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AI data-center expansion to drive monthly capacity of EML and CW-DFB lasers to 50.7 million in 2026
Broadcom, Lumentum and Sumitomo Electric to comprise 55% of market, says TrendForce
From road to rack: 800V EV innovations redefining AI data-center power architecture
Power electronics market for data centers to grow 2.5-fold by 2036, forecasts IDTechEx
Photonic integrated circuits to comprise US$12.6bn quantum technology materials market by 2046
Quantum technologies pushing PICs beyond silicon and silica
Micro-LED CPO optical transceiver market to reach $848m by 2030
Shipments to begin scaling significantly in second-half 2028
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
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