Market Analysis

Market Analysis

Liberation Day Tariffs will change ‘rules of the game’

Reciprocal tariffs announced by Donald Trump on ‘Liberation Day’ could prevent shippers from making important decisions on supply chains, but are not likely to cause an immediate spike in freight rates. Peter Sand, Chief Analyst at Xeneta – the ocean and air freight intelligence platform – said: “Liberation Day will not feel very liberating for

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Market Analysis

Tariffs: how do they impact the electronic components market?

For many years procurement professionals in the electronics industry have had to contend with a number of headaches, the largest of which were triggered by problems surrounding short-term supply, but no longer! Today their headaches are all about the likely impact of trade tariffs on the electronic components supply network and the ability of their

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Market Analysis

Geopolitics drives infrared imaging market

Amid rising geopolitical instability, infrared technologies, including SWIR, MWIR, and LWIR, are gaining momentum, driven by substantial government investments in defence. Axel Clouet, PhD, Senior Market & Technology Analyst at Yole Group said: “Cooled MWIR and LWIR sensors are increasingly deployed in long-range surveillance and counter-drone systems, while the SWIR segment, facing delays in consumer

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Market Analysis

Short-term slowdown, long-term SiC

Despite a temporary slowdown in BEV shipments, the SiC market remains on a long-term growth trajectory. At Yole Group, analysts expect the power SiC market to exceed $10 billion by 2029, driven by a strong rebound anticipated in 2026. Indeed, the CAGR between 2024 and 2023 should be close to 20%. Poshun Chiu, Senior Technology

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Market Analysis

Fab equipment investment to reach $110Bn

Global fab equipment spending for front-end facilities in 2025 is anticipated to increase by 2% year-over-year (YoY) to $110 billion, marking the sixth consecutive year of growth since 2020, SEMI announced in its latest quarterly World Fab Forecast report. Fab equipment spending is projected to rise by 18% in the following year, reaching $130 billion.

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Market Analysis

Q&A: DigiKey hopes 2025 will be “dynamic year”

Although the electronics market experienced a slump last year, the overall mood for this year and next was optimistic, Tim Carroll, Global Head of Digital Business at DigiKey told Procurement Pro in an exclusive interview at embedded world, as he revealed the company’s outlook, their aggressive supplier acquisition strategy, and how they are using AI

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Market Analysis

Quantum breakthroughs accelerate

The total quantum market will grow from $954 million in 2024 to $17.4 billion in 2035, with a 32% CAGR during the period. Beyond 2028, Yole Group expects that quantum computing will dominate. Indeed, the quantum computing market segment will total $3.74 billion in 2035, including both hardware and service applications. QaaS will have the

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Market Analysis

Shaping the future of power module packaging

The power module packaging supply chain is continually being reshaped, states Yole Group in its new power electronics report, Status of the Power Module Packaging Industry. New companies are starting to manufacture power modules, and established power module players are expanding their product portfolios and forming new partnerships and M&As. Today, the leading power module

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Market Analysis

Navigating the evolving state of procurement

By Isabelle Saffar, CEO at Synertrade Seventy-two percent of CPOs reported digital transformation as a top priority, according to a recent Deloitte report, with a further 41% of respondents citing inadequate technologies as a significant barrier for improvement. This presents a growing challenge for procurement teams who are balancing the adoption of innovative technological solutions

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Market Analysis

Drip by drip: semiconductor water management innovations

Not only does semiconductor manufacturing require large volumes of energy, chemicals, and silicon wafers, it also requires vast volumes of water. IDTechEx’s latest report, ‘Sustainable Electronics and Semiconductor Manufacturing 2025-2035: Players, Markets, Forecasts’, forecasts water usage across semiconductor manufacturing to double by 2035, as demand for integrated circuits continues to rise.   In 2023 alone, semiconductor

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