DIGITIMES Research believes that the neural processing unit (NPU) will bring new choices for AI accelerator chips in edge devices. Compared to general-purpose graphics processing units (GPGPU), NPU has power consumption and price/performance ratio advantage, making it suitable to handle AI computing tasks in edge computing, according to DIGITIMES Research's findings in the new AIoT report
With air cooling being the mainstream solution at data centers, 3D Vapor Chambers (VCs) have successfully broken through the theoretical heat dissipation limitations of air cooling and brought higher heat dissipation efficiency to data centers. DIGITIMES Research predicts that 3D VCs will become mainstream air cooling solutions for servers in 2024-2025
China's smartphone shipments totaled 78.2 million units in the fourth quarter of 2023, increasing 23.5% sequentially and 10.5% annually and accounting for 23.9% of global smartphone shipments, higher than the share of 23.1% a year earlier, according to DIGITIMES Research's latest figures from its China smartphone market report
As a result of a prolonged inventory adjustment in the electronics sector and slower economic development in 2023 compared to 2022, DIGITIMES Research forecasts that the global wafer foundry industry will generate US$122.4 billion in revenue in 2023, a 13% decrease from 2022
In 2023, the worldwide semiconductor market faced challenging conditions. Amidst various uncertainties including geopolitics and the broader economy, DIGITIMES Research projects that the worldwide IC design and IDM sector generated US$523 billion in revenue in 2023, reflecting an 8.9% decline compared to the previous year
NearLink (also known as SparkLink), China's homegrown wireless communication technology, entered commercialization in 2023 after being led by Huawei and supported by more than 400 Chinese companies. NearLink aims to reduce China's reliance on international standards, such as Wi-Fi and Bluetooth, dominated by the US
DIGITIMES Research's China smartphone industry report predicts that China's smartphone shipments are expected to decrease by 18.5% in the first quarter of 2024
DIGITIMES Research's findings show that application processor (AP) shipments for Chinese smartphones were sluggish during the traditional peak season in fourth-quarter 2023, with a sequential decrease of nearly 20%. Shipments already had peaked in the previous quarter for handset brand vendors in preparation for the high-season demand during the second half of the year, as well as in response to competition from Huawei's return to the 5G market, according to DIGITIMES Research's reports covering AP shipments to Chinese smartphone brands
We are seeing the most standardized specifications of AI hardware with the launch of AI PCs, and the operating system and the apps will be key to defining the "AI" on the PCs as a genie or a white elephant, said DIGITIMES Research analyst Joyce Chen, who just recently released a report regarding AI PC
Based on DIGITIMES Research's statistics, first-quarter 2024 global server shipments are expected to climb 1.7% sequentially and resume year-on-year growth. Leading US-based cloud service providers were keen on AI server purchases in the second half of 2023, which squeezed their budget for general-purpose servers. Going into the first quarter of 2024, they are set to start a new round of purchases for general-purpose servers, giving rise to brisk server sales despite the traditional slow season, according to DIGITIMES Research's latest server report
Global notebook shipments, not including detachable models, went down 5.8% sequentially in the fourth quarter of 2023 due to brand vendors' promotions on older-generation notebooks to clear inventory almost at the end; CPU players' new platforms not yet ready, and weak end demand pulling back brand vendors from placing keen orders for the quarter despite being the traditional strong season, according to the latest figures from DIGITIMES Research's fourth-quarter 2023 notebook report
