Yole Group

⚡ AI's real bottleneck isn't compute anymore. It's communication. 📈 Interconnect demand: 70x every 2 years. 📄 A new Yole Group's White Paper is coming soon. 👀 #Photonics #AI #DataCenter #YoleGroup #marketintelligence #whitepaper

🔋 Is China's EV boom running out of charge?  Our Principal Lead Analyst of Automotives & Robotics, Yu YANG, joined The Little Red Podcast to unpack one of the biggest stories in mobility today: the rise and possible stumble of China's electric vehicle industry.   From BYD outselling Tesla globally to breakthroughs in batteries and robotaxis, China's EV sector has rewritten the rules of the auto industry. But with softening domestic demand and rising protectionism in the US and Europe, new headwinds are testing that momentum.   In this episode of the China Rules series, Yu Yang joins Fengming Lu (Australian National University) and hosts Louisa Lim and Graeme Smith to explore what's really driving and threatening China's EV ambitions.   🎧 Listen to the full conversation: "Out of Battery? China's EV Dreams Flicker" 🔗 https://lnkd.in/eg9ZntsP   #ElectricVehicles #EVIndustry #China #Automotive #Robotaxis #BatteryTechnology #YoleGroup #MarketIntelligence

📅 PCIM ASIA 2026 | August 26-28 | Shenzhen, China   As Physical AI accelerates the adoption of robotics, industrial automation, autonomous systems, and edge computing, power electronics are becoming a critical enabler of next-generation intelligent systems. That's why Yole Group is proud to host the "GaN for Physical AI" Forum at PCIM Asia 2026.   📅 August 26 | 9:30 AM – 12:30 PM   Bringing together industry leaders, technology experts, and market analysts, this forum will explore how Gallium Nitride (GaN) is transforming power system design and enabling higher efficiency, increased performance, and greater power density for the next generation of AI-driven applications.   Our forum will feature: 🎤 Yole Group market insights by Yu YANG 🤝 Expert presentations from leading industry players 💡 Discussions on the latest GaN technologies, innovation, and market opportunities for Physical AI   Join us on August 26 and be part of the conversation shaping the future of Physical AI.   More info: https://lnkd.in/ezmEDvsd

❓ Yole Group asks: can we finally move beyond the camera bump? MetaOptics says yes ⚡   Yole Group sat down with thng mark, Executive Chairman of MetaOptics Technologies, for an exclusive deep-dive into how wafer-scale metalenses are reshaping smartphone camera design, biometrics, and the future of consumer optics.   Metasurfaces are moving from lab curiosity to mass production, already shipping in Apple's iPhone 17 Face ID, the iPad Pro, and Xiaomi's CIVI 5 Pro. With mobile still driving 63% of a US$25.3B CMOS image sensor market, the stakes for flat optics have never been higher…   In this interview, Mark Thng shares insights on: 🔹 Why MetaOptics built an entire bump-free 5G smartphone to prove the technology 🔹 A three-metalens RGB architecture that captures each color channel independently, with no Bayer mosaic or demosaicing 🔹 A touchless 3D fingerprint sensor with built-in liveness detection and anti-spoofing 🔹 And much more...   💬 "This is now a manufacturing and qualification story rather than a physics story," says Mark Thng. This interview conducted by Anas Chalak is a must-read for anyone following the future of imaging, sensing, and flat optics.   👉 Grab a coffee and dive into this insightful conversation on https://lnkd.in/ebTJVWN2   #YoleGroup #MetaOptics #Metalens #Metasurface #FlatOptics #CMOSImageSensor #Photonics #Imaging #Sensing #marketintelligence

Great analysis from our analyst Ahmad Abbas on Nokia's agreement to acquire NXP Semiconductors's Chandler fab. What stands out: he flagged this exact site as a repositioning candidate earlier this year while mapping the RF GaN supply chain, and here's the answer, faster than expected. An RF GaN fab being converted to Indium Phosphide for AI optical components is a textbook example of how the AI infrastructure boom is reshaping semiconductor manufacturing. Worth a read 👇 https://lnkd.in/exvRgsJB

🚀 AI is redefining the optical transceiver market. Once a supporting technology, optical connectivity has become a critical enabler of AI scaling. As models grow in scale and complexity, the data exchanged between processors, servers, racks, and data centers is exploding, driving unprecedented demand for high-performance optical interconnects. 🤖 The numbers tell the story: More than $112 billion in 2031 30% CAGR for datacom applications AI training & inference infrastructure set to drive 90%+ of total market revenue Yole Group analysts examine how AI-driven infrastructure requirements are accelerating technology transitions across the industry: from silicon photonics emerging as the dominant platform to the migration toward 800G, 1.6T, and eventually 3.2T architectures. 📗 Explore our full report Optical Transceivers for Datacom & Telecom 2026 for market forecasts, technology roadmaps, and competitive analysis. Link in comments 👇 #Photonics #OpticalTransceivers #AI #Semiconductors #DataCenters #SiliconPhotonics

Power electronics is powering everything. ⚡ The industry is entering a new phase: overcapacity, pricing pressure, geopolitical tensions, and rising competition are reshaping the game.   At Yole Group, we're growing our power electronics team and hiring a Technology & Market Analyst 📍Get to the core of power devices, from chip to module: 🔹 Technology & market insights across end systems including servers, EVs, trains, renewables, consumer, down to power conversion architectures: UPS, POL, IBC, traction inverter, On-Board Charger. 🔹 Power devices & modules analysis focused on technology, manufacturing trends, and roadmaps across the semiconductor supply chain. 🔹 Competitive & business intelligence across the supply chain, presented at international conferences   Swipe ➡️ to discover the role 👇 https://lnkd.in/d2JhRMGu 💡 Does this resonate with you, or with someone in your network? Send us your application right now!   #Hiring #PowerElectronics #Semiconductor #YoleGroup #MarketIntelligence #Knowledgeispower

Great perspective from our own Amanda Gassé! 🙌 Indeed, our Memory team will be on the ground at FMS 2026, Aug 4–6 in Santa Clara. Come meet John Lorenz, Josephine P. Lau, Simone Bertolazzi, and Chih-Wen Liu, and catch their sessions on the AI-driven memory market. And let's talk 👇 #FMS2026 #MemoryMarket #YoleGroup #marketintelligence

📱 Apple just extended its RF deal with Broadcom through 2031. But is $30 billion only about RF front-end (RFFE)? Broadcom's new long-term agreement with Apple, worth more than $30 billion through 2031, was framed as an RF and connectivity commitment. And on the RF side, the story is clear: 🔹 Apple insourced Wi-Fi/Bluetooth with its N1 chip in 2025. 🔹 But the cellular RF front-end stays with Broadcom, where device requirements only harden as 6G pushes into the upper mid-band. 🔹 Broadcom holds about 40% of the cellular RFFE value inside the iPhone, a share no other supplier holds at any single OEM, for any customer. As Hassan Saleh, PhD, Yole Group, puts it: 💬 "Losing the Wi-Fi SoC to Apple's own silicon isn't the story here. What matters is that Broadcom keeps the harder half: the cellular RF front-end... That's not a business you enter easily, and Apple just signaled it doesn't want to try."   🔀 The deal also lands right as Broadcom's two closest RF rivals at Apple, Skyworks and Qorvo, merge into about $22 billion competitor. Six years of commitment is Apple's answer. 🤖 But the RF story may not be the whole story. Our experts also flag a six-year horizon that lines up strikingly well with Apple's rumored AI ASIC ambitions, a signal that could stretch this partnership well beyond the front-end, and into the data center. As Adrien Sanchez at Yole Group, notes: 💬 "Every hyperscaler that wanted control over its AI roadmap ended up building its own silicon, and for many, Broadcom was the partner of choice. Apple is the one major player left without that piece." 💡 Curious how deep that RF-to-AI-silicon connection really goes? Full analysis in comments 👇 #RF #Semiconductors #Apple #Broadcom #Semiconductor #6G #DataCenter #YoleGroup #marketintelligence