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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 findings reveal the DDR4 market is set to remain in a persistent state of undersupply and strong price growth through 2H25. Rigid server orders are crowding out supply for the PC and consumer markets, forcing PC OEMs to accelerate DDR5 adoption.
The U.S. government plans to impose steep retaliatory tariffs starting August 1st, including up to 30% on imports from Mexico, 15% on the EU, and 15–36% on key tech hubs in Asia such as Japan, South Korea, Thailand, and Malaysia. With U.S. consumer spending growth revised down to just 0.5% in Q1—the lowest since the pandemic—TrendForce notes that the effects of front-loaded demand and stockpiling ahead of tariffs are fading. This casts uncertainty over the traditional back-to-school peak season in Q3, with MLCC order momentum clouded as a result.
TrendForce’s latest investigations find that the overall server market has recently stabilized, with ODMs concentrating efforts on AI server development. Starting in Q2, shipments of new Blackwell-based platforms—such as the NVIDIA GB200 rack and HGX B200—have gradually ramped up, while next-generation B300 and GB300 series products have entered the sampling and validation phase. TrendForce projects that Blackwell GPUs will account for over 80% of NVIDIA’s high-end GPU shipments in 2025.
TrendForce’s latest investigations reveal that major Korean and U.S. memory suppliers are expected to significantly reduce or even cease production of LPDDR4X in 2025 and 2026. However, many mobile processors are not yet compatible with LPDDR5X, resulting in a supply-demand mismatch.
