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In early September 2025, Apple introduced three new Apple Watch models. While the upgrades were relatively incremental, Apple’s broader strategy throughout the year provides valuable insights into the development trajectory of the smartwatch industry in 2025. AI-driven innovation has become the core focus. Leveraging long-term behavioral data analysis and multi-sensor integration, Apple is gradually shifting from simple health tracking to health prediction and personalized recommendations.
On the hardware front, the emphasis is on innovations in display and sensing. These include foldable displays, blood pressure monitoring patents, and advanced high-efficiency display technologies designed to enable video communication, gaming, and even medical-grade applications. However, the market’s pace of innovation remains limited. Without breakthrough features, replacement demand is likely to continue weakening, leaving the smartwatch industry facing a potential growth bottleneck.
Current progress in humanoid robotics is centered on optimizing vision-language-action (VLA) models, integrating multimodal data, and enhancing instruction comprehension as well as the ability to interpret human intent. Training relies heavily on world models, human video data, and VR-based remote training, with increasing emphasis on first-person perspectives to strengthen perception. While the ultimate goal is to achieve general-purpose humanoids, development remains constrained by significant challenges, leading Western and Chinese companies to pursue divergent technological pathways.
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.
COMPUTEX 2025 drew global tech giants and innovative companies alike, all eager to showcase their latest breakthroughs. With AI technologies now maturing, the market expects consumer electronics to increasingly adopt AI features—enhancing computing performance, battery life, and user privacy all at once.
Taiwanese companies are proactively shifting strategies as growth in traditional consumer electronics like smart bands and smartwatches slow. They are expanding into AR glasses, smart rings, and other smart wearables, as well as solutions for cross-device integration. This push aims to boost product appeal and uncover the next wave of market opportunities, making these applications one of the key highlights of COMPUTEX 2025.
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.
Near-eye displays (NEDs) adopt different optical engine modules and display components due to variations in interaction functionality and immersive experience requirements across practical application scenarios. NED are further categorized into virtual reality/mixed reality (VR/MR) and augmented reality (AR) devices. Typically, NEDs that achieve an immersive experience through a single display component are classified as VR/MR devices. Devices that emphasize transparency and pass-through and focus on hybrid virtual-physical application scenarios are classified as AR devices. With increasingly diverse metaverse applications and enhanced AI functionality, the overall shipment volume of NEDs, after experiencing a temporary downturn due to inventory consumption, is expected to steadily increase year by year. NED shipments are projected to reach 62.8 million units by 2030, with a compound annual growth rate (CAGR) of 31% from 2023 to 2030.
Benefiting from deep learning and AIGC technologies, humanoid robots have undergone a remarkable transformation after decades of development. With leading companies successively announcing mass production plans, the humanoid robot market is set to accelerate its expansion. On the demand side, this report explores the potential demand for humanoid robots. On the supply side, this report focuses on the developments of leading companies, analyzes market trends, and examines the potential roles that Taiwanese companies may play.
The increase of smart home appliances and additional projects supported by Matter, as well as the emergence of generative AI, have prompted the improvement of human-computer interaction to be the key development for the next phase of smart homes. Smart speakers, as carriers of generative AI assistants, could potentially become the entry of home applications for large models that would in turn improve user experience.
