Isaiah Research was founded in 2011 as a boutique research house. We provide in-depth analysis and perspectives to help our clients use and manage operations. The research includes industry trends, value chain changes, and company-specific competitive analysis.
Isaiah helps technology companies achieve market leadership through our research and consulting services. We believe that the combination of supply and demand intelligence can help our clients execute strategic planning actions and bring innovation and efficiency in market intelligence field.
Our IC Design research includes, but is not limited to, the following:
Smartphone SoC Suppliers, PC Processor Vendors, Server SoC and AI Server GPU Suppliers, Panel Driver IC Vendors and Auto IC Makers. We provide a detailed analysis on the supply & demand for IC Design via the industry investigations, to help our customers learn the updated industry dynamics and key changes of competitive landscape for the different IC Design houses.
Our Foundries research includes, but is not limited to, the following:
Foundry Capacity Expansion, Leading/Mature Process Nodes, UT Rate Tracker. We provide manufacturing in-depth analysis and all of wafer Fab operation associated businesses. Our goal is to provide comprehensive analysis and information on the manufacturing processes and associated businesses in the foundry industry.
Our OSAT research includes, but is not limited to, the following:
OSAT Supply Chain, Market Size, Growth Trends, Key Drivers, Technology Innovation, Challenges and Opportunities for OSAT providers across the globe. As heterogenous integrations become essential for More-than-Moore strategies across the whole semiconductor industry, we hope to engage our customers with the rapid growth of novel integrations and solutions for next-generation mobile, automotive, and HPC devices.
Our HPC research includes, but is not limited to, the following:
HPC Devices, Fabless Companies, Turnkey Services, Foundries, OSAT, material suppliers, and OEM/ODM. We are able to conduct unique investigations based on our thorough research, helping you to pick-up the rapid pace of the HPC market and technological development by delivering unique and up-to-date insights.
Our automotive research includes, but is not limited to, the following:
Foundries, Application Processor IC Designer, Panel Makers, ODMs/OEMs, and Automobile Makers. Cross-verifying upstream and downstream supply status, we can solidly anticipate the process of automotive development. Meanwhile, we regularly update the latest information of automotive market, such as new innovations in the latest CES.
Our XR research includes, but is not limited to, the following:
Market and shipment forecasts, upcoming models roadmap, OEM/ODMs, display technology and trend, camera technology and trend, Application Processors (SoC), and potential partnerships in supply chains. Isaiah provides our XR estimates and related analysis by analyzing and cross-checking from multiple messages from suppliers in application processors, EMS, and other components.
Our camera research includes, but is not limited to, the following:
CMOS Image Sensor Suppliers, VCM (Voice coil motor) Makers, Lens Module Suppliers, Optical Lens Makers, Camera Module Makers, ODMs/OEMs, Smartphone Makers. We would collect and analyze information from different orientations, providing our analysis of major camera supply and demand, smartphone camera makers, and some new trends like 3D sensing.
Our display research includes, but is not limited to, the following:
Cover Glass Makers, Touch Panel Makers, Touch Controller, IC Suppliers, LCD Panel Makers, Panel Driver IC Suppliers, ODMs/OEMs, and Smartphone/SmartWatch Makers. We overlay all data collected like supply status, mass production schedule, and utility rate, to arrive at a universal mosaic of the supply availability.
Our Andriod smartphone research contains, but is not limited to, the following:
Major Smartphone Brands Sell-in Shipments, ODMs/OEMs, Cover Glass Makers, Panel Makers, Panel Driver IC Suppliers, Major Smartphone Brands New Model Rodmap, Sensor Roadmap, Sensor Wafer inputs, and Multi Camera Trend. We would analyze upstream and downstream supply status to more precisely make our smartphone market forecast.
Our Apple research includes, but is not limited to, the following:
New iPhone Spec, iPhone Production Forecast, iPhone EMS, RF Makers, Panel Makers, Panel Driver IC Suppliers, Application Processors (SoC) Suppliers, Lens Suppliers, Camera Module Suppliers, and IT Products Sell-in Shipment Forecasts. We would collect shipment forecast and supply chain message from multi sources both from EMS nad component suppliers to come up our research statements.
At Isaiah Research, we believe that innovation and transformation happen through networks of inspired people. Our team is comprised of savvy entrepreneurs and diverse individuals who bring a unique perspective, deep industry knowledge, meaningful insights, and the broadest range of capabilities to our work. We cultivate a strong culture and work tirelessly to help our team scale, grow, and succeed.
Eric Tseng, Founder and CEO at Isaiah Research, is an experienced professional with over 20 years of industry experience, specializing in Apple and Display supply chain research. He holds an MBA from the University of Southern California in the United States.
Currently serving as the CEO at Isaiah Research, Eric leads a high-performing Business Development team to work closely with some of the most renowned clients in the industry. His strategic thinking and creative problem-solving skills have been instrumental in building strong relationships and driving growth and profitability for the organization.
Prior to his current role, Eric held key positions in the procurement departments of Foxconn and HP. His experience in supply chain analysis and market trend forecasting provides invaluable insights to Isaiah’s clients, helping them make informed decisions and stay ahead of the competition.
Lucy Chen, Vice President at Isaiah Research, has been working 25+ years in semiconductor industry. Focus on semiconductor engineering and supply chain research. Master in Application Chemistry, NCTU, Taiwan
Currently as the Vice President at Isaiah Research and lead semiconductor research team to work on the supply chain analysis from IC design and IDM(Qualcomm, MediaTek, Intel, etc) to foundries(TSMC, Samsung, UMC, GlobalFoundries, SMIC) and OSATs(ASE,SPIL). Business development and customer management including raw materials and equipment suppliers, top tier foundries and smartphone brands.
Used to work as the Engineering Director at Lam Research for 15+ years and Director of Technology & Marketing at SEZ Group. Focus on process engineering, product strategies planning, supply chain and customer management including foundries and memory.
James Chen, Chief Analyst at Isaiah Research, is a highly experienced professional in the semiconductor, Apple, smartphone-related electronic components, and IC design industries. He earned his MBA from the University of Southern California in the United States.
In his current role, James leads the research team in producing high-quality reports and engages with enterprise clients. He also oversees the establishment of the internal database system and conducts data analysis to provide clients with valuable insights based on the data.
Prior to his current role as Chief Analyst at Isaiah Research, James held engineering positions at TSMC and UMC. Following his engineering roles, James transitioned to work at Nan Shan Life and Fuh Hwa Securities Investment Trust. With his combined expertise in engineering and research, he is well-positioned to provide clients with comprehensive and accurate analysis, and to develop investment strategies for long-term competitiveness.
Eddie Han, Research Manager at Isaiah Research, has been studying smartphone industry for 10+ years. Focus on smartphone and the related components supply chain research. Master in Social Enterprise, Fu Jen Catholic University, Taiwan.
Currently as the Research Manager of Smartphone Team at Isaiah Research and lead members to work on supply chain analysis from smartphone(Apple/Android), 5G, RF, camera, display to XR research with a solid methodology. Business development and customer management include top-tier smartphone brands and components vendors.
Used to work as Sr. Industry Analyst/Section Manager for 10+ years at Market Intelligence and Consulting (MIC). Conduct 150+ smartphone industry reports on OEM/EMS/ODM shipment tracker, application processor, radio frequency, display and 5G communication related research.
Isaiah Research is based in Taipei, Taiwan, with an office site in China. We support industrial customers all over the world.