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Smartphone shipments grow 1% year-on-year in Q1 to 298.5 million units
…but correction expected in Q2 and second-half 2026
Power electronics market to grow at 10% CAGR to over $65bn by 2036
Wide-bandgap semiconductors supporting higher-voltage operation and new power architectures across data centers, EVs and renewables
AI optical transceiver market to grow 57% to US$26bn in 2026
Component shortages to be main capacity expansion bottleneck
Smartphone production grows 2.5% to 1.25 billion units in 2025
Apple and Samsung each produced nearly 240 million units
Smartphone shipments to fall 7% in 2026 amid memory constraints and geopolitical pressures
Further memory pressure and geopolitical volatility raise risk of over 15% shipment decline
UV LED prices rising by 5% in Q1 due to increased material and labor costs
Full-year market to grow by 10% to $215m in 2026
Compound semiconductor materials market growing at 14% CAGR to almost $5.2bn by 2031
New growth phase as compound semiconductor materials becoming core to power electronics, photonics, and AI infrastructure
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.
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