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The Gold+ member market report covers: 1. 2026-2030 LED industry application market demand and supply analysis; 2. Summary of LED manufacturers' revenue and product performance of 2025; 3. LED industry prices of 1Q26.
SPIE Photonics West 2026, the world’s largest annual event for the optics and photonics industry, took place from 17-22 January in San Francisco. The exhibition features a wide array of topics, including BiOS, LASE, OPTO, Quantum West, AR | VR | MR. Advanced technologies and applications, such as lasers, biomedical optics, quantum technology, and AR / VR / MR, were demonstrated.
CES 2026, the most influential global tech event, is hosted at Las Vegas from January 6 to 9, with emphasized exhibitions on innovative breakthroughs in fields such as AI, digital health, mobility, sustainable energy, and robots. TrendForce, having not made it to the event, aims to grasp on the latest tech trends for its readers by compiling key products, including Micro LED self-emitting displays, Mini LED self-emitting displays, RGB Mini LED backlight TVs, and near-eye displays.
On December 26, TCL Technology announced that its subsidiary TCL CSOT had successfully acquired an 80% equity stake—along with creditor rights—in Prima, for a total consideration of RMB 490 million (approximately USD 70 million). This transaction marks TCL CSOT’s formal entry into the LED chip segment. It represents a critical step toward completing a vertically integrated supply chain spanning from LED chips to Mini LED video wall applications. TrendForce reports that Prima ranked as the ninth-largest LED chip vendor globally in 2025. This acquisition underscores the increasing trend of brand owners and panel manufacturers venturing into the upstream LED chip market. Since 2018, companies like Samsung, AUO, Hisense, BOE, Innolux, and HKC have been progressively expanding their involvement in this sector.
Memory price surge continues into 1Q26, pushing BOM cost to a critical point. Brands freeze price cuts and downsize specifications, facing severe sales challenges.
The 4Q25 Gold+ Member Report analyzes the LED industry, including 2024-2025(E) LED manufacturer revenue and capacity, and LED manufacturer revenue rankings in Flash LEDs, consumer electronics backlight, lighting, video walls, automotive lighting and backlight, and UV LED applications. TrendForce also provides a detailed analysis of 3Q25 LED manufacturer revenue and product revenue structure.
The 4Q25 Gold+ Member Report analyzes the LED industry, including 2024-2025(E) LED manufacturer revenue and capacity, and LED manufacturer revenue rankings in Flash LEDs, consumer electronics backlight, lighting, video walls, automotive lighting and backlight, and UV LED applications. TrendForce also provides a detailed analysis of 3Q25 LED manufacturer revenue and product revenue structure.
The 4Q25 Gold+ Member Report analyzes the LED industry, including 2024-2025(E) LED manufacturer revenue and capacity, and LED manufacturer revenue rankings in Flash LEDs, consumer electronics backlight, lighting, video walls, automotive lighting and backlight, and UV LED applications. TrendForce also provides a detailed analysis of 3Q25 LED manufacturer revenue and product revenue structure.
The 4Q25 Gold+ Member Report analyzes the LED industry, including 2024-2025(E) LED manufacturer revenue and capacity, and LED manufacturer revenue rankings in Flash LEDs, consumer electronics backlight, lighting, video walls, automotive lighting and backlight, and UV LED applications. TrendForce also provides a detailed analysis of 3Q25 LED manufacturer revenue and product revenue structure.
Soaring memory prices increase system costs and retail prices, hurting the consumer market. TrendForce thus lowered 2026 shipment forecasts for smartphones, notebooks, and game consoles. Game console makers may abandon price cuts due to costs, shifting to high-price, profit-preserving strategies.
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