Yole Intelligence

📊 Market & Technology Report - Status of the Processor Industry 2024 The processor market is set to experience significant growth, driven largely by the rising demand for generative #AI applications. By 2029, the market is expected to reach $480B, with GPUs and AI ASICs at the forefront of this expansion. While APUs, CPUs, and GPUs currently lead the market in this order, GPUs are projected to surpass other segments due to their critical role in AI-driven workloads. #Datacenter AI ASICs are also expected to rapidly grow, as specialized chips for AI tasks are gaining traction, especially with the development of custom #processors by cloud hyperscalers. 👉 Discover our comprehensive overview of the processor market, technology trends, and ecosystem, covering various processor types, market drivers, and industry forecasts: https://lnkd.in/e2crASc6 ✍Adrien Sanchez ; Hugo ANTOINE ; Simone Bertolazzi ; Daniel Niu

📊 Market & Technology - Status of the Wafer Fab Equipment Industry 2024 The Wafer Fab #Equipment (WFE) market remains strong despite challenges in the semiconductor sector. As demand grows, #WFE vendors are adapting by diversifying their offerings and focusing on new technologies. Key players like ASML and Applied Materials lead the way, while investments in #AI continue to drive innovation. The future looks promising for WFE, with continued growth expected in the coming years. 👉 Discover how market instabilities in semiconductor devices could drive revenue growth for WFE vendors in our new report Status of the Wafer Fab Equipment Industry 2024: https://lnkd.in/eFmFbe2f   ✍ Taguhi Yeghoyan

👥 Come to meet us Grenoble INP - Phelma Job Fair! We are glad to be present at the #PhelmaJobFair at the World Trade Center in #Grenoble to present our activities and our job opportunities! If you are looking for an internship or if you want to learn more about our #MarketIntelligence and #ReverseCosting activities, come see us 😊 Our booth is in the Everest area, on the right as you enter. Feel free to come see us to chat and ask any questions you may have! Axel Clouet, Adrien Sanchez and Juliette Chabert are waiting for you Yole Group, Yole SystemPlus

📅 SEMICON EUROPA 2024 & ELECTRONICA | NOV. 12-15, MUNICH, GERMANY Yole Group is thrilled to be part of this event from November 12-15, 2024, in Munich, Germany, themed Innovation and Collaboration: Powering Sustainable Exponential Growth. Visit us at Booth #C1565 as we showcase our latest insights and innovations driving the #semiconductor #ecosystem forward! 🔔 What’s NEW at SEMICON Europa? Discover our #teardown tracks featuring an #automotive #LiDAR and the iPhone 16. Get an exclusive look into the technology behind these innovations! Schedule your meeting with us at sales.emea@yolegroup.com or join our presentations in our dedicated meeting room for expert sessions on: - Semiconductor Equipment insights with Taguhi Yeghoyan and Vishal Saroha. - Power Electronics and WBG Semiconductors trends with Ezgi Dogmus, PhD and Ana Villamor. 🎤 Yole Group will be part of program: ·  TechARENA – Breakthroughs in Medical Technology with Jérôme Mouly. ·  SCREEN: Innovation for a Sustainable World with Taguhi Yeghoyan. ·  Executive Forum – ITF Chip into the Future with Jean-Christophe ELOY. ·  III-V Summit – Integrated Photonics with Martin Vallo. ·  MEMS & Imaging Sensors Summit with Jean-Christophe ELOY. ·  EPIC Technology Meeting on Microelectronics and Photonics with Jérôme Mouly More info: https://lnkd.in/e6yxHvRX

✍ Yole Group writes - Lynred acquires NIT and gears up in SWIR imaging: a reshaping competitive landscape? At the beginning of October, LYNRED, a French infrared imager supplier, acquired New Imaging Technologies (NIT), another French company specializing in short-wave infrared (#SWIR) imaging. This acquisition follows many others in the defense imaging industry and contributes to reshaping the #competitivelandscape in #infrared technologies. 👉 Today’s chronicle is based on Yole Group’s imaging expertise. Analysts offer a comprehensive overview of this industry, highlighting the latest innovations, market evolution, and business issues. Take a break and dive into the IR world with Axel CLOUET on https://lnkd.in/eF2txDyy

📅 AUTOMOTIVE ELECTRIC POWER SUPPLY SYSTEMS 2024 | OCT 22-24, MUNICH, GERMANY Yole Group is delighted to be part of the Automotive Electric Power Supply Systems conference from October 22nd to 24th in Munich, Germany. This event will bring together the #automotive industry's leading minds to address the latest trends in cost, #innovation, and efficiency for #electric #power supply systems. Join us for two insightful presentations by Yu YANG, PhD, Principal Analyst – Automotive Semiconductors: ▶ October 23rd, 09:15 AM: The evolution of Chinese EV – focusing on technological choices and supply chain ▶ October 24th, 09:00 AM: Technical trends in electrification: from system integration (x-in-1) to power electronics Let’s drive the future of electrification together! More info: https://lnkd.in/eFwNZrHe

📅 THE FUTURE OF ELECTRONICS RESHAPED by TECHBLICK | OCT 23-24, BERLIN, GERMANY Yole Group is delighted to join this groundbreaking event that will bring together the global #electronics community, from innovators and #material suppliers to #equipment makers, manufacturers, and end users. This is where the latest updates are unveiled, key conversations take place, and new ideas are forged! Yole Group will be represented by Gabriela Pereira, Technology & Market Analyst – #Semiconductor #Packaging, who will deliver the opening keynote: "Advanced Packaging at a Glance: Market Trends, Technology, and Challenges" on October 23. Discover the rapid growth of the #advancedpackaging market driven by generative #AI and #HPC megatrends. Learn about innovative #manufacturing approaches and Europe’s efforts to expand its R&D and manufacturing capabilities. More info: https://lnkd.in/eBrePU2c

✍ Yole Group writes - Regional dynamics of the global microcontroller market About four out of five processors are #microcontrollers (MCUs), which are essential to everyday technologies like cars, airplanes, appliances, electronics, and medical devices. Without them, many industries would stall or become too costly... While they may not grab headlines, MCUs are crucial to the #semiconductor market. As the industry shifts toward nationalized onshoring, understanding this market and its key regions is vital. Today, Thomas Hackenberg from Yole Group, invites you to deep dive into the #MCU ecosystem and get a better understanding of the dynamics per region. 🔦 Feel free to meet and discuss with Thomas at embedded world Exhibition&Conference North America this week. 👉 Enjoy reading this new Yole Group's snapshot extracted from the new report, Status of the Microcontroler Industry on https://lnkd.in/dyjV8UW5

📊 Market & Technology - MicroLED - Markets, Applications and Competitive Landscape 2024 After a challenging '#AR winter' from 2021 to 2023, #AI integration is sparking new optimism for LEDoS microdisplays in augmented reality. Yet, with Apple’s absence and strict requirements, #microLED is struggling to gain traction in smartphones, where #OLED sets a high bar. Key opportunities lie in ultra-large TVs (>100”) with rising demand, and niche applications like #automotive, retail, avionics, and military simulators, where microLED’s transparency and modularity offer unique value. Partners like AUO (smartwatch displays) and Century Display (panel pilot line) are making strides, though cost and supply chain maturity remain hurdles. The potential is there—now it's a matter of overcoming these challenges! 👉 Discover the potential of microLED display applications, our forecasts, adoption dynamics, competitive landscape, supply chain analysis, key industry players, and emerging ecosystems in our report: https://lnkd.in/enXmT--Z ✍Eric Virey

📅 DGON ISA 2024 | OCT 22-23, BRAUNSSCHWEIG, GERMANY Yole Group is delighted to announce that Pierre-Marie V., Senior Technology & Market Analyst – MEMS & Sensing, will be speaking at this year's DGON ISA symposium on October 22nd at 11:35 am. His presentation will dive into the evolving market of high-end inertial #sensors, covering applications from #battlefield navigation to #antenna stabilization. The DGON ISA event provides valuable insight into the latest developments in inertial sensors and systems #technologies. It’s a unique platform connecting experts, researchers, and industry leaders, discussing the entire spectrum—from sensor development to integration into products and services. For more info: https://lnkd.in/eAp7RJ5B