[Special Discount] Selected Topics-0024_Recent Trends in Development of ICT Market as Seen at Computex 2023
Following the long COVID-19 pandemic, physical exhibitions finally returned to Computex in 2023. Even though the event did not reach the pre-pandemic level of grandeur, it still attracted significant market attention. Artificial intelligence (AI) was the core theme of the event. Looking at the market for AI-powered solutions, the recent emergence of AI-generated content (AIGC) has led to more emphasis on the related technological developments on the side of devices. The concept of “Hybrid AI” has also been proposed by numerous companies involved in this field. As for consumer electronics, the exhibitions at Computex 2023 revealed that device manufacturers are now investing more on new kinds of technologies and products as the mature market for the traditional kinds of consumer electronics experiences stagnant growth. Examples of new technologies and products include Wi-Fi 7, notebook computers featuring a “glasses-less 3D” display, and charging piles.
Table of Contents
1. AI and Related Computing Chips
(1) AI Remains Core Focus at Computex
(2) AI-generated Content (AIGC)
(3) Hybrid AI
(4) Trends in Development of Related Computing Chips
2. Terminal Devices
(1) Notebook (Laptop) Computers
(2) Wi-Fi 7
3. TRI’s View
(1) AI Continues to Be Core Theme of Computex
(2) Cost and Retail Price Are Key Factors Influencing Development of Notebook Computers
with “Glasses-Less 3D” Display
(3) Several Companies Have Taken Initiative in Development of Wi-Fi 7 Products
(4) Market for Automotive Products Is Expected to Attract More Entrants
Gallium Arsenide (GaAs) is recognized in the industry as the most mature compound semiconductor material after silicon. It possesses superior characteristics such as high frequency, high electron mobility, high output power, low noise, and good linearity, making it one of the most important support materials for microwave radio frequency and optoelectronics.
In recent years, a surge in applications like 5G communications, autonomous driving, advanced displays, and AI has driven an increased demand for GaAs. Consequently, manufacturers are fully committed to capturing a significant share of this growing market.
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.
Power semiconductors are the core of energy conversion and circuit control in electronic devices, playing vital roles in power conversion, amplification, switching, circuit protection, and rectification in electronic circuits. They are primarily used for altering voltage and frequency, as well as converting DC to AC in electronic devices. Power semiconductors have a key and extensive role in fields such as automobiles, industry, railway transportation, and power. As the new energy sector grows, particularly in solar energy and electric vehicles, power semiconductors such as IGBT and MOS are also becoming increasingly important in the realm of sustainable energy.
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