【Highlights of Weekly Data】SEMI: Semiconductor industry scale to reach US$3 trillion by 2035; Q3 China smartphone shipments down 10% YoY, hitting 14-year low; Global OLED shipments expected to surge 7
8 hour ago / Read about 0 minute
Author:小编   

This week (October 17-23) saw a flurry of data highlights in the semiconductor and tech sectors. Regarding semiconductor equipment sales, SEMI projects global semiconductor equipment sales to reach US$165.9 billion by 2026, up 23.2% YoY, with further growth to US$229.5 billion by 2028. Market research firm WSTS has revised upward its estimate for the global semiconductor market size in 2025 to US$772 billion, representing a YoY increase of 22%, and expects it to grow to US$975 billion by 2026. In the smartphone market, China's smartphone shipments in Q3 2026 declined 10% YoY, marking the lowest level for the same period since 2012, with Huawei leading with a 21.3% market share, followed closely by Apple at 19.5%. In the OLED display market, Omdia forecasts global OLED display shipments to reach 6.1 million units by 2026, up 79% YoY, and expects them to rise to 7.5 million units by 2027, with prices of mainstream 27-inch 240Hz OLED gaming displays falling more than 40% within the year.