The cancellation of Apple’s project beginning of 2024 has shaken confidence in microLED technology, leaving the industry at a critical juncture. As delays continue and OLED advances, microLED’s value proposition is shrinking.

Optical computing remains in its early development, with major players shifting their focus toward optical I/O, while startups continue to explore various approaches in this evolving field.

Yole and SERMA have teamed up to analyse the performance of five SiC MOSFETs from leading manufacturers and understand technology choices.

Breaking the high-end packaging market down by end markets, the largest segment is telecom and infrastructure, which accounted for over 67% of the revenue in 2023.

The global automotive LiDAR market is projected to grow from $538 million in 2023 to $3,632 million by 2029, with a CAGR of 38% over this period.

Yole Group has provided a comprehensive review of UWB technologies, highlighting and comparing the solutions implemented in smartphones by leading companies, Apple (with their internal U2 module), Samsung (with SR200 solution from NXP), and Google (with DW35725 solution from Qorvo).

Power & RF GaN markets maintain their growth trajectories to beyond $2.45 billion and $1.9 billion, in 2029.

Apple essentially pioneered the microLED industry, thrusting it into the spotlight back in 2014 with the acquisition of Luxvue, a microLED startup.

Investments and expansions at device, epiwafer, and wafer levels are driving growth in the multi-billion dollar SiC power market. Device manufacturers are constructing facilities in various regions.

The emergence of EV DC charging presents a promising business venture for companies specialising in power electronics.

Datacentre processor shipments for AI acceleration grew strongly in 2023, and this trend is expected to continue in 2024 and 2025. Yole Group expects the datacentre GPU market to grow to $162 billion in 2029, representing an almost 26% CAGR between 2023 and 2029.

In 2023, the thermal imaging market saw continued growth, fuelled by traditional commercial uses.

In 2023, 6.5 billion semiconductor sensors for the automotive market were shipped globally, generating $9.3 billion in revenue.

Semiconductor device revenue for mobile and consumer reached $296 billion in 2023, following a –15% year-on-year-setback.

Yole Group highlights a significant $1 billion investment surge over two years in TMR technology.

HiSilicon, a fabless IC design company owned by Huawei, creates semiconductor chips for Huawei to support a wide range of smart devices, reports Yole Group.

The spike in the use of generative AI and High Bandwidth Memory (HBM) has fuelled DRAM market growth.

Yole Group is set to participate in the Chiplet Summit 2024, taking place from February 6-8th at the Santa Clara Convention Centre.

The highly anticipated Evertiq Expo, the premier tabletop exhibition for the electronics industry, is thrilled to announce that visitor registrations are now open for its Sophia Antipolis 2024 Expo in the South of France.

Twice a month, Yole SystemPlus analysts share the points from their Automotive Teardown Tracks. Morgan Collin and Maël Fontaine, Technology & Cost Analysts at Yole SystemPlus, take us to the heart of Seyond (formerly Innovusion) and Robosense's LiDARs.