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.
The U.S. government plans to impose steep retaliatory tariffs starting August 1st, including up to 30% on imports from Mexico, 15% on the EU, and 15–36% on key tech hubs in Asia such as Japan, South Korea, Thailand, and Malaysia. With U.S. consumer spending growth revised down to just 0.5% in Q1—the lowest since the pandemic—TrendForce notes that the effects of front-loaded demand and stockpiling ahead of tariffs are fading. This casts uncertainty over the traditional back-to-school peak season in Q3, with MLCC order momentum clouded as a result.
TrendForce’s latest investigations find that the overall server market has recently stabilized, with ODMs concentrating efforts on AI server development. Starting in Q2, shipments of new Blackwell-based platforms—such as the NVIDIA GB200 rack and HGX B200—have gradually ramped up, while next-generation B300 and GB300 series products have entered the sampling and validation phase. TrendForce projects that Blackwell GPUs will account for over 80% of NVIDIA’s high-end GPU shipments in 2025.
TrendForce’s latest forecast estimates that shipments of foldable phones will reach 19.8 million units in 2025, maintaining a market penetration rate of around 1.6%, on par with 2024. Although growth has slowed compared to previous years, advancements in technology and declining prices are gradually positioning foldables as a key innovation in the mid-to-high-end smartphone
