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TrendForce’s latest investigations reveal that global smartphone production reached 300 million units in 2Q25, up 4% QoQ and 4.8% YoY, driven by seasonal demand and the recovery of brands such as Oppo and Transsion following inventory adjustments. While macroeconomic headwinds continue to dampen demand for consumer electronics, the upcoming peak season and e-commerce promotions are expected to support sequential growth through the second half of the year.
Apple is set to unveil four flagship devices—the iPhone 17, the iPhone 17 Air (tentative name), iPhone 17 Pro, and iPhone 17 Pro Max. Beyond a refreshed design, the new lineup will feature enhancements in processor performance, thermal management, and imaging capabilities, all of which are expected to help stimulate demand. TrendForce projects that total shipments of the iPhone 17 series will rise by 3.5% compared with the iPhone 16 lineup in 2024, with the Pro series remaining the main sales driver. However, sluggish global economic conditions and the potential for higher prices on premium models may temper overall demand.
TrendForce’s latest investigations reveal that the anticipated launch of Apple’s first foldable device in the second half of 2026 is expected to lift foldable phone penetration from 1.6% in 2025 to over 3% in 2027. The evolution of foldable phones from multi-part hinge assemblies to integrated hinge designs, coupled with breakthroughs in materials, structures, and thickness, has enabled thinner and lighter devices. Among these advances, hinge technology has emerged as a key competitive focus.
TrendForce’s latest investigations find that the global electronics market in 2025 will be sharply divided. AI server demand—driven by data center consumption—will stand out as the sole growth engine, while end products such as smartphones, notebooks, wearables, and TVs are expected to stagnate under the combined pressures of high inflation, a lack of breakthrough innovations, and ongoing geopolitical uncertainty. TrendForce projects that overall growth momentum will slow further in 2026, signaling the industry’s entry into a low-growth consolidation phase.
TrendForce’s latest research shows that global TV shipments reached 92.5 million units in the first half of 2025, a 2% YoY increase, driven by tariff-related uncertainties and China’s “trade-in” subsidy program. However, with most brands front-loading shipments, there are growing concerns that the traditional second-half peak season may fall short of expectations.
