Views: 0 Author: Site Editor Publish Time: 2024-11-14 Origin: Site
TrendForce, a global research firm, held a seminar on October 16, 2024, titled "AI Era, Semiconductor Global Expansion -2025 Technology Industry Big Forecast". In addition to delving into how AI will lead the new trends in the future development of the semiconductor industry, TrendForce Consulting has also provided a unique perspective on the future development trends of multiple technological fields such as panel level packaging technology, consumer electronics, and robotics. Through its professional and in-depth exploration, it enables people to understand and explore how various fields are moving towards a new era of intelligence, efficiency, and infinite possibilities under the guidance of AI.
Panel level packaging technology
The possibility of combining panel level packaging with AI chips
FOPLP's product applications can be mainly divided into three categories: PMIC and RF IC, consumer CPU and GPU, AI GPU, etc.Among them, PMIC and RF IC adopt chip first technology, which was originally mainly developed by OSAT operators. Later, with the rise of process authorization providers, IDM and panel operators were promoted to join and expand mass production scale; Consumer CPUs and GPUs adopt chip last technology, developed by OSAT operators with accumulated production experience and capacity. The earliest estimated time for product mass production is in 2026; AI GPU adopts chip last technology, led by wafer foundries, seeking to expand the original CoWoS packaging from wafer level to panel level with the trend of increasing grain size and packaging quantity. The earliest production time for the product is 2027. However, the development of FOPLP still faces challenges, including technological bottlenecks and diverse panel sizes that will disperse equipment research and development capacity. In addition, industry players tend to prioritize investing in FOWLP capacity to be recovered before investing in FOPLP capacity.
AI PC
The Current Status and Future of AI PCs: Basic Strategies for Building Killer Applications
With the development of AI technology, it is expected that AI functions will gradually become a standard equipment for notebook computers. TrendForce predicts that the market penetration rate of AI laptops will reach 21.7% by 2025, and by 2029, nearly 80% of laptops will be equipped with AI technology.
In the future, through speech recognition and natural language processing, the user experience will become more intuitive. In addition, AI technology can provide more accurate business insights through data analysis, helping businesses make wiser decisions. Although the current applications of AI technology are mostly in known forms and highly dependent on cloud services, the future market prospects are still worth paying attention to as the technology matures, the market acceptance of AI increases, and user demand for related products grows. Looking forward to the emergence of breakthrough AI applications, which will have the opportunity to bring new opportunities to the mature and stable laptop industry, as well as provide consumers with more valuable choices.
Robot
AI applications are blooming everywhere, and robot business opportunities are exploding
With the rise of deep learning technology, AI has entered a new stage of development. With the emergence of applications such as big data analysis, machine vision, and speech recognition, recommendation systems, precision marketing, security, monitoring, detection, autonomous driving, voice interaction, and customer service have been widely introduced.
TrendForce predicts that significant progress will be made in AI driven robot technology by 2025, including Autonomous Mobile Robots (AMRs) for logistics, Scalable Solutions Robos-as-a-Service (RaaS), and improved human-machine interaction applications.Robot-as-a-Service (RaaS) will become a new business model where companies can rent robots instead of purchasing them, thereby reducing upfront costs and risks. RaaS enables the automation of advanced robot technology, enabling small and medium-sized enterprises to benefit from intelligence. This trend not only stimulates innovation vitality, but also broadens the application scope of robot technology in various industries.
In addition, industrial robots will gradually shift towards service robots as the main focus. The developer is committed to developing new AI control interfaces, providing new solutions, and new functions such as robot programming, combining vision, AI algorithms, and robot components to make automated processes more intelligent.With the improvement of multimodal communication and interaction, information retrieval, text summarization, scheduling, and artistic creation capabilities of humanoid robots, the problem of constantly rising labor costs can be solved. The application prospects of humanoid robots will be even broader by 2025.
