Market Analysis

Market Analysis

China takes the lead in automotive LiDAR

Yole Group  announces the release of its  ‘2025 Automotive LiDAR Report‘, highlighting a new chapter for the global LiDAR industry. Indeed, after a period of hesitation and market bifurcation between passenger vehicles and robotaxis, 2024 marked a major turning point: LiDAR adoption in passenger cars is accelerating, particularly in China, and is now the key engine of

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Market Analysis

Power electronics in flux: market grows, leaders shift

Yole Group releases its latest report, Status of the Power Electronics Industry, capturing a rapidly evolving industry at a crossroads. Nevertheless, the global power electronics device market is projected to grow robustly. The market research and strategy consulting company expect revenue to grow from $26.2 billion in 2024 to $43.3 billion in 2030, although 2024

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Market Analysis

ECIA announces new AI market analysis reports

ECIA announces a new member benefit: access to in-depth analysis performed by the AlphaSense Generative AI tool to answer key questions regarding important industry-specific topics. These reports contain timely research on issues that inform intelligent electronic component and distribution industry executive decisions. Key topics currently available in the Members-only ECIA platform include: AlphaSense AI Executive

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Market Analysis

SEMI forecasts 69% growth in advanced chipmaking capacity

SEMI reported findings from its latest 300mm Fab Outlook report. The report shows global front-end semiconductor suppliers are accelerating expansion efforts to support the surging demand for Generative AI applications. According to the 300mm Fab Outlook report, the global semiconductor manufacturing industry is expected to maintain strong momentum, with capacity projected to grow at a

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Industry Insights Market Analysis

How geopolitics is redirecting semiconductor investment

Geopolitical tensions are redirecting global investments in advanced semiconductor technologies, reshaping the semiconductor supply chain in pursuit of technological sovereignty. The vast majority of the world’s most advanced silicon chips are manufactured in Taiwan by a single company – Taiwan Semiconductor Manufacturing Company (TSMC). These chips power everything from data centres to smartphones. However, Taiwan’s

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Market Analysis

Semiconductor foundry landscape to transform by 2030

Yole Group unveils its latest Status of the Semiconductor Foundry Industry report, offering a comprehensive view into a sector undergoing profound transformation. At the crossroads of technology, geopolitics, and global market dynamics, this ecosystem is being reshaped by new capacity investments, regional power shifts, and long-term national strategies. Yole Group’s 2025 analysis highlights how the

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Market Analysis

Foundry revenue decline narrows to 5.4%

TrendForce’s latest investigations find that the global foundry industry recorded Q125 revenue of $36.4 billion – a 5.4% QoQ decline. The downturn was softened by last-minute rush orders from clients ahead of the US reciprocal tariff exemption deadline, as well as continued momentum from China’s 2024 consumer subsidy programme. These factors help offset the typical

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Market Analysis

MEMS market regains momentum

Yole Group unveils its latest Status of the MEMS Industry 2025 report, offering a deep analysis of the strategic moves, challenges, and growth trajectories of the leading MEMS companies. Following a difficult 2023 marked by excessive inventories, 2024 marked a year of stabilisation and recovery, with total MEMS revenue climbing to $15.4 billion, up 5%

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Market Analysis

Electronics SMEs see sales slump in Q1

UK electronics manufacturers have posted a disappointing first quarter sales performance, despite the wider small to medium-sized business (SMB) manufacturing sector performing well. New figures show that across the 12 manufacturing categories analysed, the average small-medium UK manufacturer increased sales by 30% in Q1 2025 compared to Q4 2024 – and 13% year-on-year. However, the

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Market Analysis

Mercantilism & leveraged diplomacy threatens the electronic components market

This article originally appeared in the March/April issue of Procurement Pro. By Adam Fletcher Chairman of the Electronics Components Supply Network (ecsn) New US President Donald Trump has started to deliver on his promised (threatened?) ultra-aggressive ‘America First, Economic Trade Based, Leveraged Diplomacy’, believing if the US acts powerfully and in unpredictable ways, other countries

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