Semiconductors, Data Centers & AI

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.

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.