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Once TCL takes over Sony’s home entertainment business, their combined TV market share could approach 20% by 2027 TCL CSOT and AUO are expected to benefit on the panel supply side, while MOKA is set to become the primary OEM for the new Sony TV brand The exit of Japanese TV brands is accelerating, with Chinese brands’ global market share projected to rise toward 50%
Since the second half of 2025, the global handset market has experienced increased pressure from tightening memory supply and rapidly rising prices, according to TrendForce’s latest smartphone research. These cost increases have led to higher prices for end products and a decline in consumer demand.
2026 global notebook shipments revised down to a 5.4% YoY decline, with downside risk expanding to a 10.1% contraction Apple and Lenovo are better positioned to stabilize shipments thanks to supply-chain strength, product mix, and pricing strategies Notebook LCD panel shipments to weaken in 2026; OLED panel growth expected to slow
TrendForce’s latest investigations reveal that memory prices are projected to rise sharply again in the first quarter of 2026, exerting significant cost pressure on global end-device manufacturers. Consequently, smartphone and notebook brands are compelled to increase their product prices and reduce specifications. A further downward revision of shipment forecasts now seems unavoidable, with market resources becoming more concentrated among a few leading brands.
TrendForce’s recent research indicates that high-speed optical interconnects are now central to performance and scalability, especially as AI data centers grow into large clusters. The report predicts that worldwide shipments of optical transceivers of 800G and higher will hit 24 million units in 2025, then jump by 2.6 times to nearly 63 million units in 2026.
