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TrendForce’s latest report states that rising memory prices have significantly increased BOM costs in consumer electronics, leading brands to hike retail prices and dampening market demand. After reducing its 2026 shipment forecasts for smartphones and laptops earlier in November, TrendForce has also downgraded its 2026 forecast for game console shipments—from an initial YoY decline of 3.5% to 4.4%.
TrendForce’s latest research shows that demand for NAND Flash stayed strong in November 2025, fueled by AI applications and solid enterprise SSD orders. Meanwhile, suppliers continued to focus on capacity for high-margin enterprise and premium products, while old-node capacity was quickly phased out.
TrendForce has identified 10 key technology trends that will define the tech industry's evolution in 2026. The highlights of these findings are outlined below:
TrendForce’s latest research shows that significant increases in conventional DRAM contract prices, higher bit shipments, and growing HBM volumes drove the global DRAM industry revenue to US$41.4 billion in 3Q25, marking a strong 30.9% QoQ growth.
TrendForce’s latest report, “2025 Near-Eye Display Market Trend and Technology Analysis,” reveals that the rapid expansion of AR strategies by leading brands such as Meta, Apple, Amazon, and RayNeo is speeding up across various display technologies. LEDoS and LCoS are emerging as the fastest-growing segments, with projected 2025 penetration rates of 37% and 7%, respectively, and expected to increase to 65% and 11% by 2030.
