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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.
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.
Micro LEDforum 2025 will bring together key manufacturers and experts from the industry chain to focus on three major areas of Micro LED application innovation: Micro LED displays, near-eye displays, and Micro LED automotive lighting and optical interconnect technology. The Micro LEDforum provides a summary of market trends for 2025, outlook for 2026, updates on manufacturers' progress, and breakthroughs in technology.
Micro LEDforum 2025 will bring together key manufacturers and experts from the industry chain to focus on three major areas of Micro LED application innovation: Micro LED displays, near-eye displays, and Micro LED automotive lighting and optical interconnect technology. The Micro LEDforum provides a summary of market trends for 2025, outlook for 2026, updates on manufacturers' progress, and breakthroughs in technology.
Micro LED penetration in consumer electronics is accelerating. Following Samsung’s launch of its 140-inch Micro LED TV in 2023, Garmin is set to introduce the Fenix 8 Pro smartwatch with Micro LED in 2025, alongside Sony Honda’s planned 30-inch automotive display in its Afeela model at the end of the same year. These milestone products mark Micro LED’s entry into key application segments. TrendForce believes their rollout will gradually boost the Micro LED chip market revenue, which is projected to reach US$461 million by 2029.
The TrendForce 3Q25 LED Industry Demand and Supply Database covers the global LED industry demand and supply market from 2025-2029, the 1-3Q25 LED industry pricing survey, and the 2Q25 LED industry quarterly update. By gaining a comprehensive understanding of the LED industry, readers can be assisted in providing strategic planning for company operations and sales.
The TrendForce 3Q25 LED Industry Demand and Supply Database covers the global LED industry demand and supply market from 2025-2029, the 1-3Q25 LED industry pricing survey, and the 2Q25 LED industry quarterly update. By gaining a comprehensive understanding of the LED industry, readers can be assisted in providing strategic planning for company operations and sales.
