Forecast of Technology Industry Trends in 2022
Technology seeks transparent and easy-to-access features, so that technology is no longer limited to a few Human hands; daily life scenes are also expected to be shaped by augmented reality, wearable devices, etc., with a brand-new future look.
Published: Jan 03, 2022
AI and automated devices will fill our lives more, such as vehicles, factories, houses, etc.; data security protection will be strengthened through the cooperation of blockchain and AI.
Technology Industry Trends in 2022
Cross-domain remote workers will become the normal state of corporate talent distribution:
When companies continue to expand, but the number of environmental talents around them is insufficient, some companies will choose to set up teams remotely and use remote office methods to recruit talents from all over the world. In addition, many international companies have offices scattered all over the country, and remote communication and collaboration are even more important.
Artificial intelligence + medical care:
In the healthcare industry, in the past, humans have been conducting experiments, error judgments, and other experimental processes to produce innovative products and services. When this field has always been gated by humans, the introduction of advanced technologies such as machine learning and automation. Not only means these technologies are sufficient to play a role in key applications, but will also usher in dramatic changes in industrial innovation. The technology of machine learning and the artificial neural network has accuracy beyond the human eye in recognizing elements such as pictures, data, and sound segments.
Enterprise FinTech applications are increasing rapidly:
FinTech, an innovative service combining technology and finance, is no stranger to consumers. However, there are still many application opportunities waiting to be developed in the fields of business-to-business transactions, financial services, insurance services, etc., such as managing business expenditures, corporate credit cards, and online financial services that integrate account and payment payments, more and more start-up companies use this service, and have received support from many corporate customers.
Although on the consumer side, technology brands that are popular in the mass market can enter the FinTech field, the enterprise side is not the same. The enterprise side pays more attention to safety, efficiency, management, and other elements, which also leads to this market, which still needs more breakthroughs. The practical application of this technology has attracted many new ventures to invest in innovation resources.
Telecom companies develop 6G technology:
With its ultra-fast transmission rate and low latency, 5G enables applications such as smart city, virtual reality, augmented reality immersive collaborative experience, and autonomous vehicles to be practiced. As the technology matures in 2022, more applications such as smart medical care, factory automation, and augmented reality will be expanded.
Nowadays, 5G has a real-time connection function, which can keep the assembly in a stable connection state. The low latency of 5G is more sensitive to "haptic applications", which can effectively improve the simulation of tactile methods. Applications are extended to robotic surgery and remote medical treatment, video games, etc. On the other hand, as 5G technology and low-orbit satellites continue to develop towards commercialization, satellites can coexist with 5G and complement the pain points of 5G base stations that are not easy to deploy in difficult environments, and ensure real-time and stability of network connections.
Faced with the pressure of digital transformation, telecom operators are committed to combining 5G and network-centric business models, investing a lot of resources in the development of 6G technology. More governments and major manufacturers will invest in the United States, China, the European Union, and the European Union. South Korea, Japan, etc., are cooperating with public and private entities to research 6G technology. 6G technology emphasizes the integration of diversified XR devices, including VR, AR, MR, 8K, and more images. The use of Holography technology will make communication more real, remote work, control, medicine, and education can be promoted, and the coverage even extends to the sky, the ocean, and the space.
12-inch wafer foundry capacity growth:
Semiconductor demand led by 5G, coupled with increasingly tense geopolitical factors, in addition to accelerating global digital transformation needs, the epidemic has also driven panic stockpiling, bringing structural changes to semiconductor supply and demand, resulting in serious foundry production capacity demand exceeds supply. Therefore, major foundries have announced expansions or new fabs to meet the needs of consumer electronic products such as smartphones, TVs, laptops, game consoles, etc., or those driven by mid-to-long-term technological development. Servers, cloud, Internet of Things, electric vehicles/autonomous driving, 5G base stations, and other requirements. It is estimated that in 2022, the average annual production capacity of global wafer foundry will increase by about 6% and that for 12-inch wafers will increase by about 14%. Among them, the demand for 12-inch wafers is the mature process (1Xnm and above) that is most in short supply today.
The output of smartphones is expected to rebound:
It is expected that under the premise that the impact of the epidemic slows, smartphones are expected to return to the level of 2019 in 2022, and it is estimated that there will be a production performance of 1.39 billion units throughout the year. In terms of specification innovation for smartphones, the market share of folding machines continues to increase, but the growth rate is slow; the remaining specifications focus on the optimization of existing functions, and the innovation range is not high.
In terms of market sales, benefiting from the China government’s active promotion of 5G commercial transfer will drive the global market share to rapidly climb to 37% in 2021. Now the market coverage has reached 80%, and its driving force has also slowed down, and it will accompany the global 5G in the future. The base station coverage rate is steadily increasing, and it is estimated that the penetration rate of 5G mobile phones in 2022 will have a chance to reach 47%. On the whole, the focus of observation on the development of the smartphone market in 2022 will still focus on changes in the epidemic. The current capacity supply of foundry is still quite scarce, and the acquisition of component resources and the cost of mobile phones are also Both are factors influencing the market growth.
The main battlefields of the Internet of Things:
With the boom in the 5G and semiconductor industries, the nearly 20 billion connected devices of the Internet of Things. In 2022 will continue to be based on AI, and take Critical and sustainability as the two main reasons for the development of the Internet of Things industry in the coming year, and then bring out three the main battlefield of technology includes:
Extending this foundation to the end application, the Internet of Things in 2022 will empower diversified vertical fields with more stable, real-time, energy-saving, and predictable benefits; and in mainstream Internet of Things applications in the market, it is expected that smart city environmental monitoring and Epidemic prevention management, home safety and immersive entertainment of smart homes, virtual and real integration and digital simulation of smart manufacturing, and remote services and precision medicine of smart medical care are the four core areas, helping enterprises to transform and evolve.
- The green Internet of Things that appeals to environmental sustainability and decarbonized production.
- The Internet of Space Things that connect everything, and the meta-universe Internet of Things focuses on data calculation and mirroring reality.
- Each technology is expected to become the core technology of the cross-domain layout of major industrial factories, and the main axis of the design of IoT products and services.
Server shipments will grow:
In recent years, due to the popularization of 5G business transfers and smart terminal devices, most of the application services are integrated through the cloud, terminal, and the Internet. In particular, application services that rely on huge data for calculation and training; accompanied by virtualization platforms and cloud storage Technological development has promoted the increasing demand for servers. Therefore, server shipments in 2022 are expected to grow by 4~5%. In 2021, the server supply chain will continue to be affected by the epidemic, and the demand for stocking in advance is obvious, prompting the purchase momentum of components at all levels to be stronger than at the beginning of the epidemic. This situation is not only reflected in server DRAM purchase orders but also accelerates the evolution of DRAM cycles.
Due to changes in work patterns and lifestyles driven by the epidemic, cloud topics such as remote office and teaching, cloud application services (SaaS) demand expansion, and companies choosing more flexible models (IaaS, PaaS) in infrastructure expenditures, etc. Continued fermentation has also pushed up the overall server demand expansion. Most companies’ purchases of infrastructure have gradually shifted from capital expenditures with high input thresholds to more flexible operating expenses. Therefore, in addition to existing server purchase orders, Cloud Digital Transformation has also been accelerated, led by Dell and HPE Of enterprise server suppliers have also begun to adjust production plans and shipping arrangements to meet related needs.
Electric vehicles have entered a period of rapid development:
As the global decarbonization voice continues to rise, countries continue to influence the speed of vehicle electrification in the country with regulations and policies, and try to localize the electric vehicle industry chain, and actively strive for companies to set up factories. The entire industry is preparing for the transition from the mainstream market to electric vehicles. As car models and sales continue to rise, automakers are facing several strategic plans required for transformation. In addition, chip shortages and the epidemic disrupt the stability of the supply chain, making "guaranteed supply "Flexible management" is extremely important.
In 2022, we will continue to deploy in the three key areas of semiconductors, batteries, and closed-loop ecological chains. In terms of autonomous driving, with the increase in chip computing power and sensor performance, as well as the increase in 5G coverage and the release of regulations, Level 3 to Level 4 autonomous driving will be implemented in commercial vehicles and passenger vehicles, and self-driving commercial vehicles cars expand commercial services, and passenger cars are equipped with functions of autonomous driving technology. The design of operation design domain (ODD) is an important commercial condition for self-driving, and "conditional autonomous driving functions" have become the consensus of the industry and society.
The supply-demand ratio of large-size panels tends to be loose:
The panel craze caused by the outbreak of the epidemic has gradually faded, and the panel industry has entered a new turning point in the second half of 2021. The supply of components is no longer a comprehensive shortage, and only certain key components are still out of stock risks. However, on the demand side, with the slowdown in demand and overstocking in the past year, and several panel manufacturers have launched a new round of expansion plans, the supply and demand of the large-size panel market is gradually developing in a looser direction. The supply-demand ratio of large-size panels will be 5.4% in 2021, and it is expected that the supply-demand ratio will reach 7.3% in 2022. Whether it can create a rebound opportunity will affect how panel makers adjust their utilization rate, product mix, and profitability.
In the mobile phone market, AMOLED panel technology is gradually mature and the market scale is gradually expanded. The penetration rate is expected to increase from 42% in 2021 to 47% in 2022. LTPS LCD production capacity shifted to mid-size applications. However, the output of AMOLED panels may still be constrained by the current supply of OLED DDI, which is still in short supply. The growth and decline of AMOLED panels and LTPS LCD panels in the mobile phone market in 2022 remain to be seen.
Micro & Mini LED display industry to upgrade:
2022 will be the year when Mini LED and Micro LED is gradually commercialized and mass-produced on new displays. Many brands have turned pragmatically to plan Micro LED and Mini LED in new products to take the lead in layout. Priority to seize the technology and supply dominance in the supply chain of Micro and Mini LEDs, and at the same time have a high degree of pricing ability in terms of prices.
Major international manufacturers have introduced Mini LED backlights for flat panel and TV light sources, and they all give priority to the key technologies of Mini LED backlighting. They adopt COB (Chip On Board) solutions with high technical content as Mini LED backlights. , Making the spacing of Mini LEDs in the backlight arrangement smaller, the distribution density of Mini LEDs on the backplane will be greatly increased, and with a more detailed driving method, high backlight partitions can be achieved, meet the high contrast effect of millions of levels, and expand The gap with the contrast effect of traditional LEDs directly matches the high contrast effect of standard OLEDs, which enhances product highlights and promotes opportunities for industrial upgrading. In addition, even Micro LEDs with smaller LED chips are applied to large self-luminous displays, which will create the next wave of new-type display industry upgrades.
Improvements in the application of AR and VR devices:
With the fermentation of Metaverse and other issues once again driving the heat of AR and VR, coupled with the epidemic that has promoted digital transformation, it has also increased the popularity of AR and VR in remote interactive applications, which will encourage more manufacturers and products to enter the field. It is estimated that the total shipment of AR and VR devices will reach 12.02 million units in 2022. In the pursuit of realism, in addition to the development of the hardware specifications of the AR/VR headset itself, it will also be extended to the tracking and sense of the hands and limbs, the tactile feedback on the controller or wearable device, and even the acoustic function on the headset. In addition to commercial applications, stand-alone VR devices with sensor designs including more camera modules will become a more common choice in the consumer market. If they are paired with a more mature 5G network environment, virtual communities and more Human interaction and other applications will be the key to manufacturers' investment in 2022.
Published: Jan 03, 2022