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The arrival of 6G marks a fundamental shift toward fully AI-native network architectures, reshaping both communications technologies and market structures. Compared with 5G-Advanced, 6G design places a much stronger emphasis on energy efficiency—measured as energy per bit—driving a new division of labor between C-RAN and O-RAN, broader adoption of GaN and SiC materials, and deeper integration of photonic and electronic interconnect technologies.
AI is becoming increasingly central to RAN control, beam management, scheduling optimization, and spectrum allocation. At the same time, emerging materials such as AIN, Ga2O3, and diamond are demonstrating significant potential to surpass the performance limits of today’s mainstream semiconductors. Together, technological advances and commercial imperatives are jointly reshaping competitive dynamics in the 6G era, unlocking high-value markets spanning Industry 5.0, autonomous driving, smart healthcare, and AI agents
This report examines SpaceX’s latest developments and competitive advantages in space launch services and LEO satellite communications. It also highlights SpaceX’s recently disclosed plans for space-based AI data centers and identifies Taiwanese suppliers that have already entered—or may potentially join—SpaceX’s space industry supply chain.
The need for upgraded passive optical network (PON) technology is accelerating as global residential and enterprise demand for FTTH continues to surge. Driven by policy initiatives, China and the U.S. are steadily advancing from traditional gigabit-PON (GPON) toward XGS-PON, 25G PON, and 50G PON. Meanwhile, major telecom operators and equipment vendors are collaborating not only on large-scale deployments of foundational GPON and Ethernet-PON (EPON) networks, but also on field trials of next-generation, high-performance systems such as the 50G PON.
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.
The rapid rise of GenAI is driving an explosive surge in global demand for computing power and data-center construction. Optical networks have become essential to enabling the high-bandwidth, low-latency transmission required in this new era. Governments and industry leaders worldwide are accelerating the development of AI infrastructure and optical-interconnect standards to advance computing performance, energy efficiency, and security in tandem.
As co-packaged optics (CPO) and cloud-network convergence mature, the industry is entering a new phase of high-performance, energy-efficient, and cross-domain interconnected systems.
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.
This report examines the development trends of optical networks under the dual drivers of high-speed communications and AI applications, covering technology evolution, application scenarios, and shifts in the global industry chain.
5G expansion drives supply chain growth, with Asia-Pacific leading globally. 6G research focuses on AI and energy efficiency. Future mobile networks will evolve towards greater intelligence and efficiency.
Following the release of Wi-Fi 7 certification by the Wi-Fi Alliance, telecom equipment providers around the world have accelerated the introduction of Wi-Fi 7 routers, access points (APs), and other equipment. They are also actively deploying Wi-Fi in commercial scenarios such as hospitals, offices, and large exhibition halls, thereby increasing the willingness to upgrade equipment among high-end household users and large enterprises.
