IDC 2024 臺(tái)灣ICT與全球半導(dǎo)體市場(chǎng)趨勢(shì)預(yù)測(cè)

TaiwanGeneralmanagerandAPsemiconductorresearchleadShirleyTsai,SeniorResearchManagerSource:FutureEnterpriseResiliency&SpendingSurveyWave8,IDC,September,2023,N=888,NA:369,WE:219,AP:300Source:FutureEnterpriseResiliency&SpendingSurveyWave8,IDC,September,2023,N=888,NA:369,WE:219,AP:300Source:IDCWorldwideBlackBook(July2023)growthinconstantcurrency;excludestelecomspendingandbusinessservicesSource:WorldwideBlackBook,July2023(growthinconstantcurrencSource:IDC’sWorldwideArtificialIntelligenceSpendingGuide(preliminaryresults),AugustV22023;一Includeshardware,software,businessandITservices,andIaaSShirleyTsai,SeniorResearchManagerIDC?IDC|10「雲(yún)端」將成為人工智「雲(yún)端」將成為人工智慧世代的主要交付模式|12Advancedsystemsplatformandhardware,fromthedatacentertothecloudandtotheedgeDeveloperofGPUunitsusedinawidevarietyofusecasesincludingAIDeveloperofchipsspecificallyforAIGRAFHCOREDeveloperofintelligenceprocessingunitdesignedformachineintelligenceworkloadsscaleData-orientedplatformprovidingtrainingandvalidationdataforAIapplicationsSafetyandresearchcompanycreating“steerable,interpretable,systems;stability.aiProvidesopen-sourcegenerativeAIsystemsandmodelsaswellasconsultingservicesforAIusecasesDevelopstoolsforbuildingmachinelearningapplications,notablyitstransformerslibraryCRESTACustomerexperienceplatformdesignedtodoubleproductivityofsalesandserviceteamsMachinelearningsoftwarethatautomatesandenhancesconversationswithcustomerstoclosemoredealsAadaChatbotplatformthathelpsenablecustomersupport,decreasingvolumeofrequestsandofferingautomatedresponsestocustomersgeanAssistsinfindinganypieceofdatainacompany,providingbetter,morerelevantsearchresults:primerHelpscompaniesunderstandmassivestoresoftextdatausingProvidesreal-timewritingassistanceformoreclear,effectivecommunicationPlatformfortranslationusingneuralnetworksGitHubcopilotCloud-basedAIassistantforcodingusingautocompleteReplitGhostwriter-AIassistantthathelpscompletecodeRust-basedterminalthathelpsexplainoutput,debug,writescripts,andmore從商業(yè)營(yíng)運(yùn)的角度來(lái)看，亞洲企業(yè)認(rèn)為生成式人工智慧技術(shù)將影響的TOP從商業(yè)營(yíng)運(yùn)的角度來(lái)看，亞洲企業(yè)認(rèn)為生成式人工智慧技術(shù)將影響的TOP5領(lǐng)域：specificperformancetotunepre-trainedmodelstoimpperformance,forexample,ChatJDforBFSI,healthcare,andretailindustries.?Bettercontrolintrainingdataandoutput.?Superiorperformance,reliableoutcomes.predictionofoutcome,analysisetc.datasets?Lessefficient?Laboriousandcomputationallyintensive.?Needsfrequentupdatesproprietarydata,andlabeleddataisdifficulttoobtain.Idealforcontentsearch,fact-finding,contentgenerationusecasesdomain-specificcollectionofdocumentswithpre-trainedmodelstocontextualizeoutput,withouttouchingtheLLM,forexample,Designovelforthefashionindustrydataset.提供工具自建服務(wù)提供工具自建服務(wù)VertexAIAmazonBedrockAmazonLex,Titan,AmazonBloom,TBDVertexAIVertexAIGenAppBuilderTBDWhispererVertexAIAmazonQ|210servicesbutalsoorganizationswillingtoadoptthemforenhancingproductivityandgainingbusinessinsi?GenerativeAIdrivesorganizationstobuildtheirownGenAI-enabledapplications,suchassmartcustomerassistants,whichwillraisethedemandforAIbuildsoftware,andTextandAudioAI.Besides,inresponsetothehumanshortagetopic,organizationsoptimizetheoperationsprocesses,suchasproductdefectdetection,identity,accesscontrolmanagement,andsoon.IDC預(yù)期到2027年，近60%的成年消費(fèi)者將至少使用一款數(shù)位健康應(yīng)用程式或服務(wù)，而在Covid-19之前上健身、睡眠追蹤、遠(yuǎn)端醫(yī)療服務(wù)和其他體驗(yàn)的重大增長(zhǎng)timefeedbacksatisfyingtheneedforavirtuSmartspeakersandsmartSmartspeakersandsmartworkersmanagetheircalendars,conductvideocalls,viewpertinentinformationfrombusinessapplications,andsoforthSmartplugs,smartsecuritydevices,andothersmartsensorslikeairqualitymonitorscanfurtherpromoteworkplaceefficiency,productivity,andsafetySmartlightingsystems,smartthermostats,andsmartappliancescanhelppromoteemployeewellnesswhilealsoreducingenergyconsumption?通過(guò)分析設(shè)備和使用者行為數(shù)據(jù)，AI使連接的設(shè)備能夠隨著時(shí)間變得更加智慧。o一個(gè)簡(jiǎn)單的例子包括智能助手發(fā)送通知，提醒使用者當(dāng)空氣淨(jìng)化器或印表機(jī)墨盒快用完時(shí)進(jìn)行更換。?AI能夠越來(lái)越頻繁地提供更複雜且主動(dòng)的體驗(yàn)，僅基於先前的行為或在另一個(gè)設(shè)備觸發(fā)、環(huán)Source:WWFutureofWork(FoW),IDC,April2023,n=1,197crucialdriverforfuturecrucialdriverforfutureInferencingattheclient在2023年，在2023年，GenAI已經(jīng)引起了全球的關(guān)注，各種規(guī)模的公司都在仔細(xì)研究這項(xiàng)技術(shù)，以確定員工如何以及何時(shí)可以在他們的業(yè)務(wù)中發(fā)揮GenAI的應(yīng)用。提高生產(chǎn)力以及提升安全性。換機(jī)潮，預(yù)計(jì)屆時(shí)將有望帶動(dòng)個(gè)人電腦市場(chǎng)整體的成長(zhǎng)。當(dāng)然一開(kāi)始會(huì)先從商用市場(chǎng)開(kāi)始，再擴(kuò)散至家用市場(chǎng)。GreateranalyticsandautomationaddressestheseexistingcybersecurityGreateranalyticsandautomationaddressestheseexistingcybersecuritypr●●●●●●●●●●●●●●●●●●●●●●●●●Parsers●●●●●●●●●●Oflargeenterpriseorganizationswillmigratetoautonomoussecuritydistributedteamsforfasterremediation,incidentmanagement,0variants/restrictions Source:FutureEnterpriseResiliency&SpendingSurvey-Wave11,IDC,December,2022,N=840,NA:theseareas Source:FutureEnterpriseResiliency&SpendingSurvey-Wave11,IDC,December,2022,N=840,NA:73%50%ofCEOsveryorextremelysurvey#1cloudinvestmentsaretrackedwithbusinessvaluedelivered.?FinOpsprovidesgovernanceandbestpraastrongbaseforcloudandoverallbusinessgrowth. |44“Anevolvingcloudfinancialmanagementdisciplienablesorganizationstogetmaximumbusinessvaluebyhelpingengineering,finance,andbusinessteamstocollaborateondata-drivenspendingdecisions.”Source:IDCWorldwide—CEOSurvey,IDC,January2022,n=389;FutureEnterpriseResiliency&SpendingSurvey—Wave3,IDC,April2022,n=828 =DCorganizationsworldwideDirectemissionsfromDirectemissionsfromresourcesIncludesemissionsfromequipmentIndirectemissionsfromthegenerationofpurchasedenergy環(huán)保署、金管會(huì)Allindirectemissionsthevaluechainofcompanybusinesstravel,wasteg國(guó)際其他揭露對(duì)象(ISSB,國(guó)際其他揭露對(duì)象(ISSB,EFRAGet|50Source:IDC’sGlobalSustainabilityReadinessIndex,August,|50|51infrastructureandconfusionrelatedDataData/Analytics/Automation?AutomatingdataSource:IDCWorldwideSustainabilitySurveyandAsia/PacificManufacturingInsightsSurvey,2021?IDC|52●BusinessModel全球半導(dǎo)體市場(chǎng)與應(yīng)用趨勢(shì)半導(dǎo)體供應(yīng)鏈競(jìng)合-聚焦設(shè)計(jì)、製造、封測(cè)全球半導(dǎo)體市場(chǎng)與應(yīng)用趨勢(shì)半導(dǎo)體供應(yīng)鏈競(jìng)合-聚焦設(shè)計(jì)、製造、封測(cè)全球半導(dǎo)體市場(chǎng)長(zhǎng)期發(fā)展預(yù)測(cè)112233+202%+202% |581 ?Instrumentscluster?Transmissioncontrol|60$200B$100B$50B$200B$100B$50B$150B$0B2019202120202019202120222023e2024e2025e2026e2027e2025e2026e$271B$271B$482B$503B$383B$391B$446B.$336B$348B$224BSupplyChainincludesEqu