- About Us
-
Research Report
Semiconductors
LED
Consumer Electronics
Emerging Technologies
- Selected Topics
- Membership
- Price Trends
- Press Center
- News
- Events
- AI Agent
TrendForce’s latest investigations reveal that Meta has released its first mass-produced AR device—the Meta Ray-Ban Display Glasses—featuring LCoS display technology. This move is expected to boost LCoS’s share of AR displays to 13% by 2026. By contrast, single-panel full-color LEDoS is not expected to achieve major breakthroughs in technology and cost until 2028. Until then, competition between the two technologies is set to intensify.
TrendForce reports that NVIDIA has recently pressed key component suppliers of its Vera Rubin server racks to upgrade product specifications, specifically requesting that HBM4 speed per pin be raised to 10 Gbps, as AMD gets set to launch its MI450 Helios platform in 2026. Although whether these upgrades can be achieved remains uncertain, SK hynix is expected to maintain its leading position as the largest supplier in the early mass-production phase of HBM4.
Despite challenges from geopolitical tensions and tariff uncertainties, the global notebook market is showing signs of recovery in 2025. TrendForce reports that notebooks currently continue to enjoy U.S. tariff exemptions when imported from Southeast Asia. Combined with earlier supply chain relocation to the region in response to U.S. tariff measures under the Trump administration, production capacity has now gradually come online. This will help drive notebook shipments to grow by 2.2% YoY in 2025, surpassing 180 million units.
TrendForce’s latest investigations reveal that the massive data volumes generated by AI are straining the global infrastructure of data center storage. Nearline HDDs, traditionally the backbone of large-scale data storage, are now facing severe supply shortages, pushing high-performance yet higher-cost SSDs into the market spotlight. In particular, shipments of high-capacity QLC SSDs could see explosive growth in 2026.
TrendForce’s latest investigations reveal that global smartphone production reached 300 million units in 2Q25, up 4% QoQ and 4.8% YoY, driven by seasonal demand and the recovery of brands such as Oppo and Transsion following inventory adjustments. While macroeconomic headwinds continue to dampen demand for consumer electronics, the upcoming peak season and e-commerce promotions are expected to support sequential growth through the second half of the year.
