annual Revision: Isaiah Research has upwardly adjusted the total iPhone production forecast for 2025 to 247–249 million units, a notable increase from the previous November estimate of 245–247 million.
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Analysis of Wafer Consumption per 1 GW Deployment of Nvidia VR200 NVL144 and Evaluation of TSMC's Front-loading Strategy
As AI computing scales from single-chip performance to data center energy evaluations measured in Megawatts or even Gigawatts (GW), semiconductor supply chain capacity planning faces unprecedented challenges. This report provides an in-depth analysis of wafer consumption for Nvidia's next-generation VR200 (Vera Rubin) architecture per 1 GW deployment. Analysis indicates that demand for 3nm (N3) wafers for the VR200 generation far exceeds expectations, with a single GW of deployment potentially consuming over half of TSMC's total N3 capacity. To meet 2027 deployment demands, the supply chain must adopt a "front-loading" strategy, initiating inventory build-up as early as early 2026. This report explores this supply-demand imbalance, technical node transition challenges, and the profound impact on future High-Performance Computing (HPC) capacity allocation.
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Smartphone BoM Restructuring Strategies Under Memory Inflation
Key Takeaways Strategic BoM Reallocation: Memory has become a "cost black hole," with its share of the total Bill of Materials jumping from 15% to 25%. This shift is forcing brands to freeze hardware upgrades and cannibalize budgets from other components like displays and cameras to preserve margins. Divergent Defensive Maneuvers: Apple is leveraging its massive scale to force price cuts (10–15%) from non-memory suppliers to offset costs. In contrast, Android OEMs are resorting to "specification regressions," such as reverting to LCD panels and capping DRAM at 12GB, while utilizing older, cheaper flagship processors. Market Contraction via Price Hikes: Retail prices are expected to rise by RMB 100 to 400, leading to a projected 5% decline in global shipments. Chinese brands face the steepest challenge, with a potential 10% contraction as price-sensitive consumers pull back in response to higher costs and stalled innovation.
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Exclusive: After US curbs, Tencent and small chip designers chase Nvidia's China crown
Should Chinese chip designers win orders, they could still struggle for production capacity given constraints U.S. curbs put on foundries such as TSMC (2330.TW) from working with Chinese firms, said Isaiah Research Vice President Lucy Chen.
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How TSMC and other firms making the most advanced semiconductors are getting a reprieve from Biden’s chip war on China
The waiver is “good news” for TSMC, as it allows the company to continue with expansion plans for its 28-nanometer chips in Nanjing, China, says Lucy Chen, vice president of Isaiah Research, a Taiwan-based tech-research firm.
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China’s Apple loss is India’s gain, as 2022 supplier list shows shift in supply chain preferences
Apple added five new mainland Chinese suppliers while removing eight in mainland China in its latest financial year ended September 2022, after China’s strict Covid-19 controls disrupted iPhone production last holiday season, according to the latest supplier list published by the US consumer electronics giant.
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The next iPhone will still be made in China, but Apple’s main assembler Foxconn will have to share the work, report says
Foxconn may lose some iPhone 15 work to other Chinese manufacturers after it failed to deliver iPhone 14s last November due to Covid disruptions. New arrangement marks the first time Apple has tapped three suppliers to produce premium iPhones, highlighting efforts to smooth the supply chain
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