Yole Group

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

📅 CIOE 2026 | September 9-11 | Shenzhen, China From September 9–11, Yole Group will be in Shenzhen for CIOE (China International Optoelectronic Exposition) 2026, joining the global photonics and optoelectronics community to share the latest market and technology insights shaping the future of AI infrastructure. 🌐 Join our Yole Group Photonics Forum 📅 September 10 | 10:00 AM – 12:00 PM As AI clusters continue to scale, photonics is becoming a cornerstone of next-generation data center infrastructure. During our dedicated forum, our experts and industry leaders will explore the technologies and market dynamics driving this transformation, including: 🔹 Optical transceivers 🔹 Co-packaged optics 🔹 Silicon photonics 🔹 The evolving AI photonics ecosystem 🎤 Beyond our Photonics Forum, Yole Group experts will also take the stage at: • IICIE 2026 (co-located event) with two presentations • Global Photonics & Semiconductor Industry Development Forum with one presentation   Our team will be on-site throughout the event, including Gary HUANG, Martin Vallo, Lakshman Srinivasan and Axel Clouet. Feel free to stop by and connect with us.   More info: https://lnkd.in/ekvsbwVN

📸 Smaller, brighter, smarter: Samsung's periscope camera gets a major redesign. In this analysis, Meziane Saidani breaks down how Samsung's All Lenses on Prism (ALoP) architecture, a CES 2025 Innovation Award winner, is reshaping the Galaxy S26 Ultra's telephoto module: fewer lenses, a smaller footprint, and brighter images. The catch? Simplifying the optics shifts complexity (and cost) downstream to assembly and test. 👉 Discover all insights in our latest Camera Module & CIS Comparison – Samsung report: https://lnkd.in/e75dqdYq #CameraModule #ImageSensor #Smartphone #Samsung #ReverseCosting #YoleGroup

🚀 A must-read from Dr. Eric Mounier in Laser Focus World, shedding light on how the quantum computing race has shifted from a physics problem to a manufacturing one.   The quantum computing conversation is finally shifting from "can we build a qubit?" to "can we manufacture them by the thousand, reliably, on a supply chain we control?" and that changes who the real players are.   Thanks to Laser Focus World for the collaboration and to Eric Mounier for bringing clarity to such a complex topic 👏   👉 https://lnkd.in/eacgXHdF

📅 SEMICONDUCTOR TOUR 2026 - Semicon Taiwan session The semiconductor industry is entering a new era, driven by the rapid acceleration of AI. How are industry leaders adapting their strategies, investments, and technology roadmaps to seize these new opportunities? Join us for the first stop of the Yole Group Semiconductor Tour 2026, taking place alongside SEMICON Taiwan organized by SEMI on September 1, from 6:00 to 9:00 PM. This exclusive executive forum will bring together semiconductor executives and industry experts for an insightful panel discussion on the future of AI-driven innovation and its impact across the semiconductor value chain. Key discussion topics include: 🔹 AI's impact on semiconductor manufacturing and capacity 🔹 Innovation beyond traditional scaling 🔹 Evolving customer ecosystems and emerging AI markets 🔹 Advanced manufacturing technologies 🔹 New collaboration models across the value chain 🔹 Long-term investment strategies for the AI era 🎤 Agenda, venue and speakers will be announced soon. 👉 Registration is now open: https://lnkd.in/eVJ2ahqF #Semiconductor #AI #ArtificialIntelligence #SemiconTaiwan #SemiconductorTour #Innovation #AdvancedPackaging #Photonics #ChipIndustry #YoleGroup

⚡ Going deeper on GaN's role in AI data center power 🔹GaN has no real competitor in the intermediate bus converter stage. This technology converts 800V down to 48V with higher switching frequency, lower losses, and greater power density. 🔹GaN is already scaling today, well ahead of the SST transition: the 48V-to-12V conversion stage is seeing strong adoption in data centers right now. 🔹Efficiency gains compound fast, even a 1% improvement can translate into major electricity savings at data center scale. 🎥 Want the full picture? Watch our Hot Takes interview with Junko Yoshida, Hassan CHEAITO, and Roy Dagher, where they map out the transition from today's power stages to 800V rack-level and facility-level architectures: https://lnkd.in/exfUewwR 💡 Hot Takes is Yole Group's video series delivering quick expert insights inspired by what our analysts see, hear, and discuss with industry leaders worldwide. #GaN #PowerElectronics #DataCenters #PowerSemiconductors #AIInfrastructure #YoleGroup #HotTakes

⚡ $50 million grabbed the headlines. The real story is 4x. Coherent Corp. just announced a CHIPS Act letter of intent for its Sherman, Texas fab, with Jensen Huang on stage. Easy to read it as a jobs-and-onshoring story. It is not. 🔹 The expansion will quadruple wafer capacity for 6-inch InP. 🔹 InP is the substrate behind every laser, modulator, and photodetector inside today's AI optical transceivers, and silicon cannot do the job. 🔹 The 1.6T ramp is expected to double module volume 3x in the next 4 quarters, and that curve depends on InP keeping pace. 🔹 Even in a co-packaged optics future, the laser still has to come from somewhere, increasingly, a 6-inch InP fab. The signal is not the funding. It is that the industry's biggest InP producer is moving to remove what may be the next bottleneck in the AI optical roadmap. These results are part of the full analysis by Lakshman Srinivasan, Yole Group, author of the newly launched Photonics Market Monitor - Optical Transceivers for Datacom. 👉 Want to discuss these dynamics with our analysts? Get in touch with Yole Group today. #Photonics #OpticalTransceivers #InP #SemiconductorSupplyChain #AIInfrastructure #YoleGroup #marketintelligence