Yole Group

Advanced IC Substrates: Taiwanese Companies Lead the Market

This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Increasing capacity expansion by substrate manufacturers to accommodate the growth of application processors in the AI age. OUTLINE The advanced IC substrate market is expected to grow at an 11% CAGR from […]

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The iPhone 15: Going To the 3rd Dimension

This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Sony’s triple stack image sensors are shaping the future of mobile photography. This past month, many observers have been commenting on the technical innovation brought by the new iPhone 15 smartphone iteration.

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European Microcontrollers Face Rising Competition from Mainland China

This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. The MCU market is growing and will reach US$32 billion by 2028, pushed by the automotive industry. OUTLINE MCU revenue is expected to reach US$32 billion in 2028, with a 5.2% CAGR

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Apple’s Sensor Strategy: GaAs Proximity Sensors Take the Spotlight Again

This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Yole Group’s analysts’ foresight was on point prior to the iPhone 14 Pro launch in 2022: The smartphone giant Apple chose InP in under-display proximity sensors, as also revealed by Yole SystemPlus’

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The Hottest Chips and a Long-awaited IPO

This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. This year’s Hot Chips conference provided once again a mixture of sharp tutorials, exciting disclosures, and timely keynotes. Today, Yole Group details a few of notable take-aways from the conference and share

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LG Innotek, Sony, Sunny Optical, Samsung and More: Additional Investments in Continuous Innovation

This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. The camera module ecosystem is changing as the mobile and consumer markets slow down and the automotive market thrives… OUTLINE A 4.8% CAGR between 2022 and 2028 is announced in Yole Intelligence‘s

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Racing Ahead in Vehicle Electrification Allows Chinese OEMs to Define the Roadmap for LiDAR

This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Between 2018 and 2022, fifteen OEMs released car models with LiDAR. Now, a year on and with more new models scheduled for release, Yole Intelligence, part of Yole Group, presents an industry

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Automotive Semiconductors: A 100 Billion Device Industry in 2028

This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Through the transformation of the supply chain, the automotive industry establishes an US$84 billion market for semiconductor devices in 2028. OUTLINE The market for semiconductor chips is showing an outstanding 11.9% CAGR

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CXL Technology Unlocks Memory Performance

This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. CXL solutions could transform today’s server (and other) memory challenges into a sizable US$15 billion opportunity by 2028. OUTLINE The CXL solution is in its very early stages of deployment. Total CXL

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Unleashing LiDAR’s Potential: A Conversation with Innovusion

This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. The market for LiDAR in automotive applications is expected to reach US$3.9 billion in 2028 from US$169 million in 2022, representing a 69% Compound Annual Growth Rate (CAGR). According to Yole Intelligence’s

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