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Gallium nitride and silicon carbide to be essential for enabling scale and potential of AI
Adopting SiC or GaN for power supplies in data centers to cut energy consumption while freeing space for extra computing power
Smartphone shipments on track for recovery after only slight decline in Q3
China shipments fall for tenth consecutive quarter
Smartphone production falls 6.6% year-on-year to 272 million in Q2; first-half 2023 down 13.3%
Samsung and Apple drop by 12.4% and 21.2% quarter-to-quarter, while Xiaomi, Oppo and Tanssion rise 32.1%, 25.4% and 71.9%
Micro-LED chip market to almost double to $27m in 2023, driven by large displays and wearables
Japanese watchmakers and Western auto-makers to drive 136% CAGR to $580m in 2027
Emerging substrates market growing at 27% CAGR from $63.6m in 2022 to $264m by 2028
Silicon carbide and gallium nitride to comprise 25% of power electronics market by 2028
Smartphone production falls by record 19.5% year-on-year to ten-year quarterly low of 250 million units in Q1/2023
Q2 to rebound by 5% to 260 million, but still down 10% year-on-year
After 23% drop in 23% in 2022, LED chip market to rebound by 5% to $2.92bn in 2023
Prices of low-power light chips to surge by 3–5%
Smartphone shipments down 12.7% year-on-year in Q1
Rebound to start in second-half 2023
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