Semiconductors & Electronics2026 Clear all
The Sub-RMB-1500 Inflection: 2026 Deep Research Report on China LiDAR Industry Market Size and Competitive Landscape
In 2025, global automotive LiDAR shipments surpassed 2.5 million units with Chinese vendors capturing 80%+; RoboSense MX achieved the historic sub-RMB 1,500 mass-production price point; Luminar filed for bankruptcy; and robot LiDAR materialized as current-quarter revenue. This report uses 2026 as its observation point to systematically review China LiDAR technology routes, supply chain, market size, key companies, and 2026-2030 forecasts.
Apple Chain Reshaping and the AI Hardware Boom: China Consumer Electronics Foundry Deep Research Report 2026
In 2025, Luxshare surpassed Foxconn in iPhone assembly share; India production reached 25% of global iPhone output, while China's Apple chain share declined to 65–70%. AI servers, AI glasses, and foldables are opening a RMB 1–2 trillion new growth window. This report covers FY2025 data for ten leading companies and forecasts the 2026–2030 landscape.
2026 China CMOS Image Sensor (CIS) Industry Market Scale and Competitive Landscape Deep Research Report
CMOS Image Sensors (CIS) are among the most widely deployed visual perception chips today, with a global market of approximately USD 23.7 billion in 2024. Sony leads with ~52% market share. China's domestic localization rate stands at ~30%, with the Big Three (Will/OmniVision, Galaxycore, SmartSens) holding ~23% combined global share and accelerating through automotive ADAS and security tracks. Projected composite localization rate: 45–50% by 2030.
2026 China Display Panel Industry: Market Scale and Competitive Landscape Deep Research Report
Mainland China controls 70%+ of global LCD panel capacity, led by BOE, TCL CSOT, and HKC. Chinese OLED smartphone share surpassed Korea for the first time (50.7%, H1 2024). Gen 8.6 OLED lines — BOE B12 (evaporation) and CSOT t8 (inkjet-printed) — are the biggest technology variable of 2024-2026. This report covers technology taxonomy, global landscape, supply chain, key companies, cluster geography, six application markets, technology roadmap, and 2030 forecasts.
2026 China Optical Transceiver Industry: Market Size and Competitive Landscape Research Report
The global optical transceiver market reached approximately USD 17–18 billion in 2024 (+52% YoY), with Chinese vendors holding 7 of the global top 10 positions and CR3 combined share exceeding 50%. This report systematically reviews the optical transceiver supply chain, 800G/1.6T technology roadmaps, key company financials, and a five-year market forecast. Core conclusion: the most certain Chinese advantage segment in the AI compute downstream chain; upstream optical chips are the next domest...
China Semiconductor Equipment Market 2026: Scale, Competition, and Localization Roadmap
China is the world's largest semiconductor equipment market (~$40B in 2024, 37% of global demand), yet domestic equipment covers only ~10-12% of total demand. Localization rates span enormously from stripping (65%) to lithography (<5%). This report analyzes ASML, AMAT, Lam, TEL, KLA, thirteen Chinese listed equipment makers, upstream chokepoints, six regional clusters, and forecasts category-level domestic penetration rates through 2030.
China MLCC and Passive Components: Market Scale and Competitive Landscape Research Report 2026
China consumes 40% of global MLCC output yet mainland producers held only 10% revenue share in 2024. Global MLCC market: USD 140-180B, dominated by Murata (~40%), SEMCO (~24%), Taiyo Yuden, TDK, Yageo (CR5 ~75%). BEVs use 10,000+ MLCCs vs 3,000 in ICE vehicles; automotive localization rate <5%. An Nvidia GB200 rack needs 440,000 MLCCs -- 30x a smartphone. Three-Ring Group leads domestic automotive-grade MLCC. 2030 forecast: USD 230-280B.
China PCB Industry 2026: Market Size and Competitive Landscape — In-Depth Research Report
Printed circuit boards are the backbone of electronics. This report examines China PCB industry in 2026 across market size, supply chain, competition, technology and the 2026-2030 outlook. China mainland accounts for about 54% of global PCB output; Zhen Ding Tech leads at around 12% share. Yet IC substrate and Ajinomoto ABF film localization stays at only 4%-10%, dominated by Ibiden, AT&S and Unimicron. AI servers are the biggest 2024 engine, lifting margins at WUS, Victory Giant and Shennan.