AI technology has become a new industry trend after OpenAI released ChatGPT, and this trend has now extended to the smartphone field. Current observations find that in-house large language models (LLMs) have become the major competing category for brands, who are showcasing the performance of their models in areas such as language comprehension and image recognition. AI on edge computing solutions are expected to become the industry's development direction when the requirements of user privacy and latency reduction in data transmission emerge after the official boom of AI capabilities in smartphones.
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
The IEEE officially released the 802.11bb standard in July 2023, thereby providing a definition for the mutual support specifications of Light Fidelity (Li-Fi) devices. With the publication of this standard for wireless communication, the major Li-Fi technology providers have been actively exploring the related crucial application scenarios and developing corresponding solutions. Additionally, Li-Fi is expected to play a vital role in achieving comprehensive terrestrial network coverage in the 6G era.
1. Development of Global Fixed Broadband Industry
2. Development of Global Mobile Broadband Industry
3. Development Trends of Global LEO Satellite Industry
4. TRI’s View
In the past, Huawei had maintained a strong position in the global smartphone market, stably ranking among the top three in market share, thanks to the differentiation advantage of its self-developed Kirin SoC chip. However, since May 2019, Huawei has been heavily impacted by the US sanctions and has been unable to access high-end 5G chips. As a result, Huawei's market share in the smartphone industry has experienced a significant decline. The market initially believed that the US sanctions would severely impact Huawei and its smartphone supply chain, potentially pushing Huawei into a dire situation. However, Huawei has made a comeback by launching the new Mate 60 Pro, which supports 5G technology. This comeback is a testament to the Nietzsche saying, "What doesn't kill me makes me stronger."
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.
An increase in demand for 5G Fixed Wireless Access (FWA) was seen throughout 2023 to complement last-mile wired broadband deployments. This will bring 5G experiences to homes, businesses, factories, and other areas. 5G FWA also helps to bridge the digital divide in rural areas by providing fast and cost-effective broadband access. FWA enhances the feasibility of wireless as a home broadband solution, which in turn drives opportunities for 5G FWA device manufacturers. The analysis on the global 5G FWA chip market is as follows.
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.
The recent promotion of the BEAD Act in the US, coupled with the gradual opening of the Wi-Fi 6E frequency band in the global regional market, are expected to drive a wave of upgrades for Wi-Fi 6E devices among general household and enterprise users. This trend will also stimulate global and Taiwanese equipment manufacturers to launch their previously introduced Wi-Fi 6E devices, thus potentially increasing the shipment volume of Wi-Fi 6E devices for international equipment manufacturers.