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TCL CSOT’s Acquisition of Prima Deepens Vertical Integration in Micro/Mini LED Across Brand and Panel Makers, Says TrendForce

31 December 2025

TCL Technology recently announced that its subsidiary TCL CSOT had successfully acquired an 80% equity stake—along with creditor rights—in Prima. This transaction marks TCL CSOT’s formal entry into the LED chip segment. It represents a critical step toward completing a vertically integrated supply chain spanning from LED chips to Mini LED video wall applications.

Revises Down 2026 Global Notebook Shipments to a 5.4% YoY Decline; Apple and Lenovo Demonstrate Resilience on Supply-Chain and Scale Advantages, Says TrendForce

30 December 2025

2026 global notebook shipments revised down to a 5.4% YoY decline, with downside risk expanding to a 10.1% contraction Apple and Lenovo are better positioned to stabilize shipments thanks to supply-chain strength, product mix, and pricing strategies Notebook LCD panel shipments to weaken in 2026; OLED panel growth expected to slow

Demand for OLEDoS in Near-Eye Displays to Rise Steadily; SeeYA’s IPO to Accelerate Technology Adoption, Says TrendForce

29 December 2025

The Shanghai Stock Exchange has recently approved SeeYA’s IPO application. The company intends to raise CNY 2.015 billion to increase its OLEDoS display production capacity and expand its R&D center. TrendForce reports that demand for OLEDoS micro-displays, driven by near-eye devices such as AR, VR, and MR, is projected to reach 31.5 million units by 2030, with a CAGR of 81% from 2025 to 2030.

Reusable Rocket Technologies Poised to Cut Launch Costs as Global Players Accelerate Development, Says TrendForce

22 December 2025

TrendForce’s latest investigations indicate that rising demand for satellite constellation deployment, driven by Starlink expansion and the U.S. Space Force’s regular defense satellite launches, has prompted SpaceX to shift its focus from partially reusable rockets to fully reusable systems.

PlayNitride to Acquire Lumiode, Accelerating Micro LED Development for Near-Eye Displays, Says TrendForce

19 December 2025

On December 16, PlayNitride Technologies announced that its board approved the acquisition of Lumiode Inc., a U.S.-based company, for US$2 million. TrendForce reports that Lumiode—a decade-old company—has complementary technologies and patents that will help PlayNitride expand its intellectual property portfolio and improve access to North American customers and sales channels. This acquisition is expected to enhance PlayNitride’s global competitiveness in near-eye display applications and in medical and other non-display markets.


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