On December 6, Google unveiled its large language model (LLM) Gemini, intending to integrate it into various Google products and services. DIGITIMES Research believes that integrating Gemini Nano into Android will expand the range of products offering on-device generative AI, from flagship models to mid-to-high-end devices, within 2-3 years, and help address the fragmented on-device AI within the Android ecosystem.
DIGITIMES Research expects global smartphone shipments to grow more than 10% sequentially and 2% on year in the fourth quarter, reaching over 300 million units, with the sequential increase driven primarily by Apple's iPhone shipments, according to DIGITIMES Research's latest figures from its global smartphone industry report.
Following the announcement to impose export restrictions aimed at blocking China's semiconductor industry development in October 2022, the US government released multiple new measures directed at China's semiconductor industry, including the expansion of the curbs on high-performance chip and advanced semiconductor manufacturing equipment (SME) exports announced in October 2023, according to DIGITIMES Research's latest report on the US semiconductor export sanctions.
Over the past few years, numerous PCB manufacturers have embarked on their investment spree in Thailand, marking a substantial shift in the global supply chain, with a scale rarely witnessed in decades. DIGITIMES Research noted that PCB manufacturers strategically align themselves with their customers to bolster supply chain resilience and respond to rising demands for automotive electronics.
The global top-5 notebook brands, not including Apple, saw their combined shipments decelerate in October and slip 20% month-on-month after their keen shipments in September for the peak season. However, volumes rose 3% year-on-year, according to the latest figures from DIGITIMES Research's monthly notebook update report.
Global notebook shipments performed better than expected in the third quarter of 2023. After enjoying an over 20% sequential increase in the second quarter, the volumes went up further by 2.1% in the third, but the shipments will then slip 7.3% in the fourth quarter due to high channel inventory and a high comparison base in the third quarter, according to DIGITIMES Research's latest figures from the quarterly notebook report covering the second half of 2023.
While carmakers and automotive semiconductor companies hold different views on the outlook for the global car market, industry leader Infineon is optimistic about the future. According to DIGITIMES Research, the growing demand for automotive semiconductors, robust order backlogs and the edge in China's EV sector will further Infineon's revenue growth.
DIGITIMES Research observes that the business operation of the DRAM and NAND Flash sector of the world's top three memory manufacturers – Samsung, SK Hynix, and Micron – has improved since the beginning of the second half of 2023 and demand will enjoy a bigger recovery in the fourth quarter, boosting the three makers' revenues and profits, according to DIGITIMES Research's latest memory industry report.
Although India demonstrates ambition and has pivoted to invite Taiwanese semiconductor partners to accelerate its chip dreams, analysts are taking a cautious view but said the success of Micron in India is key to the South Asian country's semiconductor future.
Japan's delivery robot market is still at its initial stage of development. The costs for producing the machines and their operation afterward were still high. On the hardware side, the machines are made in small volumes and components prices are high, according to DIGITIMES Research's latest report under the brand new AIoT channel, set to launch in 2024
Global server shipments increased 1.5% quarter-over-quarter in third-quarter 2023 as previously expected, mainly driven by brand vendors launching new platforms, while overall server purchases by large US cloud service providers (CSP) continued to show a slight decline amid a shift in focus to high-priced AI servers, according to the latest figures from DIGITIMES Research's server report.
The Taipei International Logistics and IoT Exhibition 2023 and Taipei International Cold Chain Technology Exhibition 2023 were jointly held from August 23 to 26, with more than one hundred cold chain and logistics operators participating in the events. According to DIGITIMES Research's latest report under the brand new AIoT channel, set to launch in 2024, influenced by the call for net-zero carbon emissions and increasing labor shortages, the cold chain/logistics industry is moving towards smart, highly efficient, and low-carbon solutions.