Competitive Landscape

DeepSeek Optimizes AI Deployment Costs and Creates New Sources of Memory Demand

TrendForce analyzes that DeepSeek reduces AI deployment costs through optimized algorithms, creating new opportunities for SMEs. While the short-term impact on the memory market is limited, in the lon...

TrendForce 2025 Global LED Lighting Market Trend- Database and Player Strategies-1H25 (Excel)

Introduction General Lighting Market Forecast (2025-2029) Smart Lighting Market Forecast (2025-2029) Agricultural Lighting Market Forecast (2025-2029) Lighting Player Revenue Ranking and Estimat...

TrendForce 2025 Global LED Lighting Market Trend- Database and Player Strategies-1H25 (PDF)

PDF Lighting Player Revenue Ranking and Strategies(10-15 Players) •Global Major Lighting Manufacturer List •2023-2024(E) Top 20 Lighting Player Revenue Ranking: Total Lighting •2023-2024(E) Top 2...

CXMT’s Rapid Expansions Impacted by US Export Controls; Challenges Arise for Advanced Processes and Market Deployment

TrendForce indicates that the updated US export controls announced on January 15th, 2025, will impact CXMT's process technology, wafer input, yield rates, and market deployment. US equipment...

As NAND Flash Suppliers Actively Cut Product to Address Oversupply, AI-Related Demand and Inventory Reduction Are Expected to Help Boost NAND Flash Prices in 2H25

TrendForce forecasts that despite continued oversupply in 1Q25, the NAND Flash market will see significant improvement in supply-demand dynamics in 2H25, leading to a price rebound. This is driven by...

M2. Quarterly Smartphone Panel Shipment_1Q25

Cloud Computing Shapes the Competitive Landscape of the Robotaxi Industry

In 2024, the American Robotaxi service provider Waymo completed more than 4 million rides and planned to further expand into new cities such as Miami and Tokyo. As companies in both China and the US a...

The Rise of DeepSeek and Trends in Agentic AI Applications

DeepSeek’s rapid rise not only highlights the role of algorithm optimization in balancing model performance and hardware efficiency but also signals a shift in AI development toward inference-driven a...

DeepSeek Will Gradually Push the Proportion of AI Inference Closer to 50%, but Overall AI Server Shipment Growth in 2025 Remains Uncertain Due to Export Controls and Preparation Progress for GB Rack

TrendForce forecasts uncertain growth for AI server shipments in 2025, influenced by US export controls, the rise of DeepSeek, and GB rack preparation progress. The base case projects 28% growth; the...

Humanoid Robot Market Bulletin_20250206

The International Federation of Robotics (IFR) announced the five major development trends for robots at the end of January 2025, and discussed issues including diversified and pragmatic AI applicatio...

DeepSeek to Contribute towards CSP Clients’ Growing Demand for AI Infrastructures in 2025 but with Extra Concerns on High-Cost Efficacy

TrendForce indicates that DeepSeek and other Chinese AI companies are challenging the hardware-centric AI development model by focusing on operational efficiency, potentially prompting CSPs to reasses...

S2 Monthly Notebook Panel Supply Chain Dec_24

MLCC Price Jan. 2025

Recently, major international economic organizations have collectively voiced cautious optimism regarding global economic growth in 2025, projecting a YoY growth rate of between 2.7% and 3.3% for this...

Analysis of the Impact of U.S. Ban on Chinese Automotive Software and Hardware

On January 14, 2025, the U.S. Department of Commerce issued a final rule prohibiting the import and sale of vehicle connectivity system (VCS) hardware and software, as well as automated driving system...

S1 Monthly LCD TV Panel Supply Chain Dec_24