➀ Yole Group reports that defense demand has driven the infrared image sensor market to exceed $1 billion in 2024, with a CAGR of over 5% from 2024 to 2030.

➁ By 2030, the SWIR market is expected to reach nearly $102 million, while cooled MWIR and LWIR are targeting $1,179 million and $249 million, respectively.

➂ The market is responsive to lower-cost technologies like Quantum Dots sensors and T2SL architectures.

➀ The Foundry 2.0 market is projected to reach $298 billion in 2025, with a year-over-year growth of 11%;

➁ TSMC is expected to expand its market share to 37% in 2025, driven by robust orders for AI accelerators;

➂ The non-memory IDM sector is expected to grow modestly at 2% in 2025, despite Intel's aggressive promotion of its process technologies.

➀ The enterprise WLAN market in Q4 2024 grew by 3.2% to reach $2.6 billion, according to IDC, but for the full year the market declined by 12.7% year-on-year, ending at $9.4 billion.

➁ The latest Wi-Fi standards, Wi-Fi 6E and Wi-Fi 7, are driving this growth, with Wi-Fi 6E accounting for 29.0% of the dependent access point market segment revenues in 4Q24 and Wi-Fi 7 contributing 10.2%.

➂ In the Americas, the market increased by 6.1% year-on-year in 4Q24, but declined by 16.7% for the full year. In China, the market declined by 20.1% year-on-year in 4Q24 and by 14.2% for the full year.

➀ The power module packaging materials market is expected to reach nearly $6.1 billion by 2030, with a CAGR of nearly 11% between 2024 and 2030;

➁ Packaging materials costs accounted for approximately 32% of the total cost of power modules in 2024;

➂ The market is being reshaped with new entrants, M&As, and strategic shifts.

➀ IDC forecasts smartphone unit sales to grow 2.3% in 2025, following a 6.1% increase in 2024.

➁ Android is expected to grow 40% faster than iOS in 2025, driven by a 5.6% increase in China, thanks to government subsidies.

➂ Despite iOS's 1.9% decline in China, it is forecast to grow globally by 1.8% due to strong U.S. growth.

➀ The Q4 Optical Transport equipment market grew approximately 45% y-o-y, despite the full-year market falling 13%;

➁ Dell’Oro’s VP Jimmy Yu suggests that the strong fourth quarter growth indicates near equilibrium in supply and demand;

➂ The market outside of China grew about 35% sequentially in 4Q 2024, with North America experiencing a third consecutive quarter of revenue increase.

➀ The SIA reports that the semiconductor sales in 2024 reached $627 billion, a 19.1% increase from the $526.8 billion in 2023.

➁ The market topped $600 billion for the first time last year and is expected to see double-digit revenue growth this year.

➂ Logic led the market in 2024 with $212.6 billion in sales, followed by memories, which grew 78.9% year-on-year to reach $165.1 billion.