Yole Group

✍ Yole Group write - Semiconductor suppy-demand, 2 possible outcomes... NVIDIA #GPU prices may stay high due to limited #supply, resulting in higher revenue but lower sales volumes, which would reduce #waferdemand growth for advanced nodes. Alternatively, prices could drop as competition in #AI semiconductors grows, shifting to a demand-driven market and boosting wafer volume growth in #semiconductor production. Why is this important? Reporting from Semicon Taiwan 2024 has revealed intriguing perspectives on the semiconductor sector. Take a few minutes to explore the most recent developments in the semiconductor industry, revealed by Yole Group's analyst, Pierre Cambou on https://lnkd.in/euAMejWR #semiconductorfoundry #capacity #massproduction TSMC Samsung Semiconductor Apple Huawei

📰 Yole Group Press - Power electronics industry: facing rapid expansion in manufacturing capacity In 2023, the global power #electronics market, including discrete devices and modules, was valued at US$23.8 billion. It is projected to grow at a CAGR of 7.0% from 2023 to 2029 to US$35.7 billion in 2029, announces Yole Group in its Status of the Power Electronic Industry, 2024 edition. The discrete market, valued at US$15.5 billion in 2023, is projected to grow at a 3.9% CAGR to US$19.5 billion by 2029, driven mainly by #xEV, OBC, DC-DC #converters, and charging infrastructure. #Automotive and Consumer are the biggest market segments. Power modules, pushed by battery energy storage, #EV DC chargers, and xEVs, are set to reach US$16.2 billion by 2029, with a 12.0% CAGR. According to Dr. Milan ROSINA from Yole Group: “The power device market is led by silicon, with #SiC gaining ground in xEV and industrial applications, while #GaN serves consumer power supplies and e-mobility. Gallium oxide (Ga2O3) could become a future contender.” Wafer demand is rising, especially for 12-inch silicon wafers, with GaN-on-Si using 6- and 8-inch wafers. SiC wafer capacity is expanding, risking oversupply due to lower xEV demand. SiC wafer size will largely remain at 6 inches, though with a growing use of 8-inch wafers... 👉Read more on: https://zurl.co/TJaU

📅 YOLE GROUP IMAGING TECHNOLOGIES FORUM | Shenzhen, China Day 1 of the Yole Group Photonics Forums kicked off with a deep dive into Imaging Technology, featuring industry leaders such as OMNIVISION, metalenz, AlpsenTek, STMicroelectronics, and PROPHESEE. Our experts shared valuable insights and strategies on stage, creating unique networking opportunities for all attendees. Tomorrow, we're continuing with two more forums: #MicroLED for #AR and #Photonics #Compound #Semiconductors. These sessions promise to deliver the latest trends and critical discussions. Don’t miss your chance to stay at the forefront of innovation! More info: https://lnkd.in/eQYpc3GJ

🎙 Yole Group voice – Driving the future of #ADAS In April 2024, the #NHTSA mandated that all light-duty vehicles sold in the US would have to be equipped with an AEB feature by 2029. This new rule is more stringent than before, with higher speed requirements and the ability to detect pedestrians in daylight and darkness. The most surprising thing was that NHTSA explained that no additional #sensors would be required and that following their test, only software would be needed. The low light condition was set at 0.2lux, which is approximately moonlight illumination. This new rule from the NHTSA leads to plenty of questions. Will additional sensors be required? If yes, which ones? At what cost? What level of performance? Join Yole Group for a webinar powered by Henkel to delve into crucial insights regarding the latest developments and trends steering the #automotive industry. 📢 Event - What? An engaging Expert Talk from Henkel in partnership with Yole Group. For one hour, speakers will explore the latest challenges and innovations in ADAS vision components. - Who? Rejoy Surendran, Global Market & Strategy Manager SemiCon, Henkel - Pierrick BOULAY, Sr Tech & Market Analyst, Automotive Semicon, Yole Group - Rodrigo Aguilar Limas, Business Development Manager ADAS, Henkel. - Where? Automotive ADAS webinar, an online event by Henkel - When? September 19 with two sessions at 4 PM SGT / 10 AM CET and 10 AM EST 👉 Full program on https://lnkd.in/er2JnVvi #radar #lidar #camera #autonomousdriving #semiconductor

❓ Yole Group asks: Glass to enable next-gen IC substrates – An interview with Absolics #Glasscore #substrate technology is emerging and enabling next-gen technologies and products in two key #semiconductor industries: #advancedpackaging and IC substrates. Both industries are set to take off with the increasing adoption of AI and HPC products. In 2023, the total advanced packaging market reached $ 37.8 billion, while the advanced IC substrates market reached $ 15.14 billion. 💡 Absolics, a 2022 subsidiary of SKC, has quickly become a leader in glass core substrates, marking them as the first mainstream product in this field. This positions... To gain a deeper understanding of Absolics’ vision and strategy, Bilal H. from Yole Group sat down with Chris Tipp from Absolics Inc.. In this interview, Chris shares his perspectives on the market dynamics, the unique advantages of glass substrates, and Absolics’ strategy to revolutionize the semiconductor industry. 👉 Full discussion on https://lnkd.in/eGPQV9zH

📈 Yole Group Press - Advanced IC substrate industry: exciting developments on the horizon The advanced #IC substrate market, currently dominated by organic core substrates, saw revenue decline in 2023, marking a year of correction. However, starting in 2024, the industry is poised for growth, with an expected CAGR of 9% projected to bring the market to US$25.53 billion by 2029. This growth will largely be driven by the rising demand for FC BGA substrates for FCBGA and 2.5D/3D advanced packages, fueled by AI accelerators for #HPC and #datacenters, #5G, #AI PC CPUs, XPUs, and #automotive sectors. The competition to commercialize glass core substrates is heating up, with numerous players entering the fray, striving to lead in GCS -based product commercialization. Leading companies like Absolics, Intel, and Samsung are at the forefront, backed by an extensive network of equipment, material, and glass suppliers in their sub-supply chains. According Bilal H. from Yole Group, exciting advancements are expected in the realm of glass core substrates... 👉 Read more on: https://zurl.co/d9fV

📰 Monthly Industry Insights Newsletter - Hesai AT128 LiDAR for Li Auto L9 at a glance   The LiDAR market, dominated by #robotaxis until 2022, is now led by passenger cars, reflecting the growing demand for #autonomousdriving technologies. The LiDAR market for passenger cars is projected to reach nearly $3 billion by 2029, with a 39% CAGR23-29. 📈 Within this impressive dynamic created by Chinese OEMs, Chinese #LiDAR manufacturers are leading the way, with over 80% of the global market share across all #vehicle types. Hesai Technology now leads the LiDAR market, bolstered by a key partnership with Li Auto and the use of Lumentum’s innovative multi-junction #VCSEL technology. 🚘 👀 Read more to get #semiconductor outlines by Yole Group analysts, the latest news in the #industry and the upcoming events on #Automotive.   ➡ Subscribe ! https://lnkd.in/dWguhSC5

📅 Yole Group Photonics Forum at CIOE 2024 | Shenzhen, China, September 11-12 Just 2 weeks to go until the YOLE GROUP PHOTONICS FORUMS 2024! This year, we’re hosting three specialized forums, each spotlighting groundbreaking advancements across different sectors: ▶ Imaging Technologies Forum - 📅 September 11, PM Featuring Florian Domengie (Yole Group), Jason Wang (OMNIVISION), Lars Johnsson (metalenz), Jian DENG (AlpsenTek), Marie-Charlotte LECLERC (STMicroelectronics), and Xuefei Yang (PROPHESEE). ▶ MicroLEDs for AR Forum - 📅 September 12, AM Featuring Zine B. (Yole Group), Liang SUN (TCL), Aaron XU (JBD), Eric Zhao (Goeroptics), Reza Chaji (VueReal Inc.), and Chen chen (Saphlux, Inc.). ▶ Photonics & Compound Semiconductor Forum - 📅 September 12, PM Featuring Ali Jaffal, PhD and Martin Vallo (Yole Group), Andrew JOHNSON (Vital Materials Co., Limited), Corrado Sciancalepore (SOITEC), Hai DING (InnoLight Technology), and Marcus Y. (Intel Corporation). 📣 Special Offer: Enjoy a 20% discount on your registration using promo code "YOLEFORUMS20". Register now to secure your spot and savings! Don’t miss this chance to reconnect with industry leaders, gain insights into the latest trends, and explore the technologies shaping the future of #imaging, #displays, #photonics, and #compoundsemiconductors. More info: https://lnkd.in/eQYpc3GJ

❓Yole Group asks - TDK InvenSense’s 20-year journey of resilient innovation in sensing solutions Despite the challenging market conditions in 2023, TDK stood out as one of the few resilient companies in the MEMS industry, achieving growth while many others struggled. Their ability to outpace the market reflects strategic foresight and adaptability… Today, Pierre Delbos from Yole Group sat down with Omar Abed, CEO of TDK InvenSense to discuss how they’re navigating the current market, spearheading innovation, and setting the stage for future success. 🎤 “TDK will strengthen its leadership position in the same way we came to be the leader we are today”, explains Omar Abed. And he adds: “By driving innovation that meaningfully impacts people’s lives. I cannot emphasize enough the importance of customer focus and understanding the customer experience to steer the direction of innovation”. 👉 Discover the discussion between TDK InvenSense and Yole Group on https://lnkd.in/e7E99p9Z #MEMS #innovation #semiconductor #marketevolution #supplychain

🎬 ChipChat with Yole Group   Get exciting insights into the semiconductor devices industry with Pierre Cambou! 🙌 From powering our #smartphones to driving the latest innovations in #AI, these tiny components are at the heart of almost every pieces of #technology we use today. In his latest report "Semiconductor Trends in Mobile and Consumer", Pierre highlights the immense potential of #semiconductors in driving next-generation technologies and future trends. 🚀 More info : https://lnkd.in/e-wVtSUf   A huge thank you to Pierre Cambou for sharing his expertise! 🙏    For more content on the semiconductor industry, visit our website: https://lnkd.in/emdx_WVH