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Memory Price Surge Squeezes Game Console Margins; 2026 Shipment Forecast Revised Downward, Says TrendForce

2 December 2025

TrendForce’s latest report states that rising memory prices have significantly increased BOM costs in consumer electronics, leading brands to hike retail prices and dampening market demand. After reducing its 2026 shipment forecasts for smartphones and laptops earlier in November, TrendForce has also downgraded its 2026 forecast for game console shipments—from an initial YoY decline of 3.5% to 4.4%.

AI to Reshape the Global Technology Landscape in 2026, Says TrendForce

27 November 2025

TrendForce has identified 10 key technology trends that will define the tech industry's evolution in 2026. The highlights of these findings are outlined below:

Global OLED Monitor Shipments Surge 65% YoY in 3Q25, Redefining Market Landscape, Says TrendForce

18 November 2025

TrendForce’s latest investigations reveal that global OLED monitor shipments hit 644,000 units in Q3 2025, marking a 12% increase from the previous quarter and a 65% rise from the previous year. Known for their outstanding image quality, wide color range, high contrast, and rapid response times—with many models supporting refresh rates of 240 Hz or more—OLED monitors have established themselves as the preferred choice in the high-end gaming market. The total shipments for 2025 are projected to reach 2.62 million units, reflecting an 84% annual growth, fueled by concerted efforts from panel makers and brands.

Rising Memory Prices Weigh on Consumer Markets; 2026 Smartphone and Notebook Outlook Revised Downward, Says TrendForce

17 November 2025

Trendforce’s latest investigations reveal that the global macroeconomic outlook for 2026 remains weak, with geopolitical tensions and ongoing inflation continuing to dampen consumer demand. Notably, the memory industry has begun a robust upward pricing cycle, increasing overall system costs. This forces downstream brands to hike retail prices, which adds pressure on the consumer market.

Pull-In Demand and Fading China Subsidies Push 3Q25 Global TV Shipments Below 50 Million Units for the First Time, Down 4.9% YoY, Says TrendForce

3 November 2025

TrendForce’s latest investigations indicate that global TV shipments in 3Q25 totaled 49.75 million units, representing a 6% increase QoQ but a 4.9% decrease YoY. This is the first time in history that third-quarter shipments have fallen below 50 million. The decline is attributed to extended TV replacement cycles, increased demand driven by tariff concerns, and the reduced influence of China’s subsidy initiatives.


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