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The International Federation of Robotics (IFR) announced the five major development trends for robots at the end of January 2025, and discussed issues including diversified and pragmatic AI applications, single-purpose humanoid robots, sustainability and energy consumption, expansions of new fields and clients, as well as solutions to labor shortages. In comparison with the focus placed on technology such as mobile robotic arms and digital twins back in 2024, IFR has become more aware of how robot development is affected by the general economy in 2025. For instance, robots are able to execute missions in a precise manner, and drastically reduce material wastage, which are exceedingly crucial to industries that are equipped with recyclable systems, including PV panels and EV batteries.....
According to TrendForce’s observations, chatbots and cloud service applications have actuated a rapid growth for the global AI server market since 2023...
TrendForce indicates that DeepSeek and other Chinese AI companies are challenging the hardware-centric AI development model by focusing on operational efficiency, potentially prompting CSPs to reassess their AI infrastructure investments. While CSP capital expenditures will remain high in 2025, investments in in-house ASICs will increase to reduce costs and reliance on NVIDIA GPUs. US export controls will further accelerate the development of indigenous chips and algorithms in China's AI sector. In the long term, DeepSeek's emergence may lead to a downward revision in AI GPU demand and shift AI development towards efficiency-focused strategies.
AI Server Market Forecast
Dynamics of AI Server Supply Chain
Outlook on HBM Market for AI Servers
Key Takeaways
At CES 2025, NVIDIA CEO Jensen Huang delivered the opening keynote, unveiling the Cosmos world model aimed at accelerating innovation in robotics and autonomous vehicle technology. He also introduced the Isaac Groot platform for humanoid robots, designed to improve simulation training efficiency and enhance software integration for advanced robot brain systems. In parallel with NVIDIA’s AI advancements, Elon Musk presented the mass production roadmap for Tesla Optimus, underscoring a pivotal year for the humanoid robotics industry. These announcements from two tech giants have set the tone for rapid progress in 2025. Meanwhile, leading players worldwide have also shared updates on investments and production timelines.....
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......
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