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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.
1. Global Trends in Mobile Base Station Development
2. AI Applications: Mobile Base Stations
3. TRI’s View
1. Overview of Global Memory Supply
2. Analysis of Mobile Memory Demand
3. Overview of the Smartphone Market
4. TRI’s View
As international geopolitical risks rise, Apple is beginning to face the issue of supply chain relocation. Since 2000, Apple has established a complete supply chain layout in China. Before the outbreak of the epidemic, the assembly factory located in Zhengzhou of Henan provided sufficient production capacity for iPhones every year, allowing the products to be exported worldwide. However, the factory's capacity utilization rate continued to decline after the outbreak of the epidemic. In November 2022, a large-scale protest erupted due to some employees' dissatisfaction with wages and epidemic restrictions, leading to serious problems in the supply chain. Apple realized that it could no longer concentrate a large amount of production capacity on a single supplier or region, so it accelerated the relocation of its supply chain.
Demand for large panel driver ICs is set to rise sequentially throughout 2024, with ample overall supply. However, uncertainty in end-user demand has led to conservative stocking practices in the supply chain, fostering a reliance on short-term, rush orders—a practice that threatens long-term supply chain health.
In 2023, mobile TDDI chips benefited significantly from active repair and second-hand markets, resulting in annual shipments far exceeding intial forecasts. The release of lower-cost capacities by Chinese wafer foundries has helped sustain robust demand for mobile TDDIs through 2023 to 2024. Nonetheless, intense comptition in this segment has escalated price wars.
For AMOLED driver ICs, the introduction of new production capacities has boosted demand as AMOLED smartphone panel penetration increases. Currently, the market faces no-short-term supply shortages. As more suppliers enter the AMOLED DDI market, prices continue to decline. Maintaining profitability in AMOLED DDI production remains a critical challenge for IC manufacturers, especially with stable wafer prices.
The anticipation of AI-Generated Content (AIGC) applications approaching large-scale commercial deployment has triggered a sharp rise in demand for AI chips, significantly impacting the global high bandwidth (HBM) market. This report will provide analysis from two fronts: First, it will explore the development of AIGC applications and large language models (LLMs). Then, it will examine the evolving needs for ASICs, GPUs, and HBM crucial for AI-powered cloud computing.
1. Development of Global AI Industry Chain
2. Analysis of Cross-Modal Business Opportunities in AI
3. A Breakdown of Hardware Supply Chain
4. TRI’s View
1. Global Overview of the AI Market Development
2. The Necessity of Openness in AI Development
3. Current Applications and Development of AI
4. TRI’s View
As the undersupply issues with game consoles had gradually eased, the deferred market demand drove up the sales of game consoles in 2023. However, considering the instability of the global economy, if the economic environment and consumer market demand did improve in the fourth quarter of 2023, it would cause console buyers to postpone the upgrading of their devices in 2024. Regarding the trends in the development of TVs in 2023, the focus was on improving the specifications and expanding the functionalities of TVs. In 2024, it is expected that there will be a shift towards larger sizes, further smart home integration, and AI-enabled enhancement of display performance. Finally, in the realm of smart speakers, due to current limitations, the development focus in 2024 will be on the influence of the Matter standard on smart home connectivity and whether generative AI can further enhance the capability of voice assistants.
