AI glasses partners drive growth as eye and head tracking take center stage
AI glasses partners drive growth as eye and head tracking take center stage
Physical AI Research
The Physical AI Report provides structured analysis of technologies and markets enabling artificial intelligence to interact with and operate in the physical world. Coverage spans robotics, autonomous systems, industrial automation, machine vision, sensors, edge AI, and intelligent infrastructure.
The report examines how AI is being deployed across manufacturing, logistics, healthcare, mobility, and smart environments, while tracking developments in hardware, software, and ecosystem partnerships. It serves as a practical reference for understanding the emergence of Physical AI and its impact on industries worldwide.
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Latest Physical AI reports
Taiwan broadband CPE industry, 1Q 2026: 10G upgrades drive volume but pricing pressures linger
Global broadband CPE shipments in the second quarter of 2026 are estimated to see a yearly growth of 3.4%, with PON CPE supporting shipment growth.
Taiwan 5G FWA CPE industry, 1Q 2026: Rebounding shipments and AI-driven supply crunch
Memory shortage drives up ASP; Global 5G FWA CPE shipments projected to decline 4% YoY in 2Q26; ASP, conversely, supports production value resilience
Taiwan Wi-Fi router industry, 1Q 2026: Steady recovery, rising value, and telecom-led demand
Wi-Fi 7 upgrades and cost pressures coexist as Taiwanese Wi-Fi router shipments rose 1.1% sequentially in the first quarter of 2026.
Taiwan IPC players shift to edge AI solutions: Growth opportunities and supply chain challenges in 2026
Large Taiwanese IPC players begin reaping early edge AI deployment dividends in 2025, with estimated 2026 revenue growth of 12%.
OpenClaw development and market status
OpenClaw craze accelerates personalized edge AI agent applications, driving demand for VPS and personal workstations.
SDV deployment of auto Tier-1 and processor players
Software-defined vehicles (SDVs) enter the accelerated deployment era; integration of AI models by automotive processor players becomes an inevitable direction.
New Chinese AI service startup analysis
Zhipu and MiniMax's rapid revenue growth but expanding losses highlight that Chinese AI service startups will face severe elimination challenges in 2026.
Strategies of Nvidia, Arm, Qualcomm for AI ASIC
Outlook for the 2026 global data center ASIC competition: The changing strategic alliances between Arm, Qualcomm, and Nvidia will be the core key.
Strategies and deployment of edge AI chip startups
Edge AI chip startups split adoption between TSMC's mature processes and Samsung's advanced technology; Samsung seeks to gain trust from the market with innovations for edge AI.
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