As the DRAM industry officially enters the EUV era, NAND Flash stacking technology advances past 150L
The three major DRAM suppliers Samsung, SK Hynix, and Micron will not only continue their transition towards the 1Znm and 1alpha nm process technologies, but also formally introduce the EUV era, with Samsung leading the charge, in 2021. DRAM suppliers will gradually replace their existing double patterning technologies in order to optimize their cost structure and manufacturing efficiency.
After NAND Flash suppliers managed to push memory stacking technology past 100 layers in 2020, they will be aiming for 150 layers and above in 2021 and improving single-die capacity from 256/512Gb to 512Gb/1Tb. Consumers will be able to adopt higher-density NAND Flash products through the suppliers’ efforts to optimize chip costs. While PCIe Gen 3 is currently the dominant bus interface for SSDs, PCIe Gen 4 will start gaining increased market share in 2021 owing to its integration in PS5, Xbox Series X/S, and motherboards featuring Intel’s new microarchitecture. The new interface is indispensable for fulfilling the massive data transfer demand from high-end PCs, servers, and HPC data centers.
Mobile network operators will step up their 5G base station build-out while Japan/Korea look ahead to 6G
The 5G Implementation Guidelines: SA Option 2, released by the GSMA in June 2020, delves into great technical details regarding 5G deployment, both for mobile network operators and from a global perspective. Operators are expected to implement 5G standalone architectures (SA) on a large scale in 2021. In addition to delivering connections with high speed and high bandwidth, 5G SA architectures will allow operators to customize their networks according to user applications and adapt to workloads that require ultra-low latency. However, even as 5G rollout is underway, Japan-based NTT DoCoMo and Korea-based SK Telecom are already focusing on 6G deployment, since 6G allows for various emerging applications in XR (including VR, AR, MR, and 8K and above resolutions), lifelike holographic communications, WFH, remote access, telemedicine, and distance education.
Internet of Things evolves into Intelligence of Things as AI-enabled devices move closer to autonomy
In 2021, deep AI integration will be the primary value added to IoT, whose definition will evolve from Internet of Things to Intelligence of Things. Innovations in tools such as deep learning and computer vision will bring about a total upgrade for IoT software and hardware applications. Taking into account industry dynamics, economic stimulus, and remote access demand, IoT is expected to see large-scale adoption across certain major verticals, namely, smart manufacturing and smart healthcare. With regards to smart manufacturing, the introduction of contactless technology is expected to speed up the arrival of industry 4.0. As smart factories pursue resilience, flexibility, and efficiency, AI integration will equip edge devices, such as cobots and drones, with even more precision and inspection capabilities, thereby transforming automation into autonomy. On the smart healthcare front, AI adoption can transform existing medical datasets into enablers of process optimization and service area extension. For instance, AI integration delivers faster thermal image recognition that can support the clinical decision-making process, telemedicine, and surgical assistance applications. These aforementioned applications are expected to serve as crucial functions fulfilled by AI-enabled medical IoT in diverse settings ranging from smart clinics to telemedicine centers.
Integration between AR glasses and smartphones will kick-start a wave of cross-platform applications
AR glasses will move towards a smartphone-connected design in 2021 in which the smartphone serves as the computing platform for the glasses. This design allows for significant reduction in cost and weight for AR glasses. In particular, as the 5G network environment becomes more mature in 2021, the integration of 5G smartphones and AR glasses will enable the latter to not only run AR apps more smoothly, but also fulfill advanced personal audio-visual entertainment functionalities through leveraging the added computing power of smartphones. As a result, smartphone brands and mobile network operators are expected to venture into the AR glasses market on a large scale in 2021.
A crucial part of autonomous driving, driver monitoring systems (DMS) will skyrocket in popularity
Automotive safety technology has evolved from an application for car exteriors to one for car interiors, while sensing technology is moving towards a future where it integrates driver status monitoring with external environmental readings. Similarly, automotive AI integration is evolving past its existing entertainment and user assistance functions, into an indispensable enabler of automotive safety. In light of the string of traffic accidents in which the drivers ignored road conditions due to their overreliance on ADAS (advanced driver assistance systems), which have recently skyrocketed in adoption rate, the market is once again paying close attention to driver monitoring functions. In the future, the main thrust of driver monitoring functions will be focused on the development of more active, reliable, and accurate camera systems. By detecting the driver’s drowsiness and attention through iris tracking and behavioral monitoring, these systems are able to identify in real time whether the driver is tired, distracted, or driving improperly. As such, DMS (driver monitoring systems) have become an absolute necessity in the development of ADS (autonomous driving systems), since DMS must serve multiple functions simultaneously, including real-time detection/notification, driver capability assessment, and takeover of driving controls whenever necessary. Vehicles with DMS integration are expected to enter mass production in the near future.
Foldable displays will see adoption in more devices as a means of upping screen real estate
As foldable phones progressed from concept to product in 2019, certain smartphone brands successively released their own foldable phones to test the waters. Although these phones’ sell-through performances have so far been mediocre owing to their relatively high costs – and, by extension, retail prices – they are still able to generate much buzz in the mature and saturated smartphone market. In the next few years, as panel makers gradually expand their flexible AMOLED production capacities, smartphone brands will continue to focus on their development of foldable phones. Furthermore, foldable functionality has been seeing increasing penetration in other devices as well, specifically notebook computers. With Intel and Microsoft leading the charge, various manufacturers have each released their own dual-display notebook offerings. In the same vein, foldable products with single flexible AMOLED displays are set to become the next hot topic. Notebooks with foldable displays will likely enter the market in 2021. As an innovative flexible display application and as a product category that features flexible displays much larger than previous applications, the integration of foldable displays in notebooks is expected to expend manufacturers’ flexible AMOLED production capacity to some degree.
Mini LED and QD-OLED will become viable alternatives to white OLED
Competition between display technologies is expected to heat up in the high-end TV market in 2021. In particular, Mini LED backlighting enables LCD TVs to have finer control over their backlight zones and therefore deeper display contrast compared with current mainstream TVs. Spearheaded by market leader Samsung, LCD TVs with Mini LED backlighting are competitive with their white OLED counterparts while offering similar specs and performances. Furthermore, given their superior cost-effectiveness, Mini LED is expected to emerge as a strong alternative to white OLED as a display technology. On the other hand, Samsung Display (SDC) is betting on its new QD OLED technology as a point of technological differentiation from its competitors, as SDC is ending its LCD manufacturing operations. SDC will look to set the new gold standard in TV specs with its QD OLED technology, which is superior to white OLED in terms of color saturation. TrendForce expects the high-end TV market to exhibit a cutthroat new competitive landscape in 2H21.
Advanced packaging will go full steam ahead in HPC and AiP
The development of advanced packaging technology has not slowed down this year despite the impact of the COVID-19 pandemic. As various manufacturers release HPC chips and AiP (antenna in package) modules, semiconductor companies such as TSMC, Intel, ASE, and Amkor are eager to participate in the burgeoning advanced packaging industry as well. With regards to HPC chip packaging, due to these chips’ increased demand on I/O lead density, the demand on interposers, which are used in chip packaging, has increased correspondingly as well. TSMC and Intel have each released their new chip packaging architectures, branded 3D fabric and Hybrid Bonding, respectively, while gradually evolving their third-generation packaging technologies (CoWoS for TSMC and EMIB for Intel), to fourth-generation CoWoS and Co-EMIB technologies. In 2021, the two foundries will be looking to benefit from high-end 2.5D and 3D chip packaging demand. With regards to AiP module packaging, after Qualcomm released its first QTM products in 2018, MediaTek and Apple subsequently collaborated with related OSAT companies, including ASE and Amkor. Through these collaborations, MediaTek and Apple hoped to make headways in the R&D of mainstream flip chip packaging, which is a relatively low-cost technology. AiP is expected to see gradual integration in 5G mmWave devices starting in 2021. Driven by 5G communications and network connectivity demand, AiP modules are expected to first reach the smartphone market and subsequently the automotive and tablet markets.
Chipmakers will pursue shares in the AIoT market through an accelerated expansionary strategy
With the rapid development of IoT, 5G, AI, and cloud/edge computing, chipmakers’ strategies have evolved from singular products, to product lineups, and finally to product solutions, thereby creating a comprehensive and granular chip ecosystem. Looking at the development of major chipmakers in recent years from a broad perspective, the continuous vertical integration of these companies have resulted in an oligopolistic industry, in which localized competition is more intense than ever. Furthermore, as 5G commercialization generates diverse application demands for various use cases, chipmakers are now offering full service vertical solutions, ranging from chip design to software/hardware platform integration, in response to the vast commercial opportunities brought about by the rapid development of the AIoT industry. On the other hand, chipmakers who were unable to position themselves in time according to market needs will likely find themselves exposed to the risk of overreliance on a single market.
Active matrix Micro LED TVs will make their highly anticipated debut in the consumer electronics market
The release of large-sized Micro LED displays by Samsung, LG, Sony, and Lumens in recent years marked the start of Micro LED integration in large-sized display development. As Micro LED application in large-sized displays gradually matures, Samsung is expected to be the first in the industry to release its active matrix Micro LED TVs, therefore cementing year 2021 as the first year of Micro LED integration in TVs. Active matrix addresses pixels by making use of the display’s TFT glass backplane, and since the IC design of active matrix is relatively simple, this addressing scheme therefore requires a relative low amount of routing. In particular, active matrix driver ICs require PWM functionality and MOSFET switches in order to stabilize the electrical current driving Micro LED displays, necessitating a new and extremely expensive R&D process for such ICs. Therefore, for Micro LED manufacturers, their greatest challenges at the moment in pushing Micro LED to the end devices market lie in technology and cost.
For further details of this press release, along with the 10 trends in infographic format, please visit
About TrendForce (www.trendforce.com)
TrendForce is a global provider of market intelligence on the technology industries. Having served businesses for over a decade, the company has built up a strong membership base of 500,000 subscribers residing the technology and financial services sectors. TrendForce has established a reputation as an organization that offers insightful and accurate analysis of the technology industry through five major research divisions: DRAMeXchange, WitsView, LEDinside, EnergyTrend and Topology Research Institute. Founded in Taipei, Taiwan in 2000, TrendForce has extended its presence in China since 2004 with offices in Shenzhen and Beijing.