Market Analysis

The rise of generative AI, initiated by the release of ChatGPT in 2022, and the continuous expansion of data-intensive AI/HPC applications in data centres led to a significant surge in 2023, directly impacting the processor market segment. These trends will propel continuous market growth throughout the next five years, as announced by Yole Group in

The overall positive market sentiment expressed by participants in the electronic components supply chain only lasted two months before the overall average fell below 100 in the September ECST survey. The overall index fell to 98.8, a drop of nearly 10 points. “While the September results are only slightly below the threshold of 100, the

The global semiconductor packaging materials market is poised for a new growth phase, driven by robust semiconductor demand across various applications. According to the latest Global Semiconductor Packaging Materials Outlook (GSPMO) report, released by SEMI, TECHCET, and TechSearch International, the market is expected to grow at a compound annual growth rate (CAGR) of 5.6% through

The global radio frequency front-end (RFFE) industry, valued at $21 billion, has evolved from its initial focus on mobile and infrastructure markets to now include significant growth in the automotive sector. Each of these segments presents unique challenges and opportunities for expansion. After a challenging 2022, the smartphone market is beginning to recover, with a

Electronics production in major developed countries has been experiencing either slow growth or outright declines throughout 2024. In the United States, electronics production growth, as measured by the three-month average change (3/12 change), rose by just 0.4% in July 2024 compared to the previous year – the slowest pace since the pandemic in 2020. This

Global investment in 300mm fab equipment is forecasted to hit a record $400billion between 2025 and 2027, according to SEMI’s latest 300mm Fab Outlook Report to 2027. This surge in spending is largely driven by the growing demand for artificial intelligence (AI) chips used in data centres and edge devices, as well as the regionalisation

Following a surge in sales during the pandemic, the consumer electronics market has faced a difficult three years, as inflation and economic uncertainty have reshaped consumer spending habits. Reduced demand has led to a significant drop in revenue, pushing the market far below pre-pandemic levels. While recovery is anticipated in 2025, the latest forecasts suggest

The electric vehicle (EV) market is undergoing a rapid transformation, driven by the global push for decarbonisation and the shift away from fossil fuel dependence. Electric car sales neared 14 million in 2023, 95% of which were in China, Europe and the United States. For procurement professionals, the shift to EVs presents both significant opportunities

The wafer foundry market is poised for a recovery in 2025, with TrendForce forecasting an annual growth rate of 20%, up from 16% in 2024. This optimistic outlook comes despite ongoing weak demand in the consumer electronics sector, which has prompted component manufacturers to adopt a cautious stocking approach. As a result, the average capacity