In 2024, the Internet of Things (IoT) connectivity market is showing a rapid development trend, with the market scale continuously expanding, technological innovations emerging, and application scenarios further expanding. Will the IoT connectivity market continue to maintain its growth trend in 2025? Which sub-sectors in healthcare, energy management, manufacturing, and agriculture are worth looking forward to? Recently, Semtech Technology‘s General Manager for China, Zhou Wei, introduced the company’s outlook for 2025 and its future development strategy.
Zhou Wei, General Manager of Semtech Technology ChinaAccelerated Integration of AI and IoTIn 2024, changes in the external environment have brought challenges and opportunities to the semiconductor industry. On one hand, the global economic situation has a profound impact on the semiconductor industry, with trade frictions, slowing economic growth, and inflation leading to supply chain instability and rising costs. On the other hand, the booming development of technologies such as the Internet of Things (IoT) and Artificial Intelligence (AI), as well as application markets like smart cities, smart manufacturing, and smart healthcare, are driving a continuous increase in demand for related semiconductor chips, bringing enormous market potential to the semiconductor industry.Furthermore, regarding the development trends of semiconductor technology, Semtech Technology believes that the accelerated integration of AI and IoT is very important. Semiconductor products that support Artificial Intelligence of Things (AIoT) can enable devices to collect, analyze, and process data in real-time at the edge without the need for continuous back-and-forth connections with the IoT network, thereby improving efficiency, saving resources, and enhancing security.Semtech Technology places great importance on the transformative integration trend of AI and IoT, which can help achieve breakthroughs in intelligent IoT applications through secure and intelligent wireless connectivity technologies. We have been accelerating our pace in edge AI/machine learning and have launched or are about to launch several wireless chips with AI/machine learning capabilities, such as the aforementioned xG24 and xG26 series products and the third-generation wireless development platform products, which can provide significant support for intelligent development across various application fields. Semtech Technology is also further strengthening its partnerships with customers and partners in different fields to jointly explore and create innovative AIoT solutions.Increasing Importance of Edge Computing and Local Data Processing CapabilitiesCurrently, many industrial application scenarios require rapid response capabilities, thus increasing the importance of edge computing and local data processing capabilities. Edge computing can greatly reduce data transmission delays, improving system response speed, which is crucial for real-time monitoring and automatic control in industrial production processes. This is where Semtech Technology’s wireless SoCs and MCUs, loaded with AI/machine learning acceleration technology, can play a significant role.Taking Semtech Technology’s xG26 series products as an example, they utilize the ARM® Cortex®-M33 CPU and a dedicated core for RF and security subsystems, achieving higher computing power in a multi-core form, which helps to release the main core for customer applications. Additionally, it integrates Semtech Technology’s proprietary matrix-vector AI/machine learning hardware accelerator, which can provide higher intelligence for all applications, including industrial applications. This dedicated core is optimized for machine learning, allowing complex machine learning computations to be offloaded from the main CPU, significantly increasing the speed of processing machine learning operations. Moreover, machine learning-based activation or wake-up prompts can also be handled by this accelerator, allowing more power-consuming functions to enter sleep mode, thus minimizing power consumption.In addition to providing strong support in computing power and intelligence, Semtech Technology’s products also offer industry-leading protection capabilities in terms of security, effectively preventing issues such as data leakage, unauthorized access, and model tampering, which are highly valued in the application of AI in the industrial sector.Semtech Technology’s Secure VaultTM security technology has achieved PSA Level 3 certification, and through Secure Vault and ARM TrustZone technology, it can build the highest level of security for chips. Furthermore, utilizing Semtech Technology’s customized component manufacturing services, the xG26 products can also use customer-designed security keys and other functions hard-coded during the manufacturing process, further enhancing their ability to resist vulnerabilities.Advanced Technologies Propel Rapid Development of Smart Home and Wearable Medical DevicesSemtech Technology believes that the rapid development of emerging fields such as smart homes and wearable medical devices brings new growth points to the consumer electronics industry. As an important application area of the IoT, smart homes have experienced very rapid development in recent years, despite being somewhat affected by the recent downturn in the real estate industry, which has impacted the smart home pre-installation market to some extent. Overall, smart home technology has become a trend. The continuous evolution of Matter, a revolutionary innovation technology in the smart home field, will eliminate users’ and consumers’ doubts about interoperability, leading to greater demand for smart homes and the choice to install smart home devices and systems in their homes.Looking at connected medical devices, with social progress and technological development, people’s awareness of health is continuously improving, leading to increased demand for wearable medical devices. Wearable devices equipped with sensors that can track biological characteristics and physical signals such as heart rate, blood oxygen levels, and body temperature are becoming increasingly popular in daily life, helping us better understand our health status. These healthcare devices may serve users in wearable or desktop forms, but they all share the common characteristics of requiring reliable, secure, and high-efficiency wireless connectivity, even certified.As a company focused on IoT wireless technology, Semtech Technology has been committed to promoting the development of these technologies and has designed products with reliable, low-power connectivity capabilities, intelligent processing capabilities, and advanced security to support the development of smart homes and wearable medical devices.Expectations for IoT Applications in Healthcare, Energy Management, Manufacturing, and Agriculture in 2025In the IoT field that Semtech Technology focuses on, the applications of IoT in healthcare, energy management, manufacturing, and agriculture in 2025 are worth looking forward to. Major trends include: early disease detection and personalized treatment in healthcare, smart grids for energy management, the integration of IoT and AI/machine learning (AI/ML) in manufacturing, and precision agriculture applications in the agricultural sector. Technically, the industry will focus on standardization and interoperability while emphasizing real-time operating systems and open-source initiatives.As for Semtech Technology itself, we will launch our third-generation wireless development platform products in 2025, providing advanced features in connectivity, computing power, security, and AI/machine learning acceleration, enabling developers to create next-generation devices that can change the world in complex, data-intensive IoT environments. Additionally, we will continue to improve network security, advance edge computing, enhance product sustainability, and develop AI-driven analytical capabilities.Continuous Investment and Expansion in the Chinese Market in 2025China has always been a market that Semtech Technology values highly. Moreover, Semtech Technology has observed strong development momentum in smart home automation, portable medical devices, and new energy vehicles in China. Given the increase in middle-class income and the pursuit of a higher quality of life, Chinese consumers are embracing smart home technology for a more convenient and secure living experience; the aging population and increased health awareness are driving demand for portable medical devices, such as continuous glucose monitors; at the same time, the ongoing promotion of green development concepts, the gradual increase in environmental awareness, and the advanced and convenient vehicle usage experience are making new energy vehicles increasingly popular. On the other hand, the presence of skilled technical talent, rapid urbanization, and strong government support provide fertile ground and a favorable environment for innovation and development in these fields in China. Semtech Technology is also continuously investing in and expanding these application areas, hoping to support Chinese customers in achieving greater development in these fields through leading IoT wireless solutions.
Source | Electronic Technology Application Official Website
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