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
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