Market Analysis

Market Analysis

Semiconductor industry 2025: worldwide dynamics

Yole Group announces the release of two complementary reports: Overview of the Semiconductor Devices Industry – H2 2025, providing a global assessment of the semiconductor devices market, and China Semiconductor Industry 2025, offering an in-depth analysis of China’s emerging semiconductor supply chain from equipment to devices, including foundries and OSATs. Together, these two new publications

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Market Analysis

Semiconductor growth continues for ams OSRAM

ams OSRAM reported that its strategic focus delivered a positive third quarter, with €43 million free cash flow and 9% comparable growth in its core semiconductor business. The company stated that third-quarter revenues reached €853 million, with an adjusted EBITDA margin of 19.5%, which included a positive one-off item and sat at the midpoint of

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Market Analysis

Automotive radar industry: China’s acceleration

Yole Group announces the release of its Automotive Radar 2025 report alongside a new reverse engineering and costing report, Automotive Radar Chipset Comparison 2025. Together, these two reports from Yole Group provide a comprehensive view of the automotive radar industry, from system-level dynamics and market shifts to chip-level innovation and cost structures. The Automotive Radar

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Market Analysis

Trade war announcements triggered price hikes

A new research report from IPRoyal has revealed that reciprocal tariffs during the 2025 US-China trade war triggered price rises. This included a 1.8% rise on average, with some categories reaching 2.04% (compared to a 0.39% baseline), weeks before any tariffed goods could reach store shelves. The research conducted a comprehensive analysis of 1,900 consumer

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Market Analysis

AMD plans to lead the $1Tn compute market

AMD used its Financial Analyst Day to set out how it intends to shape its performance over the next several years, outlining a strategy built around AI acceleration, data centre expansion, and a wider push across client, gaming, and embedded segments. It also emphasised how its technology roadmap underpins its plans for sustained growth. Dr

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Industry Insights Market Analysis

Infineon raises AI power revenue target for 2026

Infineon Technologies closed its 2025 fiscal year with results that followed its earlier guidance, as it prepares for what it expects to be a modest upturn in 2026 and a marked rise in demand linked to AI power systems. The company reported Q4 FY 2025 revenue of €3.943 billion with a Segment Result of €717

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Market Analysis

Sales sentiment strong in October, slows in November

The results of the October Industry Pulse survey reveal that overall sales sentiment was sustained at a strong level in October with an overall index average of 122.2, an increase of four points from September. However, the overall sentiment looking forward to November collapses by 18.7 points, down to 103.5, according to survey results. “While

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Market Analysis

piezoMEMS: a market poised to outpace MEMS

Beyond RF MEMS, piezoMEMS is emerging as one of the most dynamic segments in the MEMS industry. This technology is particularly impactful in consumer electronics, where it powers microspeakers, microphones, MEMS autofocus, and several new sensors and actuators currently in development. While the market slowed in the past two years due to global economic headwinds,

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Market Analysis

European sales of semiconductors up 7.2%

The European Semiconductor Industry Association (ESIA) announced that European sales of semiconductors grew steadily in the third quarter of 2025 compared to the second quarter. Sales reached $ 14.07 billion in Q3 2025, which translates into a 7.2% increase versus Q2 of 2025 and a 6% increase on a year-on-year basis (versus Q3 2024). This

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Market Analysis

Market showing the first signs of renewed momentum

The latest market figures indicate a modest but notable return to growth across the European electronic components sector. While this development provides a welcome signal of recovery, it must be viewed against the backdrop of persistent geopolitical tensions and the continent’s continued reliance on external sources for key technologies and materials. This dependency exposes Europe

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