Raws li kev lag luam DRAM tau nkag mus rau EUV era, NAND Flash stacking thev naus laus zis tau dhau los 150L
Peb lub tuam txhab DRAM loj Samsung, SK Hynix, thiab Micron yuav tsis tsuas yog txuas ntxiv lawv txoj kev hloov mus rau 1Znm thiab 1alpha nm txheej txheem thev naus laus zis, tab sis kuj tseem qhia txog EUV era, nrog Samsung ua tus nqi, hauv 2021. DRAM cov chaw muag khoom yuav maj mam hloov lawv. uas twb muaj lawm ob tug qauv technologies nyob rau hauv thiaj li yuav optimize lawv cov nqi qauv thiab manufacturing efficiency.
Tom qab NAND Flash cov neeg muag khoom tau tswj hwm kom thawb lub cim xeeb stacking thev naus laus zis dhau los 100 txheej hauv 2020, lawv yuav tsom rau 150 txheej thiab siab dua hauv 2021 thiab txhim kho ib leeg-tuag muaj peev xwm los ntawm 256/512Gb rau 512Gb / 1Tb. Cov neeg siv khoom yuav tuaj yeem txais cov khoom siv NAND Flash ntau dua los ntawm cov neeg muab khoom siv los ua kom zoo dua cov nqi chip. Thaum PCIe Gen 3 yog tam sim no lub tsheb npav tseem ceeb rau SSDs, PCIe Gen 4 yuav pib tau txais kev lag luam nce ntxiv hauv 2021 vim nws kev koom ua ke hauv PS5, Xbox Series X / S, thiab motherboards featuring Intel's tshiab microarchitecture. Lub interface tshiab yog qhov tsis tseem ceeb rau kev ua tiav cov ntaub ntawv xa mus loj heev los ntawm high-end PCs, servers, thiab HPC cov chaw zov me nyuam.
Cov neeg siv xov tooj ntawm tes yuav nce lawv 5G lub hauv paus chaw nres tsheb tsim tawm thaum Nyiv / Kauslim saib ua ntej rau 6G
Cov Lus Qhia Txog Kev Siv 5G: SA Option 2, tso tawm los ntawm GSMA thaum Lub Rau Hli 2020, nkag mus rau hauv cov ntsiab lus zoo txog kev xa tawm 5G, ob qho tib si rau cov neeg siv xov tooj ntawm tes thiab los ntawm kev xav thoob ntiaj teb. Cov neeg ua haujlwm yuav tsum siv 5G standalone architectures (SA) ntawm qhov loj hauv xyoo 2021. Ntxiv rau kev xa cov kev sib txuas nrog kev kub ceev thiab siab bandwidth, 5G SA architectures yuav tso cai rau cov neeg ua haujlwm hloov kho lawv cov tes hauj lwm raws li cov neeg siv cov ntawv thov thiab hloov mus rau cov haujlwm uas xav tau. ultra-low latency. Txawm li cas los xij, txawm tias 5G rollout tab tom pib, Nyiv-based NTT DoCoMo thiab Kaus Lim Kauslim-based SK Telecom twb tau tsom mus rau 6G xa tawm, txij li 6G tso cai rau ntau yam kev siv tshiab hauv XR (xws li VR, AR, MR, thiab 8K thiab saum toj no cov kev daws teeb meem) , kev sib txuas lus zoo li holographic, WFH, kev nkag mus rau tej thaj chaw deb, telemedicine, thiab kev kawm nyob deb.
IoT hloov mus rau Kev Txawj Ntse ntawm Yam li AI-enabled li txav ze rau kev tswj hwm tus kheej
Xyoo 2021, kev sib sib zog nqus AI yuav yog tus nqi tseem ceeb ntxiv rau IoT, nws lub ntsiab lus yuav hloov zuj zus los ntawm Internet ntawm Tej Yam mus rau Kev Txawj Ntse ntawm Yam. Kev tsim kho tshiab hauv cov cuab yeej xws li kev kawm tob thiab lub zeem muag hauv computer yuav ua rau muaj kev hloov kho tshiab rau IoT software thiab kev siv kho vajtse. Ua tsaug rau kev lag luam kev lag luam, kev txhawb nqa nyiaj txiag, thiab kev xav tau kev nkag mus rau thaj chaw deb, IoT xav tias yuav pom kev siv loj hauv qee qhov loj, uas yog, kev tsim khoom ntse thiab kev kho mob ntse. Hais txog kev tsim khoom ntse, kev qhia txog kev siv tshuab tsis siv neeg yuav tsum ua kom nrawm nrawm ntawm kev lag luam 4.0. Raws li cov chaw tsim khoom ntse nrhiav kev ua kom muaj zog, ua kom yooj yim, thiab ua haujlwm tau zoo, AI kev koom ua ke yuav muab cov cuab yeej siv dav, xws li cobots thiab drones, nrog rau qhov tseeb dua thiab muaj peev xwm tshuaj xyuas, yog li hloov automation rau hauv kev tswj hwm tus kheej. Ntawm qhov kev saib xyuas kev noj qab haus huv ntse, AI kev saws me nyuam tuaj yeem hloov kho cov ntaub ntawv kho mob uas twb muaj lawm rau hauv cov txheej txheem kev ua kom zoo dua qub thiab kev pabcuam thaj tsam txuas ntxiv. Piv txwv li, AI kev koom ua ke muab kev paub txog cov duab hluav taws xob sai dua uas tuaj yeem txhawb nqa cov txheej txheem kev txiav txim siab kho mob, telemedicine, thiab daim ntawv thov kev pab phais. Cov ntawv thov uas tau hais los saum toj no yuav tsum ua haujlwm tseem ceeb ua tiav los ntawm AI-enabled kho mob IoT hauv ntau qhov chaw xws li cov chaw kho mob ntse mus rau cov chaw kho mob.
Kev koom ua ke ntawm AR tsom iav thiab cov xov tooj smartphones yuav ncaws-pib nthwv dej ntawm daim ntawv thov hla lub platform
AR tsom iav yuav txav mus rau lub smartphone-kev sib txuas tsim nyob rau hauv 2021 nyob rau hauv uas lub smartphone ua hauj lwm raws li lub computer platform rau lub tsom iav. Qhov kev tsim no tso cai rau txo qis tus nqi thiab qhov hnyav rau AR tsom iav. Tshwj xeeb, raws li 5G network ib puag ncig dhau los ua neeg paub tab hauv xyoo 2021, kev sib koom ua ke ntawm 5G smartphones thiab AR tsom iav yuav ua rau yav tom ntej tsis yog tsuas yog khiav AR apps zoo dua, tab sis kuj ua tiav kev ua haujlwm siab ntawm tus kheej lub ntsej muag kev lom zem los ntawm leveraging cov kev suav ntxiv. lub zog ntawm smartphones. Raws li qhov tshwm sim, cov hom smartphones thiab cov neeg siv xov tooj ntawm tes yuav tsum tau nqis peev rau hauv AR tsom iav kev lag luam ntawm qhov loj hauv 2021.
Ib feem tseem ceeb ntawm kev tsav tsheb tsis muaj zog, kev saib xyuas tus neeg tsav tsheb (DMS) yuav nce siab hauv qhov chaw
Automotive kev nyab xeeb thev naus laus zis tau hloov zuj zus los ntawm daim ntawv thov rau lub tsheb sab nrauv mus rau ib qho rau lub tsheb sab hauv, thaum lub tshuab nqus tsev yog txav mus rau yav tom ntej uas nws koom nrog kev saib xyuas tus neeg tsav tsheb nrog kev nyeem ntawv ib puag ncig sab nraud. Ib yam li ntawd, automotive AI kev koom ua ke tau hloov kho yav dhau los nws cov kev lom zem thiab cov neeg siv kev pab cuam uas twb muaj lawm, mus rau hauv ib qho tseem ceeb ntawm kev nyab xeeb ntawm tsheb. Nyob rau hauv lub teeb ntawm txoj hlua ntawm kev sib tsoo tsheb uas cov neeg tsav tsheb tsis quav ntsej txog txoj kev vim lawv qhov kev cia siab dhau ntawm ADAS (advanced driver help systems), uas tsis ntev los no skyrocketed nyob rau hauv kev saws me nyuam, kev ua lag luam yog ib zaug ntxiv ua tib zoo saib xyuas cov neeg tsav tsheb. Nyob rau hauv lub neej yav tom ntej, lub ntsiab thrust ntawm tus neeg tsav tsheb saib xyuas lub luag hauj lwm yuav tsom mus rau kev txhim kho cov nquag nquag, txhim khu kev qha, thiab raug lub koob yees duab systems. Los ntawm kev txheeb xyuas tus neeg tsav tsheb qaug zog thiab saib xyuas los ntawm iris taug qab thiab saib xyuas tus cwj pwm, cov tshuab no tuaj yeem txheeb xyuas lub sijhawm tiag tiag seb tus neeg tsav tsheb puas nkees, cuam tshuam, lossis tsav tsheb tsis raug. Yog li ntawd, DMS (tus neeg tsav tsheb saib xyuas lub tshuab) tau dhau los ua qhov tseem ceeb hauv kev txhim kho ADS (autonomous tsav tsheb), txij li DMS yuav tsum ua haujlwm ntau lub sijhawm, suav nrog kev tshawb pom / ceeb toom, kev ntsuas kev muaj peev xwm tsav tsheb, thiab kev tswj hwm kev tsav tsheb. thaum twg los tau. Lub tsheb nrog DMS kev koom ua ke yuav tsum nkag mus rau ntau lawm yav tom ntej.
Foldable displays yuav pom kev saws me nyuam hauv ntau lub cuab yeej ua ib txoj hauv kev ntawm upping screen av
Raws li cov xov tooj foldable tau nce los ntawm lub tswv yim mus rau cov khoom lag luam hauv xyoo 2019, qee lub tuam txhab smartphone tau ua tiav lawv tus kheej cov xov tooj foldable mus kuaj dej. Txawm hais tias cov xov tooj no 'muag-los ntawm kev ua yeeb yam tau dhau los ua qhov nruab nrab vim lawv cov nqi siab - thiab, los ntawm kev txuas ntxiv, cov nqi muag khoom - lawv tseem muaj peev xwm ua kom muaj kev zoo siab ntau hauv kev lag luam smartphone paub tab thiab txaus nyiam. Nyob rau hauv ob peb xyoos tom ntej no, raws li cov neeg tsim vaj huam sib luag maj mam nthuav lawv cov peev xwm hloov tau AMOLED ntau lawm, cov hom smartphones yuav txuas ntxiv tsom mus rau lawv txoj kev loj hlob ntawm cov xov tooj foldable. Tsis tas li ntawd, foldable functionality tau pom kev nkag mus rau hauv lwm yam khoom siv ib yam nkaus, tshwj xeeb hauv phau ntawv computers. Nrog Intel thiab Microsoft ua tus nqi, ntau lub tuam txhab tau tso tawm lawv tus kheej dual-display phau ntawv muab. Nyob rau hauv tib txoj hlab ntsha, cov khoom foldable nrog ib qho kev hloov pauv AMOLED cov lus tau teeb tsa los ua lub ntsiab lus kub ntxiv. Cov phau ntawv nrog cov ntaub ntawv foldable yuav zoo li nkag mus rau hauv kev ua lag luam hauv 2021. Raws li ib qho kev hloov pauv hloov pauv tshiab thiab raws li cov khoom lag luam uas muaj cov qauv yooj yim nthuav tawm ntau dua li cov ntawv thov yav dhau los, kev sib koom ua ke ntawm cov lus qhia foldable hauv phau ntawv yuav tsum siv cov tuam txhab hloov pauv AMOLED muaj peev xwm ntau lawm. rau qee qhov degree.
Mini LED thiab QD-OLED yuav dhau los ua lwm txoj hauv kev rau OLED dawb
Kev sib tw ntawm cov thev naus laus zis yuav tsum ua kom sov hauv high-end TV lag luam hauv xyoo 2021. Tshwj xeeb, Mini LED backlighting ua rau LCD TVs muaj kev tswj xyuas zoo dua ntawm lawv qhov chaw teeb pom kev zoo thiab yog li cov duab sib sib zog nqus piv nrog cov TV tseem ceeb tam sim no. Spearheaded los ntawm kev ua lag luam tus thawj coj Samsung, LCD TVs nrog Mini LED backlighting yog kev sib tw nrog lawv cov dawb OLED counterparts thaum muab cov specs zoo sib xws thiab kev ua yeeb yam. Tsis tas li ntawd, muab lawv cov txiaj ntsig zoo tshaj plaws, Mini LED xav tias yuav tshwm sim los ua lwm txoj hauv kev rau dawb OLED raws li cov khoom siv thev naus laus zis. Ntawm qhov tod tes, Samsung Display (SDC) tab tom twv ntawm nws cov QD OLED thev naus laus zis tshiab uas yog lub ntsiab lus ntawm kev sib txawv thev naus laus zis los ntawm nws cov neeg sib tw, vim tias SDC tab tom xaus nws cov khoom lag luam LCD. SDC yuav saib los teeb tsa tus qauv kub tshiab hauv TV specs nrog nws cov QD OLED thev naus laus zis, uas zoo dua rau OLED dawb ntawm cov xim saturation. TrendForce cia siab tias lub lag luam high-end TV yuav nthuav tawm qhov kev sib tw tshiab hauv 2H21.
Advanced ntim yuav mus puv chav ua ntej hauv HPC thiab AiP
Txoj kev loj hlob ntawm kev ntim khoom siv thev naus laus zis tsis tau qeeb xyoo no txawm tias muaj kev cuam tshuam los ntawm COVID-19 kev sib kis. Raws li ntau lub tuam txhab tso tawm HPC chips thiab AiP (tus kav hlau txais xov hauv pob) modules, cov tuam txhab semiconductor xws li TSMC, Intel, ASE, thiab Amkor tau mob siab rau koom nrog hauv kev lag luam ntim khoom lag luam zoo heev. Hais txog HPC nti ntim, vim cov chips 'nce kev thov ntawm I / O lead ntom ntom, qhov kev thov ntawm interposers, uas yog siv nyob rau hauv chip ntim, tau nce sib xws thiab. TSMC thiab Intel muaj txhua tus tau tso tawm lawv cov chip ntim khoom tshiab, cov khoom lag luam 3D npuag thiab Hybrid Bonding, feem, thaum maj mam hloov kho lawv cov txheej txheem ntim thib peb (CoWoS rau TSMC thiab EMIB rau Intel), mus rau tiam thib plaub CoWoS thiab Co-EMIB technologies. . Nyob rau hauv 2021, ob lub foundries yuav nrhiav tau txiaj ntsim los ntawm high-end 2.5D thiab 3D nti ntim thov. Hais txog AiP module ntim, tom qab Qualcomm tso nws thawj QTM cov khoom hauv 2018, MediaTek thiab Apple tom qab koom tes nrog OSAT tuam txhab, suav nrog ASE thiab Amkor. Los ntawm cov kev sib koom tes no, MediaTek thiab Apple cia siab tias yuav ua rau lub hauv paus hauv R & D ntawm cov khoom siv flip nti ntim, uas yog tus nqi qis dua. AiP cia siab tias yuav pom kev sib koom ua ke hauv 5G mmWave li pib txij xyoo 2021. Tsav los ntawm 5G kev sib txuas lus thiab kev sib txuas hauv network xav tau, AiP modules yuav tsum xub ncav cuag lub lag luam smartphone thiab tom qab ntawd kev lag luam tsheb thiab ntsiav tshuaj.
Chipmakers yuav nrhiav kev koom nrog hauv AIoT kev ua lag luam los ntawm kev nthuav dav ntxiv
Nrog rau txoj kev loj hlob sai ntawm IoT, 5G, AI, thiab huab / ntug xam, chipmakers 'cov tswv yim tau hloov zuj zus los ntawm cov khoom lag luam, mus rau cov khoom lag luam, thiab thaum kawg rau cov khoom siv daws teeb meem, yog li tsim kom muaj kev nthuav dav thiab cov nti nti ecosystem. Saib ntawm txoj kev loj hlob ntawm cov chipmakers loj nyob rau hauv xyoo tas los no los ntawm kev pom dav, kev sib koom ua ke ntsug ntsug ntawm cov tuam txhab no tau ua rau muaj kev lag luam oligopolistic, nyob rau hauv qhov kev sib tw hauv zos yog khaus ntau dua li puas tau. Tsis tas li ntawd, raws li 5G kev lag luam tsim cov ntawv thov sib txawv rau ntau qhov kev siv, chipmakers tam sim no muab tag nrho cov kev pabcuam ntsug kev daws teeb meem, xws li chip tsim rau software / hardware platform kev koom ua ke, teb rau cov lag luam loj loj los ntawm kev loj hlob sai ntawm AIoT. kev lag luam. Ntawm qhov tod tes, chipmakers uas tsis tuaj yeem tso lawv tus kheej hauv lub sijhawm raws li kev xav tau ntawm kev lag luam yuav pom lawv tus kheej raug kev pheej hmoo ntawm kev cia siab rau ntawm ib qho kev lag luam.
Active matrix Micro LED TVs yuav ua rau lawv qhov kev cia siab heev hauv kev lag luam khoom siv hluav taws xob
Kev tso tawm ntawm qhov loj-loj Micro LED zaub los ntawm Samsung, LG, Sony, thiab Lumens nyob rau hauv xyoo tas los no tau cim qhov pib ntawm Micro LED kev koom ua ke hauv kev loj hlob zaub loj. Raws li Micro LED daim ntawv thov hauv cov duab loj loj maj mam loj tuaj, Samsung xav tias yuav yog thawj zaug hauv kev lag luam tso tawm nws cov matrix Micro LED TVs, yog li cementing xyoo 2021 yog thawj xyoo ntawm Micro LED kev koom ua ke hauv TVs. Active matrix chaw nyob pixels los ntawm kev siv cov zaub TFT iav backplane, thiab txij li thaum lub IC tsim ntawm active matrix yog kuj yooj yim, cov tswv yim hais lus no yog li ntawd yuav tsum muaj ib tug txheeb ze tus nqi ntawm routing. Tshwj xeeb, cov tsav tsheb matrix ICs xav tau PWM kev ua haujlwm thiab MOSFET keyboards txhawm rau txhawm rau txhim kho cov hluav taws xob tam sim no tsav Micro LED cov lus, xav tau cov txheej txheem R & D tshiab thiab kim heev rau cov ICs. Yog li ntawd, rau Micro LED cov tuam txhab, lawv cov kev cov nyom loj tshaj plaws nyob rau tam sim no hauv kev thawb Micro LED mus rau qhov kawg cov khoom lag luam nyob hauv kev siv thev naus laus zis thiab tus nqi.(TrendForce muab nws qhov kev kwv yees ntawm 10 qhov tseem ceeb hauv kev lag luam thev naus laus zis rau xyoo 2021.)
Post lub sij hawm: Jan-05-2021