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.

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.

Business Opportunities for the Global AI Ecosystem (Presentation)

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

2024 AI Industry Development Trends (Presentation)

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

Trends in the Technological Development of Micro LED Projection Displays for Metaverse Headsets

OST, or Optical See-Through, is a technology primarily used in augmented reality (AR) systems that allows the eyes to perceive both the real world and virtual images on a transparent display simultaneously. In the future, most AR developments are expected to revolve around OST display technology. Due to the influence of ambient light on OST, the brightness performance of Micro OLED, which is based on organic materials, is limited in OST displays. Micro LED, on the other hand, not only meets multiple OST requirements simultaneously but is also the only current technology capable of challenging the goal of reducing micro-projection light engine sizes to less than 0.5 cubic centimeters. As a result, the technology has garnered a significant amount of attention in the market. In 2023, the chip production value of Micro LED for AR glasses was US$600,000. With ongoing technological breakthroughs and the gradual release of related applications, this value is forecasted to escalate to US$50 million by 2027. This projection excludes the value derived from CMOS substrates, bonding materials, and the intricate equipment involved in Micro LED manufacturing.

Analysis of Current Market for OLED Technology and Related Materials

As display technology continues to evolve, OLED has emerged as the leading technology for small to medium-sized devices. This is due to its unique features such as being lighter in weight, thinner, and offering higher contrast. Additionally, OLED display panels (OLED panels) can be bent and folded, allowing for the integration of other technologies like in-display (under-display) fingerprint sensors and in-display cameras. With the introduction of foldable smartphones, OLED is not only dominating the smartphone market but also expanding its presence in other applications.

Analysis of Development Trends in the E-paper Display Industry (Presentation)

1. Overview of E-paper Display Technology 2. Technical Barriers to Manufacturing 3. Supply Chain Analysis 4. Fields of Application and Industry Outlook

Analysis of Trends in the 2023 Automotive Display Panel Market

As the COVID-19 pandemic eases, the global car market is undergoing a gradual recovery. At the same time, the number of display panels being equipped in individual cars continues to rise. Due to these factors, global shipments of automotive display panels (automotive panels) are projected to surpass 200 million units by 2023. Furthermore, there is an increasing demand for automotive panels to attain higher specifications and larger sizes. As a result, automotive panels have begun to adopt the TDDI architecture. With advantages such as simplified design and cost savings, the TDDI architecture is expected to eventually become the market mainstream. There are now opportunities for AMOLED panels to be adopted among emerging EV models and some high-end vehicle models. However, the adoption of AMOLED for automotive displays is still limited by factors such as reliability and lifespan. The penetration rate of AMOLED in the automotive panel market is forecasted to reach 6% by 2026.
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