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AI server growth momentum continues until 2025, with output value estimated to reach US$298 billion

According to the latest survey by TrendForce, the overall server output value is estimated to reach US$306 billion in 2024, among which AI Server has better growth momentum than general servers, with an output value of approximately US$205 billion. As AI Server demand continues to grow in 2025 and the average selling price (ASP) contributes more, the output value has the opportunity to increase to nearly US$298 billion, and the proportion of overall server output value will further increase to more than 70%.Chinese and American CSPs and Server OEM customers have increased their momentum to purchase Hopper series models, which will drive the total AI Server shipments in 2024 to increase by 46% year-on-year. Looking ahead to 2025, TrendForce estimates that AI Server annual shipments will increase by nearly 28% year-on-year, and the proportion of overall Server shipments will further increase to more than 15%.As for the performance of major AI chip suppliers, the new Blackwell platform is expected to become the mainstream of NVIDIA's high-end GPU in 2025. However, the GB Rack series has a more complex design verification, and the supply chain still needs time to prepare. In addition, there are fewer working days in the first quarter due to seasonal factors. It is estimated that shipments will increase significantly after the second quarter. In addition, it is estimated that NVIDIA will launch solutions such as B300 and GB300 in the third quarter of 2025, which is expected to further boost the shipment momentum of HGX and GB Rack equipped with Blackwell.In addition to NVIDIA, it is also worth noting that large CSPs are more actively investing in self-developed ASICs. In 2024, Google will still be the main shipper, but AWS's shipment growth will be stronger, with an annual growth rate of more than 200%. It is expected that AWS shipments will grow by more than 70% in 2025, and it will focus more on the development of Trainium chips and invest in AI applications such as AWS public cloud infrastructure and e-commerce platforms.Reposted from: International Electronic Commerce, automatically translated by Google

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Silicon demand to grow by double digits by 2025

In 2024, the semiconductor industry has already differentiated, with consumer electronics, automotive and industrial markets continuing to weaken, while developments in the field of artificial intelligence continue to drive the growth of GPUs and high-bandwidth memory (HBM).Due to the high cost of semiconductors used in the field of artificial intelligence and the limited procurement volume in the IT budget, the impact on wafer demand is not significant. However, the recent trend toward larger chip sizes has increased the amount of silicon used per package. This is illustrated by the fact that wafer demand exceeds unit shipments this year and next.As we move into 2025, we are less optimistic about a broad-based recovery at the beginning of the year. TechInsights expects semiconductor sales to remain flat in the first half, followed by stronger growth in the second half. Discrete, analog, and optoelectronic device manufacturers continue to face inventory challenges, and these inventories need to be absorbed before we can expect a return to broad-based growth.On the positive side, we expect consumer confidence to improve as interest rates trend downward throughout the year. After consumers regain confidence, they may prioritize the purchase of high-value goods, which will boost the consumer electronics market and bring good support to the automotive industry.Reposted from: International Electronic Commerce, automatically translated by Google

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Global LED (light-emitting diode) market trend report, compound annual growth rate is 11.2%

The LED market has seen a broad boom due to growing awareness of energy conservation, government mandates to sell sustainable technologies, and continuous improvements in LED technology, making it a key player in the wider lighting fixtures and electronics industry. LUTON, BEDFORDSHIRE, UK, November 21, 2023 / EINPresswire.com / -- Exactitude Consultancy recently released a market research report, LED Market, which contains important statistical and analytical data throughout the report and includes content related to the LED market industry. The report provides an overview of the market segments and sub-segments, including product types, applications, companies, and regions. The report reveals the global LED market dynamics, future business impact, corporate competitive landscape, and global supply and consumption flows. The research document is designed to help readers better understand the workings of the global LED market industry. The global LED market is valued at $78.69 billion in 2022 and is expected to reach $159.94 billion by 2029, growing at a CAGR of 11.2% from 2021 to 2029. Executive Summary: Light Emitting Diodes (LEDs) have been a game-changer, reshaping the global lighting fixtures industry and expanding into various other sectors. This document provides a comprehensive assessment of the LED market, revealing key trends, market drivers, requirements, and future potential. As the industry moves closer to energy-efficient and sustainable answers, LEDs are at the forefront of technological improvements, impacting industries from lighting to electronics. Definition: A light emitting diode (LED) is a semiconductor device that emits light when an electric current passes through it. They have earned a huge reputation as a standard light source with an intensity that is efficient and long-lasting. Market Significance: The LED market has seen a widespread boom due to growing awareness of energy conservation, government mandates to sell sustainable technologies, and continuous improvements in LED technology, making it a key player in the wider lighting fixtures and electronics industries. LED Market Players: Major players in the global LED industry include Lumileds Holding BV, Nordson Corporation, Seoul Viosys Co. Ltd., Honle UV America Inc., LG Innotek Co. Ltd, Halma Plc, Heraeus Holding Gmbh, Honle Group, Osram, Koninklijke Philips NV, Crystal IS, Sensor Electronic Technology, Phoseon Technology, Nichia Corporation, Signify NV, Lumileds Holding BV, Seoul Semiconductor Co., Ltd., LG Electronics Inc., Samsung Electronics Co., Ltd., PlayNitride Inc., Cambridge Display Technology Co., Ltd., Everlight Electronics Co., Ltd., General Electric Company, Seoul Semiconductor Co., Ltd., etc. Latest developments: Aachen, Germany – March 22, 2023 – Lumileds ensures more safety on the roads with innovative vehicle lighting and is pleased to announce the launch of the first LED retrofit light for street-legal H4-LED[1] motorcycles, first in Germany, for the 2023 motorcycle season. With 230% brighter light[2], the Philips Ultinon Pro6000 LED provides a breakthrough riding experience and can be installed smoothly thanks to its compact design. On November 29, 2022, Nordson Electronic Solutions launched the new SELECT Synchro selective soldering system, which increases throughput and flexibility while reducing footprint and total cost of ownership. In January 2021, in response to the Covid-19 pandemic, Osram released a new portable UV-C air purifier that fights viruses and bacteria. The invisible ultraviolet light kills viruses and bacteria with a success rate of up to 99.9%. The report provides an in-depth assessment of key countries and regions, including: • North America (United States, Canada, and Mexico) • Europe (Germany, France, United Kingdom, Russia, Italy, and the rest of Europe) • Asia-Pacific (China, Japan, South Korea, India, Southeast Asia, and Australia) • South America (Brazil, Argentina, Colombia, and the rest of South America) • Middle East and Africa (Saudi Arabia, UAE, Egypt, South Africa, and the rest of Middle East and Africa) In 2021, Asia Pacific will account for the largest revenue share of 41%. The market is expected to continue to grow during the forecast period. This is due to the rapid development of infrastructure projects in emerging markets, coupled with expanding government initiatives for energy conservation, which are expected to increase the demand for LED lighting. The rise of the regional market is expected to be driven by the development of the construction industry in China, Japan, and India and the large number of manufacturers in these countries who are focused on launching new products. Key Segments: LED Market LED Market by Product, 2022-2029 (USD Billion) • Luminaires • A-Lamps • T-Lamps • Others • Luminaires • Street Lights • Downlights • Recess Lights • Others Leading Market by Application, 2022-2029 (USD Billion) • Indoor • Outdoor Leading Market by End Use, 2022-2029 (USD Billion) • Commercial • Residential • Industrial • Others Leading Market by Material, 2022-2029 (USD Billion) • Indium Gallium Nitride (Ingan) • Aluminum Gallium Indium Phosphide (Algainp) • Aluminum Gallium Arsenide (Algaas) • Gallium Phosphide (Gap) Market Dynamics: Energy Efficiency: • The main driver of the LED market is its strong green properties, mainly saving huge financial value for customers and institutions. LED lighting consumes much less electricity and lasts longer, helping to achieve the desire for sustainable development. Technological Advancements: • Continuous innovation in the LED generation has brought advancements in performance, color variety, and design flexibility, expanding the scope of software from traditional lighting fixtures to presentation, automotive lighting, and horticulture. Environmental Issues: • Rising environmental awareness and focus on reducing carbon footprint has expanded the adoption of LEDs as they contain no unsafe materials and help reduce greenhouse gas emissions compared to standard lighting fixture assets. Market Challenges: Initial Cost: • While LEDs can save long-term financial costs, the initial purchase cost can be higher than traditional lighting technologies, which acts as a barrier to LED adoption for some customers and businesses. Quality Control: • Maintaining a consistent sense of delight across a variety of LED products (mainly when low-priced alternatives are flooding the market) poses a challenge to producers and can affect customer consideration. Market Opportunities: Smart Lighting: • The integration of LEDs with the smart era, allowing remote operation and automation, offers huge growth opportunities for residential, industrial, and industrial environments. Automotive Lighting: • Rising awareness in the automotive industry regarding energy performance and superior light solutions has created a huge market for LED applications in headlights, backlights, and interior lighting. Future Trends: • Internet of Things (IoT) Integration • Li-Fi Technology • Increased adoption in the Horticulture Sector Key Benefits for Stakeholders: The study contains an analytical description of the global LED market size along with modern trends and future estimates to depict the upcoming pockets of money. The overall LED market analysis is intended to understand the profitability trends to gain a stronger foothold. The report provides information related to key drivers, restraints, and possibilities along with an in-depth impact assessment. Quantitative analysis of the LED market forecast from 2021 to 2030 is performed to measure economic competitiveness. Porter’s Five Forces Analysis illustrates the power of shoppers and suppliers within the business. The report includes LED market proportions and market trends by major vendors. Conclusion: The trajectory of the LED market is driven by a combination of factors such as energy efficiency, technological innovation, and environmental concerns. As the industry embraces sustainable answers, LEDs are expected to see continued growth in various applications. Overcoming demanding situations such as preliminary prices and retention penalties could be the key to continued market expansion. The fate of the LED market now lies not only in green lighting but also in its integration with smart technologies, promising a brighter and more sustainable future. Reposted from: International Electronic Commerce, automatically translated by Google

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IoT AI Chipset Revenue to Exceed $7.3B by 2030

While NPUs were established for TinyML in personal and work devices, they have only recently begun to make inroads in IoT applications. Embedded chipset vendors are increasingly focusing on neural processing units (NPUs) for Internet of Things (IoT) applications, thanks to the architecture’s efficient execution of neural network workloads. As users seek greater insight and intelligence at the far end, NPUs will account for an increasing share of overall shipments at the expense of existing microcontrollers (MCUs). Chipset revenue for AI-specific chips for IoT applications will exceed $7.3B by 2030, according to ABI Research. “NPUs for TinyML applications in personal and work devices (PWD) are well established. However, they are still in their infancy outside of this device vertical, with major vendors such as STMicroelectronics, Infineon, and NXP Semiconductors only just introducing this type of ASIC into their embedded portfolios,” said Paul Schell, industry analyst at ABI Research. “Screening PWDs provides deeper insights into modeling IoT applications across 15 verticals, including the most important smart home and manufacturing.” On the software side, comprehensive MLOps toolchains are now a “must have” for vendors large and small, including startups such as Syntiant, GreenWaves, Aspinity, and Innatera. For larger form factors, investments in software products are often matched with hardware R&D, with vendor Eta Compute partnering with NXP to license its Aptos software platform. These innovations also democratize the deployment of TinyML by reducing the need for in-house data science talent. The incorporation of high-performance architectures, such as NPUs and some FPGAs, into embedded devices will expand the range of applications that can be run on the devices, from object detection to simple object classification for machine vision use cases, and some NLP for audio-based analysis. “With the trend towards larger edge form factors such as PCs and gateways, this will aid in the scalability of AI by reducing network costs and reliance on the cloud. As a result, we expect the TinyML market to grow with these innovations, driven primarily by major industrial bases upgrading their IoT deployments, the increasing intelligence of vehicles, and smart home devices.” Reposted from: International Electronic Commerce, automatically translated by Google

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Global semiconductor wafer fab capacity is expected to increase by 6% in 2024

International Electronics Business News 21st SEMI predicts in its latest "World Fab Forecast" report that the global semiconductor manufacturing capacity is expected to increase by 6% in 2024 and 7% in 2025 The c quarterly report shows that in order to keep up with the continued growth in chip demand, the global semiconductor manufacturing capacity is expected to increase by 6% in 2024 and 7% in 2025, reaching a historical high of 33.7 million wafers per month (wpm: 8-inch equivalent, the same below). In 2024, cutting-edge capacity at 5nm and below nodes is expected to grow by 13%, mainly driven by generative artificial intelligence (AI) for data center training, reasoning and cutting-edge devices. In order to improve processing energy efficiency, chip manufacturers including Intel, Samsung and TSMC are preparing to start producing 2nm all-gate (GAA) chips, which will increase total cutting-edge capacity by 17% in 2025. “From the cloud to edge devices, the proliferation of AI processing is fueling the race to develop high-performance chips and driving a strong expansion of semiconductor manufacturing capacity around the world,” said Ajit Manocha, president and CEO of SEMI. “This creates a virtuous cycle: AI will drive growth in semiconductor content across a variety of applications, which in turn will encourage further investment.” " Capacity expansion by country/region The capacity of chipmakers in mainland China is expected to maintain double-digit growth, increasing 14% to 10.1 million units in 2025 after a 15% increase to 8.85 million units in 2024, close to one-third of the industry's total capacity. Despite the potential risk of over-growth, the region continues to invest aggressively in expanding capacity, in part to mitigate the impact of recent export controls. Major foundry suppliers including Huahong Group, Powerchip, Xi'an Integrated Circuit, SMIC and DRAM maker CXMT are investing heavily to increase semiconductor manufacturing capabilities in the region. Capacity growth in most other major chip manufacturing regions is expected to be no more than 5% by 2025. Taiwan is expected to reach 5.8 million wpm in 2025, a growth rate of 4%, ranking second; while South Korea is expected to rank third next year, with capacity expanding 7% to 5.4 million wpm after breaking the 5 million wpm mark for the first time in 2024. Japan, the Americas Semiconductor production capacity in China, Europe and the Middle East, and Southeast Asia is expected to increase by 4.7 million wpm (3% year-on-year), 3.2 million wpm (5% year-on-year), 2.7 million wpm (4% year-on-year), and 1.8 million wpm (4% year-on-year), respectively. Foundry and HBM usher in a wave of capacity expansion Driven mainly by Intel's establishment of foundry business and China's capacity expansion, the capacity in the foundry field is expected to increase by 11% and 10% in 2024 and 2025, respectively, reaching 12.7 million wpm in 2026. To meet the growing demand for faster processors in artificial intelligence servers, high-bandwidth memory (HBM) has been rapidly adopted, which has driven unprecedented capacity growth in the memory field. The explosive growth of artificial intelligence applications has driven the growth of demand for denser HBM stacks. In response, leading DRAM manufacturers are increasing their investment in HBM/DRAM. DRAM capacity is expected to grow by 9% in both 2024 and 2025. In contrast, 3D The NAND market recovery remains slow, with no capacity growth expected in 2024 and a 5% growth forecast for 2025. The rise of AI applications in edge devices is expected to increase the DRAM capacity of mainstream smartphones from 8GB to 12GB, while laptops using AI assistants will require at least 16GB of DRAM. The expansion of AI to edge devices will also stimulate demand for DRAM. Reposted from: International Electronic Commerce, automatically translated by Google

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Is RISC-V a new battlefield? The U.S. Department of Commerce is assessing potential risks of RISC-V technology

International Electronics Business News on the 25th RISC-V has become a new front in the strategic competition between China and the United States in advanced chip technology. The U.S. Commerce Department is reviewing the national security implications of China's work on open source RISC-V chip technology, Reuters reported. But the U.S. Department of Commerce responded that it is "working hard to review potential risks and assess whether the Commerce Department has taken appropriate actions to effectively address any potential issues." International Electronics Business Information understands that RISC-V, ARM, and With the support of the community, RISC-V has shown great potential in many fields. At this stage, RISC-V has become a popular choice for manufacturing micro-low-cost cores, and companies including Qualcomm and Google are also developing higher-performance products based on RISC-V. It is understood that as early as 2023, 18 members of the House and Senate of the U.S. Congress put pressure on the Biden administration to formulate a plan to prevent China from "obtaining a dominant position in RISC-V technology." In this regard, the U.S. Department of Commerce also pointed out that caution needs to be exercised to avoid harming U.S. companies affiliated with international organizations engaged in RISC-V technology. The reason why the United States hopes to regulate RISC-V technology is mainly because of the openness of the technology, which allows anyone to use it freely without paying patent fees, and the architecture is more flexible. Its modular design allows developers to flexibly tailor instructions according to application needs. set. This allows Chinese companies to obtain a command structure to circumvent U.S. control measures under U.S. technological pressure. In recent years, Chinese companies have invested more resources in the RISC-V architecture and have made significant achievements and progress. At present, China's RISC-V ecosystem has achieved a lot of results, such as the Xuantie C910 processor launched by Alibaba, and many Chinese companies are trying to apply RISC-V to different industries such as power, 5G communications, robotics, and finance. In addition, the shipment volume of RISC-V chips continues to increase. Alibaba’s Xuantie series RISC-V processors alone have achieved shipments of more than 4 billion units. Now, the United States is restricting China's innovation and progress in the RISC-V architecture in the name of safeguarding "national security." While it's unclear what actions the U.S. government might or even be able to take, not only is the potential effectiveness of the move controversial, but the open source community is also likely to resist such a move by the U.S. government. According to industry analysts, it will be difficult for the United States to restrict China in RISC-V technology, and American companies will inevitably suffer huge losses as a result. Previously, many technology giants have been affected to varying degrees by the United States’ control measures on AI chips and 5G technology. Reposted from: International Electronic Commerce, automatically translated by Google

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