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Yole Développement Articles
EV DC charging: the SiC revolution
The emergence of EV DC charging presents a promising business venture for companies specialising in power electronics.
Exploring the impact of generative AI
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.
China consolidates its presence in thermal imaging
In 2023, the thermal imaging market saw continued growth, fuelled by traditional commercial uses.
$14.3bn automotive sensor market opportunity by 2029
In 2023, 6.5 billion semiconductor sensors for the automotive market were shipped globally, generating $9.3 billion in revenue.
Semiconductor industry: mobile and consumer are the beating heart
Semiconductor device revenue for mobile and consumer reached $296 billion in 2023, following a –15% year-on-year-setback.
Magnetic sensors are officially rushing to TMR
Yole Group highlights a significant $1 billion investment surge over two years in TMR technology.
Huawei Mate 60 Pro: what about the HiSilicon 9000s SoC?
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.
AI and HBM fuel DRAM market growth
The spike in the use of generative AI and High Bandwidth Memory (HBM) has fuelled DRAM market growth.
Chiplets are rising: where and when?
Yole Group is set to participate in the Chiplet Summit 2024, taking place from February 6-8th at the Santa Clara Convention Centre.
Visitor registration now open for Evertiq Expo
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.
Chinese automotive LiDARs at a glance
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.
Automotive industry: 2023 review & 2024 expectations
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.
Intel, Cisco, NVIDIA, GlobalFoundries and TSMC … the silicon photonics waltz
The silicon photonics industry unveils cutting-edge developments, strategic collaborations, and China’s rise on the horizon.
CXL: a promising solution to data centre memory bottlenecks?
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.
Webinar: China’s semiconductor industry rises as a global challenger
China’s semiconductor sector is on the rise as a global contender, propelled by progress in advanced node manufacturing.
Advanced IC substrates: Taiwanese companies lead the market
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.
Asian firms lead in automotive battery supply chain
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.
European microcontrollers brace for rising Chinese competition
The microcontroller (MCU) industry in Europe finds itself at a crossroads as it contends with burgeoning competition from China.
Automotive semiconductor: a 100 billion device industry in 2028
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.
SiP market soars on the wings of chiplets and heterogeneous integration
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.