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TrendForce notes that the original suppliers for the Apple Watch included ams OSRAM for Micro LED vertical chips from its 8-inch factory in Malaysia and South Korean panel giant LG Display for the glass driving backplane and mass transfer processes. Now, with the partnership dissolved, the 2026 debut seems increasingly out of reach.
TrendForce estimates that shipments of LCD TV panels will reach 55.8 million units in the first quarter—a 5.3% QoQ increase.
Global server shipments are estimated to reach approximately. 13.654 million units in 2024, an increase of about 2.05% YoY. Meanwhile, the market continues to focus on the deployment of AI servers, with their shipment share estimated at around 12.1%.
TrendForce’s newest projections spotlight a 2024 landscape where demand for high-end AI servers—powered by NVIDIA, AMD, or other top-tier ASIC chips—will be heavily influenced by North America’s cloud service powerhouses. Microsoft (20.2%), Google (16.6%), AWS (16%), and Meta (10.8%) are predicted to collectively command over 60% of global demand, with NVIDIA GPU-based servers leading the charge.
TrendForce forecasts a rebound in the smartphone camera lens market in 2024, with a 3.8% growth spurred by AI-driven smartphone trends to reach approximately 4.22 billion units. Samsung’s AI-packed flagship—the S24 series—is set to capture a larger market share thanks to its advanced Generative AI applications.
