IDC predicts that by 2025, the cloud will overtake on-premises infrastructure as the primary location for 65% of A2000 organizations to store, manage and analyze operational data. IDC's Future of Operations Framework describes how organizations can improve their decision-making processes and efficiency by adopting data-driven operations (DDO). The central role cloud plays in DDO is reflected in data from IDC's 2022 Worldwide Future of Operations survey, which shows cloud technology as the top technology priority for organizations in Asia Pacific. Eighty percent of respondents said cloud is important or critical in terms of its ability to help organizations achieve operational excellence and resiliency. Other key technologies needed to enable efficient and optimized operations include robotics, mixed reality tools, edge computing, 5G and cybersecurity. Ten forecasts for cloud computing and other market operations in 2023: Cloud will surpass local infrastructure and reach 65% dominance. "Organizations in Asia Pacific understand the need to invest in key technologies to enable data-driven operations. Organizations need new digital capabilities and must build foundational technologies such as cloud and next-generation connectivity," Rakesh Patni, Associate Research Director, Future Operations, IDC Asia Pacific explain. “However, another important aspect that organizations cannot ignore is developing talent—either by hiring and partnering with service providers, or by upskilling and reskilling existing employees. Only by aligning talent and technology with the right Aligned with strategic strategies, organizations can achieve optimized and efficient operations. Future forecasts of operations reveal opportunities and act as signposts to help organizations in AP to digitally transform,” Patni added. IDC's Top 10 Predictions for the Future of Operations to 2023 provide business leaders with guidance on how and where to implement and maintain data-driven operations: #1. Sustainability of operations: By 2026, 40% of Asia 2000 (A2000) industrial organizations will make real-time decisions that balance economic and sustainability metrics, while improving both sets of metrics across the enterprise by 5%. #2. Lifecycle carbon footprint: By 2026, 30% of product-centric organizations will use digital tools to measure lifecycle carbon footprint, requiring better integration of PLM and operational data. #3. Talent from service providers: By 2024, talent shortages and pressure to improve operational performance will force organizations to reevaluate their digital transformation approaches to greater use of external services. #4. XR/AR/VR in Operations: Use of Extended Reality technologies including AR/VR/MR tools to increase by 40% by 2027, creating a new generation of digital workers and reducing operator/field crew errors 30% #5. Robotics and inspection: The use of robots in non-traditional areas, especially remote inspection and maintenance, will increase by 25% by 2027, resulting in a 40% reduction in inspection errors. #6. 5G’s impact on operations: By 2024, digital-first operations enabled by 5G connectivity will improve worker safety, resulting in a 20% reduction in lost-time accidents. #7. Satellite Edge in Operations: By 2027, 40% of remote operations will use satellite-enabled AI/ML technologies to collect and analyze data at the edge, reducing costs and increasing natural resource sector production and energy use. #8. Cloud in Operations: By 2025, the cloud will surpass on-premises infrastructure as the primary location for storing, managing and analyzing operational data for 65% of A2000 organizations. #9. Organizational Refactoring: By 2024, 30% of industrial organizations will be leaner and more agile than their competitors as real-time operational insights are available to anyone, anytime, anywhere. #10. Cybersecurity in Operations: By 2026, 40% of organizations will increase the use of IoT and OT cybersecurity solutions at the edge, halving OT cybersecurity vulnerabilities. Reposted from: International Electronic Commerce, automatically translated by Google

TechInsights' mobile subscription service summarizes the following trends that are shaping the enterprise market in 2023 and beyond. Key trends outlined in our latest forecast report include working from home, 5G, IoT, cloud, metaverse, and quantum computing. The workplace will continue to diversify, decentralize and virtualize All indications are that hybrid working is becoming a new trend in the workforce. Employees working remotely still largely expect a hybrid office environment. 2023 sees second wave of 5G deployments, increased interest in private 5G An ecosystem of operators, solution providers and end users (consumers and enterprises) will require 5G to successfully realize its potential. The second wave of 5G development will see a range of different use cases, including a focus on compelling and affordable devices and continued network modernization. B2B 5G laptops are finally taking off Smartphones are driving demand for 5G chip development and shipments, but chip suppliers are also struggling to tap adjacent markets. One of the biggest opportunities for 5G in devices other than smartphones and tablets is laptops. 2023 could be the year 5G laptops become popular among business users, and corporate PC buyers will likely want their laptops to feature cellular connectivity. Cloud sovereignty is increasingly important to the future of data management The trend towards cloud sovereignty has been one of the central topics raised by businesses, especially in Europe (since GDPR came into effect in 2018). This is being driven by demands from governments and businesses to strengthen data privacy and cybersecurity. For example, Gaia-X is a French and German-led cloud sovereignty architecture driven by customer data sovereignty that provides digital transformation in Europe. A trusted interoperable cloud service can scale 5G, AI and IoT. Another year of IoT integration, Xingdi IoT hybrid connection will be popular 2022 will be a busy year for IoT vendors to assess their position in the market. We expect market consolidation to continue in 2023, and the future of IoT business is expected to be driven by growing demand for more connected and intelligent systems to improve efficiency, reduce costs, support new business models, and enhance user experience. We also expect satellite networks to change the global connectivity landscape — but not in the way everyone expects. New technologies are also emerging to provide terrestrial and satellite connectivity through a single communications radio chipset. For example, the LoRa Edge LR1120 chipset supports Sub-GHz LoRa, SATCOM S-band and 2.4 GHz LoRa. Quantum Computing Advances Rapidly We are reaching the limits of conventional computing, and to drive future advances, quantum is inevitable. Quantum computing is rapidly transitioning from a scientific possibility to a technological reality. More HPC providers will try their hand at quantum in 2023. In the next 5-10 years, quantum computing will become available and viable use cases for enterprises in fields such as energy, manufacturing, oil and gas, construction and engineering, defense, healthcare and financial services. This presents a huge opportunity for businesses to benefit from technologies that have the potential to create game-changing value. The metaverse will play an increasingly important role in the work environment We expect to see more advanced avatar technology in 2023. Some companies are already using metaverse technologies like AR and VR for training and onboarding, a trend that will accelerate in 2023. Over the next 2-3 years, most virtual meetings will move from 2D camera image grids to Metaverse, a 3D space with digital avatars where professional meetings can be held in virtual office spaces or elsewhere, recreating interactions with other avatars true feeling. Wi-Fi 7 has arrived and will overtake Wi-Fi 6E in shipments in the next 2-3 years We expect Wi-Fi to maintain its preeminence in intra-enterprise connectivity, with new Wi-Fi 6E/7 generations establishing and expanding its role and utility across verticals, especially on the 6GHz spectrum. Wi-Fi 7 devices will begin shipping in 2023 and are expected to surpass Wi-Fi 6E shipments in 2025-2026. The first smartphone with Wi-Fi 7, the Mi 13 Pro, has already started rolling out in China. Mobile devices go circular: More reuse and recycling in 2023 We will see a move towards more sustainable efforts. Many mobile operators have started focusing on recycling and extending the life of mobile devices. End users will think more about where components such as computer chips used in smartphones, tablets and computers come from and how we use them. According to our survey, replacement cycles have become longer among business users and consumers. Therefore, if the average replacement rate is extended by 12 months, it will have a significant impact on emissions and e-waste. Reposted from: International Electronic Commerce, automatically translated by Google

Recently, according to the Korean media "BusinessKorea", Samsung Electronics has maintained the first position in the global DRAM and NAND flash memory markets for 30 consecutive years and 20 years respectively. At the same time, major manufacturers have been tirelessly pursuing higher layers of flash memory and more advanced memory manufacturing processes for many years. The industry is worried that Samsung's dominance will be shaken in the future. Under these circumstances, will the memory market structure change in the future? Manufacturers such as Micron, SK Hynix, and Samsung have been chasing higher layers of NAND flash memory. After surpassing 100 layers, they began to move towards 200+ layers to improve performance. Judging from last year's technical achievements, for Micron, in July 2022, Micron's world's first 232-layer NAND flash memory was officially mass-produced in the Singapore factory, while Samsung was working hard on 176-layer NAND flash memory at that time. In December of the same year, Micron successfully shipped 232-layer NAND client SSDs to PC OEM customers, which are suitable for mainstream notebooks and desktops. For SK Hynix, in August 2022, SK Hynix successfully developed 238-layer NAND flash memory, which is currently the highest number of layers in the world. Put into mass production in the first half of the year. As for Samsung, as the industry continues to report new developments in flash memory technology, Samsung can't help being anxious. Faced with various noises, Samsung has stated that it will release 236-layer NAND flash memory products in 2022. To further increase research and development efforts, Samsung also plans to open a new research and development center, which will be responsible for developing more advanced NAND flash memory products. Finally in November 2022, Samsung announced the mass production of 236-layer 3D NAND flash memory chips, which is the 8th generation V-NAND of 1Tb (128GB) three-bit cell (TLC) with the highest storage density among Samsung products. Samsung's ninth-generation V-NAND is currently under development, and plans to mass-produce the ninth-generation NAND flash memory from 2024. Samsung has predicted that by 2030, the company will create V-NAND with more than 1,000 stacked layers. And to achieve this, Samsung is transitioning from the current TLC architecture to a quad-level cell (QLC) architecture to increase density and enable more layers. As for Western Digital/Kioxia, Western Digital said in May last year that it will launch more than 200-layer (BiCS+) flash memory products with Kioxia in the future, and will successively launch more than 300-layer, 400-layer and more than 500-layer flash memory products before 2032 technology. However, there is currently no latest news from Western Digital and Kioxia. Reposted from: International Electronic Commerce, automatically translated by Google

According to Gartner's preliminary statistics, global semiconductor revenue will increase by 1.1% in 2022 to reach US$601.7 billion, higher than the US$595 billion in 2021. The total revenue of the top 25 semiconductor players will increase by 2.8% in 2022, accounting for 77.5% of the market share. Andrew Norwood, a Gartner vice president analyst, said in a press release: "In early 2022, there will be shortages of many semiconductor equipment, leading to longer lead times and higher prices, and reduced production of electronic equipment in many end markets. Inventory to hedge against shortages." Andrew Norwood continued to explain that by the second half of 2022, high inflationary pressures, rising interest rates, and increased energy costs have had an impact on many global supply chains, resulting in a significant slowdown in the global economy. It has also led to a drop in demand for PCs and smartphones as consumers start to cut back on spending. Then businesses started doing the same, preparing for a global recession. All of these have had an impact on the growth of the semiconductor industry. The data shows that the revenue of the semiconductor market in 2022 will drop by 10.4% mainly due to the reduction in sales of memory and NAND flash memory, but Samsung Electronics still maintains the number one position in market share. Intel ranked second with a 9.7% market share, and sales fell 19.5% due to a significant downturn in the consumer PC market and intense competition in the x86 processor business. Qualcomm and Micron switched places in the rankings, with AMD jumping from No. 10 to No. 7. MediaTek fell to No. 9 from No. 7 last year. A new company in the top 10 is Apple. The worst-performing device category in 2022 is memory, with revenue down 10% and accounting for about 25% of semiconductor sales. The memory market is already showing signs of a sharp plunge in demand by mid-2022 as electronics OEMs start reducing memory inventories they had built up when forecasting stronger demand. The situation has now deteriorated to the point where most memory companies have announced capital expenditure (capex) cuts for 2023, and some companies have cut wafer production in an effort to reduce inventory levels and try to restore market balance. Although non-memory revenues will grow 5.3% overall in 2022, performance varies widely across device categories. Analog devices ranked first with a 19% increase, followed by discrete devices with a 15% increase. Analog and discrete devices are driven by robust demand from automotive and industrial end markets, supported by long-term growth trends in vehicle electrification, industrial automation, and energy transition. Reposted from: International Electronic Commerce, automatically translated by Google

Recently, six ministries and commissions including the Ministry of Industry and Information Technology issued their "Guiding Opinions on Promoting the Development of the Energy Electronics Industry" (hereinafter referred to as "Guiding Opinions"). The "Guiding Opinions" put forward the main development goals: by 2025, breakthroughs will be made in industrial technology innovation, the industrial base will be advanced, the level of industrial chain modernization will be significantly improved, and the industrial ecological system will be basically established; by 2030, the comprehensive strength of the energy and electronics industry will continue to improve. Form an industrial scale that is compatible with domestic and foreign new energy demands. The energy electronics industry has become a key force to promote the realization of carbon peak carbon neutrality. The Guiding Opinions propose six key tasks: The "Guiding Opinions" aims to rely on the competitive advantages of my country's photovoltaic, lithium-ion battery and other industries, start from the supply side, make efforts at the manufacturing end, take hard technology as the guide, and aim at industrialization, and accelerate the promotion of technological breakthroughs and innovations in various fields of energy electronics. Product supply capacity improved. Combined with the status quo and foundation of industrial development, the "Guiding Opinions" proposes six key tasks: The first is to further promote the coordinated and integrated development of the entire energy and electronics industry chain from the aspects of strengthening the overall coordination of both ends of the supply and demand, promoting the coordinated development of the entire industry chain, and improving the support system for technological innovation; The second is to improve the supply capacity from the development of advanced and efficient photovoltaic products and technologies, and the development of safe and economical new energy storage products; The third is to support the application of key terminal markets in terms of promoting advanced product and technology demonstration, supporting the integrated development of key areas, and increasing the application and promotion of emerging areas; The fourth is to promote the development and innovative application of key information technologies from the aspects of developing new energy-oriented key information technologies, promoting intelligent manufacturing and operation and maintenance management; The fifth is to promote the healthy and orderly development of the industry from the aspects of strengthening the construction of public service platforms, improving the industry standard system, strengthening industry standard management, and doing a good job in safety risk prevention; Sixth, we will focus on improving the international development level of the industry from the aspects of accelerating the pace of international cooperation and deepening the layout of the global industrial chain. At the same time, the "Guiding Opinions" also proposed three special actions: The first is to improve the supply capacity of solar photovoltaic products and technologies. The specific development directions of crystalline silicon cells, thin film cells, photovoltaic materials and equipment, smart components and inverters, systems and operation and maintenance are proposed. The second is to improve the supply capacity of new energy storage products and technologies. Propose lithium-ion batteries, lithium-ion materials and equipment, sodium-ion batteries, liquid flow batteries, hydrogen energy storage/fuel cells, supercapacitors, other new energy storage technologies and products, battery system integration, testing and evaluation and recycling, energy storage system intelligence The specific development direction of early warning security. The third is to improve the supply capacity of energy electronics key information technology products. The specific development directions of optoelectronic devices, power semiconductor devices, sensitive components and sensor devices, light-emitting diodes, advanced computing and systems, data monitoring and operation analysis systems are proposed.

From a cyclical point of view, semiconductor design is in the downstream of the industry chain, and is deeply bound to terminal prices. Under the expectation of loosening upstream costs and easing downstream demand, it is expected to be the first to bottom out and rebound in 2023; although passive components do not belong to semiconductors, they are closely related to the semiconductor cycle. The coincidence degree is high, and the current price and inventory of passive components are at the bottom. It is expected that the second quarter of 2023 is expected to start a new round of business cycle. Zhongtai Securities released a research report stating that from September 2022, the year-on-year growth rate of global semiconductor sales will enter a negative growth stage, which usually lasts for 5-7 months, and the inflection point of this cycle may appear in the first quarter of 2023 However, due to factors such as the epidemic and geopolitics, a delay in demand recovery may lead to a delay in the inflection point of this cycle. From the perspective of downstream demand, all links are still in the stage of destocking. Looking at the outlook for the fourth quarter of overseas major manufacturers, most design companies have shown negative year-on-year growth.   The research report pointed out that from a global perspective, all links are basically synchronized with the global semiconductor cycle: Among them, although the year-on-year growth rate of manufacturing, packaging and testing, and silicon wafer revenue is still positive, it has dropped significantly. In the design process, some companies in radio frequency, storage, and SoC have entered negative growth in the third quarter of 2022.   From the perspective of mainland China, equipment materials are independent of the global cycle, and the design process is ahead of the global response: Among them, equipment in the mainland is independent of the global cycle, and materials, manufacturing, packaging and testing are basically synchronized with the global cycle. The year-on-year revenue of some design sectors has entered a negative growth stage earlier than that of global semiconductors (mainly because the revenue growth rate of domestic design companies was much higher than the global level last year). In the second quarter of 2022, both analog and RF revenues have entered negative growth; in the third quarter At that time, the growth rate of analog and radio frequency was still negative, and MCU also entered a negative growth rate. The growth rate of other design companies dropped to 4%, and the growth rate of power semiconductors dropped to 14%. The FPGA sector still maintained a high growth rate of 40% in the third quarter due to its special downstream. In 2021, China will be the largest semiconductor market in the world, but the overall self-sufficiency rate is less than 20%. Excluding the contribution of overseas manufacturers to build factories in China, the self-sufficiency rate of domestic IC manufacturers is only 6.6%, and the overall self-sufficiency rate of passive components is about 20%. %, is still at a low level, and there is much room for improvement in the future.    Therefore, the agency believes that strong alpha of domestic substitution under the background of high demand and low self-sufficiency rate is still the long-term logic of domestic semiconductor and passive component investment. From a cyclical point of view, semiconductor design is in the downstream of the industry chain, and is deeply bound to terminal prices. Under the expectation of loosening upstream costs and easing downstream demand, it is expected to be the first to bottom out and rebound in 2023; although passive components do not belong to semiconductors, they are closely related to the semiconductor cycle. The coincidence degree is high, and the current price and inventory of passive components are at the bottom. It is expected that the second quarter of 2023 is expected to start a new round of business cycle. From the perspective of alternative space, the largest downstream market segment of semiconductors is IC design, in which the digital, analog, and storage circuits have a large space, the localization rate is low, and the growth space is broad; the current localization rate of MLCC, inductors and other industries in the passive component industry is low. Manufacturers are actively deploying and have a certain degree of competitiveness. It is expected that the localization rate will continue to increase.    Therefore, it is optimistic that the first cycle of semiconductor design and passive sectors will bottom out in 2023, and the low self-sufficiency rate and large market size will also open up its long-term growth space in the future.    According to the Debon Securities Research Report, the electronics sector will decline in 2022, and the decline will be greater than that of other primary industries. The downstream demand for electronics is differentiated, 3C consumption is entering a cold winter, and photovoltaics, new energy vehicles, Xinchuang and other fields are affected by favorable macro factors such as carbon neutrality and localization, which will bring growth opportunities for the upstream electronics sector. The performance of semiconductor companies in the industry is relatively strong, and the profitability of companies in the fields of optical optoelectronics and consumer electronics has deteriorated. The overall valuation of the electronics sector is at a historically low level, close to the valuation level in the first half of 2019, while the semiconductor valuation level is relatively firm.   The research report pointed out that the current global semiconductor sales are still in a downward cycle. Judging from the last round of semiconductor sales data in China, the down cycle time is about 1.5-2 years. Considering that the current downward cycle starts from the end of 2021, the agency predicts that the growth rate of semiconductor sales in China may bottom out around the second quarter of 2023. According to IDC data, China's smartphone shipments in the third quarter of 2022 were 71.1 million units, a year-on-year decrease of 12%, narrowing the decline from the second quarter. According to companies such as MediaTek and TSMC, institutions expect inventory to decline in the fourth quarter of 2022 and return to normal levels in the first half of 2023.   In addition, according to IC Insights data, China's IC self-sufficiency rate in 2021 is only 16.7%, and it is expected to reach 19.37% in 2025 and 21.2% in 2026, which is generally at a low level. The overall localization rate of IC design is also low. In 2021, the localization rate of NandFlash and MPU is only about 1%, that of DRAM is about 2%, that of logic and analog chips is about 5%, and that of MCU is less than 15%. .   Previously, the US Semiconductor Industry Association (SIA) stated that 2022 is a historic year for the global semiconductor industry, and the industry continues to face major challenges. The industry is known for its cycle, and it is expected that the market cycle will not rebound until the second half of 2023. In addition, according to a report jointly released by SIA and Boston Consulting Group, it is estimated that by 2030, China's global share of semiconductor design is expected to increase to 23%, second only to the United States (36%), which ranks first, and surpass South Korea. (19%), ranking second in the world. "Reposted from: International Electronic Business 9731.html"