- About Us
-
Research Report
Research Directory
Semiconductors
LED
Consumer Electronics
Emerging Technologies
- Selected Topics
- Membership
- Price Trends
- Press Center
- News
- Events
- AI Agent
TrendForce’s latest research indicates that the smartphone market entered its peak season in the second half of the year, with new product launches further boosting output. In 3Q25, global smartphone production hit 328 million units, representing a 9% QoQ growth and a 7% YoY rise. These numbers highlight a distinct seasonal uptick.
TrendForce’s recent research indicates that the ongoing expansion of AI infrastructure by CSPs fueled strong demand for enterprise SSDs in 3Q25. As a result, the combined revenue of the top five NAND Flash vendors grew by 16.5% QoQ, approaching US$17.1 billion. The production cuts enacted earlier in the year are now impacting the market, helping to balance supply and demand in the latter half. Additionally, the rising proportion of enterprise SSD shipments contributed to increased ASPs among suppliers.
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%.
TrendForce’s latest research shows that demand for NAND Flash stayed strong in November 2025, fueled by AI applications and solid enterprise SSD orders. Meanwhile, suppliers continued to focus on capacity for high-margin enterprise and premium products, while old-node capacity was quickly phased out.
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:
