Explore focused reports on emerging technology infrastructure, regional market shifts, sustainability strategies, and specialized applications shaping the global technology supply chain.
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AI glasses are emerging as a key gateway to AI; the market is projected to grow rapidly between 2026 and 2030, with a compound annual growth rate of 48%, creating new opportunities across the supply chain.
Megawatt AI Racks: Infrastructure Evolution & Wide-Bandgap Power Semiconductor Opportunities by 2030
Competing Paths in Data Center Optics: XPO Could Beat CPO to Mass Production in 2027
Mastering the 140%+ CAGR of CPO Semiconductor Revenue Explosion
The CPO market is projected to grow sharply by a 142% CAGR from 2026 to 2030 (excl. ELS) and as AI clusters scale and 3.2T data rates push copper to its limits, CPO is emerging as the new star.
NVIDIA and Broadcom both started deploying CPO in switch products, signaling the tech's opportunity in early commercialization.
According to DIGITIMES, six major AI applications - chatbots, software development, image generation, video generation, enterprise operations automation, and manufacturing process automation - are increasingly being adopted by enterprises. The resulting surge in inference demand, combined with diverse deployment models across cloud, edge, and on-premises environments, is driving a significant “specification reset” in AI infrastructure.
EV sales momentum slows in 2026 with the global auto market under pressure; The top-3 EV markets see their EV development heading in different directions, shrinking annual growth to 15.2% for the year.
Google and Matter are aggressively pushing into smart home innovations, while Apple's deployment still needs more time to be clear.
LEO satellites lead the global fleet management revolution as a key driving force for IoV commercialization.
India's high population started to benefit the nation in accelerating the implementation of its broadband services and manufacturing ecosystem.
Taiwan's top-6 electronic ODMs, the Big Six, upgrade net-zero strategies, pushing from green power adoption to co-creating sustainable supply chains.
The ongoing rise of generative AI is driving the entire semiconductor industry toward unprecedented growth. The global semiconductor market is expected to exceed $1 trillion by 2030, with a strong 8.7% Compound Annual Growth Rate (CAGR) from 2024 to 2030. Compared to the global semiconductor market trend, the market for advanced packaging of data center AI chips is expanding significantly, from $5.6 billion in 2024 to $53.1 billion by 2030, showing a remarkable 45.5% CAGR. This packaging revenue includes contributions from AI accelerators, AI server CPUs, AI networking processors, and High Bandwidth Memory (HBM).
Global semiconductor IDMs continue to invest in back-end processes in ASEAN; Western firms are more aggressive than Japanese peers in establishing and expanding plants in Singapore and Malaysia.
The Switch 2 launches strongly, shaking up the industry landscape as Nintendo takes on the dual giants Sony and Microsoft
DIGITIMES believes that non-terrestrial networks (NTN) will serve as a foundational pillar in the transition toward 6G, integrating satellite, aerial, and terrestrial systems to enable seamless global connectivity. However, due to the high deployment costs, complex spectrum coordination, and limited interoperability among systems, large-scale commercial adoption is expected to progress gradually over the next 3–5 years. From 2029 onward, as standardization under 3GPP matures and component costs decline, NTN-enabled services—spanning low Earth orbit (LEO) satellites, high-altitude platforms (HAPS), and integrated ground networks—are anticipated to enter a phase of accelerated growth.
The AI chip market holds tremendous potential - breakthroughs in FOPLP technology to overcome the RDL-first process barrier will be the key to success.
The three major Chinese power supply manufacturers leverage local industry advantages and technologies, actively moving toward high–gross–margin products.
Infrastructure policies and fiber/FWA drive global fixed broadband market growth; the US fixed-line broadband landscape is heading toward intense competition in 2025.
The LEO satellite communications market reaches a turning point: Starlink takes the lead while telecom operators and the EU seek breakthroughs.
Leading smart home players Google and Amazon assembled resources, with AI agents likely to become the next decisive factor.
The shipment share of 9-inch and above center console panels surpassed 70% for the first time in 2025, driving the proportion of 9-inch and above automotive displays to 58.8%.
DIGITIMES believes that due to the high cost of hardware components, humanoid robots can hardly see rapid adoption across various industries within the next 3-5 years and will primarily focus on specific application scenarios. It will not be until after 2029, with advancements in technology and economies of scale, that humanoid robots with bipedal mobility and dual-arm high-degree-of-freedom hand structures may experience more significant growth in scale.
Innolux to invest NT$33.7 billion to acquire Pioneer, a move driven by three key strategic initiatives to expand its automotive business footprint.
China's rare earth export controls impact global automotive supply chains, accelerating de-sinicization and alternative technology R&D in the US, Europe, and Japan, but dependence remains difficult to shake off in the short term.
Charging operators in China, Europe, and the US account for 90% of the world’s public charger deployments. MW fast charging, V2G, and NACS have become key areas of industry focus.
BYD's CNY100 billion investment in smart driving tech R&D and supply chain integration
advancing the EV leader toward progress in Smart Driving for AII strategy.
South Korea's two major panel makers have made progress in restructuring their businesses and will continue to strengthen OLED development to meet future growth momentum.
US President Donald Trump's implementation of reciprocal tariffs marked a significant shift in global trade dynamics and despite the 90-day extension, they are still expected to seriously influence the industries worldwide and companies.
The number of public chargers in China, the EU, and the US is estimated to reach 5.81 million units in 2025. China and the EU continue to expand, while growth in the US slows due to Trump's policies.
The Chinese PHEV market is on the rise with Chinese automakers leading the global industry in accelerating the shift to hybrid techs.
The US reciprocal tariffs on auto parts impacts Taiwanese manufacturers with revenue structure and capacity allocation becoming key risk factors.
DIGITIMES conducted a thorough investigation of major Taiwanese and Chinese EMS providers' production sites, analyzing over 400 pieces of server supply chain-related information from the past three years to break down insights such as component sources, production locations of EMS providers, and details of their final customers by cross-referencing this data.
Chinese automakers are actively adopting DeepSeek-R1, potentially accelerating the widespread adoption of smart cockpits and advanced autonomous driving.
Taiwan-based power supply giants will benefit from rising demand for AI servers as the application's adoption of BBUs is set to expand in 2025.
Tesla leads the trend of automakers deploying humanoid robots, with reducing labor workforce as the initial goal.
Global EV sales are expected to grow by 18.8% in the year 2025, while the performance gap among major EV markets will become more pronounced.
The liquid-cooled ultrafast charging system equipped with a solar-storage-charging DC-coupled solution is capable of effectively addressing charging anxiety.
India is rising to become a major 5G nation and a growth driver for the global telecom market in 2025.
DIGITIMES believes that the global high-end AI server market will evolve towards greater diversification. Global shipments of high-end AI servers are expected to grow from 639,000 units in 2024 to 1.323 million units in 2025. US hyperscale data center operators will be the primary customers. However, as the supply chain capacity increases to meet the demands of other customers, their share will also rise. Taiwanese manufacturers are set to become the main suppliers for L6 boards and L10-12 assembly, with their market share projected to increase during the 2021-2026 period.
Geopolitical tensions prompt Japanese IDMs to gather capacities in Japan's Kyushu and Tohoku regions and prioritize their OSAT capacity expansions in ASEAN countries.
Chinese automakers are keenly deploying in the EV markets of ASEAN, with local manufacturing and supply of key components playing a crucial role in their success.
The growing demand for AI computational power is accelerating advancements in hardware and chip technology, necessitating innovation and tighter collaboration within the AI chip ecosystem.
According to DIGITIMES Research, as chip performance improves, it will not only broaden software application opportunities but also drive substantial growth in AI chip shipments, unlocking significant business potential for the ecosystem.
The popularization of autonomous driving is boosting demand for automotive CIS with LFM and HDR being mainstream development directions.
Overall automobile sales began to decelerate, but electric vehicle (EV) sales remained in robust growth in China in the first half of 2024.
Liquid-cooled chargers are reshaping the EV charging experience with cable players leading the development of liquid-cooled charging gun systems.
Generative AI, ignited by ChatGPT's 2022 debut, is reshaping industries. DIGITIMES Research forecasts a market surge to US$400 billion by 2024 and US$1.5 trillion by 2030, primarily driven by hardware. This report delves into the hardware landscape, examining trends, strategies, and opportunities within this rapidly expanding domain.
The long-tail issue of AI recognition technologies is expected to be resolved by combining generative AI with autonomous driving.
China took the global lead in automobile export in 2023, driven by robust demand for EVs.
The construction of charging infrastructure should be accelerated to help ramp up the popularity of EVs, DIGITIMES Research has urged. The market research firm pointed out that the number of ownerships of EVs increased by 14 million units on year to over 40 million in 2023, while the number of public chargers expanded by 1.34 million to over 4.0 million during the same period
BYD saw its global EV sales surpass Tesla to become the leading EV seller worldwide in 2023.
Based on an observation of upstream suppliers and downstream customers of Samsung Electronics and its associated companies in the north of Vietnam, DIGITIMES Research has found that the Korean electronics giant and its affiliated firms still rely heavily on Korea-based upstream supply chain makers.
Automakers and auto technology developers presented multiple new energy concept cars, coupled with autonomous driving and AI-enhanced smart voice assistants at CES 2024.
China, Japan and South Korea are all keen on pushing the development of solid-state batteries for EVs with volume production expected for 2025 and commercially available for 2028.
Global EV sales enjoyed stronger growth than global auto sales in 2023 and will continue to see around 30% increase in 2024.
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 in October 2023.
AP shipments for Chinese smartphones in the fourth quarter of 2023 are expected to be weak, as handset brands already stocked up in advance in the third quarter.
Samsung has been pushing investments in Vietnam and India and is expected to continue doing so for the next several years as the tech competition between the US and China is worsening.
According to DIGITIMES Research's surveys and analyses, second-quarter 2023 smartphone application processor (AP) shipments to China-based brand vendors amounted to 132 million units, growing 10% from the prior quarter but plunging 33.4% from the prior year.
First-quarter 2023 smartphone application processor (AP) shipments to China-based smartphone brand vendors amounted to 120 million units, plunging 12.1% from the prior quarter and 32.6% from the prior year due to ongoing smartphone demand shrinkage on top of vendors' inventory adjustment and slow season.
DIGITIMES Research expects smartphone shipments to grow 2-9% a year throughout the period from 2023-2027 with the CAGR for the five years to come to 4.8%.
Shipments of application processors (APs) used in smartphones released by China-based brands went up 10.2% sequentially, but down 19.4% on year to reach 199.5 million units in the third quarter of 2022.
With the increasing usage of advanced driver-assistance systems (ADAS) and over-reliance on technologies, drivers are more likely to be distracted while behind the wheel, making the adoption of in-cabin monitoring systems (ICMS) rather critical.
DIGITIMES Research has observed from the developments of the global electric vehicle (EV) and power battery supply chains and found that an EV industry cluster is taking shape in China.
According to Digitimes Research's surveys and analyses, second-quarter 2022 smartphone application processor (AP) shipments to China-based vendors amounted to 181 million units, increasing 1.7% from the prior quarter but decreasing 17.1% from the prior year mainly due to China's weakening economy as well as the ongoing Russia-Ukraine war and rising inflation continuingly taking a toll on consumer spending.
India-based telecom operators generated robust revenues from access services in 2021, the highest since the commercialization of 4G in the nation, thanks to rebounding average revenue per user (ARPU) and a large telecom user base steadily exceeding 1.15 billion.
According to Digitimes Research's surveys and analyses, first-quarter 2022 smartphone application processor (AP) shipments to China-based vendors amounted to 178 million units, increasing 4% from the prior quarter but decreasing 16% from the prior year as Xiaomi, Oppo and Transsion ramped up inventory with their efforts to expand into Eastern Europe, Southeast Asia and Latin America generating results.
Thanks to strong promotional efforts on the part of China's three biggest telecom operators, the market has the world's largest 5G user base, totaling 730 million.
About 50 million to 60 million motorcycles are sold worldwide every year and 75% of them are in ASEAN, India and China with India overtaking China to become the largest motorcycle producer since 2015.
With the pandemic slowing down, Korea-based manufacturer, especially Samsung, has started undertaking efforts to diversify risks as part of its Southeast Asia strategies.
Taiwanese manufacturers demonstrated strong ambition toward adopting ISA-95 Layer 1 and 2 manufacturing equipment automation as well as Layer 5 e-operation and product management automation.
Silicon (Si) semiconductor with widespread use is close to reaching the physical limits of Moore's Law and is thus being replaced by wide bandgap semiconductors of third-generation semiconductors in a growing number of applications.
Despite the higher costs of SiC semiconductor components compared to silicon ones, automakers still embrace them for their low power loss, high withstand voltage, heat resistance and high frequency characteristics.
Fourth-quarter 2021 smartphone AP shipments to China-based vendors amounted to 171.2 million units, plunging 30.8% from the prior quarter mainly as China-based vendors faced the situation where some components were in worse shortage than the others, on top of weak 5G phone demand and a mismatch between AP supply and demand.
Japanese automakers make their way into Southeast Asia at their own pace. Toyota with abundant corporate resources started out by building multiple assembly lines in several countries across the region while gradually undertaking localized components production and exports business.
Third-quarter 2021 smartphone application processor (AP) shipments to China-based vendors amounted to 258 million units.
Aside from Europe, China and the US, Digitimes Research believes India's EV industry also has great development potential.
Although global notebook demand will decelerate in 2022 and 2023, their shipments will regain momentum starting 2024, while the global smartphone market is expected to enjoy shipment growth every year from 2022-2026. Global tablet shipments will see a moderate growth in 2021, but will shrink in each of the next five years starting 2022.
Unisoc has become an alternative source of smartphone AP supply for Chinese smartphone brands.
Second-quarter 2021 smartphone application processor (AP) shipments to China-based vendors amounted to 218 million units, up 3% quarter-over-quarter.
Taiwan-based manufacturers are expected to show various levels of strength in different areas but have an established presence in EV components and subsystems.
Digitimes Research expects the global EV penetration rate to exceed 20% by 2025 and global EV sales to grow at a CAGR of 40% 2020 through 2025.
Kicking off in 2021, China's 14th 5-year plan continues to include quantum technology as one of the key development projects.
Fourth-quarter 2020 smartphone AP shipments to China-based vendors amounted to 211.6 million units, up 9.9% quarter-over-quarter and 7.7% year-over-year.
China government has always attached great importance to advances of the semiconductor sector, but semiconductors' vital role to industrial and national development is clear amid the country's trade war with the US. This Digitimes Research Special Report reviews the results of China's efforts to build its semiconductor ecosystem during the 13th 5-year Plan (2015-2020), and looks at the plans set out in its 14th 5-year Plan (2021-2025) to raise China's IC self-sufficiency.
Global large-size LCD panel shipments will fall at a CAGR of -0.3% 2020 through 2025, while shipments of small-to-medium-size panels will be at 0.14%.
Smartphone application processor shipments to China-based vendors amounted to 192.6 million units in third-quarter 2020, up 13.4% quarter-over-quarter and down 9.5% year-over-year.
Notebook and tablet shipments are both expected to increase from a year ago in 2020 due to demand from stay-at-home activities, while those of smartphones will slip. In 2021, notebook shipments will stay flat on year, but tablet will decline, while smartphone volumes will rise thanks to 5G's commercialization.
Second-quarter 2020 smartphone AP shipments to China-based vendors amounted to 169.9 million units, down 20.6% year-over-year but up 25.8% quarter-over-quarter.
Smartphone application processor (AP) shipments to China only amounted to 135 million units in first-quarter 2020, plunging more than 30% on quarter and 12.2% on year.
The coronavirus outbreak has resulted in labor shortages and shipment disruptions in China's supply chain, but Digitimes Research believes if the epidemic gets under control, China-based top-4 smartphone brands' shipments are expected to drop 19.5% on year in the first quarter of 2020, while smartphone AP shipments to China will fall 11.4% on year during the period.
Smartphone AP shipments to China-based vendors came to 197 million units, down 5.9% on year and 7.7% on quarter.
Mini LEDs and micro LEDs are expected to become improved backlighting solutions that can significantly enhance displays' quality and create added value in the upcoming years.