Semiconductors, Computing & AI

The battery deservedly takes the major focus when it comes to technology development in EVs. But an EV's powertrain has to act holistically to operate with optimal performance and interact with the passenger cabin's conditioning system. This means that the thermal management of the motors, power electronics, and how this all interacts is just as important as the battery.

AR and VR (augmented and virtual reality) headsets are well on their way to establishing themselves as the next important category of computing devices. Mixed reality-capable VR headsets like Meta's Quest 3 and the upcoming Apple Vision Pro are demonstrating the true power of spatial computing. VR headsets for home gaming have sold by the million, while AR glasses have carved out a place in the industry.

Carbon nanotubes (CNTs) are gaining significant traction as a conductive additive at the cathode of lithium-ion batteries (LiB), a market driven in turn by the electrification of vehicles. This success has seen an explosion in the global production capacity of CNTs, with players racing to establish themselves as a leading supplier to the energy sector. However, the potential application areas for CNTs extend far beyond batteries. In this article, IDTechEx assesses the effects of increasing capacity and how this surge in supply will open opportunities for CNTs beyond the LiB market.

Every decade, a new telecom generation emerges, with 5G currently being commercialized, offering faster data rates, low latency, and enhanced reliability. 6G is characterized by Tbps data rates, microsecond latency, and extensive network dependability.

Spatial computing promises to transform the way we interact with our devices as computing goes truly 3D, with early signs of change already underway. While Apple's upcoming Vision Pro is bringing new excitement to this space, gaming-focused VR (Virtual Reality) headsets from companies including Meta, Sony, and Pico have sold millions of units, and AR (Augmented Reality) glasses from Vuzix, Microsoft, and more have found a valuable place in industry.

Radar has been one of the most significant additions to vehicles in the past two decades. It provides luxury advanced driver assistance system (ADAS) features like adaptive cruise control (ACC), as well as critical safety features like automatic emergency braking and blind spot detection.

Quantum technologies are evolving at a rapid pace. Spurred by the promise of exponentially faster computation and classically unachievable sensitivity, billions of dollars are being poured into the development of quantum computers and quantum sensors.

Wednesday 29 November 2023 - Outlines how the vergence-accommodation conflict is holding back XR from its full potential; Lays out the landscape of potential solutions in augmented and virtual reality (AR/VR) headsets, from light field displays to geometric phase lenses; Compares these approaches by benchmarking on the promotion of social acceptability, manufacturing feasibility, and other factors to lay out the most likely path to integration of these technologies into immersive devices with mass appeal

Friday 24 November 2023 - Advanced Semiconductor Packaging: Materials, Technology, Market Outlook - Advanced semiconductor packaging markets and their mid-long-term opportunity; Player analysis - the dynamics of advanced semiconductor packaging battleground; Industry barriers: Manufacturing challenges and material requirements; Research direction for Advanced Semiconductor Packaging

Tuesday 28 November - What is the state of the quantum technology market in 2023? Quantum Computing: Benchmarking friends and foes; Quantum Sensing: Sensitivity vs. SWAP-C; Quantum Communications: Trading on trust