Over the past several quarters, the memory markets have faced the most dramatic downturn of the last 15 years.

According to Yole Intelligence, semiconductor device revenue peaked in 2022 at $573 billion and is expected to retreat 7% to $534 billion in 2023.

The AP market will have a 10.6% CAGR between 2022 and 2028 to $78.6 billion. 

Sensing techniques continue to proliferate. Initially meant to optimise the powertrain’s efficiency, growing safety concerns have made some sensors mandatory: ABS, ESC, airbags, for example.

The semiconductor memory industry has long been a strategic priority for China’s economic development.

According to Yole Intelligence, part of Yole Group, after three years of consecutive record semiconductor wafer fab equipment revenues, we enter a period of equipment capacity digestion.

The power electronics landscape is changing. Wide-bandgap (WBG) devices, including gallium nitride (GaN) and silicon carbide (SiC), are gaining traction in replacing silicon devices, which are reaching their theoretical limits in performance, in applications including power modules and power inverters, motor drives, and chargers and adapters, to name a few.

Quantum technologies have three primary applications: computing, communication, and sensing.

Wearable end systems are widely used in consumer, medical, and industrial applications.

Yole Group is part of Chiplet Summit 2023. The Summit occurs on January 24-26 at the Doubletree by Hilton San Jose.

The automotive lighting industry is driven by the demand to develop smarter, more energy-efficient and effective lighting systems for improved safety and comfort when driving at night.

In 2021, at $167 billion, stand-alone memory represented 28% of the total semiconductor market. Comparatively, the automotive memory market, worth $4.3 billion in 2021 and with 2.6% of the global memory market revenue, represented 10% of automotive semiconductors. These figures highlight the prevalence of non-memory electronic components in current vehicles.

The automotive semiconductor market is showing continuous growth, which is inevitable as the penetration of semiconductor-based applications, such as higher levels of ADAS and electrification, increases.

In this piece by Yole Intelligence, part of Yole Group, the company announces its industry document: the 'Status of the Power Electronics Industry 2022' report.

Consumer biometrics is boosted by SWIR (sensing in the shortwave infrared), under-display face recognition, and optical TFT for full-screen fingerprint sensing.

The growth of AI is having a strong impact on server processor technology. First, extensions enabling accelerated AI inferences are being added to CPUs.

By 2022, the vertical-cavity surface-emitting laser (VCSEL) market has almost doubled compared to 2018, reaching $840m.

In 2021, the CIS market bottomed out at 2.8% YoY growth, reaching US$21.3 billion and starting a new growth cycle.

The primary market for silicon photonics today is optical communication. Silicon photonics will be central in data centre evolution in the short-term for 100G (already well implemented in data centres), and then 400G and 800G pluggables.

Furthering its R&D into GaN, Yole SystemPlus, part of Yole Group, has developed core compound semiconductor expertise with a dedicated team of reverse engineering and costing analysts.