Semiconductors, Computing & AI

Ross and Rachel's relationship in the TV series Friends was characterized by its on-again, off-again nature, with the inevitability that they end up together in the end. Tesla started its full self-driving hardware with radar in 2016, it began the break-up with radar in 2021, and radar was removed from production entirely in 2021.

Artificial Intelligence is transforming the world as we know it; from the success of DeepMind over Go world champion Lee Sedol in 2016 to the robust predictive abilities of OpenAI's ChatGPT, the complexity of AI training algorithms is growing at a startlingly fast pace, where the amount of compute necessary to run newly-developed training algorithms appears to be doubling roughly every four months.

Quantum communications technology seeks to improve data security, which is increasingly compromised in the modern world. The world is generating higher and higher volumes of data, with increasing concerns about its sensitivity.

Electric motors are a core component of electrification in the automotive market. The market has heavily relied on rare earths for the permanent magnets used in these motors, but, as many will be aware, there is a drive to eliminate these rare earths due to their price volatility and environmental impact. Alternative motor technologies can often present a new and increased demand for copper.

IDTechEx have launched a new monthly podcast, 'Tomorrow's Tech by IDTechEx', bringing you up to date technology trends. In each episode our host will interview an industry expert from IDTechEx, offering insights into a range of emerging technologies.

Semiconductor packaging technologies have evolved from initial 1D PCB levels to the cutting-edge 3D hybrid bonding packaging at the wafer level. This advancement facilitates single-digit micronmeter interconnecting pitches, achieving over 1000 GB/s bandwidth with high energy efficiency.

In 2024, augmented reality headsets are now affordable enough that some average consumers received a pair last Christmas, yet they are unlikely to form the top fashion craze for the year. In 2013, Google Glass was the first commercial AR device to enter the public consciousness.

IDTechEx's market research report, "AI Chips for Edge Applications 2024-2034: Artificial Intelligence at the Edge", projects that the global AI chips market for edge devices will grow to US$22 billion by 2034, with the consumer electronics industry vertical taking the largest chunk of this revenue figure, at just over 45% by this date.

Due to rising labor costs and labor shortages, coupled with the surge in e-commerce and logistics demands, the mobile robotics market is rapidly expanding. IDTechEx's forecast indicates that the annual market size for mobile robotics in logistics and delivery is set to approach US$150 billion, marked by a robust double-digit compound annual growth rate (CAGR) over the next two decades.

Computers on wheels. That's how people currently see cars. Practically everything that happens in a vehicle is being monitored and actuated by a microcontroller, from opening windows to calculating the optimal fuel-air mixture for the current torque demand. But the surface has only just been scratched in terms of how much computing power is making its way into vehicles.