Edge computing helps to decrease the load of cloud computing systems and enhance the data processing performance at the edge of the network. This new kind of architecture not only substantially increases the efficiency of computing and data applications, but could also enhance further implementation of emerging technologies like AI and 5G, making it a focus of discussion in 2017. TrendForce forecasts that the edge computing market will grow by a compound annual growth rate (CAGR) of over 30% from 2018 to 2022.
According to TrendForce’s latest report, the Breakdown Analysis of China’s Semiconductor Industry, many fabs are being built in China with high capital expenditures, attracting attention from the industry. In particular, new fab construction projects like Silan Microelectronics and CanSemi etc. will intensify the competition and expand the production capacity of the industry. TrendForce estimates that China’s production capacity of 300mm wafer will reach nearly 700,000 pieces per month by the end of 2018, a 42.2% increase from the end of 2017; the revenue from China’s entire wafer fabrication industry is expected to reach RMB 176.7 billion in 2018, an annual growth of 27.12%.
The expanding markets for Internet of Things, automotive electronics, and smart home devices have driven the demand for power management integrated circuit (PMIC) and microcontrollers (MCU), etc., resulting in the 200mm foundries’ less input in LCD driver ICs. WitsView, a division of TrendForce, points out that the foundries have raised their quotes for driver ICs. Consequently, fabless IC companies may also raise their quotes to panel makers by 5~10% due to the cost pressure.
Competition between QLED TV and AMOLED TV has continued in CES this year, and resolutions of the latest TVs include both 4K and 8K specifications. Major TV brands now focus on video processing chips in addition to constant improvements of HDR (High Dynamic Range) imaging technology, says WitsView, a division of TrendForce. Together with AI technology, TVs are now featuring “smart” video processing capability and superior image quality.
Fingerprint sensors will still be the first choice for most Andriod phones in 2018, since other biometric authentication methods available for Andriod phone makers cannot completely replace fingerprint identification yet, says TrendForce. Meanwhile, in-display fingerprint sensors are expected to make breakthrough this year, and vendors like Samsung, LG, OPPO, Vivo, Xiaomi, Huawei are likely to embed this technology, bringing the global fingerprint sensor penetration rate in smartphones to 60%.