- About Us
-
Research Report
Semiconductors
LED
Consumer Electronics
Emerging Technologies
- Selected Topics
- Membership
- Price Trends
- Press Center
- News
- Events
- AI Agent
This report analyzes global TV market trends in 1Q26, with a focus on the strategic implications of the TCL–Sony joint venture. As Japanese brands continue to lose market share, Sony is adopting an asset-light strategy by leveraging TCL’s manufacturing and supply chain strengths to reduce operational risks and enhance competitiveness in high-end products. The partnership is expected to reshape industry supply chain dynamics, affecting panel procurement, ODM structures, and regional market deployment.
Memory price surge reshapes notebook market with declining 2026 shipments. Brand resilience diverges by supply-chain strength and pricing power. Entry-level segments face severe pressure while premium products show stability.
Memory is entering a strong upward cycle, driving a significant rise in overall device BOM cost. To maintain profit margins, brands are adjusting their high-, mid-, and low-tier product mixes and implementing tiered hikes on retail prices. Soaring memory prices, coupled with a weak macro economy, create dual headwinds that will suppress production and shipment momentum for consumer electronics in 2026.
“Industry Dynamics and Demand Outlook” is jointly produced by the following research divisions under TrendForce: Semiconductor Research, Display Research, and ICT Application Research. The report is an integration of their research expertise, and provides the followings: (1) Market Status; (2) Industry Dynamics; and (3) Industry Trends. This report aims to help members grasp on market dynamics, manage investment risks, and formulate business strategies by offering valuable forecasts on the industry.
Content:
1. AI Servers
2. Servers
3. Wearables
4. Notebooks
5. Monitors
6. Smartphones
7. Automotive Applications
8. Tablets
9. Televisions
An overview of the developments in the NAND Flash market during 3Q21 is as follow: The data center segment still exhibits strong demand...
An overview of the developments in the NAND Flash market during 2Q21 is as follow: The recent wave of COVID-19 outbreaks in India has weakened the stock-up demand from smartphone brands...
An overview of the developments in the NAND Flash market during 1Q21 is as follow: The clients in the server and data center segments have restarted procurement of components, but their demand is still relatively weak....
Brief comment on the 4Q20 NAND Flash market: as the demand end has yet to complete the reduction on inventory...
Brief comment on the 3Q20 NAND Flash Market: as the demand end enters the inventory adjustment phase...
Brief comments on the 2Q20 NAND Flash market: The impact of the coronavirus pandemic on the market has been extensive and the demand...
Research Areas:
Industry News
