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TFT-LCD Sufficiency Analysis - 4Q25

2025/12/04

LCD , Panel Industry , Notebook Computers +3

 ZIP

TrendForce research team provides quarterly sufficiency analysis report, offering the demand forecast for shipment units and area by diverse applications and sizes. It also includes future supply-demand trend in the industry according to the current supply situation.

Quarterly Long Term Shipment Forecast - 4Q25

2025/11/28

LCD , OLED , Notebook Computers +4

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As the mid-to-long term development remains an uncertain perspective of the market intelligence analysis, the Trendforce research team focuses on the five major applications, TV, monitor, NB, tablet, and smartphone, and projects the demand trend for the next five years while taking into account macroeconomics and technology upgrades. In addition, the penetration rate forecast of key product spec is also included as a reference for long-term operation.

4Q25 Mobile Datasheet

2025/11/27

DRAM , NAND Flash , Smartphones +1

 EXCEL

Mobile DRAM and Mobile NAND Flash latest market supply/demand update.

Monthly Panel Shipment - Nov 2025

2025/11/21

LCD , Panel Industry , Display Supply Chain +4

 ZIP

TrendForce research team provides the global monthly large-sized panel shipment tracker, helping clients take a glance at the most updated panel industry movements. Meanwhile, in addition to offering previous month's shipment data, it deeply studies makers' market share in terms of diverse applications by comparing panel products MoM changes on sizes, shipment units, and shipment area. It also forecasts shipments of the next three months to detect the future market strength.

DRAM Monthly Datasheet Nov. 2025

2025/11/17

DRAM , AI Server/HBM/Server , AI Server/HBM/Server +3

 EXCEL

TrendForce offers you a complete analysis on DRAM industry supply/demand sufficiency, cost analysis and price forecast.

NAND Flash Monthly Datasheet Nov. 2025

2025/11/17

NAND Flash , Notebook Computers , Smartphones +1

 PDF

TrendForce offers you a complete analysis on NAND Flash industry supply/demand sufficiency, cost analysis and price forecast.

Memory Surge Raises BOM, Trims 2026 Phone and NB View

2025/11/14

DRAM , NAND Flash , MLCC +12

 PDF

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.

Notebook & Tablet Panel Cost Breakdown - 4Q25

2025/10/22

Upstream Components , Panel Industry , Notebook Computers +1

 ZIP

The analysis of Notebook and Tablet panel cost & breakdown is conducted by stacking main component costs, further decomposing panel price structure of various mainstream sizes by applications and predicting future cost trend, which keeps clients updated on panel cost structure and product profitability.

Key Component Price Tracker - 4Q25

2025/10/22

Upstream Components , Notebook Computers , TVs +2

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The key component price tracker focuses on current situtation and future trend of large-sized panel key components, helping clients improve cost control ability on component purchasing.

Monthly Panel Shipment - Oct 2025

2025/10/22

LCD , Panel Industry , Display Supply Chain +4

 ZIP

TrendForce research team provides the global monthly large-sized panel shipment tracker, helping clients take a glance at the most updated panel industry movements. Meanwhile, in addition to offering previous month's shipment data, it deeply studies makers' market share in terms of diverse applications by comparing panel products MoM changes on sizes, shipment units, and shipment area. It also forecasts shipments of the next three months to detect the future market strength.

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