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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.
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.
San’an Optoelectronics and Lumileds announced on August 1st that San’an, along with foreign investors, will acquire 100% of Lumileds Holding B. for US$239 million in cash. TrendForce’s LED industry demand and supply database notes that Lumileds ranks among the world’s top seven LED packaging companies. The acquisition will help San’an gain entry into the international cross-licensing patent alliance led by Nichia, ams OSRAM, Cree LED, Lumileds, and Toyoda Gosei, while also leveraging Lumileds’ two-decade legacy in the global market.
Solid-state batteries, hailed as the “dream battery” for their combination of high energy density and superior safety, are rapidly transitioning from concept to commercial reality thanks to recent technological breakthroughs and industrial progress. TrendForce reports that nearly 100 companies worldwide are racing to commercialize solid-state batteries, with the majority focusing on sulfide-based solid electrolytes.
