Research Reports


Telecommunications


[Selected Topics] Analysis of Li-Fi Technology and Development of Related Market

2023/12/12

Telecommunications

 PDF

The IEEE officially released the 802.11bb standard in July 2023, thereby providing a definition for the mutual support specifications of Light Fidelity (Li-Fi) devices. With the publication of this standard for wireless communication, the major Li-Fi technology providers have been actively exploring the related crucial application scenarios and developing corresponding solutions. Additionally, Li-Fi is expected to play a vital role in achieving comprehensive terrestrial network coverage in the 6G era.

[Selected Topics] Global Telecommunications Industry Outlook for 2024 (Presentation)

2023/11/16

Telecommunications

 PDF

1. Development of Global Fixed Broadband Industry
2. Development of Global Mobile Broadband Industry
3. Development Trends of Global LEO Satellite Industry
4. TRI’s View

[Selected Topics] Analysis of Huawei's Kirin Chip Revival and New Smartphones

2023/11/06

Telecommunications

 PDF

In the past, Huawei had maintained a strong position in the global smartphone market, stably ranking among the top three in market share, thanks to the differentiation advantage of its self-developed Kirin SoC chip. However, since May 2019, Huawei has been heavily impacted by the US sanctions and has been unable to access high-end 5G chips. As a result, Huawei's market share in the smartphone industry has experienced a significant decline. The market initially believed that the US sanctions would severely impact Huawei and its smartphone supply chain, potentially pushing Huawei into a dire situation. However, Huawei has made a comeback by launching the new Mate 60 Pro, which supports 5G technology. This comeback is a testament to the Nietzsche saying, "What doesn't kill me makes me stronger."

[Selected Topics] Analysis of In-house Development of Semiconductor Chips by Smartphone Brands

2023/10/23

Telecommunications

 PDF

With the global semiconductor industry increasingly adopting specialization, the design and development of application processor (AP) and system on a chip (SoC) for smartphones are primarily undertaken by integrated circuit (IC) design companies. However, in the wake of Apple’s successful release of in-house developed chips, various smartphone brands have started to adopt the same strategy.
For smartphone brands, developing semiconductor components in-house requires a significant initial investment. Additionally, a SoC consists of various modules and architectures, such as image signal processors (ISP) and modems. Chip designers are tested to see if they can achieve the best balance between performance and power consumption by optimizing the allocation of resources between these modules and architectures. Overall, developing semiconductor components in-house is a complex task for smartphone brands without sufficient prior experience and technological expertise. Nevertheless, driven by various motivations, smartphone brands still want to pursue this goal.

[Selected Topics] Analysis on Global 5G FWA Chip Market

2023/10/13

Semiconductors , Telecommunications

 PDF

An increase in demand for 5G Fixed Wireless Access (FWA) was seen throughout 2023 to complement last-mile wired broadband deployments. This will bring 5G experiences to homes, businesses, factories, and other areas. 5G FWA also helps to bridge the digital divide in rural areas by providing fast and cost-effective broadband access. FWA enhances the feasibility of wireless as a home broadband solution, which in turn drives opportunities for 5G FWA device manufacturers. The analysis on the global 5G FWA chip market is as follows.

[Selected Topics] Foldable Phone Market to Accelerate in Expansion under Maturing Development Conditions

2023/09/26

Telecommunications , Consumer Electronics

 PDF

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.

[Selected Topics] Development Trends and Supplier Engagement in Wi-Fi 6E

2023/09/18

Telecommunications

 PDF

The recent promotion of the BEAD Act in the US, coupled with the gradual opening of the Wi-Fi 6E frequency band in the global regional market, are expected to drive a wave of upgrades for Wi-Fi 6E devices among general household and enterprise users. This trend will also stimulate global and Taiwanese equipment manufacturers to launch their previously introduced Wi-Fi 6E devices, thus potentially increasing the shipment volume of Wi-Fi 6E devices for international equipment manufacturers.

[Selected Topics] Development of Image Signal Processors and Computational Photography and Progress in Overcoming Physical Limitations of Smartphone Cameras

2023/08/30

Telecommunications , Consumer Electronics

 PDF

Today, using smartphones to take photos has become a popular way for people to record and share everyday memories. Camera performance has also become an important factor for consumers when deciding to purchase a new smartphone. However, unlike traditional digital single-lens reflex cameras (DSLRs), smartphones are designed to be lightweight and slim. Therefore, adopting a larger CMOS image sensor (CIS) or a heavier lens assembly to improve photoshoot is not practical. To overcome this physical limitation, advanced image signal processors (ISPs) and innovative computational photography algorithms are used to significantly enhance the imaging quality of smartphone cameras. These solutions can effectively compensate for the shortcoming of not being able to incorporate larger optical components into a smartphone camera.

[Selected Topics] Analysis of Leading Ethernet Switch Vendors Worldwide

2023/08/14

Telecommunications

 PDF

With the advancement of chip and cable technologies, the data network landscape is continuously evolving, and 40G Ethernet switches in business networks are experiencing rapid growth. Positioned between 10G and 100G switches in terms of performance, 40G switches are typically used as the core/backbone switches for small and medium-sized enterprises, as well as aggregation/leaf switches in data centers. As enterprises, service providers, and mega-corporations continue to build Ethernet switch capacity and enhance connectivity and network infrastructure, the demand for high-speed internet services is increasing, which is expected to drive the development of the Ethernet switch industry.

[Selected Topics] “New Vision” for Smartphone Camera – An Analysis on the Development of CMOS Image Sensors

2023/07/26

Telecommunications , Consumer Electronics

 PDF

CMOS image sensor (CIS) is the core component of a smartphone camera module, and its size and design architecture have a decisive impact on image quality. The optical format, which is the shape and size of the image sensor, is crucial for imaging. A larger optical format or optical size allows for capturing more light, thereby providing higher imaging resolution and a higher dynamic range. Hence, the larger the CMOS image sensor, the better the smartphone camera performs in low-light conditions. Conversely, a smaller optical format restricts the amount of light captured and results in a smaller pixel size. This ultimately leads to a drop in image quality.

The designs and technologies related to CIS units embedded in smartphone camera modules continue to evolve. Through innovations, CIS units now provide smartphones with more advanced and outstanding performance in terms of photography and imaging.