Device Intelligence

Monthly analysis of model-level shipments and sell-through, bill-of-materials teardowns, and component-level demand — across smartphones, PCs, tablets, wearables, XR, automotive and the silicon inside them.

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1,800+ models tracked at SKU level, monthly
30+ countries with sell-through and channel detail
400+ OEMs and component vendors in coverage
14 days from month close to data in your hands
Coverage — Four Core Areas

What We Track

Device Intelligence brings model-level market tracking, consumer purchase behavior, supply-chain visibility and teardown-grade bill-of-materials analysis into one research program.

Consumer Devices

  • Monthly and quarterly service for smartphones, PCs, wearables, tablets, XR and smart home: sell-in, sell-through, key trends and forecast by OEM.
  • Your lens into global device trends and user behavior, including adoption of foldables and on-device AI.
  • Consumer tech decoded: market shifts, competitive analysis and BoM analysis of key models.
Latest Research ▶

Demographics & Consumer Experience

  • The consumer purchase journey: what triggered the upgrade, what was considered and what closed it.
  • Buyer demographics and carrier, so every model reads by segment and by channel.
  • Price sensitivity across price bands, trade-in values and financing terms.
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Supply Chain

  • Semiconductor demand trends split by category, with inventory and price forecasts.
  • Component-level insight at every tier, from flagship silicon to entry-tier parts.
  • Global component supply chains, policy shifts and capacity analysis, from ODMs to OEMs.
Latest Research ▶

Bill of Materials

  • Teardown-grade BoM builds for flagship and volume models: component cost by line item, with vendor attribution.
  • Assembly, test and logistics costs layered on top for a full landed cost per SKU.
  • Margin structure at every price point, and what a component price move does to it.
Latest Research ▶
Inside the Subscription

The Monthly Dashboard

Device Intelligence — Month 08
All OEMs US Total Rolling 3 Mo
Sell-through 17.6M units, US, this month
Blended ASP $641 +2.1% month on month
Sub-$500 Mix 54% of units
Models Tracked 1,842 at SKU level
Sell-through by month
Sell-through by price band
$800 and above
29%
$500 to $799
17%
$300 to $499
26%
Under $300
28%

Illustrative view of the subscriber dashboard. Figures are placeholders, not published Recon data.

Recent Reports

From the Research Library

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Insights

Featured Analysis

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Audience

Who It Is For

OEM strategy and product tracking

Model-level performance against the competitive set.

Component and silicon vendors

Following socket share, demand and inventory by tier.

IP licensing teams

Sizing the royalty base by codec, standard and OEM.

Investors and supply chain analysts

An independent read on units, mix and cost.

Delivery

However Your Team Already Works

Raw Data

Flat files and API access with stable model and vendor keys, built to land straight in your own warehouse and models.

Analyst Briefings

Monthly readouts and decks from the analysts who built the numbers, plus direct inquiry access when a board question lands.

Custom Work

Bespoke teardowns, tracker cuts and survey questions fielded on Recon's own panel against your competitive question.

Bring Us Your Hardest Device Question

Thirty minutes with an analyst, a sample of the data for your category, and a straight answer on whether we cover what you need.

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