Global TV shipments in 2026 are projected at 194.81 million units, down 0.6% YoY Concurrent price hikes in memory, display panels, and precious metals are pushing up TV production costs, making retail price increases for new models increasingly likely Memory’s share of TV BOM cost is expected to rise from 2.5–3% to 6–7% amid the current price surge
Global notebook shipments projected to fall 14.8% QoQ in 1Q26, with a mild rebound in 2Q26 Memory, CPUs, PCBs, batteries, and PMICs are all seeing price hikes, which is intensifying cost pressure on notebooks Full-year 2026 notebook shipment forecast cut to a 9.4% YoY decline due to supply constraints and unclear brand strategies
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