Market Analysis

Procurement Pro Market Analysis
What does the PCB supply chain look like?
Industry Insights Market Analysis

What does the PCB supply chain look like?

Garner Osborne Circuits has released its Q3 2026 supply chain update, highlighting a noticeable shift toward more constrained conditions across PCB materials, components, and upstream raw inputs. While the company’s Q2 update identified early signs of tightening, new data from laminate producers, glass fabric manufacturers, resin suppliers, and semiconductor partners indicates that the market has

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Market Analysis

Smartphones slow the RF market down

The global RF industry is entering a new phase. For over a decade, smartphones drove its growth. Now, the market faces a short-term reset. Defence, automotive, and early 6G lead the way. Against this backdrop, Yole Group is releasing its latest report, Status of the RF Industry 2026. The report covers the market, the ecosystem,

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Sony now owns half the image sensor market
Market Analysis

Sony now owns half the image sensor market

The 2025 CMOS image sensor (CIS) competitive landscape confirms a stronger polarisation between Sony, Chinese suppliers, and the rest of the ecosystem, according to Yole Group’s analysts. Against this backdrop, Yole Group releases its latest report, Status of the CIS Industry 2026, which offers a comprehensive analysis of the market, technology, and ecosystem trends shaping

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Market Analysis

Wafer fab equipment market on track to explode

Semiconductor equipment spending is entering a new growth cycle shaped by geopolitics, sovereignty strategies, and technology roadmaps, despite uneven end-market demand. Pressure on chipmaker profitability remains, with risks of overcapacity, fab redundancy, and low utilisation. However, WFE revenue is still expected to grow. Yole Group’s analysts announce a combination of market drivers, including higher equipment

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Industry Insights Market Analysis

Smartphone shipments fall as supply chain pressure increases

Global smartphone shipments fell 6% year on year (YoY) to 272.0 million units in 2Q 2026, according to Omdia. This follows the front-loaded demand seen in 1Q26 which gave way to the adjustment phase of the memory cost cycle. Persistently high memory prices disrupted supply, increased component costs, and forced vendors to rethink pricing, product

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Market Analysis

European components market shows strong growth

The European electronic components market accelerated sharply in the second quarter, reaching €5.0 billion (+31.7%), with broad yet uneven momentum across the region. Southern Europe remained slightly softer, though France (+24.8%), Italy (+18.0%), and Iberia (+22.3%) continued to expand solidly. Northern and Central Europe all exceeded the 30% mark, led by Ireland (+55.4%) as the fastest

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Market Analysis

Worldwide silicon wafer shipments increase 7.4%

The SEMI Silicon Manufacturers Group (SMG) reported, in its quarterly analysis of the silicon wafer industry, that worldwide silicon wafer shipments increased 7.4% year-on-year to 3,573 million square inches (MSI) from the 3,327 MSI recorded during the same quarter of 2025. Shipments increased 9.1% quarter-over-quarter from the 3,275 MSI recorded during the first quarter of

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Mind the (band)gap!
Market Analysis

Mind the (band)gap!

Since the development of power diodes and thyristors in the 1950s, silicon has been the long-standing dominant material for power electronics across applications ranging from electric vehicles to wind turbines. However, the emergence of wide bandgap semiconductors such as silicon carbide (SiC) and gallium nitride (GaN) has enabled industry to push to higher voltages and

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Market Analysis

Advanced packaging: pricing power shifts as the market doubles

The advanced packaging market has entered a new cycle. The historical backend model is being replaced by a system-scaling model in which packaging determines AI-compute availability, memory bandwidth, power delivery, thermals, and system cost. Against this backdrop, Yole Group releases its latest report, Status of the Advanced Packaging Industry 2026, offering a comprehensive analysis of

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Key electronics market trends for Q3 2026
Market Analysis

Key electronics market trends for Q3 2026

ASC Global’s Q3 2026 Electronics Market report shows artificial intelligence continuing to reshape the semiconductor industry. Manufacturing priorities, procurement strategies, and technology investments remain focused on high-performance computing, enterprise infrastructure, and industrial applications. Lead-time trends AI-driven demand continues influencing lead times. Availability has improved for many mature components, but analog, power management, memory, and high-performance

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