FPGAs have diverse functions and are widely used in various fields, and is increasing in importance with the continuous advancement of electronic devices. This report mainly analyzes the product characteristics of FPGAs, explores their long-term development trends, and also focuses on the development dynamics of the global FPGA market and key suppliers.
1. Market Status of Cloud AI Chips
2. AI ASIC Suppliers
3. IC Design Service Providers
4. Memory IP Providers
5. 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.
Silicon photonics, which emerges from the synthesis of silicon-based integrated circuits and semiconductor lasers, plays a pivotal role in advancing semiconductor technologies. This report aims to analyze the development and applications of silicon photonics. It also examines how Taiwan leverages its strengths—such as a robust semiconductor industry, a complete electronics supply chain, and a well-established optoelectronics industry—to seize opportunities in the development of silicon photonics. Furthermore, the analysis includes a review of corporate investments and strategic planning in this emerging field.
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.
1. Different Types of Automotive Main Control Chips
2. MCU
3. Cockpit SoC
4. Autonomous Driving SoC
5. TRI’s View
As global internet data transmission volume continues to reach new highs, the performance bottleneck of light communication solutions becomes increasingly apparent. This report, on the one hand, explores the shortcomings of existing light communication solutions. On the other hand, it focuses on silicon photonics and CPO technology, analyzing their competitive advantages in the field of light communication, and keeping track of the development dynamics of key manufacturers.
The global silicon/semiconductor intellectual property (IP) market scale came to US$6.7 billion in 2023 at a YoY growth of 8.1%, with soft IP core (including firm IP core) and hard IP core respectively accounting for 67.2% and 32.8%. IP core designs, in the hope of fulfilling diversified industrial demand, are expediting in transition to semiconductor solutions that are high in performance, flexibility, and integration. Leading vendors include ARM, M31, Andes Technology, and VeriSilicon.
1. Developments in IC Design – Taiwan and Worldwide
2. Smartphone Chipset (Mobile SoC) Market and Suppliers
3. Wi-Fi Chip Market and Suppliers
4. TRI’s View
1. Cloud AI Chips: Market Status
2. CSP In-House AI Chip Manufacturing: US
3. CSP In-House AI Chip Manufacturing: China
4. TRI’s View
