Newcomers to the industry are often intimidated by the flexibility and diversity of the strategies of the traditional large companies that are constantly responding to change. When analyzing industry trends, real-time information is needed with industry knowledge accumulated over the years. We have selected 10 issues enterprises must pay attention to in 2024 for this series of column articles.
In the past, the industry was dominated by integrated device manufacturers (IDMs) and brand owners, but now there is a demand for "horizontal" information connectivity. The two are the warp and woof of each other, and when we examine the industry, we feel that, on the one hand, it seems reasonable, but on the other hand, it is not enough.
We can say that MediaTek is no longer an IC design company that only focuses on cell phones and application processors. From the perspective of "AI on Edge," edge computing is a key trend that can be better integrated with Taiwan's industrial development. However, consumer behavior of PCs and mobile phones are very different, and the biggest challenge for Taiwanese companies will be how they define their new products.
Using smartphones as an example, smaller cell phones have to face the limitation of battery capacity and instantaneous computing demand surge, but the advantages of accessing the Internet anytime and anywhere are superior to NB. That involves the differences in positioning between MediaTek, Qualcomm, and even Intel.
By the end of 2023, the second largest semiconductor company in the world in terms of market capitalization after Nvidia was Broadcom, not TSMC. In the AI era, Broadcom is focusing on networking chips and the integration of hardware, software, and cybersecurity by acquiring VM Ware and Symantec. Can you imagine that this IC design company's software service revenue already exceeded 20% of the total?
Tech X Media
The service industry is rapidly growing, with the media industry being an exception. In recent years, techies like Amazon's Jeff Bezos and Salesforce have invested in the Los Angeles Times, the Washington Post, and Time magazine. However, their experience shows that tech-savvy people don't necessarily understand how the media can survive the AI era.
The Los Angeles Times lost $30 million~$40 million, and Time Magazine lost about $20 million. Employees of these major media outlets were expecting the tech tycoons to change the business ecosystem, but apparently, that didn't happen. If the media employees don't respond to the change, can they expect the media to turn the corner with the help of the Internet giants? Can Taiwan's media be immune from the trend?
Stock market information is important. However, if the definition and value of news content change with stock prices, we may fall into the predicament of "unprecise news." I chose to neglect the stock news that everyone is concerned about and focus on the management strategy of the content in terms of information structure and layout.
The industry is concerned about how to capture and summarize key information in a "simplified" way.
Source: DIGITIMES Research
In the past, when I read reports or news, the keywords of the query would appear in my mind and remain valid. In reality, very few people in enterprises and organizations have enough professional knowledge to find out the answers that can be used to make decisions.
The future of news websites will be revolutionized by how 10, 30, or even 50 keywords can be used to deduce important industry trends and decision-making information in a single portal. How many keywords are relevant to you? AI is the best tool for professional information consumers to find answers and solutions. As the ancient Chinese proverb goes, "Use the enemy's spear to attack his shield."
We believe that all questions will be answered in the internet world: it's just a matter of how to ask them. Computers will eventually surpass the limits of the human brain. Although the application of tools can't entirely replace professional consultants, it will make the work of professional analysis more accurate. Therefore, it is more important to ask the right questions!
