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AIoT

What to expect?
  • WiFi device shipment semi-annual update
  • FWA, FTTx, Cable shipment semi-annual update
  • Overview and outlook of Taiwan's IPC industry
  • Other trending applications analysis (robot, edge computing, AI ecosystem, AI technology, etc.)
Research Scope

The AIoT Report provides structured analysis of the AI, IoT, IPC, and edge computing landscape, focusing on the technologies and markets shaping next-generation intelligent systems. It delivers semi-annual shipment tracking for connectivity segments such as Wi-Fi, FWA, FTTx, and cable, alongside dedicated coverage of Taiwan’s IPC industry. The report also examines edge computing chip trends, robotics applications, and the development of China’s cloud and AI ecosystem, outlining how application scenarios, technologies, and ecosystem structures are evolving across the AIoT domain. This serves as a practical reference for tracking AIoT-related market and technology developments over time.

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report
Taiwan broadband CPE industry, 1Q 2026: 10G upgrades drive volume but pricing pressures linger
Global broadband CPE shipments in the second quarter of 2026 are estimated to see a yearly growth of 3.4%, with PON CPE supporting shipment growth.
Friday 22 May 2026
report
Taiwan 5G FWA CPE industry, 1Q 2026: Rebounding shipments and AI-driven supply crunch
Memory shortage drives up ASP; Global 5G FWA CPE shipments projected to decline 4% YoY in 2Q26; ASP, conversely, supports production value resilience
Thursday 21 May 2026
report
Taiwan Wi-Fi router industry, 1Q 2026: Steady recovery, rising value, and telecom-led demand
Wi-Fi 7 upgrades and cost pressures coexist as Taiwanese Wi-Fi router shipments rose 1.1% sequentially in the first quarter of 2026.
Rannie Wang
Wednesday 20 May 2026
report
Taiwan IPC players shift to edge AI solutions: Growth opportunities and supply chain challenges in 2026
Large Taiwanese IPC players begin reaping early edge AI deployment dividends in 2025, with estimated 2026 revenue growth of 12%.
Zouhao Shen
Monday 27 April 2026
report
OpenClaw development and market status
OpenClaw craze accelerates personalized edge AI agent applications, driving demand for VPS and personal workstations.
Wing Huang
Thursday 9 April 2026
report
SDV deployment of auto Tier-1 and processor players
Software-defined vehicles (SDVs) enter the accelerated deployment era; integration of AI models by automotive processor players becomes an inevitable direction.
C.Y. Yao
Tuesday 24 March 2026
report
New Chinese AI service startup analysis
Zhipu and MiniMax's rapid revenue growth but expanding losses highlight that Chinese AI service startups will face severe elimination challenges in 2026.
Aaron Chen
Thursday 19 March 2026
report
Strategies of Nvidia, Arm, Qualcomm for AI ASIC
Outlook for the 2026 global data center ASIC competition: The changing strategic alliances between Arm, Qualcomm, and Nvidia will be the core key.
C.Y. Yao
Monday 26 January 2026
report
Strategies and deployment of edge AI chip startups
Edge AI chip startups split adoption between TSMC's mature processes and Samsung's advanced technology; Samsung seeks to gain trust from the market with innovations for edge AI.
Zouhao Shen
Tuesday 20 January 2026
report
Taiwan IPC industry and player status, 2025
Edge AI drives revenue growth for Taiwanese IPC firms as operators actively seek software partners in the AI field.
Zouhao Shen
Wednesday 17 December 2025