
Global Semiconductor Equipment of 2026
FY2025: ASML ~$35.3B leads; Applied $28.4B, Lam $18.4B, TEL ~$16.2B, KLA $12.2B.
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FY2025: ASML ~$35.3B leads; Applied $28.4B, Lam $18.4B, TEL ~$16.2B, KLA $12.2B.

2025 OE sales: Bosch $63.1B leads; Denso $47.2B; CATL $44.1B jumps to #3.

FY2025 revenue: J&J MedTech $33.8B leads; Medtronic $33.5B, Stryker $25.1B, Boston Scientific $20.1B.

2025 output: Coal India 781 Mt leads; Shenhua 332 Mt, Yankuang 182 Mt, Glencore coal 130 Mt.

2025 output: Vale 336 Mt leads; Rio Pilbara 327 Mt, BHP ~292 Mt, Fortescue shipments 198 Mt.

2025 GWP: Ping An ~CNY 918B, PICC 738.3B, China Life 729.9B; industry CNY 6.12T (+7.4%).

FY2025 revenue: Carnival $26.6B, Royal Caribbean $17.9B, Norwegian $9.8B, Viking $6.5B; CLIA 37.2M global guests in 2025.

Omdia 2025 large-area share: BOE 35%, CSOT 15.8%, Innolux 11.3%; revenue leaders BOE, Samsung Display, LG Display.