Five major trends to keep an eye out for at COMPUTEX
Although the Internet of Things (IoT) and wearable devices are set to be major trends at COMPUTEX Taipei this year, JPMorgan Chase & Co. has identified cloud computing, USB Type-C connector standards and Intel Corp’s Skylake chipset as other areas of interest.
The U.S. brokerage noted that research firm IDC believes the IoT market will grow from US$1.752 trillion in 2015 to US$3.045 trillion by 2020, as leading chipmakers such as Qualcomm Inc. push more of their chips into non-mobile devices.
“We will watch to see if any new products, applications, solutions are launched in IoT space,” JPMorgan analyst William Chen (
) wrote in a May 26 research note prior to COMPUTEX, the world's second-largest computer trade show.
“Announcement of new microcontrollers, system-on-a-chip (SoC) and sensor technology and solutions to improve security, connectivity and reduce costs are our key watch-points at this year’s COMPUTEX, which could be drivers for sensor makers and component suppliers in Taiwan,” Chen said.
The analyst said he is also optimistic about the market for wearable devices, despite recent concerns over demand and supply issues relating to the Apple Watch.
Chen said the overall cloud computing market will continue to grow on the back of increased data exchange demand, leading to different replacement and upgrade cycles for high-frequency components.
In addition, optimism has increased about the USB 3.0 standard, with its adoption of Type-C, a connector specification pushed by Apple Inc., after slower-thanexpected migration from USB 2.0 over the past four years, Chen said.
“Now that the Apple MacBook and Nokia N1 tablet have adopted USB Type-C ports, we will look for products with new connectors, an important indication of whether the new standard will reach the threshold of large-scale adoption in the second half of 2015,” he said.
“Increased adoption and replacement demand, if any, will be key catalysts for relative plays such as controller IC designer and connector makers within the context of Taiwanese hardware suppliers,” Chen said.