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.

As we approach the end of 2023, Yole Group's analysts contemplate the factors influencing ADAS and AD and go deeper into the implementation of electrification. 

The silicon photonics industry unveils cutting-edge developments, strategic collaborations, and China’s rise on the horizon.

CXL1 is reshaping the landscape of memory innovation. Therefore, without doubt, CXL has the potential to revolutionise memory utilisation, management, and access in terms of disaggregation and composability.

China’s semiconductor sector is on the rise as a global contender, propelled by progress in advanced node manufacturing.

The IC substrate market is positioned for significant growth, with its value expected to rise from $15.1 billion in 2022 to nearly $29 billion by 2028.

The forecasted demand for lithium-ion battery packs, essential for PHEVs and BEVs, is set to rise markedly, from about 430GWh in 2022 to an estimated 1,500GWh by 2028, according to Yole Intelligence's analysis.

The microcontroller (MCU) industry in Europe finds itself at a crossroads as it contends with burgeoning competition from China.

The semiconductor chip market is expected to see robust growth, increasing from $43 billion in 2022 to $84.3 billion in 2028, with an 11.9% CAGR during the period.

The SiP market was worth $21.2 billion in 2022 and is projected to reach $33.8 billion by 2028, growing at an 8.1% CAGR.

The MEMS market is set to grow from $14.5 billion in 2022 to $20 billion in 2028 at a 5% CAGR, according to annual MEMS analysis by Yole Group, Status of the MEMS Industry report.

The optical transceiver market is set to double to $22.3 billion in 2028, led by Chinese suppliers and driven by power-efficient technologies.

By Diego Alfaro, Ph.D., Technology & Market Analyst and Simone Bertolazzi, Ph.D., Senior Technology & Market Analyst for the Semiconductor & Software Division, Yole Intelligence.

The power electronics market continues to grow due to government regulations, the demand for renewables, and the need for increased efficiency.

Yole SystemPlus analyses the M2 Pro System-on-Chip, with insights into the technology advances, manufacturing, packaging, and consumer price of Apple’s upgraded, second-generation silicon.

The connectivity module market is projected to grow from $2.9 billion in 2023 to $6.1 billion in 2028 with a CAGR23-28 of 16%.

The automotive camera and image sensor markets have seen substantial 22.8% and 35.3% YoY growth in revenues to reach $5.4 billion and $2.2 billion respectively in 2022.

The market value for power converters will reach $146.1 billion by 2028, with an 8.7% CAGR 22-28.

Leaders are experiencing different fortunes: Sony is again increasing its commanding position, while Omnivision has retreated.

The global LiDAR market for automotive is expected to grow from $317 million in 2022 to $4,477 million in 2028.