South Korea identifies network industry growth as a key objective of its K-Network 2030 strategy, intending to drive cloud- and software-based network architecture transformation and increase technological independence of material, component, and equipment upstream supply chains.
Global smartphone shipments are expected to grow within a range of 4-8% annually from 2024-2028, representing a compounded annual growth rate (CAGR) of 6%.
Few Taiwan-based IC design firms have made efforts toward high performance AI chips, autonomous driving chips, high performance computing (HPC) chips, and other emerging technologies whereas China has multiple companies endeavoring in these fields.
DIGITIMES Research projects that the global foundry revenue will grow at a CAGR of 11.3% from 2023 through 2028, driven by demand from 5G and EV applications.
Taiwan's wafer foundry industry is set to generate a total of only US$77.9 billion in revenue in 2023, falling 13% from a year ago, but will see the amount to rise in 2024.
Samsung has been pushing investments in Vietnam and India and is expected to continue doing so for the next several years as the tech competition between the US and China is worsening.
Global tablet shipments reached only 28.09 million units in the second quarter of 2023, down nearly 5% from a quarter ago, due to the quarter being the traditional slow season and sales in key markets such as North America and China showing no major improvement.
According to DIGITIMES Research's surveys and analyses, second-quarter 2023 smartphone application processor (AP) shipments to China-based brand vendors amounted to 132 million units, growing 10% from the prior quarter but plunging 33.4% from the prior year.
In response to explosive generative AI and large language model (LLM) demand, major cloud service providers and leading server brands are stepping up efforts toward AI servers, with a focus on ramping up their procurement of high-end AI servers featuring accelerators with high bandwidth memory (HBM) integrated.
