Selected Topics

Selected Topics cover various major fields of the technology industry, including the semiconductor industry, green energy, and terminal devices. These specially selected reports focus on major industries, allowing readers to quickly grasp the technological advancements and trends in each field.

CXMT’s Rapid Expansions Impacted by US Export Controls; Challenges Arise for Advanced Processes and Market Deployment

TrendForce indicates that the updated US export controls announced on January 15th, 2025, will impact CXMT's process technology, wafer input, yield rates, and market deployment. US equipment suppliers have begun withdrawing personnel from CXMT's fabs since mid-February, affecting its 2025-2026 development plans. The new regulations cover all of CXMT's process nodes, impacting not only its G4 and G4B processes but also the already mass-produced G3 process. This will lead to a downward revision of CXMT's bit output and affect its position in the server DRAM and mobile DRAM markets. In the long term, CXMT's development in the LPDDR5X and DDR5 markets will be hindered.

The Rise of DeepSeek and Trends in Agentic AI Applications

DeepSeek’s rapid rise not only highlights the role of algorithm optimization in balancing model performance and hardware efficiency but also signals a shift in AI development toward inference-driven applications. AI agents are expected to become the primary form of such applications, gradually evolving into systematic Agentic AI, enabling greater automation and goal-oriented task execution.

Analysis of the Impact of U.S. Ban on Chinese Automotive Software and Hardware

On January 14, 2025, the U.S. Department of Commerce issued a final rule prohibiting the import and sale of vehicle connectivity system (VCS) hardware and software, as well as automated driving system (ADS) software, from entities associated with China and Russia. The final rule further defines the scope of restrictions and exemptions. However, the implementation timeline remains unchanged, with the software ban set for 2027 and the hardware ban for 2030. Under the ban, in addition to impacting Chinese autonomous driving companies and related component suppliers, it will also affect the deployment strategies of international automakers. However, Taiwanese manufacturers have an opportunity to receive order transfers, particularly in the supply chain for telematics control units (TCUs).

The Development and Forecast of EV Traction Inverters and Power Semiconductors

In 2024, global sales of EV traction inverters are projected to reach 27 million units, representing an annual growth rate of 14% and highlighting continued market expansion. Technological advancements are bolstering inverter performance, driving the growth of the EV market. The adoption of 800V high-voltage platforms and SiC technology—known for its high voltage resistance, low energy loss, and superior thermal conductivity—has emerged as a key trend. These technologies are particularly appealing for mid-to-high-end vehicle models due to their high efficiency and voltage tolerance. However, cost constraints remain a barrier to their widespread adoption in entry-level models. Meanwhile, the integration of multi-in-one electric drive systems is advancing, showing potential for weight reduction and efficiency improvements despite ongoing challenges in reliability and cost control. Additionally, the development and application of power devices and modules serve as critical pillars for the technological upgrade of traction inverters. Looking ahead, China’s localization strategy for semiconductor production is expected to reshape the global power semiconductor landscape.

Analysis of the NEV Charging Market in China, Europe, the US, and East Asia

The global public charging market is undergoing rapid development with the growing adoption of NEVs, particularly in major markets like China, Europe, and the US. China’s, the world’s largest NEV market, boasts the highest share of public charging piles worldwide, with most of its charging infrastructure concentrated in developed coastal regions. However, charging infrastucture in inland areas still requires further development to promote balanced market growth. In Europe, public charging points are predominantly AC chargers, but the market for DC fast-charging is expanding rapidly. Countries like France and Germany maintain higher numbers of charging points to support the region’s growing NEV market. In the US, Tesla leads the charging infrastructure market as it promotes DC fast-charging technology. However, the overall growth rate of public charging points in the US trails behind that of China and Europe. The future growth of the global NEV charging market will continue to be driven by policy support, technological innovation, and increased investment from manufacturers. By 2028, the total number of public charging piles worldwide is expected to reach 12.6 million units, with China, Europe, the US, and South Korea serving as key growth engines.

Semi-Solid and Solid-State Batteries: Dual Engines Driving the Next Battery Revolution

Despite maintaining positive growth, BEV momentum has weakened due to persistent range anxiety. Given the general consensus that the current liquid li-ion batteries have reached their energy density limits, hopes to alleviate range anxiety are pinned on the development of solid-state batteries. These batteries are categorized into semi-solid and all-solid-state batteries depending on the proportion of electrolyte in solid form. In China, some automakers have already achieved integration of semi-solid batteries with vehicles. Automakers and battery manufacturers in Europe, the U.S., and Japan are focused on developing all-solid-state batteries, which are unlikey to be deployed in passenger vehicles before the late 2020’s. Both liquid, semi-solid, and all-solid-state li-ion batteries have distinct advantages and disadvantages. In the short term, liquid li-ion batteries are expected to continue dominating the passenger vehicle market due to their established produciton scale and cost-efficiency. Solid-state batteries will have limited initial market penetration in the passenger vehicle sector and may require diversification into other vehicle applications to build market traction. All-solid-state batteries are expected to achieve mass production in the future, driving a shift toward a more diversified battery landscape in the EV battery market. This diversification will encompass liquid, semi-solid, and all-solid-state batteries that are tailored to different vehicles and applications.

Analysis on Development of Public Charging Market for NEVs_2H24

TrendForce anticipates that with the global accumulative volume of NEVs continuously increasing at a quick pace, Europe and China are expected to be the leading regional markets in terms of driving demand. Since the energy density of Li-ion batteries has reached a ceiling, many countries are actively installing public charging piles in order to reduce range anxiety.

Analysis of End-to-End Model Development for Autonomous Driving (Presentation)

1. End-to-End Model 2. Analysis of Key Players in End-to-End Models 3.The Deployment and Challenges of Computational Power for Training 4. TRI’s View

Survey on China’s Automotive Investment_202408

Semiconductors and automotive software are the two major areas of investment for Chinese automakers in recent years. They have committed varying amounts of resources into these core areas, thus reflecting their strategic approaches and development priorities regarding hardware and software. The ever-expanding scale of Chinese automakers, along with the proliferation of their subsidiaries, makes it challenging to quickly grasp the directions of their investments and how they allocate resources. This report organizes and analyzes key automakers' investment strategies in semiconductors and software, encompassing in-house R&D, wholly-owned subsidiaries, joint ventures, equity investments, and strategic cooperation. The report aims to give clients a better understanding of these automakers' resource allocation plans.
More Research Report

More Related Information

Automotive Display Market Analysis Webinar

18 September 2023

Automotive Display Market Analysis Webinar
Dynamics of AI Server Market Webinar

25 July 2023

Dynamics of AI Server Market Webinar
Analysis on Foundry Industry under US Technology Export Restrictions

22 November 2022

Analysis on Foundry Industry under US Technology Export Restrictions
Global Automotive Sales

Chart

Global Automotive Sales
China: Vehicle Inventory Alert Index

Chart

China: Vehicle Inventory Alert Index
China: Power Battery: Battery Output Power: Lithium Iron Phosphate Battery: Month to Date

Chart

China: Power Battery: Battery Output Power: Lithium Iron Phosphate Battery: Month to Date
[News] Siemens to Cut 6,000+ Jobs: Biggest Layoff Since 2017 Amid Automation & EV Challenges
News

[News] Siemens to Cut 6,000+ Jobs: Biggest Layoff Since 2017 Amid Automation & EV Challenges
[News] Tesla to Roll Out FSD in China Using TSMC-Made Chips Amid Rising Local Competition
News

[News] Tesla to Roll Out FSD in China Using TSMC-Made Chips Amid Rising Local Competition
[News] Nissan Opens to New Partners, Foxconn Seen as a Key Contender
News

[News] Nissan Opens to New Partners, Foxconn Seen as a Key Contender

Get in touch with us