TrendForce’s latest investigations have revealed that with consumer demand was concentrated in the first half of the year, leading to the traditional second-half peak season underperforming. The market had expected NAND Flash prices to stabilize in 4Q25. However, HDD shortages and longer lead times have prompted CSPs to quickly redirect storage demand toward QLC enterprise SSDs. This urgent surge in orders has resulted in significant market volatility.
TrendForce’s latest investigations reveal that the three major DRAM suppliers continue to allocate advanced process capacity primarily to high-end server DRAM and HBM, crowding out capacity for PC, mobile, and consumer applications. Combined with diverging demand across end products, this dynamic is keeping legacy-process DRAM price hikes pronounced, while newer-generation products are seeing more modest gains. Overall, conventional DRAM prices are expected to rise 8–13% QoQ in 4Q25, and when HBM is included, the increase could widen to 13-18%.
TrendForce’s recent research indicates that demand for LCD TV panels is expected to decrease in the fourth quarter of 2025. Leading panel manufacturers, such as BOE, CSOT, and HKC, intend to pause production at their major TV panel factories during China’s National Day holiday. TrendForce’s utilization rate model estimates that overall factory utilization in October is projected to fall by six percentage points compared with the levels planned by panel makers in August, declining to 79%.
TrendForce’s latest findings indicate that over the next two years, AI infrastructure will mainly focus on high-performance inference services. As traditional high-capacity HDDs face significant shortages, CSPs are increasingly sourcing from NAND Flash suppliers, boosting demand for nearline SSDs designed specifically for inference AI and catering to urgent market requirements.
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.
