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A comment on Japanese companies fight for share of EUV chip technology sector. Parent comment
I have access to quite pricey market research from Digitimes, SEMI and such.
Biggest contributors to growth are things very, very remote from both cars, and trendy gadgets.
You just keep getting more ICs put into just about everything, and at the same time very simple devices get bigger global penetration.
For example, a giant growth centre been rooftop solar equipment for developing countries — completely missed, and invisible in the West.
Electric mopeds, scooters, and lsevs — again, things mostly invisible, and unknown in the West.
LED lighting — growth immeasurable, and hard to count
Home appliances
Power ICs, and motor drivers
Security devices: locks, locators, CCTV, alarms — 100x+ growth over a decade
Vending machines, signage — 60x growth over a decade
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I have access to quite pricey market research from Digitimes, SEMI and such.
Biggest contributors to growth are things very, very remote from both cars, and trendy gadgets.
You just keep getting more ICs put into just about everything, and at the same time very simple devices get bigger global penetration.
For example, a giant growth centre been rooftop solar equipment for developing countries — completely missed, and invisible in the West.
Electric mopeds, scooters, and lsevs — again, things mostly invisible, and unknown in the West.
LED lighting — growth immeasurable, and hard to count
Home appliances
Power ICs, and motor drivers
Security devices: locks, locators, CCTV, alarms — 100x+ growth over a decade
Vending machines, signage — 60x growth over a decade