Yole Group

Market Analysis

Power electronics at a turning point

The global power electronics industry is entering a new phase. After years of rapid expansion fuelled by electrification and renewable energy, companies are now navigating a more complex environment shaped by overcapacity, pricing pressure, geopolitical tensions, and intensifying competition. Against this backdrop, Yole Group releases its latest report, Status of the Power Electronics Industry 2026,

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Industry Insights Market Analysis

AI redefines the optical transceiver market

Yole Group announces the release of its latest photonics report, Optical Transceivers for Datacom & Telecom 2026, providing a comprehensive analysis of one of the fastest-growing segments of digital infrastructure. The rise of artificial intelligence is fundamentally changing the role of optical connectivity. What was once considered a supporting technology has become a critical enabler

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Industry Insights Market Analysis

AI-driven memory accelerates demand for equipment

China’s semiconductor equipment ecosystem is entering a pivotal phase. Driven by rising demand for AI computing, increasing memory requirements, and ongoing investments in domestic manufacturing capabilities, the market is moving from ambitious expansion plans to tangible equipment procurement. A major inflection point emerged in 2026 as China’s leading memory manufacturers accelerated their expansion strategies. CXMT’s

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Industry Insights Market Analysis

What’s driving the RF defence market toward $3Bn?

Yole Group announces the release of RF for Defense 2026, its first report dedicated entirely to radio-frequency technologies and devices used in defence applications. As defence spending increases worldwide and geopolitical tensions continue to reshape procurement priorities, RF technologies are becoming increasingly strategic across radar, EW, drones, and C-UAS. Yole Group’s latest report provides a

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Market Analysis

Metrology & inspection accelerate semiconductor innovation

As semiconductor devices become increasingly complex, metrology and inspection are evolving from manufacturing support functions into strategic enablers of semiconductor innovation. Driven by AI, advanced packaging, HBM, and next-generation architectures, process-control requirements are rising faster than ever across the industry. According to Yole Group’s analysis, the metrology & inspection equipment market reached more than $18

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Industry Insights Market Analysis

Power SiC device market worth $11Bn by 2031

Yole Group announces the release of its new annual Power SiC 2026 – Markets and Applications report, providing a comprehensive analysis of the global SiC industry, from materials and wafers to devices, applications, supply chains, and technology developments. Today, artificial intelligence is driving an unprecedented demand for power in data centres. Meeting these requirements will

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Market Analysis

ADAS market accelerates toward $66Bn

Yole Group announces the release of its latest market and technology report, Automotive ADAS 2026, providing a comprehensive analysis of a rapidly evolving industry entering a new phase of growth and transformation. As vehicles become increasingly software-defined, ADAS is no longer driven solely by the proliferation of sensors. Instead, the market is transitioning to integrated

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Market Analysis

The global race for semiconductor manufacturing dominance

Yole Group announces the release of the Status of the Semiconductor Foundry Industry 2026 report. Yole Group’s annual report on the semiconductor foundry industry provides a comprehensive and updated view of the global manufacturing landscape shaping the semiconductor ecosystem. The foundry report examines the structural transformation currently underway in semiconductor manufacturing. Over the past few

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Market Analysis

Compound semiconductors enter new growth phrase

Yole Group announces the release of its annual market and technology report, Status of the Compound Semiconductor Industry 2026 – Focus on Substrates and Epiwafers, highlighting sustained structural growth through 2031. Despite short-term pricing pressure in certain segments, electrification, AI infrastructure expansion, and next-generation connectivity are reinforcing long-term demand for compound semiconductor materials, including SiC,

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Market Analysis

RF GaN: geopolitics fuel sustained growth

According to Yole Group’s latest report on the RF GaN market, GaN devices play a critical role in high-power RF signal generation and amplification, with growing adoption across telecom infrastructure, defence, and satellite communications. The market is expected to reach $2.4 billion by 2031, growing at a 11% CAGR between 2025 and 2031, up from

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