TrendForce集邦咨询发布2026年十大科技市场趋势预测: 锚定AI驱动下的产业新路径

Group 1 - The core viewpoint of the article is that the technology market is evolving rapidly, particularly in AI, storage, and semiconductor sectors, with significant growth expected in various applications and technologies by 2026 [2][3][4]. Group 2 - AI chip competition is intensifying, with major players like NVIDIA facing challenges from AMD and various Chinese companies enhancing their AI chip development. The demand for AI data centers is expected to grow significantly, with global AI server shipments projected to increase by over 20% annually [3][4]. - Liquid cooling systems are anticipated to penetrate 47% of AI chip applications by 2026, driven by the rising thermal design power (TDP) of chips [3]. Group 3 - HBM and optical communication technologies are becoming critical for overcoming bandwidth limitations in AI computing, with HBM4 expected to support ultra-large-scale computations [4][5]. - The transition to optical communication technologies is seen as essential for improving data transfer efficiency across chips and modules, with a focus on high bandwidth and low power consumption [5]. Group 4 - NAND Flash suppliers are accelerating the development of specialized solutions for AI workloads, including storage-class memory (SCM) and Nearline QLC SSDs, which are expected to capture a 30% market penetration in enterprise SSDs by 2026 [6][7]. Group 5 - Energy storage systems are evolving to become the core energy source for AI data centers, with a projected increase in global AI data center storage capacity from 15.7 GWh in 2024 to 216.8 GWh by 2030, reflecting a compound annual growth rate of 46.1% [8]. Group 6 - The shift to 800V HVDC architecture in data centers is expected to drive demand for third-generation semiconductors (SiC/GaN), with penetration rates projected to rise from 17% in 2026 to over 30% by 2030 [9]. Group 7 - The introduction of 2nm GAAFET technology and advancements in 2.5D/3D packaging are set to enhance transistor density and performance, crucial for high-performance computing and AI applications [10][11]. Group 8 - The humanoid robot market is projected to grow over 700% by 2026, focusing on AI adaptability and application-specific designs, marking a significant shift towards commercial viability [12]. Group 9 - The adoption of OLED displays in laptops is accelerating, with Apple expected to introduce OLED panels in MacBook Pro by 2026, leading to a projected penetration rate of 5% in laptops by 2025 and 9-12% by 2027-2028 [13][14]. Group 10 - The penetration rate of advanced driver assistance systems (L2 and above) is expected to exceed 40% by 2026, with Robotaxi services expanding globally, driven by regulatory changes and advancements in AI models [16].