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The global satellite market is expected to reach $392 billion in 2026. Competition will intensify as Starlink continues expanding satellite broadband and direct-to-cell (D2C) services into emerging markets, prompting MEO/HEO/GEO satellite operators to accelerate multi-orbit deployment strategies to counter Starlink’s growing influence.
Meanwhile, early-stage 6G deployment is underway. As global satellite service markets rapidly scale, Taiwanese manufacturers are shifting production bases to Southeast Asia while increasing shipments of key satellite components.
In its endeavor to bolster its global leadership, the United States is actively promoting the reorganization of supply chains and the repatriation of manufacturing through the implementation of reciprocal tariffs and a significant increase in strategic investments. This report provides a comprehensive examination of the U.S. smart manufacturing landscape, with specific attention to the semiconductor, automotive, and fast-moving consumer goods (FMCG) sectors. It delves into the strategic postures of key companies and their deployments in hardware (e.g., chips and sensors), software, and integrated systems.
Driven by technological breakthroughs and favorable policies, the robotaxi industry is moving toward commercialization. Key players are actively expanding their operations, making them crucial drivers of the autonomous driving industry's growth.
1. Current Status of U.S. Tariffs
2. Vehicle Origin and U.S. Content
3. Analysis of Tariff Impact on Auto Sales
4. TRI’s View
As the global market expands its investment in AI computing and the development of related applications, humanoid robots are expected to become the largest AI application by market size. The introduction of torque and inertia sensing technology by manufacturers is critical for humanoid robots to walk flexibly and mimic human behavior in various scenarios. These two sensor systems need to work perfectly in sync, driving robots from simple programmed actions towards more natural human behavior. Humanoid robots need to operate in complex and variable environments and possess reaction speeds similar to humans. Their sensing systems must accurately perceive and respond to their surroundings. Currently, several robot manufacturers are specializing in improving their walking performance.
TrendForce indicates that the updated US export controls announced on January 15th, 2025, will impact CXMT's process technology, wafer input, yield rates, and market deployment. US equipment suppliers have begun withdrawing personnel from CXMT's fabs since mid-February, affecting its 2025-2026 development plans. The new regulations cover all of CXMT's process nodes, impacting not only its G4 and G4B processes but also the already mass-produced G3 process. This will lead to a downward revision of CXMT's bit output and affect its position in the server DRAM and mobile DRAM markets. In the long term, CXMT's development in the LPDDR5X and DDR5 markets will be hindered.
DeepSeek’s rapid rise not only highlights the role of algorithm optimization in balancing model performance and hardware efficiency but also signals a shift in AI development toward inference-driven applications. AI agents are expected to become the primary form of such applications, gradually evolving into systematic Agentic AI, enabling greater automation and goal-oriented task execution.
On January 14, 2025, the U.S. Department of Commerce issued a final rule prohibiting the import and sale of vehicle connectivity system (VCS) hardware and software, as well as automated driving system (ADS) software, from entities associated with China and Russia. The final rule further defines the scope of restrictions and exemptions. However, the implementation timeline remains unchanged, with the software ban set for 2027 and the hardware ban for 2030. Under the ban, in addition to impacting Chinese autonomous driving companies and related component suppliers, it will also affect the deployment strategies of international automakers. However, Taiwanese manufacturers have an opportunity to receive order transfers, particularly in the supply chain for telematics control units (TCUs).
In 2024, global sales of EV traction inverters are projected to reach 27 million units, representing an annual growth rate of 14% and highlighting continued market expansion. Technological advancements are bolstering inverter performance, driving the growth of the EV market.
The adoption of 800V high-voltage platforms and SiC technology—known for its high voltage resistance, low energy loss, and superior thermal conductivity—has emerged as a key trend. These technologies are particularly appealing for mid-to-high-end vehicle models due to their high efficiency and voltage tolerance. However, cost constraints remain a barrier to their widespread adoption in entry-level models.
Meanwhile, the integration of multi-in-one electric drive systems is advancing, showing potential for weight reduction and efficiency improvements despite ongoing challenges in reliability and cost control.
Additionally, the development and application of power devices and modules serve as critical pillars for the technological upgrade of traction inverters. Looking ahead, China’s localization strategy for semiconductor production is expected to reshape the global power semiconductor landscape.
The global public charging market is undergoing rapid development with the growing adoption of NEVs, particularly in major markets like China, Europe, and the US. China’s, the world’s largest NEV market, boasts the highest share of public charging piles worldwide, with most of its charging infrastructure concentrated in developed coastal regions. However, charging infrastucture in inland areas still requires further development to promote balanced market growth.
In Europe, public charging points are predominantly AC chargers, but the market for DC fast-charging is expanding rapidly. Countries like France and Germany maintain higher numbers of charging points to support the region’s growing NEV market.
In the US, Tesla leads the charging infrastructure market as it promotes DC fast-charging technology. However, the overall growth rate of public charging points in the US trails behind that of China and Europe.
The future growth of the global NEV charging market will continue to be driven by policy support, technological innovation, and increased investment from manufacturers. By 2028, the total number of public charging piles worldwide is expected to reach 12.6 million units, with China, Europe, the US, and South Korea serving as key growth engines.
