Market Analysis

Procurement Pro Market Analysis
Sales up 7% over same period 2024, reports ITSA
Market Analysis

Sales up 7% over same period of 2024, reports ITSA

  • by
  • 28 November 2025
  • Less than a minute

At the meeting of 18th November, the overall view from ITSA was that 2025 has been a particularly challenging year with the first six months proving especially difficult. There has been quite a variation of performance depending on markets, with some members enjoying an overall double-digit growth whereas others saw a very flat performance and,

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Growth to return in second half of 2026, ecsn predicts
Market Analysis

Growth to return in second half of 2026, ecsn predicts

  • by
  • 28 November 2025
  • 6 minutes read

At the end of each year, the Electronic Components Supply Network (ecsn) canvases its manufacturer authorised distributor (afdec) and electronic components manufacturing member companies for their opinion on how their businesses, and the electronic components supply industry in general, will fare in the coming year. Released on 27th November 2025, the latest forecast does encompass

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IGBT market heading toward $13Bn by 2030
Market Analysis

IGBT market heading toward $13Bn by 2030

Yole Group announces the release of two new complementary analyses: IGBT 2025, a market & technology trends report, and Si IGBT Comparison 2025, providing the industry’s most comprehensive analysis of silicon IGBT devices, markets, designs, and competitive landscapes. Together, Yole Group’s reports deliver insights into the future of IGBTs at a time when SiC and

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AI compute uptake lifts NVIDIA to $57Bn revenue in Q3
Market Analysis

AI compute uptake lifts NVIDIA to $57Bn revenue in Q3

NVIDIA reported a substantial rise in demand for its AI compute platforms as it released its financial results for the third quarter, posting record revenue of $57 billion. The figure represents a 22% increase on the previous quarter and a 62% increase on the same period last year. “Blackwell sales are off the charts, and

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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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Semiconductor growth continues for ams OSRAM
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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Automotive radar industry: China’s acceleration
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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Trade war announcements triggered price hikes
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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AMD plans to lead the $1Tn compute market
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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Infineon raises AI power revenue target for 2026
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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