1. Wi-Fi 7: Development and Market Outlook
2. Wi-Fi 7: Applications
3. Wi-Fi 7: Key Technical Features
4. Wi-Fi 7: Chips and Market Outlook
5. Major Wi-Fi IC Design Houses’ Deployment
6. TRI’s View
TrendForce indicates that the US export control updates on January 16th extend KYC review standards to packaging technologies and expand controls to logic ICs at 16/14nm and below, 3D NAND with 128+ layers, and specific DRAM specifications. New measures require stricter due diligence from foundries and OSATs and establish ""Approved IC Designers"" and ""Approved Manufacturing and OSAT Companies"" lists. While non-AI chip production may continue, these measures will increase difficulties for Chinese customers and could impact TSMC's revenue by 1-3%.
1. AI Models and Technologies Used
2. The Relationship Between Computing and ICs
3. The Impact of AI on the IC Industry
4. AI Deployment by Major IC Design Companies
5. TRI’s View
With the global semiconductor industry increasingly adopting specialization, the design and development of application processor (AP) and system on a chip (SoC) for smartphones are primarily undertaken by integrated circuit (IC) design companies. However, in the wake of Apple’s successful release of in-house developed chips, various smartphone brands have started to adopt the same strategy.
For smartphone brands, developing semiconductor components in-house requires a significant initial investment. Additionally, a SoC consists of various modules and architectures, such as image signal processors (ISP) and modems. Chip designers are tested to see if they can achieve the best balance between performance and power consumption by optimizing the allocation of resources between these modules and architectures. Overall, developing semiconductor components in-house is a complex task for smartphone brands without sufficient prior experience and technological expertise. Nevertheless, driven by various motivations, smartphone brands still want to pursue this goal.
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.
1. Overall Performanc
2. R&D Expenses among IC Design Houses
3. Inventory
4. Performance in Other Areas
5. Competition of Smartphone SoC Market
6. TRI’s View
