Market Analysis

Market Analysis

Record semiconductor revenue in 2Q24, despite market weakness

In its latest analysis, Omdia reported that total semiconductor revenue reached a record high of $162.1 billion in the second quarter of 2024, marking a 6.7% growth compared to the previous quarter. This figure surpassed the prior record set in the fourth quarter of 2021 by approximately $500 million. The surge in revenue was largely

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Market Analysis

Increasing supplier base driving Chinese MCU growth

The global microcontroller (MCU) market has undergone significant shifts in recent years, largely influenced by supply chain disruptions caused by the pandemic, combined with foundry capacity shortages and stockpiling. These factors led to a sharp increase in average selling prices (ASPs), rising from approximately $0.60 in 2020 to $0.93 by 2023. Despite the stabilisation of

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Market Analysis

Power electronics industry: facing rapid expansion in manufacturing capacity

In 2023, the global power electronics market, including discrete devices and modules, was valued at $23.8 billion. It is projected to grow at a CAGR of 7.0% from 2023 to 2029 to $35.7 billion in 2029, announces  Yole Group  in its  ‘Status of the Power Electronic Industry’, 2024 edition. The discrete market, valued at $15.5 billion in 2023,

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Market Analysis

Global foundry industry’s revenue rises on AI demand

According to Counterpoint Research’s Foundry Quarterly Tracker, the global foundry industry saw a significant revenue increase in Q2 2024, with a 9% quarter-on-quarter (QoQ) rise and a 23% year-on-year (YoY) growth. This growth was largely driven by strong demand for AI technologies. However, CoWoS (Chip-on-Wafer-on-Substrate) supply remained constrained, with potential capacity expansions, particularly in CoWoS-L,

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Market Analysis

Understanding & mitigating the risks of the electronic grey market

The electronic grey market is a problem that affects not only the end user but also manufacturers and distributors across the electronics industry. This grey market consists of products sold through unauthorised channels, often without the knowledge or consent of the original manufacturer. Although the goods can be genuine, their sale outside of official channels

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Market Analysis

August sees positive traction in electronic components sales

Positive market sentiment expressed by participants in the electronic components supply chain improved in the August measurement as it reached 108.4 in the index and is sustained in the September outlook with a 107.9 score. “This is an encouraging upward trend following a June measurement that fell below the 100 threshold and caused concern regarding

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Market Analysis

Recent and future NAND flash memory price trends

NAND flash memory, the core technology behind various storage solutions such as SSDs, smartphones, and data centres, has faced significant fluctuations in price in recent years. These price changes are largely influenced by supply-demand dynamics, production costs, and technological advancements. Understanding these trends is crucial for businesses and consumers who rely on NAND flash memory

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Market Analysis

Global semiconductor market achieves $149.9B Q2 2024

The global semiconductor market achieved a valuation of $149.9 billion in the second quarter of 2024, according to data from the World Semiconductor Trade Statistics (WSTS). This marks a 6.5% increase from the first quarter of 2024 and an 18.3% rise compared to the same period the previous year. Notably, WSTS adjusted its first-quarter 2024

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Market Analysis

Japan’s return to semiconductor manufacturing: a strategic rebirth

One only needs to look back a few decades to see when the semiconductor landscape had Japan on top, controlling over 50% of the market. However, since then, a combination of geopolitical pressures, particularly from the United States, alongside increasing competition from rival Asian nations like South Korea and Taiwan has led to a steep

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Market Analysis

Global semiconductor manufacturing industry strengthens in Q2

The global semiconductor manufacturing industry showed continued improvement in the second quarter of 2024, with notable growth in integrated circuit (IC) sales, stabilising capital expenditure, and increased wafer fab capacity, according to the Q2 2024 Semiconductor Manufacturing Monitor (SMM) Report released by SEMI in partnership with TechInsights. While a slower recovery in some end markets

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