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According to the latest research by global market intelligence firm TrendForce, the OLED monitor market entered a seasonal downturn in 1Q26. Moreover, strong promotional campaigns in 4Q25 had already pulled forward demand. Consequently, global OLED monitor shipments dropped by 11% QoQ in 1Q26. However, from a YoY perspective, 1Q26 shipments actually soared by 78%. The key growth driver was the increasingly abundant supply of QD-OLED panels, which enabled new market entrants to ramp up volumes and effectively fill gaps in the market.
According to the latest investigation by global market intelligence firm TrendForce, strong demand for AI chips has tightened the supply of high-end MLCCs and squeezed the availability of consumer-grade MLCCs. This dynamic has prompted some distributors to stockpile inventory preemptively, causing suppliers to respond with price adjustments. Recent price negotiations between ODMs and suppliers indicate that the average drop in overall MLCC prices has narrowed to its smallest margin in nearly three years, suggesting that the MLCC price cycle has reached a critical turning point and is poised for an upward turn.
Surging mobile DRAM contract prices in 2Q26 continue to place even greater cost pressure on smartphone brands, according to TrendForce’s latest memory market research. The two major Korean suppliers may have adopted different pricing strategies: Samsung Electronics is pursuing a more aggressive one-step pricing approach with sharper increases, while preliminary quotations from SK hynix indicate relatively milder hikes through a gradual price-raising strategy, with final pricing expected to be completed in late May. Overall, TrendForce estimates that the ASP of LPDDR4X solutions will jump by at least 70-75% QoQ for 2Q26, while the ASP of LPDDR5X solutions will see a QoQ surge of 78-83%.
TrendForce’s latest research into the Micro LED industry highlights how generative AI is driving rapid growth in demand for high-speed optical communications. Micro LED technology offers power consumption as low as 1–2 pJ/bit and ultra-low bit error rates (BER) of ≤10⁻¹⁰. It’s also emerging as one of the three major short-distance, high-speed intra-rack transmission solutions for scale-up data center networks, alongside active electrical cables (AEC) and VCSEL-based near-packaged optics (VCSEL NPO). As a result, TrendForce projects that the Micro LED CPO optical transceiver market will reach US$848 million by 2030.
The average 8-inch capacity utilization rate among the world’s top 10 foundries is projected to approach 90% in 2026, and remain above 80% through 1H27. Foundries are reallocating 8-inch and 12-inch mature-node capacity toward power-related processes to improve ASP and profitability, benefiting Chinese foundries through order spillover. TSMC’s planned reduction in 12-inch mature-node capacity may further drive order redistribution, creating opportunities for Tier 2 foundries to raise prices.
