Selected Topics-0038_Analysis of Coopetition Landscape in the Global Notebook Processor Market from 2022 to 2024 (Presentation)
Table of Contents
1. A Brief Observation of the Coopetition Dynamics in the Global Notebook Processor Market: CPU and GPU Perspective
2. Coopetition Analysis of the Global Notebook CPU Market
3. Comparison of Competitive Strategies among AMD, Arm/Apple, and Intel in the Post-Pandemic Era
4. Coopetition Analysis of the Global Notebook dGPU Market
5. Changes in Market Share of Notebooks in 2024: Impact of Processor Architecture Design and Global Economic Factors
6. TRI's View
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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