TAIPEI, Oct. 8, 2024 /PRNewswire/ -- With the rapid development of the global generative AI market, the semiconductor industry is undergoing unprecedented transformation. DIGITIMES Research released the latest AI Chips Special Report, which highlights that the training and inference of generative AI models rely heavily on substantial computing resources. AI chips providing computational power are becoming a focal point. Whether it's high-performance AI accelerators in cloud data centers or edge AI device chips driven by privacy concerns, these developments signal an explosive growth period for both hardware and software opportunities in AI applications. Advanced manufacturing technologies and capacities of wafer foundries will be key to realizing the accelerated computing needs of AI chips.
Generative AI development is led by cloud-based AI, with wafer foundries' advanced processes, advanced packaging, HBM capacity expansion, and strong demand for AI servers in cloud data centers. Analyst Stella Weng forecasts that from 2023 to 2028, the compound annual growth rate (CAGR) of high-end GPUs for the cloud will reach 44%, while cloud ASIC accelerators will see a CAGR of 52%. Weng further notes that 2022 to 2024 will be a high-growth period for cloud AI accelerators. As cloud service providers refine their AI application infrastructure, the growth in AI server demand is expected to slow down in the future, gradually shifting towards replacement-focused demand.
In response to the strong production demand for cloud and edge AI chips, wafer foundries are also accelerating the expansion of advanced processes and packaging capacities. Analyst Eric Chen estimates that from 2023 to 2028, the CAGR of advanced process expansion below 5 nanometers in the wafer foundry industry will reach 23%. In the field of advanced packaging, AI chips heavily rely on TSMC's CoWoS packaging technology, and thus TSMC's CoWoS capacity expansion CAGR will exceed 50% from 2023 to 2028. Chen also mentioned that to meet the shipping and performance enhancement needs of AI chips, wafer foundries are actively advancing the development of advanced processes and packaging technologies, including photolithography techniques, new transistor structures, back-end power delivery (BSPDN), 2.5D/3D advanced packaging, glass substrates, chip-on-wafer-on-substrate (CoWoS), and silicon photonics integration.
Generative AI applications are rapidly expanding, transitioning from cloud-based services to edge deployments. DIGITIMES Research believes that smartphones and PCs will be the first to adopt scaled production. The development and market changes of AI application processors (APs) in smartphones are noteworthy. Analyst Jim Chien forecasts that global shipments of generative AI smartphone APs will reach 260 million units in 2024 and could rise to 800 million units by 2028, with a shipment CAGR of 65% during this period. Benefiting from the growth in AI smartphone AP shipments, an estimated 240 million AI smartphones will be shipped in 2024, with a trend of annual increases, potentially exceeding a 50% penetration rate for AI smartphones by 2028.
In the AI PC sector, analyst Joyce Chen notes that in 2024, PC hardware and software vendors are actively testing the AI PC market. By 2025, with PC processors enhancing computational power and reducing power consumption through more advanced processes, and with Microsoft's discontinuation of Windows 10 and the introduction of Copilot products to the endpoint market, a new wave of AI PC growth will emerge. Chen predicts that AI PC processor shipments will approach 50 million units in 2024, with subsequent shipments increasing annually as PC hardware and software integration stabilizes, reaching up to 150 million units by 2028, with a shipment CAGR of 39% during this period.
Looking ahead, the deployment of AI applications will bring substantial business opportunities, not only expanding existing markets but also transforming current technology and capacity demands under new needs, further intensifying competition in the chip market and leading to unprecedented changes in the semiconductor ecosystem.
For more insights into the impact of generative AI on cloud and edge computing, read our latest AI Chip Special Report. It will guide you through the development of technologies across the supply chain, including upstream, midstream, and downstream, as well as the emergence of various AI hardware devices, providing detailed insights into market share and development blueprints for AI chips
About DIGITIMES Asia
DIGITIMES Asia is a leading professional media platform specializing in global technology industry supply chains, regional markets, technology applications, and market trends. DIGITIMES Research offers comprehensive research data, production and sales information, and expert analysis across industry sectors and end markets, providing consulting services that bring macro trends and forward-looking value to clients.
** The press release content is from PR Newswire. Bastille Post is not involved in its creation. **
Rise of cloud and edge AI applications paves way for new semiconductor opportunities; wafer foundries become crucial, says DIGITIMES Research
SHENZHEN, China, Dec. 21, 2024 /PRNewswire/ -- As technology continues to evolve, consumer electronics have become essential to everyday life. Elephant Robotics, a high-tech company specializing in robotics design and production, is thrilled to announce its participation in the International Consumer Electronics Show (CES) 2025. This premier technology trade show will be held in Las Vegas, USA, from January 7-10, where you can find Elephant Robotics at Booth 8963 in the LVCC North Hall.
With a mission to "Enjoy Robots World", the company offers a diverse range of robotic products, including educational collaborative robots, professional robots, the Mercury humanoid robot, and bionic companion robotic pets. Committed to pushing the boundaries of robotics technology, Elephant Robotics aims to provide everyone with opportunities to experience the convenience and benefits of robots in daily life. At CES 2025, the company will showcase innovative robotic solutions and host 3 engaging interactive activities.
Elephant Robotics is dedicated to reducing the barriers to robot applications by offering a diverse range of personal desktop robots, including 4 DOF collaborative robotic arms, 6 DOF cobots, 7 DOF robot arms, and mobile robots. These intelligent robot assistants are characterized by their versatility, high openness, cost-effectiveness, and ease of use, making them perfect for creative projects, daily tasks, and production applications. Equipped with a variety of end effectors—including cameras, suction pumps, grippers, and dexterous hands—these robots can perform a wide range of tasks. This versatility enhances the practicality of robotic arms, reducing the workload and increasing efficiency, allowing people to spend more time on creative and recreational activities. Ultimately, these robotics innovations enhance convenience and joy in everyday life. Whether functioning as personal assistants, production tools, or artistic platforms, they are becoming essential components of modern living.
Alongside personal entertainment and convenience, the broad commercial applications of robotics technology are a significant aspect of future intelligent living. At CES 2025, Elephant Robotics will present 2 commercial collaborative robots with powerful performance and sleek, integrated design aesthetics.
The myCobot Pro 630, a high-performance commercial collaborative robot, boasts a sleek integrated design and advanced capabilities. Equipped with a holographic device, it provides an immersive and dynamic experience for commercial displays and exhibitions, enabling multi-angle movement and captivating 3D visual effects. This robot offers a fresh approach to business marketing and displays with impressive flexibility and a wide range of applications.
Additionally, the Mercury X1, a universal wheeled humanoid robot, features a mobile chassis with high-performance LiDAR and 19 DOF dual-arm robotic arms, delivering exceptional agility and intelligence. Mercury X1 can work seamlessly alongside humans to improve efficiency, reduce costs, and expand commercial opportunities in sectors such as service, hospitality, education, scientific and academic research, entertainment and smart home applications. Since its official launch in late 2023, Mercury X1 has received significant market attention, already delivering notable success in sectors like electronics, chips, and the 3C industry. Since its official launch in late 2023, the Mercury X1 has garnered significant market attention, achieving mass delivery just 7 months post-launch. This versatile wheeled humanoid robot is easily integrated into light industrial manufacturing, particularly in sectors such as electronics, and chips. There are some already successful applications include stripping adhesive sleeves from mobile phone components and assembling flexible connectors. By replacing manual labor, the Mercury X1 improves work efficiency and reduces costs.
Robots can also be soft and cuddly, bionic companion robot pets are set to become the most heartwarming intelligent companions in daily life. Elephant Robotics will unveil its new series of bionic robotic pets—metaCat AI, metaDog AI, and metaPanda AI—at CES 2025. These AI bionic robotic pets, available in cat, dog, and panda shapes, closely mimic the appearance, texture, sound, and experience of real animals, fulfilling people's need for companionship and emotional comfort. Equipped with AI models, they understand human language and emotions, providing a life-like interaction experience.
Designed to provide companionship and emotional support, these pets are equipped with lifelike features such as realistic fur, interactive movements, and engaging behaviors. These AI bionic companions understand human emotions and can respond to voice commands, offering a truly immersive and responsive interaction. Equipped with AI models, they understand human language and emotions, providing a "life-like" smart interaction experience.
Particularly beneficial for children, seniors, and individuals with autism or Alzheimer's disease, these AI bionic companion robotic pets help reduce feelings of loneliness, alleviate anxiety, and promote mental well-being. In addition, their AI capabilities allow them to engage in dynamic, lifelike conversations, and even respond to emotional cues, fostering deeper connections with users. In family environments, these pets can serve as both educational and comforting companions, while in healthcare settings, they offer potential in emotional support and mental care. They represent a new frontier in human-robot interaction, where robotics not only enhance productivity but also improve emotional quality of life.
Elephant Robotics is not only showcasing its cutting-edge robotic products at CES 2025, but is also offering visitors the opportunity to participate in 3 exciting interactive activities.
Innovative Robotics Workshop: In this hands-on workshop, visitors will experience the power of graphical programming tools like myBlockly to control the 6 DOF collaborative robot arm, myCobot 280. By arranging code "blocks" in a fun and intuitive way, participants can easily bring their creative ideas to life. The workshop simplifies programming, allowing participants to enhance their practical skills and hands-on experience through direct interaction with various robotic products. This engaging environment encourages more people to explore the applications of robotic arms in everyday life.
Share & Win: Visitors can participate by sharing posts on social media platforms (Facebook, X, LinkedIn) with the hashtag #ElephantRobotics to win a free, limited-edition panda doll keychain. It's an easy and fun way to engage with the brand while standing a chance to win a unique souvenir!
Explore to Win – NVIDA and Partner Passport Program: As an official NVIDIA partner, Elephant Robotics is honored to be invited to participate in the Explore to Win event, part of the NVIDIA and Partner Passport Program at CES 2025. Visitors who scan the QR code at Elephant Robotics' booth (LVCC, North Hall – booth #8963) will be able to collect points and have a chance to win exciting prizes.
CES 2025 is an unparalleled platform for showcasing cutting-edge technology and fostering idea exchange. Participation in CES 2025 allows Elephant Robotics to showcase its latest robotic innovations and emphasize its mission to integrate AI and robotics into everyday life. It also offers opportunities to explore collaborations with international organizations and companies, fostering loyalty and trust among its customers. Visitors are encouraged to visit the company's booth at LVCC North Hall – booth 8963 to experience their innovative robotics technologies firsthand and discover how these innovations can transform everyday's life.
For more information, please visit: CES2025 - Elephant Robotics; or connect with them on social media:
X: https://twitter.com/CobotMy
Facebook: https://www.facebook.com/mycobotcreator
Linkedin: https://www.linkedin.com/company/elephantrobotics/
Youtube: https://www.youtube.com/c/elephantrobotics
** The press release content is from PR Newswire. Bastille Post is not involved in its creation. **
Elephant Robotics to Exhibit at CES 2025: Featuring Cutting-Edge Innovative Robotics Solutions and AI Bionic Robots Debut
