As the global market expands its investment in AI computing and the development of related applications, humanoid robots are expected to become the largest AI application by market size. The introduction of torque and inertia sensing technology by manufacturers is critical for humanoid robots to walk flexibly and mimic human behavior in various scenarios. These two sensor systems need to work perfectly in sync, driving robots from simple programmed actions towards more natural human behavior. Humanoid robots need to operate in complex and variable environments and possess reaction speeds similar to humans. Their sensing systems must accurately perceive and respond to their surroundings. Currently, several robot manufacturers are specializing in improving their walking performance.
As major countries like the US and EU accelerate the development of CubeSats, global satellite startups are prompted to deploy applications related to environmental and defense monitoring, as well as the Internet of Things (IoT). In response, Taiwan is also actively launching CubeSats under policy initiatives to perform various field validations.
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.
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.
In recent years, the global consumer market has experienced sluggish demand due to inflation and the overall economic uncertainty caused by the pandemic, marking the end of the high-growth trend for smartphones. Nevertheless, emerging markets have shown increasing demand for entry-level Android smartphones, which led to stabilizing global smartphone shipments in 2H23. Currently, MediaTek and Qualcomm are advancing AI chip development and introducing generative AI features into smartphones. These technological breakthroughs not only enhance smartphone performance but also gradually integrate AI applications into people's daily lives. As a result, the smartphone market is expected to recover in 2024 by moving away from the shadow of negative growth.
The explosive surge of generative AI (gen AI) has prompted global telecom operators to successively incorporate large language models (LLMs), and develop various services related to gen AI applications, whilst unfolding preliminary verifications on gen AI application scenes. Taiwanese telecom operators are also offering gen AI services as integrated solutions to enterprise users in the hope of improving their overall revenue.
The advent of Generative AI has ushered in a wave of AI-driven innovations, and introduced new opportunities to smartphones. Major brands are incorporating AI-related features into their flagship models in the hope that AI empowerment would incentivize consumers in upgrading to new devices.
AI functionalities prioritized by mainstream smartphone brands can be broadly categorized into four major application areas that encompass a total of eight distinct features. Among which, Samsung's S24 is equipped with the most extensive array of AI functionalities. Furthermore, smartphone brands are actively focused on developing their in-house large language models (LLMs). Enhancing on-device computing power is poised to become a crucial foundation in light of security risks and the objective of minimizing latency.
The global automotive industry is accelerating innovation with a focus on EVs and autonomous driving technology, alongside software-defined vehicles. This vision of safety, efficiency, and sustainability is creating a new blue ocean for automotive sensors
1. Global Trends in Mobile Base Station Development
2. AI Applications: Mobile Base Stations
3. TRI’s View
1. Overview of Global Memory Supply
2. Analysis of Mobile Memory Demand
3. Overview of the Smartphone Market
4. TRI’s View
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