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Mediatek:Icthe Two Pillars Of The Industry's Future Are5gversusai

Post on Nov, 22 2023

Tsai lixing, CEO of mediatek, was invited by the economic daily to give a speech on "the strategic position of Taiwan's semiconductor industry in the world's technology chain". Looking ahead to next year, he sees the global semiconductor industry returning to growth and, of course, a good year for mediatek and its Taiwanese peers.

    Looking ahead to the 5G industry next year, he said that the global population is about 7 billion. In terms of hardware and technology products, mobile phones are the largest application market, with sales of 1.4-1.5 billion units a year.

     CAI lixing further said that with the popularization of 5G mobile phones, the download speed of 5G is 10 times that of 4G, and the latency is shortened by more than 10 times, so the Internet of everything era can be realized. 'people often ask where are the new 5G applications? "The important thing is that someone has to start using it, that a lot of it can be used to develop more applications, and if everyone is just using what they think, 5G is not going to work."

     As for the operation of the company, he believes that tianji 1000, the first single chip of 5G system (SoC), will become a major performance driver next year. Besides mobile phones, he is also optimistic about cooperating with Intel, inventec and other factories, putting Data card in the laptop (NB), so that the company can enjoy 5G and seize the business opportunities of 5G in 2021.

     In addition, he also added mediatek in AI also has a good development, because the terminal application is numerous, the market demand for edge AI chip synchronization, forecast to $will be more than $50 billion in 2025 (the same below), the size of the market, mediatek will continue to invest, the current focus on AI promotion effect of visual perception, pictures, etc., containing phegda 1000 is the third generation of AI products.

    Looking back on this year, CAI lixing cited data to point out that since 2000, mobile phones and wireless communications have appeared one after another, driving the growth of output value of the world semiconductor industry. In the past, the global output value of IC industry grew at a rate of about 7 billion us dollars per year. Taiwan is expected to account for 16.9 percent of the world's semiconductor output of about 514.8 billion yuan this year, second only to the United States at 44.6 percent.

    In the first half of this year, among the top 15 semiconductor companies in the world, TSMC and mediatek were included in the list. The market share of TSMC in the foundry industry is the highest in the world, while mediatek is the youngest company among them. Despite the ongoing trade war between China and the us, Taiwan's semiconductor industry has made good progress this year.