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Micro-LED reaches make-or-break phase as first production lines ramp at AUO
Supply chains and process choices are becoming clearer, says Yole, but a lack of standardization and manufacturing maturity remain major bottlenecks.
Co-packaged optics market to grow at 37% CAGR to $20bn by 2036
Migration of optical engine closer to switching silicon transforming network and AI architecture
Power SiC faces overcapacity downturn until 2027–2028, before device market grows to nearly $10bn by 2030
Utilization rates down to about 50% for upstream and 70% for device processing in 2025
IDTechEx assesses status of 800V for EVs
Adoption of silicon carbide and gallium nitride analysed
Smartphone production grows 9% in Q3/2025, driven by seasonal demand and new product releases
Full-year growth forecast of 1.6% could be lowered due to ongoing memory supply issues
Power GaN device market growing at 42% CAGR to $3bn by 2030
Telecom & infrastructure segment growing at 53%, driven by AI data centers; automotive & mobility growing at 73% CAGR
Micro-LED chip market to surpass $461m by 2029, driven by adoption in smartwatches
Commercialization in TVs, smartwatches and automotive displays to be joined by near-eye displays
Smartphone production rises 4% in Q2 to 300 million units
Brands such as Oppo and Transsion recover after inventory adjustments
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