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.

Near-Eye Display: Market Trends and Display Technology Development Analysis

Near-eye displays (NEDs) adopt different optical engine modules and display components due to variations in interaction functionality and immersive experience requirements across practical application scenarios. NED are further categorized into virtual reality/mixed reality (VR/MR) and augmented reality (AR) devices. Typically, NEDs that achieve an immersive experience through a single display component are classified as VR/MR devices. Devices that emphasize transparency and pass-through and focus on hybrid virtual-physical application scenarios are classified as AR devices. With increasingly diverse metaverse applications and enhanced AI functionality, the overall shipment volume of NEDs, after experiencing a temporary downturn due to inventory consumption, is expected to steadily increase year by year. NED shipments are projected to reach 62.8 million units by 2030, with a compound annual growth rate (CAGR) of 31% from 2023 to 2030.

Humanoid Robots Maturing, Market Set for Accelerated Expansion Starting in 2025

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.

Revitalization in Smart Homes: Outlook on Generative AI-Powered Smart Speakers

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.

AI Applications: 5G Base Stations (Presentation)

1. Global Trends in Mobile Base Station Development 2. AI Applications: Mobile Base Stations 3. TRI’s View

Mobile Memory and Smartphone Market: 2023 Review and 2024 Outlook (Presentation)

1. Overview of Global Memory Supply 2. Analysis of Mobile Memory Demand 3. Overview of the Smartphone Market 4. TRI’s View

Follow-Up and Analysis on Apple’s Supply Chain Shift

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.

2024 Analysis of Supply and Demand for Panel Driver ICs

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.
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