1. ASML's Q2 orders tripled year-over-year, driven by strong demand from Chinese chipmakers; 2. The company warned that new export restrictions could impact 10-15% of its China-related sales; 3. Despite geopolitical tensions, China accounted for 49% of Q2 system sales as customers accelerated purchases ahead of potential bans.
Recent #market growth news in the semiconductor industry
➀ Investment in GenAI is expected to increase by 76% this year, but expectations for its capabilities are declining, according to Gartner.
➁ This paradox is expected to continue throughout this year and next.
➂ Despite the high failure rates in initial proof-of-concept (POC) work and dissatisfaction with current GenAI results, foundational model providers are investing billions annually to enhance GenAI models.
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.
1. Vertiv is guiding a strong outlook for eFY25 with accelerated top-line growth paired with improved margins; 2. The company's strong backlog, partnerships, and expansion in liquid cooling and modular solutions position it for robust growth; 3. Management forecasts global data center footprint to grow at a 24% CAGR through 2028.
1. The cybersecurity market is projected to grow at a 12% CAGR through 2028, with cloud-based cybersecurity potentially growing even faster. 2. SentinelOne's Singularity XDR suite drives strong ARR growth, with projections of $1.25 billion ARR by FY2026 and a DBNRR around 130%. 3. SentinelOne is nearing profitability, with expected positive operating income by FY2026.
1. The outlook for AI applications software spending in 2025 is positive, with a focus on curated data solutions that Palantir dominates. 2. Palantir can benefit from the $500 billion investment in the Stargate Project as enterprises increase AI workload spends. 3. A hiring spree in a key Palantir partner organization indicates an expanding ecosystem. 4. Valuation multiples are re-rating due to growth catalysts, and the stock appears undervalued. 5. Technical analysis is bullish, with the stock bouncing strongly off weekly support.
1. e.l.f. Beauty has demonstrated impressive revenue growth of over 350% since 2019, driven by low manufacturing costs, innovative marketing, and strong product innovation; 2. The stock is considered a good midterm holding due to its continued growth potential, despite a high valuation of 36 times forward PE; 3. ELF's marketing strategy targets Gen Z and Millennials, emphasizing affordability, quality, and ethical practices, which resonate well with these demographics.
1. Micron Technology is undervalued despite its strong position in the AI-driven High Bandwidth Memory (HBM) market; 2. The new AI-related revenue stream could stabilize earnings and drive stock appreciation; 3. Selling put options on MU offers a strategic way to profit.
1. AMD is poised for strong growth driven by AI model inferencing with MI300X GPUs; 2. AMD's Data Center segment saw 122% YoY growth in Q3'24, fueled by EPYC and Instinct product sales; 3. AMD is closing the performance gap with Nvidia as the MI350 will have comparable performance with the Blackwell GPUs.
➀ Wearables shipments are expected to increase by 6.1% this year, reaching 538 million units, according to IDC. ➁ The growth rate is expected to slow to 3.9% in 2025 as the large markets such as the US and India approach maturity. ➂ Smartwatches are expected to decline by 4.5% in 2024, mainly due to challenges from low-cost options in the second-largest market, India, and consumer reluctance to upgrade in the US.
The semiconductor laser market is expected to grow at a CAGR of 9% from 2023 to 2029, expanding from $3.1 billion to over $5 billion. Growth is driven by the expansion of laser applications, shifts towards energy efficiency, compact size, and precision, and integration with multiple technology platforms. The telecom and infrastructure segment is the largest market, while the consumer market is expected to grow at a 1% CAGR to reach $1.75 billion in 2029. Moderate growth in the consumer segment is due to the decline in optical sensing applications, while significant expansion in the automotive segment is anticipated, especially in China.
➀ IDC预测2024年PC和平板市场将增长3.8%，达到403.5百万台；➁ 2024年平板预计增长9.8%，PC增长0.8%；➂ 2025年PC市场预计增长4.3%，商业领域增长5.1%；➃ 虽然PC和平台制造商准备将AI PC和平板作为下一大趋势，但缺乏明确的应用案例和价格上涨导致买家质疑其实用性。
➀ October semiconductor sales were up 22.1% year-on-year and 2.8% month-on-month; ➁ A new WSTS industry forecast, endorsed by SIA, now projects annual global sales will increase 19.0% year-to-year; ➂ The forecasted sales total for 2024 is $626.9 billion, with an expected increase to $697.2 billion in 2025.
➀ The 3Q 2024 Mobile Core Network (MCN) market saw a 12% year-over-year (y-o-y) increase after a 15% y-o-y decline in the previous quarter. ➁ The 5G MCN market rebounded with a 20% y-o-y growth. ➂ Dell'Oro estimates the 2024 MCN market revenues will end below 2023, and 2025 will be slightly higher than 2024.
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