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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
Smartphone production grows 9% in Q3/2025, driven by seasonal demand and new product releases
Full-year growth forecast of 1.6% could be lowered due to ongoing memory supply issues
Power GaN device market growing at 42% CAGR to $3bn by 2030
Telecom & infrastructure segment growing at 53%, driven by AI data centers; automotive & mobility growing at 73% CAGR
Micro-LED chip market to surpass $461m by 2029, driven by adoption in smartwatches
Commercialization in TVs, smartwatches and automotive displays to be joined by near-eye displays
Smartphone production rises 4% in Q2 to 300 million units
Brands such as Oppo and Transsion recover after inventory adjustments
Smartphone production at 289 million units in Q1
Output buoyed by China’s consumer subsidy program, says TrendForce
Micro-LED display chip market growing at 93% CAGR to US$744.7m in 2029
Micro-LED expands beyond displays, unlocking new opportunities in transparent and non-display applications
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