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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
The demand for solid-state batteries driven by humanoid robots is expected to hit 74 GWh by 2035, which is over 1,000 times higher than in 2026 Most humanoid robots today have a runtime of 2 to 4 hours; increasing their operating time depends on hot-swappable batteries or higher-energy-density batteries (e.g., solid-state batteries)
According to the latest electric vehicle industry research from TrendForce, range-extended electric vehicles (REEVs) are increasingly emerging as a pivotal transitional solution for automakers shifting toward full electrification. The European Union’s recent announcement regarding adjustments to its 2035 ban on internal combustion engine (ICE) vehicles offers significant regulatory flexibility and expands the development landscape for REEVs. TrendForce projects that, driven by this policy flexibility alongside technological maturity and rising market acceptance, global annual sales of REEVs will reach 3 million units by 2030—a twofold increase from 2025 levels.
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
TrendForce’s latest research indicates that AI innovation is causing a fundamental shift in the memory market. As data access volumes continue to grow, AI systems depend more on high-bandwidth, high-capacity, low-latency DRAM to handle large-scale model parameters, long-sequence inference, and multi-task parallel processing. Additionally, NAND Flash has become essential for fast data transfer, making memory a key component in AI infrastructure and a strategic focus for CSPs.
