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TrendForce’s latest research shows that the MLCC market in 2Q26 is showing a clear split between robust AI-driven demand and soft consumer demand. The U.S.–Iran conflict has pushed up oil and natural gas prices, driving higher energy and transportation costs. Consumer price indexes (CPI) across major economies rose in March, with inflation expected to intensify and weigh on end-market demand and corporate capital spending.
Direct-to-Cell technology is rapidly maturing as global mobile communications standards 3GPP Release 17 and Release 18 continue to incorporate satellite communications. TrendForce’s findings indicate that satellite operators are shifting from traditional satellite broadband services to direct satellite connectivity for smartphones. The global market is projected to reach US$7.6 billion in 2026, representing approximately 49% YoY growth.
TrendForce’s latest research indicates that the global market for AI-focused optical transceivers has entered a phase of rapid growth, with market size projected to expand from US$16.5 billion in 2025 to $26 billion in 2026, representing over 57% YoY growth. This surge is driven not only by specification upgrades but also reflects a broader structural reshaping of the optical communications supply chain amid accelerating AI data center deployment.
TrendForce’s latest research on the lithium battery industry reveals that surging raw material prices in 1Q26 supported an upward trend in EV battery pricing through March, with average cell prices rising by 1–3% MoM. Among key products, pouch-type ternary cells increased to CNY 0.59/Wh, while square ternary and LFP cells reached CNY 0.58/Wh and CNY 0.38/Wh, respectively.
Although AI demand will continue to drive both general-purpose servers and AI servers in 2026, suppliers are prioritizing capacity allocation to higher-market AI server products, according to TrendForce’s latest server industry findings.
