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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.
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
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