Without doubts, AI’s impact remains immense. Yole Developpement analysts estimate the 2024 total market for AI hardware computing for consumer applications to reach $15.6 billion. This market can be shared between two market segments: the stand-alone chip at $3.8 billion and the embedded one, especially supported by the smartphone, up to $11.8 billion. The market…
The combined DRAM and NAND memory markets experienced a period of extraordinary growth over the past several years, driven by important megatrends including mobility, cloud computing, AI (Artificial Intelligence), and IoT (Internet of Things). Without a doubt, these megatrends have had a significant impact on the semiconductor industry, especially the memory markets. Yole Développement (Yole)…
Editor’s note: Apple hit a market cap of $1 trillion on August 2. How’d they do that? While everybody else in the electronics industry is talking about this extraordinary milestone, Apple is staying mum when it comes to those who supply chips and components to Apple. As part of our Special Project on ‘Apple’s $1 Trillion Climb’…
Initially developed to replace discrete capacitors, resistors and inductors, integrated passive devices (IPDs) are having a kind of resurgence thanks to the development of ever-shrinking electronic devices that need to pack more electronics components into smaller spaces. These newer devices are far from simple capacitor and resistor arrays. Today, IPDs can reduce an OEM’s bill…
InvenSense, now part of TDK, introduced the industry’s first 7-axis combo sensor that integrates a 6-axis inertial sensor (incorporating a 3-axis gyroscope and a 3-axis accelerometer) and a MEMS capacitive barometric pressure sensor. Targeting drone and other motion tracking applications, the new 7-axis motion tracking device can cut costs, save board space and deliver a…
Contract DRAM prices increased by five percent in the third quarter of 2017, compared to the previous quarter, driving record quarterly revenues for DRAM makers, according to DRAMeXchange, a division of TrendForce. Due to continued tight supply and limited bit supply growth, DRAM revenue increased 16.2 percent sequentially. The market outlook for the fourth quarter indicates…
LED adoption is driving growth and advanced functionality in automotive lighting, which is starting to trickle down from high-end to mid-range and low-end vehicles, according to a new report from Yole Développement (Yole) . The research firm expects the market to reach about $27.5 billion in 2017, up from $25.7 billion in 2016. Yole forecasts the automotive…
Could merger mania be headed to the power electronics industry? The acquisition of IXYS by Littelfuse may mark the start of industry consolidation in the mature insulated-gate bipolar transistor (IGBT) market, according to Yole Développement. Yole analysts believe the leading position of Infineon is forcing IGBT suppliers to bolster their technical expertise and market position…
Lead times for power discrete semiconductors, including MOSFETs, diodes, rectifiers and thyristors, have stretched significantly in 2017 due to increased demand particularly from automotive and industrial applications, according to market experts. For some devices, lead times have stretched to 24 to 30 weeks. Diodes, rectifiers, and low- and high-voltage MOSFETs are currently posing the biggest…
An increasing demand for RF filters is reshaping the MEMS industry, according to a new report from Yole Développement. RF MEMS filters will account for the largest MEMS growth, with a projected 35 percent compound annual growth rate (CAGR) over the forecast period of 2017 to 2022. The latest ranking of top MEMS suppliers indicates…