1. At the beginning of 2021, Intel Ice Lake and Chaowei Milan will be listed, Sapphire Rapids and Genoa will be listed in early 2022, and the demand for server chips will return in 2021 / 2022;
2. As the PCIE Gen 4.0/5.0 CPU supporting the high-speed communication between CPU and AI GPU will be launched one after another, and the proportion of AI server will be increased. The era of high price Retimer of PCIe Gen 4.0 / 5.0 X4 / X8 / x16 will be coming soon. Asteria, Perry, and LanChi are the main suppliers;
3. AMD's acquisition of Xilinx indicates that heterogeneous integration of ABF 3D Packaging server and AI chip is accelerated, and various IP and ABF carrier board packaging materials and technologies are in a strategic place.
4. After 2025-2024, the proportion of the auto-driving vehicle market will exceed 15-20% in the global market.
5. From WiFi 5 to 6, PS4 / Xbox one to PS5/Xbox Series X, the biggest winners of game console chips are AMD, wafer foundry TSMC, and Tongfu Microelectronics.
6. From design and manufacturing substitution to domestic equipment and material substitution - non US controlled semiconductor equipment and material chain is about to take shape, and domestic, Japanese, Korean, and European semiconductor equipment manufacturers will benefit.
