Five ma­jor trends to keep an eye out for at COM­PU­TEX

The China Post - - BUSINESS -

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.

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