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As international geopolitical risks rise, Apple is beginning to face the issue of supply chain relocation. Since 2000, Apple has established a complete supply chain layout in China. Before the outbreak of the epidemic, the assembly factory located in Zhengzhou of Henan provided sufficient production capacity for iPhones every year, allowing the products to be exported worldwide. However, the factory's capacity utilization rate continued to decline after the outbreak of the epidemic. In November 2022, a large-scale protest erupted due to some employees' dissatisfaction with wages and epidemic restrictions, leading to serious problems in the supply chain. Apple realized that it could no longer concentrate a large amount of production capacity on a single supplier or region, so it accelerated the relocation of its supply chain.
Demand for large panel driver ICs is set to rise sequentially throughout 2024, with ample overall supply. However, uncertainty in end-user demand has led to conservative stocking practices in the supply chain, fostering a reliance on short-term, rush orders—a practice that threatens long-term supply chain health.
In 2023, mobile TDDI chips benefited significantly from active repair and second-hand markets, resulting in annual shipments far exceeding intial forecasts. The release of lower-cost capacities by Chinese wafer foundries has helped sustain robust demand for mobile TDDIs through 2023 to 2024. Nonetheless, intense comptition in this segment has escalated price wars.
For AMOLED driver ICs, the introduction of new production capacities has boosted demand as AMOLED smartphone panel penetration increases. Currently, the market faces no-short-term supply shortages. As more suppliers enter the AMOLED DDI market, prices continue to decline. Maintaining profitability in AMOLED DDI production remains a critical challenge for IC manufacturers, especially with stable wafer prices.
The anticipation of AI-Generated Content (AIGC) applications approaching large-scale commercial deployment has triggered a sharp rise in demand for AI chips, significantly impacting the global high bandwidth (HBM) market. This report will provide analysis from two fronts: First, it will explore the development of AIGC applications and large language models (LLMs). Then, it will examine the evolving needs for ASICs, GPUs, and HBM crucial for AI-powered cloud computing.
1. Development of Global AI Industry Chain
2. Analysis of Cross-Modal Business Opportunities in AI
3. A Breakdown of Hardware Supply Chain
4. TRI’s View
1. Global Overview of the AI Market Development
2. The Necessity of Openness in AI Development
3. Current Applications and Development of AI
4. TRI’s View
As the undersupply issues with game consoles had gradually eased, the deferred market demand drove up the sales of game consoles in 2023. However, considering the instability of the global economy, if the economic environment and consumer market demand did improve in the fourth quarter of 2023, it would cause console buyers to postpone the upgrading of their devices in 2024. Regarding the trends in the development of TVs in 2023, the focus was on improving the specifications and expanding the functionalities of TVs. In 2024, it is expected that there will be a shift towards larger sizes, further smart home integration, and AI-enabled enhancement of display performance. Finally, in the realm of smart speakers, due to current limitations, the development focus in 2024 will be on the influence of the Matter standard on smart home connectivity and whether generative AI can further enhance the capability of voice assistants.
The smartwatch market saw a downturn in 2023, which has significantly impacted strategies for 2024. Manufacturers are expected to adopt a conservative approach, focusing on incremental upgrades and diversification in R&D to align with market needs, with AI becoming a crucial tool in enhancing product and service offerings.
The VR/AR sector continues to struggle with a lack of compelling content and applications, which has stalled market growth and investor enthusiasm. In response, 2024 is set to witness a stronger emphasis on technological advancements to enrich content and broaden the commercial application of devices, spurring the development of essential upstream components.
In traditional game development, there’s an inherent trade-off known as the “quality-speed-cost” triangle, where usually only two aspects can be prioritized at one time. For example, focusing on quality and speed often leads to high costs. This provides an opportunity for generative AI to benefit the industry.
Generative AI is capable of creating audio, text, and images, meaning it can accelerate the development of background music (BGM), marketing materials, non-player characters (NPCs), and background images in game production. For instance, tools like Stable Diffussion and DALL-E 2 can generate 2D images based on text prompts and have been applied in various stages of game production.
The 2023 smartwatch market reveals a new strategic direction for brands. Smartwatches have emerged as a new channel for market dynamism as the growth of established consumer electronics like smartphones decelerates. Despite a positive growth trajectory—influenced by demand transitioning from smart bracelets—an uncertain global economic climate continues to loom above. Challenges such as reduced consumer spending power and disappointing sales in 2022’s fourth-quarter peak season have necessitated a downward adjustment in 2023’s smartwatch market forecasts, now expected to reach 130 million units.
The shipment landscape for brands in 2023 largely mirrors that of 2023, indicating stability amid market fluctuations. During these unstable times, the push for innovation and the introduction of new products remain constant, showcasing the resilience and adaptability of the smartphone sector.
Development conditions for foldable phones are becoming increasingly mature due to the active involvement of smartphone brands. This report probes into the positioning, market segmentation, and hardware specifications of foldable phones, whilst examining their market competitiveness under price changes, future development trends, global market dynamics, and key component suppliers.