Global notebook shipments were up 20.9% sequentially and down only 5.5% on year in the second quarter of 2023, but the volumes are only expected to stay flat in the third quarter and dip a single-digit percentage in the fourth quarter.
Global server shipments slipped 5.7% sequentially in the second quarter and are likely to see only single-digit on-quarter growth in the third quarter due to brand vendors and CSPs both turning conservative toward the second half of the year, even though the new mainstream server CPU platforms are ready for supply.
The Japanese government on May 23 announced to impose export restrictions on 23 items of semiconductor manufacturing equipment, effective July 23. Although the list includes various equipment, Japan is more likely to control the export of photolithography or thin film deposition equipment for advanced processes.
Demand for generative AI (Gen AI) and large language model (LLM) is rising rapidly, driven by the emergence of ChatGPT, a chatbot developed by OpenAI. For their large scale as well as the massive data sets and resources required to train LLMs, cloud service providers (CSP) are generally adopting the method of combining inference and prompt engineering for their AI solutions to support clients' customization needs.
South Korea released the K-Network 2030 strategy in February 2023, aimed at building state-of-the-art communication networks and making South Korea an ICT and Internet superpower, and DIGITIMES has studied the strategy to find out what the country is eyeing to do for the next several years.
There are 14 working groups in MIH. By organizing its members into working groups based on area of expertise, MIH looks to consolidate the resources and accelerate the realization of software-defined vehicles (SDV). MIH has designed a software architecture that accommodates all types of software and hardware platforms and simplifies automotive software development.
Based on DIGITIMES Research's studies on Japan's 5G network rollout and applications across different frequency bands, the deployment of mmWave remains challenging and its population coverage is very limited at slightly above 0%.
Entering 2023, most countries worldwide, especially emerging markets, are still struggling from high inflation and see weakening consumer demand as a result. DIGITIMES Research estimates that global smartphone shipments slipped 13.2% on year to come to only 264 million in the first quarter of 2023 and will witness an on-year decline of 6.4% to reach volumes of 257 million units in the second quarter.
The global top-5 notebook brands, not including Apple, saw their combined shipments rise over 30% on month in May, while the top-3 ODMs together also achieved a similar shipment growth thanks to a recovery in North America's and Europe's education sectors and vendors' keen price cuts on older-generation consumer models for clearing up inventory.
Computex 2023 was hosted at Taipei Nangang Exhibition Center from May 30 through June 2 and DIGITIMES Research paid a visit to the show to survey and outline the trends that new AI servers showcased at the event feature including the increasing popularity of models powered by Nvidia's HGX H100 among the suppliers; AI servers with PCIe support trending toward high-density and high-application-flexibility development; servers powered by Nvidia's GH200 boasting the best performance running Nvidia's Large Language Model (LLM) and Nvidia's release of MGX reference server designs.
After surveying and analyzing the showcases at Taipei AMPA & Autotronics Taipei 2023 and E-Mobility Taiwan 2023 held in mid-April, DIGITIMES Research found that this year's event had a growing number of high-voltage silicon carbide (SiC) semiconductor applications that significantly boost electrical vehicle (EV) efficiency, while the development of automotive electronics including mmWave radars, head-up displays (HUDs) and rear seat entertainment (RSE) systems are targeting mainly high-end applications.
India, with nearly 800 million 4G subscribers, began its deployment of the 5G network in the fourth quarter of 2022 with the country's top two telecom operators – Reliance Jio and Bharti Airtel (Airtel) – separately announcing plans to achieve full 5G coverage nationwide by the end of 2023 or at the end of first-quarter 2024.