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Six leading opto component makers bet on VCSEL near-packaged optics
VCSEL sales growing at 38% CAGR to 650 million units by 2031, says TrendForce
Smartphone shipments shrink 20% in Q3/2026 as memory crisis reshapes competition
Samsung and Apple collectively rise to 45% share versus mass-market-focused competitors
Silicon photonics and InP photonic integrated circuit market to grow to $48bn by 2036
Acceleration of silicon photonics adoption requires simpler, externally modulated CW lasers
Q2 smartphone production down just 8% year-on-year, to 275 million units
TrendForce’s full-year forecast raised from 1.05 billion to 1.07 billion, down 14% year-on-year
Power GaN device market growing at 35% CAGR to $3.5bn in 2031, driven by data centers, EVs and industrial systems
From charging to AI: power GaN entering a broader, multi-market adoption cycle
xEV power chip market to more than double to $14.5bn by 2031
SiC displacing silicon in powertrain as batteries move from 400V to 800/1000V
Power electronics market to grow at 10% CAGR from US$25.5bn to US$65.2bn by 2036
Silicon carbide to become the dominant power semiconductor material by 2036
Smartphone market falls 4% year-on-year in Q2, driven by memory shortage
Apple and Samsung grow shipments and market share, while mass-market suppliers shrink
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