Market Analysis

Market Analysis

World EV Day: China leads market

At the time that World EV Day was first launched and observed, the world was in the midst of a global pandemic – one that had a significant impact on the sales of electric cars. Since then, major markets have emerged as dominant in electric vehicles (EVs) – with China, the US, and Europe leading

Read More
Market Analysis

Global semiconductor equipment billings increased 24%

SEMI announced in its Worldwide Semiconductor Equipment Market Statistics (WWSEMS) report that global semiconductor equipment billings increased 24% year-over-year to $33.07 billion in the second quarter of 2025. Second quarter 2025 billings registered a 3% quarter-over-quarter expansion supported by the leading-edge logic, advanced high bandwidth memory (HBM) related DRAM applications, as well as increase in

Read More
Market Analysis

Silicon photonics industry is entering rapid growth period

The silicon photonics industry is entering a period of rapid growth and diversification, according to Yole Group’s new report. ‘Silicon Photonics 2025 – Focus on SOI, SiN, LNOI & InP Platforms’ shows that as AI continues to drive exponential demand for bandwidth, the sector is transitioning to higher data rates. 200G/channel links are expected to

Read More
Market Analysis

Advanced packaging market set to reach $79.4Bn by 2030

From 2024 to 2025, the advanced packaging market reinforced its strategic role across markets. Once confined to specific high-end applications, it is now a pillar of mass adoption in consumer electronics and an enabler of emerging markets, including AR/VR, Edge AI, aerospace, and defence. At the same time, the telecom and infrastructure segment is experiencing

Read More
Market Analysis

Why is silicon used in semiconductors?

Silicon is rife in electronics. In fact, devices built on silicon account for roughly 94% of the semiconductor market. But why is it so popular? What is it that’s so great about silicon compared to other elements? First, let’s take a look at what a semiconductor actually is. According to Britannica Dictionary, a semiconductor is:

Read More
Market Analysis

Thermal imaging & sensing industry reaches $7Bn milestone

Yole Group announces the publication of its latest market and technology analysis, Thermal Imaging & Sensing 2025. This report provides a detailed review of the global infrared imaging ecosystem, its evolving applications, and the competitive environment shaped by geopolitical and regional shifts; Yole Group has been investigating imaging technologies for several years. This new report,

Read More
Industry Insights Market Analysis

Why did NVIDIA’s shares dip despite record revenue?

Overnight, tech giant NVIDIA released its earnings report for the second quarter FY26. The results exceeded analyst expectations, despite increased pressure on the company following uncertainty about its Chinese business and growing concerns that the AI bubble is about to burst. For instance, NVIDIA’s revenue came in at $46.74 billion – up 56% from a

Read More
Industry Insights Market Analysis

NVIDIA earnings confirm AI’s dominance

NVIDIA has reported stronger-than-expected earnings and revenues, with sales guidance of $54 billion for the current quarter, reinforcing that artificial intelligence demand is driving an unprecedented expansion of infrastructure. This latest confirmation cements AI as the most powerful force shaping global markets, says global financial advisory giant deVere Group. The results landed as the S&P

Read More
Market Analysis

Rising competition in $132B automotive semiconductor race

Yole Group announces the release of the Automotive Semiconductor Trends 2025 report, offering insights into the competitive dynamics of the fastest-growing segment of the semiconductor industry. While the global automotive market grows at a modest ~2% CAGR between 2024 and 2030, automotive semiconductors are accelerating five times faster, surging from $68 billion to $132 billion.

Read More
Market Analysis

Advanced packaging fuels transformation in back-end equipment

Yole Group announces the release of the first edition of its Status of the Back-End Equipment Industry 2025 report. This new publication offers analysis of a segment undergoing structural change, driven by the rise of advanced packaging, AI acceleration, and heterogeneous integration. As the complexity of chip manufacturing moves beyond front-end scaling, back-end equipment has

Read More