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TrendForce’s latest report reveals that shipments of near-eye displays are expected to increase year-by-year over the next few years following inventory clearance. It is anticipated that OLEDoS will dominate the high-end VR/MR market, with its technological share rising to 23% by 2030, while LCD will continue to occupy the mainstream market, holding a 63% share in near-eye displays.
TCL Group officially announced on August 1st that it has become the priority bidder for LG Display's Guangzhou plant equity deal. Following this, TCL CSOT will engage in exclusive negotiations with LG Display to finalize the transaction agreement. TrendForce reports that if the acquisition is successfully completed, it will boost CSOT's market influence and increase the supply area market share of the top three LCD TV panel makers to nearly 70%.
With the growing demand for high-speed computing, more effective cooling solutions for AI servers are gaining significant attention. TrendForce's latest report on AI servers reveals that NVIDIA is set to launch its next-generation Blackwell platform by the end of 2024. Major CSPs are expected to start building AI server data centers based on this new platform, potentially driving the penetration rate of liquid cooling solutions to 10%.
TrendForce’s latest report on the memory industry reveals that DRAM and NAND Flash revenues are expected to see significant increases of 75% and 77%, respectively, in 2024, driven by increased bit demand, an improved supply-demand structure, and the rise of high-value products like HBM.
TrendForce’s latest industry report on AI servers reveals that high demand for advanced AI servers from major CSPs and brand clients is expected to continue in 2024. Meanwhile, TSMC, SK hynix, Samsung, and Micron’s gradual production expansion has significantly eased shortages in 2Q24. Consequently, the lead time for NVIDIA’s flagship H100 solution has decreased from the previous 40–50 weeks to less than 16 weeks.
