Group 1 - The core viewpoint of the article highlights the acceleration of electric and intelligent vehicle development, predicting that the global automotive semiconductor market will grow from approximately $67.7 billion in 2024 to nearly $96.9 billion by 2029, with a compound annual growth rate (CAGR) of 7.4% from 2024 to 2029 [2] Group 2 - The article discusses the recent surge in demand for conventional DRAM, leading to a rapid increase in prices, while also noting that the average selling price (ASP) gap between HBM3e and DDR5 is expected to narrow in the coming year [5] - It mentions that PlayNitride will acquire 100% of Lumiode Inc. for $2 million, which will enhance its technology and patent portfolio, as well as expand its customer base and sales channels in North America, thereby increasing its international competitiveness in near-eye displays and medical applications [6]
每周观察 | 预估2029年车用半导体市场规模达近千亿美元；HBM3e和DDR5的平均销售价格；全球Micro LED AR眼镜
TrendForce集邦·2025-12-20 02:05