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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.
TrendForce reports that NVIDIA has recently pressed key component suppliers of its Vera Rubin server racks to upgrade product specifications, specifically requesting that HBM4 speed per pin be raised to 10 Gbps, as AMD gets set to launch its MI450 Helios platform in 2026. Although whether these upgrades can be achieved remains uncertain, SK hynix is expected to maintain its leading position as the largest supplier in the early mass-production phase of HBM4.
Despite challenges from geopolitical tensions and tariff uncertainties, the global notebook market is showing signs of recovery in 2025. TrendForce reports that notebooks currently continue to enjoy U.S. tariff exemptions when imported from Southeast Asia. Combined with earlier supply chain relocation to the region in response to U.S. tariff measures under the Trump administration, production capacity has now gradually come online. This will help drive notebook shipments to grow by 2.2% YoY in 2025, surpassing 180 million units.
