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Recently, TCL CSOT began constructing its t8 Gen 8.6 OLED factory, marking the start of large-scale global investments in IT OLED panel production. TrendForce reports that Samsung Display (SDC) continues to lead by making the earliest investments in Gen 8.6 OLED capacity. Meanwhile, Chinese manufacturers like BOE, Visionox, and TCL CSOT are also progressing with their own Gen 8.6 OLED manufacturing plans.
TrendForce’s latest MLCC investigation reveals growing macroeconomic headwinds. The U.S. ADP September Employment Report recorded its largest decline in two and a half years, while the Federal Reserve was left without key data for policy decisions due to the government shutdown.
Apple is making a notable comeback in the VR/MR market with its upgraded Vision Pro, which still uses OLEDoS display panels. The device aims to drive the next generation of head-mounted devices by enhancing computing power and weight distribution.
TrendForce’s latest investigations have revealed that wafer foundry utilization during the second half of 2025 has remained more resilient than anticipated. Several factors are contributing to this, including the postponed U.S. semiconductor tariffs, low inventory at IC vendors, the peak smartphone season, and ongoing high demand for AI. These conditions have prevented the expected decline in capacity utilization.
TrendForce’s latest investigations reveal that the surge in AI inference applications is creating a strong need for real-time data access and rapid processing of large data sets. As such, both HDD and SSD suppliers are expanding their high-capacity storage options. Due to a notable supply shortage in the HDD market, NAND Flash vendors are fast-tracking their technological advancements and increasing production of ultra-high-capacity nearline SSDs, including 122TB and 245TB models, which helps mitigate previous concerns about long-term demand.
