Competitive Landscape

Micron Stops Future Mobile NAND Flash Development, Focuses on High-Margin Sectors | TrendForce

Micron Stops Future Mobile NAND Flash Development, Focuses on High-Margin Sectors

Aug 19, 2025 | PDF

Micron has announced the halt of future mobile NAND Flash development, shifting focus to higher-margin areas like SSDs and HBM. This move addresses market competition and sluggish demand, reallocating...

Humanoid Robots Global Strategies: East-West Model Race Analysis 2025 | TrendForce

Humanoid Robots Global Strategies: East-West Model Race Analysis 2025

Aug 18, 2025 | PDF

Current progress in humanoid robotics is centered on optimizing vision-language-action (VLA) models, integrating multimodal data, and enhancing instruction comprehension as well as the ability to inte...

2H25 Global LED Lighting Market Trend - Database and Player Strategies (EXCEL) | TrendForce

2H25 Global LED Lighting Market Trend - Database and Player Strategies (EXCEL)

Aug 15, 2025 | EXCEL

TrendForce provides in-depth insights into global LED lighting industry trends, covering market size, pricing, and regional distribution across general, smart, and horticultural lighting segments, alo...

2H25 Global LED Lighting Market Trend - Database and Player Strategies (PDF) | TrendForce

2H25 Global LED Lighting Market Trend - Database and Player Strategies (PDF)

Aug 15, 2025 | PDF

TrendForce provides in-depth insights into global LED lighting industry trends, covering market size, pricing, and regional distribution across general, smart, and horticultural lighting segments, alo...

Humanoid Robot Market Bulletin - Aug. 14, 2025 | TrendForce

Humanoid Robot Market Bulletin - Aug. 14, 2025

Aug 14, 2025 | PDF

WRC 2025 showcased various new humanoid robots. The organizers also released industry development trends and application scenarios to shape the short-, medium- and long-term technical and practical ax...

Edge AI Reshapes U.S. Manufacturing – 2025 | TrendForce

Edge AI Reshapes U.S. Manufacturing – 2025

Aug 13, 2025 | PDF

In its endeavor to bolster its global leadership, the United States is actively promoting the reorganization of supply chains and the repatriation of manufacturing through the implementation of recipr...

Quarterly Smartphone Panel Shipment - 3Q25 | TrendForce

Quarterly Smartphone Panel Shipment - 3Q25

Aug 11, 2025 | ZIP

Quarterly Smartphone Panel Shipment keeps track on global major panel makers’ shipment scale and movement on smartphone panels. This report specially provides analysis on ranges of delivered panel siz...

Optical Network Technology Evolution and Global Industry Chain Dynamics: 2025 Outlook | TrendForce

Optical Network Technology Evolution and Global Industry Chain Dynamics: 2025 Outlook

Aug 05, 2025 | PDF

This report examines the development trends of optical networks under the dual drivers of high-speed communications and AI applications, covering technology evolution, application scenarios, and shift...

DDR4 Shortage and Price Surge: Global Market Trends 2H25 | TrendForce

DDR4 Shortage and Price Surge: Global Market Trends 2H25

Aug 04, 2025 | PDF

In the second half of 2025, DDR4 faces structural shortages and soaring prices due to limited capacity and robust demand, with supply prioritized for servers. PC and consumer markets struggle with hig...

San’an Optoelectronics to Acquire Lumileds - Reshaping Global LED Market Dynamics | TrendForce

San’an Optoelectronics to Acquire Lumileds - Reshaping Global LED Market Dynamics

Aug 04, 2025 | PDF

San’an Optoelectronics and Lumileds announced on August 1st that San’an, along with foreign investors, will acquire 100% of Lumileds Holding B. for US$239 million in cash. TrendForce’s LED industry de...

Humanoid Robot Market Bulletin - Jul. 31, 2025 | TrendForce

Humanoid Robot Market Bulletin - Jul. 31, 2025

Jul 31, 2025 | PDF

Recently, multimillion RMB procurement projects for humanoid robots have emerged in China. Among the winning companies, UBTECH has continued to achieve technological breakthroughs in the domestic huma...

MLCC Price Jul. 2025 | TrendForce

MLCC Price Jul. 2025

Jul 31, 2025 | PDF

Due to changes in US tariff policies, the global trade environment is shifting towards regionalization and high tariffs. Suppliers face order and profit declines and exchange rate pressures. With weak...

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

Monthly Mobile PC ODM & Brand Shipment Tracker Jul. 2025

Jul 28, 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 the prev...

Monthly LCD TV Panel Supply Chain - Jun 2025 | TrendForce

Monthly LCD TV Panel Supply Chain - Jun 2025

Jul 25, 2025 | EXCEL

TrendForce research team provides the global LCD TV panel supply-demand report based on monthly basis, helping clients have insights on panel makers’ shipments by month. It offers the supply relations...

Monthly Notebook Panel Supply Chain - Jun 2025 | TrendForce

Monthly Notebook Panel Supply Chain - Jun 2025

Jul 25, 2025 | EXCEL

TrendForce research team provides the global NB panel supply-demand report based on monthly basis, helping clients have insights on panel makers’ shipments by month. It offers the supply relationship...

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