Research Reports


[Selected Topics] Analysis on Upstream Supply Chain Dynamics for AIGC Industry

Research Reports

icon

Last Update

2023-07-13

icon

Update Frequency

Not

icon

Format

PDF

icon

Membership

  • Selected Topics

  • Selected Topics-0033_Analysis on Upstream Supply Chain Dynamics for AIGC Industry


    Report Overview

    Summary
    AIGC is being comprehensively implemented and gradually entering human life. Currently, major technology companies, leading application service providers, numerous startups, and national institutions are actively involved due to the profound impact anticipated from the application of AIGC. This report primarily focuses on the development of the upstream supply chain in the AIGC industry, specifically on AI framework developers, AI model developers, IC design houses, IC manufacturing, and OSATs, in order to grasp on industry trends.

     

    Table of Contents
    1. Emergence of AIGC Applications Gradually Forms an Industry Chain

    2. Upstream Software End of AIGC Industry Dominated by Major Cloud Platform Suppliers
     
    (1) AI Framework Developers
      (2) AI Model Developers

    3. Upstream Software End of AIGC Industry Focuses on NVIDIA and TSMC
      (1) IC Design Houses
      (2) IC Design Houses and OSATs

    4. TRI’s View
      (1) Successive Launches of Mainstream AIGC Applications Gradually Form an Industry Supply Chain
      (2) Major Cloud Platform Suppliers Advantageous on Software End; NVIDIA and Taiwanese Suppliers
      Dominate from Hardware End

    <Total Pages:14>


    Analysts

    TrendForce




    Selected Topics Related Reports



    [Selected Topics] Development of Image Signal Processors and Computational Photography and Progress in Overcoming Physical Limitations of Smartphone Cameras

    2023/08/30

    Telecommunications , Consumer Electronics

     PDF

    Today, using smartphones to take photos has become a popular way for people to record and share everyday memories. Camera performance has also become an important factor for consumers when deciding to purchase a new smartphone. However, unlike traditional digital single-lens reflex cameras (DSLRs), smartphones are designed to be lightweight and slim. Therefore, adopting a larger CMOS image sensor (CIS) or a heavier lens assembly to improve photoshoot is not practical. To overcome this physical limitation, advanced image signal processors (ISPs) and innovative computational photography algorithms are used to significantly enhance the imaging quality of smartphone cameras. These solutions can effectively compensate for the shortcoming of not being able to incorporate larger optical components into a smartphone camera.

    [Selected Topics] Analysis of the Development and Application Prospects of High-Performance Computing in the Automotive Market

    2023/08/22

    Automotive & EV

     PDF

    High-performance computing can handle the workload of automotive electrification, internet of vehicles, ADAS, and autonomous driving technologies, and is capable of adapting to the constantly changing demands of the external environment. This report primarily analyzes the automotive digitalization market, trends in high-performance computing for vehicles, and the key drivers for chip vendors' commercialization solutions in the industry.

    [Selected Topics] Surge of AIGC Applications to Actuate Long-Term Demand for AI Servers

    2023/08/16

    Computer System

     PDF

    In just six short months, AI has advanced from generating text, images, music, and code, to automation and generative agents, exhibiting astonishing capabilities. This report, aside from focusing on the latest developments in AI, also probes into how governments and industries are formulating strategies to ensure positive AI advancements, as well as analyzes the timeline for large-scale implementation of AIGC and its impact on the demand for AI servers.




    Membership





    Category