Yole Group

📰 Monthly Industry Insights Newsletter - AI Investment fuels growth in Back-End Semiconductor Equipment amid slow sector recovery heading into 2025 Revenue in the back-end semiconductor #equipment market, which is integral to assembly and packaging, has declined in recent quarters in response to a slow recovery in the consumer electronics market. However, this sector is projected to rebound during the fourth quarter, signaling a recovery in demand along with the increased adoption of advanced packaging. The back-end equipment market is positioned for strong growth heading into 2025, although near-term challenges persist explains Vishal Saroha. 👀 Read more to get #semiconductor outlines by Yole Group analysts, the latest news in the #industry and the upcoming events

✍ Yole Group writes - TSMC, Samsung, and Intel, “grandeur et decadence” in the gen-AI era Last week brought two major updates from the semiconductor foundry industry: TSMC released its Q3 2024 results, and Intel Corporation revealed its pursuit of a foundry alliance with Samsung Semiconductor. ❓But are these announcements truly unexpected? Building on recent moves by Intel and TSMC, further developments are anticipated. Yole Group expert Pierre Cambou reviews the current market landscape, providing insights into its evolution and the strategies shaping top semiconductor foundries. 👉 Dive into Yole Group’s latest chronicle for an in-depth look! https://lnkd.in/e2Ndg32c #semiconductor #foundry #generativeAI #semiconductorindustry #alliance

In light of recent reports on the #teardown of #inverters from the Tesla Model Y, SAIC IM LS6 and XPENG G6, Yole Group presents a detailed comparison highlighting the key differences between fully integrated and standalone systems, as well as between Tesla’s solutions and those of Chinese manufacturers. Through this analysis, Yole Group's analysts Benjamin Gergaud Pussat, Guillaume Robichon and Philippe Vandar offer insights into the various #powermodule architectures and technology choices, as well as the evolving #supplychain dynamics of inverters at international and Chinese levels. https://lnkd.in/evejdDP2 Yole SystemPlus

📈 Yole Group Press - Global Wafer Fab Equipment (WFE) revenue poised to surge: projected to hit $165 billion by 2029, amid semiconductor devices market fluctuations 🔈Taguhi Yeghoyan from Yole Group asserts: WFE shipments are expected to grow to $139 billion during this period, with a +4.7% CAGR . This segment is clearly driven by changes in device architecture across memory and logic. At the same time, the service & support segment is set to generate $27 billion in revenue, with a +3.3% CAGR (4). Indeed, it is pushed by the surge in installed base utilization rates and increasing machinery complexity. With semiconductor device revenue showing 19% year-over-year growth (2) , WFE vendors are adapting to uneven CapEx by broadening their application mix… 📨 Discover today the latest press release from Yole Group on https://lnkd.in/eYrZExwE #semiconductormanufacturing #semiconductorequipment #capex #revenue #shipment

📅 Let's meet the Yole Group team with Lizzie Levenez, Dalil Oussalah and Pierrick BOULAY! 👉 They are waiting for you at our #izb booth 2411 to discuss more about our latest innovations in #automotive #technology.

✍ Yole Group writes - US CHIPS financing gives much-needed boost to Wolfspeed’s power SiC device play ...The #funding will effectively solve a short-term liquidity issue for the company, which has come under pressure from a cash crunch, notes Poshun CHIU from Yole Group. Wolfspeed has a parallel strategy, to optimize its operational cost by focusing on the current Mohawk Valley fab ramp-up and closing its 150mm Durham fab, as well as trimming #CapEx for the coming fiscal year dramatically... 👉 Today, Yole Group’s analysts offer a special focus on the leading #SiC player, Wolfspeed, and its strategy. Take a coffee and get ready to deep dive into the SiC industry on https://lnkd.in/eW6d95KV #siliconcarbide #powerelectronic #electricvehicle #ev #cashwall #cashflow #investment

🎙Yole Group's Voice - ASML returns to normal growth trajectory ASML has just released its Q3 sales and financial figures, showing a significant drop in expected sales for 2025, a mix of high-end #EUV machinery indispensable for advanced #semiconductorproduction and ArF immersion enabling #China’s chipmakers to stay in the semiconductor race. From Yole Group's perspective, this decline can be explained by a few key factors... John West from Yole Group, explains: ... While the growth outlook for 2025 & 2026 remains positive, it is expected to be moderate rather than explosive. All this was already reflected in Yole Group’s forecasts, which we have published in the Yole Group's new report, Status of the Wafer Fab Equipment Industry report and the related quarterly, Wafer Fab Equipment Market Monitor. 👉 Grab your coffee and enjoy Yole Group's insights on https://lnkd.in/ecBQexzx #semiconductorequipment #lithography #financialresults #wafer

📈 Yole Group Press - Major investments in the processor industry... 💡 The rise of #generativeAI, initiated by the release of #ChatGPT in 2022, and the continuous expansion of data-intensive #AI /HPC applications in #datacenters led to a significant surge in 2023, directly impacting the #processor market segment. These trends will propel continuous market growth throughout the next five years, as announced by Yole Group in its annual report, Status of the Processor Industry 2024. Adrien Sanchez from Yole Group asserts: "Large #investments in AI hardware for data center applications have propelled fast growth in the telecom & infrastructure market segment. At Yole Group, we point out a 22% CAGR between 2023 and 2029 for this market. The segment is projected to overtake mobile & consumer in 2024. And we think it will account for more than 60% of processor revenues in 2029." 📨 Read the full press release on https://lnkd.in/eHJhRAK3

📈 Yole Group Press: 2023 milestone: over 760,000 LiDAR systems in passenger cars. Which technology leads the market? 💡 RoboSense, Hesai Technology, Seyond, and Valeo are leading the #LiDAR market for #automotive. Yole Group offers an in-depth analysis of the LiDAR #technologies developed by these key players to better understand their technological approaches... Benjamin Gergaud Pussat explains: With the top 4 companies identified, we have today a comprehensive overview of the leading LiDAR technologies. Hesai and Valeo focus on 1D scanning technology, Seyond has developed a 2D #scanning LiDAR, and RoboSense offers a system based on 2D #MEMS technology... Each company’s technology selection brings different technical considerations, including system size and weight, component choices, materials, and design. However, all these devices operate on the same #TimeofFlight (#ToF) principle. Read Yole Group's press release on https://lnkd.in/e9Kr5-DY

🎬 ChipChat with Yole Group - Discover valuable insights into the evolving #microcontroller (MCU) industry with Thomas Hackenberg! 🙌 💡 The pandemic triggered significant disruptions, including #supplychain issues, #foundrycapacity shortages, and stockpiling, causing MCU average selling prices (#ASP) to surge from approximately $0.60 in 2020 to $0.93 by 2023. While the #MCU supply chain regained stability and returned to just-in-time ordering by the end of 2023, ASPs have been slow to revert to pre-pandemic levels… In Yole Group’s latest report, Status of the Microcontroller Industry, Thomas Hackenberg highlights the key changes in the MCU landscape and the factors influencing ASPs—and much more. 🚀 To dive deeper into MCU market challenges and technical developments, check out key features of the report on https://lnkd.in/eG6VF3YG A big thank you to Tom Hackenberg for sharing his expertise! 🙏 👉 For more insights on the microcontroller industry, visit our website on https://lnkd.in/eRPr2Hbs