Competitive Landscape

Humanoid Robot Market Bulletin - Sep. 25, 2025 | TrendForce

Humanoid Robot Market Bulletin - Sep. 25, 2025

Sep 25, 2025 | PDF

Humanoid robot manufacturers in the US and China are developing pre-trained datasets and new training architectures to enable humanoid robots to adapt to a wider range of applications.

Monthly Mobile PC ODM & Brand Shipment Tracker Sep. 2025 | TrendForce

Monthly Mobile PC ODM & Brand Shipment Tracker Sep. 2025

Sep 25, 2025 | ZIP

Notebook Brands & ODM Shipment tracker covers mainly the monthly ODM shipment of the top 7 NB ODM makers and quarterly shipment of top 6 NB brands.The data includes the actual shipment of...

Smartwatch Industry Trends: Apple’s 2025 Strategic Outlook | TrendForce

Smartwatch Industry Trends: Apple’s 2025 Strategic Outlook

Sep 25, 2025 | PDF

In early September 2025, Apple introduced three new Apple Watch models. While the upgrades were relatively incremental, Apple’s broader strategy throughout the year provides valuable insights into the...

2026 Global HBM: HBM3e Price Drop | TrendForce

2026 Global HBM: HBM3e Price Drop

Sep 22, 2025 | PDF

Analyst summary: Samsung completed NVIDIA certification for HBM3e and began limited shipments; HBM3e will be the near‑term mainstream. Supplier competition is intensifying while HBM4 upgrades are expe...

Nearline SSD Rise: HDD Gap Fuels AI Data Center Reshaping | TrendForce

Nearline SSD Rise: HDD Gap Fuels AI Data Center Reshaping

Sep 22, 2025 | PDF

AI's surge is transforming data center storage. HDD faces high costs and long lead times due to new tech hurdles, creating a significant supply gap. This opens a key opportunity for QLC Nearline...

LED Lighting Market Dynamics Monthly Report - Sep. 2025 | TrendForce

LED Lighting Market Dynamics Monthly Report - Sep. 2025

Sep 20, 2025 | PDF

This monthly report focuses on trends in the outdoor and emergency lighting application markets among major global lighting manufacturers, including analysis of new product specifications and corporat...

Automotive LED Market Trends: Global Lighting and Display Outlook | TrendForce

Automotive LED Market Trends: Global Lighting and Display Outlook

Sep 19, 2025 | PDF

The global automotive LED market for lighting and display applications in 2025 is expected to face significant pricing pressure due to ongoing macroeconomic uncertainty. However, an analysis of order...

High-Capacity SSDs Emerge: AI Storage Solutions & NAND Flash | TrendForce

High-Capacity SSDs Emerge: AI Storage Solutions & NAND Flash

Sep 18, 2025 | PDF

TrendForce notes surging AI inference drives high-capacity storage demand. HDD shortage pushes CSPs to Nearline SSDs. NAND Flash vendors accelerate QLC validation & expansion. Future sees...

CPX and Rubin Integration: GDDR7 in Global Servers | TrendForce

CPX and Rubin Integration: GDDR7 in Global Servers

Sep 17, 2025 | PDF

Geopolitical constraints and import controls curb RTX PRO in China, with a special edition awaiting broader demand; CPX adopts GDDR7 memory with increased capacity, complementing Rubin GPUs that rely...

AMOLED Technology and Market Status - 3Q25 | TrendForce

AMOLED Technology and Market Status - 3Q25

Sep 16, 2025 | PDF

Biannaul AMOLED technology and Market Analysis keeps track on Penetration, market shares, makers' movement and technology development, etc.

HBM Market Bulletin - Sep. 16, 2025 | TrendForce

HBM Market Bulletin - Sep. 16, 2025

Sep 16, 2025 | PDF

NVIDIA Rubin platform plans mid-to-late year packaging and server assembly, with HBM4 sampling, certification and mass production have to be completed beforehand. To counter AMD, NVIDIA raises HBM4 sp...

AI Inference Drives Storage Demand: QLC SSD Growth Imminent | TrendForce

AI Inference Drives Storage Demand: QLC SSD Growth Imminent

Sep 12, 2025 | PDF

TrendForce indicates AI-driven data explosion causes structural changes in data center storage. HDD shortage accelerates QLC SSD demand, especially high-capacity products. Despite cost considerations,...

Humanoid Robot Market Bulletin - Sep. 11, 2025 | TrendForce

Humanoid Robot Market Bulletin - Sep. 11, 2025

Sep 11, 2025 | PDF

A "capital + data + materials/components" framework signifies China's effort to comprehensively strengthen its humanoid robot industry's dominance across funding, technology, and the supply chain. Thi...

Mobile DRAM Industry Analysis-3Q25 | TrendForce

Mobile DRAM Industry Analysis-3Q25

Sep 04, 2025 | PDF

In 2Q25, global smartphone production saw a slight increase due to seasonal demand and inventory adjustments. Production estimates for 2025 and 2026 suggest steady growth. Mobile DRAM revenue was driv...

DRAM Industry Analysis-3Q25 | TrendForce

DRAM Industry Analysis-3Q25

Sep 04, 2025 | PDF

2Q25 DRAM revenue grew notably from price and shipment increases. 3Q25 momentum is expected to continue, with accelerating price hikes. US CSPs show robust demand but slightly elevated inventory. Smar...

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