According to the latest research by global market intelligence firm TrendForce, shipments of chips under NVIDIA’s new Blackwell platform, which is set to launch in 2025...
The Consumer Electronics Show (CES 2025), focusing on “Dive In” as the annual topic, was convened in early January 2025 lasting for four days. The event, through discovering consumers’ pain points and needs from integration and connection of pristine technology and tools, helps to constitute smart lifestyles that are immersive and joyful. AI, on the other hand, carries on from key points of 2024, where products and services among manufacturers continued to serve as cores of the event. For speeches, founder Jensen Huang introduced a series of topics on software and hardware accelerated by AI, as well as higher computing needs, which somewhat symbolize the partial transition from generative AI to agentic AI pertaining to applications in the AI era, followed by the concentration on future advancement of physical AI that simulates the reality in a precise manner.
In recent years, the global consumer market has experienced sluggish demand due to inflation and the overall economic uncertainty caused by the pandemic, marking the end of the high-growth trend for smartphones. Nevertheless, emerging markets have shown increasing demand for entry-level Android smartphones, which led to stabilizing global smartphone shipments in 2H23. Currently, MediaTek and Qualcomm are advancing AI chip development and introducing generative AI features into smartphones. These technological breakthroughs not only enhance smartphone performance but also gradually integrate AI applications into people's daily lives. As a result, the smartphone market is expected to recover in 2024 by moving away from the shadow of negative growth.
Major CoWoS supplier TSMC continues to expand its capacity alongside the ongoing growth in demand for AI chips, such as GPUs and ASICs of CSPs. TSMC came to a total CoWoS capacity of...
The entire lineup of humanoid robots and small-sized interactive robots showcased at 2024 NVIDIA GTC in March left a profound impression among attendees, where AI-enabled capabilities have ascended the area of robots to the top of trending topics after prolonged fermentation. In fact, a number of manufacturers had launched several robots at CES 2024 earlier this year, where models targeted at home scenarios are mostly enhanced in efficiency through AI, while those oriented towards commercial uses, such as cleaning and reception, had further come into fruition. Additionally, manufacturers are becoming increasingly concentrated on anthropomorphic robots of companion economy, in addition to traditional uses, due to the steady transition to a society of super-aging and sub-replacement fertility. With 2024 coming to an end, robot manufacturers are seemingly aiming to lay down a milestone for their ongoing advancement throughout the entire year by carrying on with their demonstration of innovative technology and new products during December......
1. Analysis on Dynamics of Major Manufacturers
2. Key Product Specifications
3. Analysis on Key Components
4. Dynamics of Key Component Suppliers
5. Quarterly Development of the Industry
As indicated by TrendForce’s latest survey, overall server shipment (including AI servers) is expected to arrive at 13.4 million units in 2023...