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TrendForce’s latest report, “2025 Near-Eye Display Market Outlook and Technology Analysis,” reveals that the AR glasses market is gaining momentum in 2025 as international brands unveil prototypes and Meta prepares to launch its Celeste AR glasses. Combined with falling OLEDoS product prices, global AR shipments are expected to reach 600,000 units in 2025.
TrendForce’s latest investigations demonstrate that global DRAM industry revenue reached US$31.63 billion in the second quarter of 2025, up 17.1% QoQ. This growth was fueled by rising contract prices for conventional DRAM, robust shipments growth, and expanding HBM volumes. Inventory digestion at DRAM suppliers accelerated with stronger procurement momentum from PC OEMs, smartphone makers, and CSPs, driving contract prices for most products back into positive territory.
TrendForce’s latest investigations reveal that global foundry revenue in 2Q25 reached a record US$41.7 billion, up 14.6% QoQ, thanks to China’s consumer subsidy program spurring early stocking, along with upcoming demand for new smartphones, notebooks/PCs, and servers launching in the second half of the year. Both capacity utilization and wafer shipments improved significantly across the top ten foundries.
TrendForce’s latest investigations reveal that the NAND Flash industry posted solid growth in 2Q25 despite slight declines in ASP. Production cuts by suppliers helped ease the supply-demand imbalance, while supportive policies in both China and the U.S. fueled demand. Overall, bit shipments rose significantly, driving combined revenue among the top five suppliers up 22% QoQ to US$14.67 billion.
NVIDIA’s newly launched Jetson Thor acts as the “physical intelligence core” of humanoid robots, integrating the Blackwell GPU and 128 GB of memory to deliver 2,070 FP4 TFLOPS of AI performance—7.5 times that of its predecessor, Jetson Orin. TrendForce reports that this leap is not just a numerical upgrade; it enables robots to process massive sensor data and LLMs in real time, allowing advanced humanoids to truly see, reason, and act. With companies such as Agility Robotics, Boston Dynamics, and Amazon adopting the platform and building ecosystems, the humanoid robot chip market is projected to surpass US$48 million by 2028.
