1. Development of Global AI Industry Chain
2. Analysis of Cross-Modal Business Opportunities in AI
3. A Breakdown of Hardware Supply Chain
4. TRI’s View
1. Global Overview of the AI Market Development
2. The Necessity of Openness in AI Development
3. Current Applications and Development of AI
4. TRI’s View
As the undersupply issues with game consoles had gradually eased, the deferred market demand drove up the sales of game consoles in 2023. However, considering the instability of the global economy, if the economic environment and consumer market demand did improve in the fourth quarter of 2023, it would cause console buyers to postpone the upgrading of their devices in 2024. Regarding the trends in the development of TVs in 2023, the focus was on improving the specifications and expanding the functionalities of TVs. In 2024, it is expected that there will be a shift towards larger sizes, further smart home integration, and AI-enabled enhancement of display performance. Finally, in the realm of smart speakers, due to current limitations, the development focus in 2024 will be on the influence of the Matter standard on smart home connectivity and whether generative AI can further enhance the capability of voice assistants.
The smartwatch market saw a downturn in 2023, which has significantly impacted strategies for 2024. Manufacturers are expected to adopt a conservative approach, focusing on incremental upgrades and diversification in R&D to align with market needs, with AI becoming a crucial tool in enhancing product and service offerings.
The VR/AR sector continues to struggle with a lack of compelling content and applications, which has stalled market growth and investor enthusiasm. In response, 2024 is set to witness a stronger emphasis on technological advancements to enrich content and broaden the commercial application of devices, spurring the development of essential upstream components.
In traditional game development, there’s an inherent trade-off known as the “quality-speed-cost” triangle, where usually only two aspects can be prioritized at one time. For example, focusing on quality and speed often leads to high costs. This provides an opportunity for generative AI to benefit the industry.
Generative AI is capable of creating audio, text, and images, meaning it can accelerate the development of background music (BGM), marketing materials, non-player characters (NPCs), and background images in game production. For instance, tools like Stable Diffussion and DALL-E 2 can generate 2D images based on text prompts and have been applied in various stages of game production.
The 2023 smartwatch market reveals a new strategic direction for brands. Smartwatches have emerged as a new channel for market dynamism as the growth of established consumer electronics like smartphones decelerates. Despite a positive growth trajectory—influenced by demand transitioning from smart bracelets—an uncertain global economic climate continues to loom above. Challenges such as reduced consumer spending power and disappointing sales in 2022’s fourth-quarter peak season have necessitated a downward adjustment in 2023’s smartwatch market forecasts, now expected to reach 130 million units.
The shipment landscape for brands in 2023 largely mirrors that of 2023, indicating stability amid market fluctuations. During these unstable times, the push for innovation and the introduction of new products remain constant, showcasing the resilience and adaptability of the smartphone sector.
Development conditions for foldable phones are becoming increasingly mature due to the active involvement of smartphone brands. This report probes into the positioning, market segmentation, and hardware specifications of foldable phones, whilst examining their market competitiveness under price changes, future development trends, global market dynamics, and key component suppliers.
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.
CMOS image sensor (CIS) is the core component of a smartphone camera module, and its size and design architecture have a decisive impact on image quality. The optical format, which is the shape and size of the image sensor, is crucial for imaging. A larger optical format or optical size allows for capturing more light, thereby providing higher imaging resolution and a higher dynamic range. Hence, the larger the CMOS image sensor, the better the smartphone camera performs in low-light conditions. Conversely, a smaller optical format restricts the amount of light captured and results in a smaller pixel size. This ultimately leads to a drop in image quality.
The designs and technologies related to CIS units embedded in smartphone camera modules continue to evolve. Through innovations, CIS units now provide smartphones with more advanced and outstanding performance in terms of photography and imaging.
At WWDC 2023, Apple announced its first-ever mixed reality product, the Vision Pro, and launched the VisionOS operating system at the same time—marking its entry into the head-mounted display market. The MR headset is groundbreaking in terms of performance and price, signaling the arrival of the era of spatial computing. As Apple ventures into the AR/VR market, the challenges for the supply chain are significant, with numerous obstacles in hardware development still to overcome and costs remaining high. Nonetheless, taking a long-term perspective, this move is expected to continually drive the evolution of AR/VR products and the development of the supply chain.