The market research firm TrendForce has unveiled the main trends that will shape the technological landscape in 2025. From advancements in artificial intelligence and semiconductors to innovations in robotics and renewable energy, these transformations promise to redefine industries and open new opportunities.
1. Generative Artificial Intelligence Leads the Advance in Robotics
The robotics sector will remain in the spotlight in 2025, with significant advancements in humanoid and service robots driven by generative AI. With a compound annual growth rate (CAGR) of 154% between 2024 and 2027, the global market for humanoid robots could exceed $2 billion.
Companies in the United States and China are heavily investing in this area, focusing on applications such as mobile robotic arms, digital simulations, and human-machine collaboration. Service robots will benefit from multimodal AI, enabling smoother interactions, advanced mobility, and higher levels of personalization.
2. AI-Enabled Notebooks: A Revolution in Productivity and Privacy
In 2025, AI-powered notebooks are expected to reach a penetration rate of 21.7%, with a projection of nearly 80% by 2029. These devices, primarily based on Arm architectures, will integrate Edge AI technologies to perform real-time tasks such as image recognition and voice commands, ensuring greater privacy and energy efficiency.
Local computing will drive new capabilities in smart offices and automated workflow management, marking a significant evolution in the everyday use of AI.
3. Explosive Growth in AI Servers and HBM Memory
The AI server market will experience a growth rate of 28% in 2025, driven by cloud service providers and digital sovereignty operators. The adoption of technologies like HBM3e will enable greater processing capabilities, while manufacturers such as SK Hynix, Samsung, and Micron work on optimizing production processes to enhance the performance and thermal efficiency of these advanced memories.
4. Semiconductor Innovation with the Shift to GAAFET
Key players in the sector, including TSMC, Intel, and Samsung, will compete in the development of advanced architectures based on GAAFET transistors. This design will improve transistor control, reduce energy consumption, and increase circuit density.
Additionally, the growing demand for custom chips for AI applications will drive the market for packaging technologies such as CoWoS, with NVIDIA leading this segment thanks to its new Blackwell platform.
5. The Dual Nature of AI in CybersecurityCybersecurity solutions are essential in the current era…
AI is transforming cybersecurity, both in defense and attack. On one hand, generative tools help identify vulnerabilities and optimize responses. On the other, hackers are using these technologies to enhance tactics such as phishing and systems analysis.
Companies will need to address the risks associated with language models, such as output errors, excessive autonomy, and insufficient control, to ensure the security of their applications.
6. AMOLED Gains Ground in Notebooks
AMOLED technology, traditionally associated with smartphones and tablets, is entering the notebook market. By 2025, devices with AMOLED screens are expected to reach 6 million units, representing a 3% market penetration.
Brands like Apple are driving this transition, encouraging panel manufacturers to adopt higher-generation production lines to satisfy future demand.
7. Augmented and Virtual Reality: Beyond Entertainment
The launch of devices like Apple’s Vision Pro is redefining the use of VR/MR technologies, focusing them on productivity. Meanwhile, augmented reality glasses are advancing towards lighter designs and better resolution thanks to technologies like LEDoS, positioning themselves as key tools in workplace and educational environments.
It is estimated that by 2030, shipments of VR/MR and AR devices will reach 37 million and 25.5 million units, respectively.
8. CubeSats and the Future of Global Communications
The miniaturization and low-cost production of CubeSats are revolutionizing global communications and driving IoT applications in remote areas. These technologies are also being used to monitor space debris, improving the sustainability of activities in low Earth orbit.
9. Autonomous Vehicles and Commercial Robotaxis
The development of end-to-end models is accelerating the production of autonomous vehicles, with Tesla leading this advancement. By 2025, level 4 robotaxis will be closer to mass commercialization as regulatory frameworks become increasingly favorable.
10. Data Centers Drive Innovation in Energy Storage
The growing demand for AI-powered data centers is driving innovation in advanced energy storage systems. By 2025, global energy storage installations are expected to reach 92 GW/240 GW, with an annual growth rate of 33%.
These systems are essential for stabilizing renewable energy generation, providing backup during outages, and improving the reliability of technological infrastructure.
Conclusion
These trends highlight the transformative impact of technology across multiple industries, from artificial intelligence and robotics to semiconductors and renewable energy. With significant advancements in each area, 2025 promises to be a key year for solidifying innovation and responding to the growing demands of a more connected and efficient world.
Source: TrendForce