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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.
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.
In 2025, the electronics industry sees diverging trends: strong AI demand, weak consumer devices, early pull-in erases seasonality, and future growth slows.
San’an Optoelectronics and Lumileds announced on August 1st that San’an, along with foreign investors, will acquire 100% of Lumileds Holding B. for US$239 million in cash. TrendForce’s LED industry demand and supply database notes that Lumileds ranks among the world’s top seven LED packaging companies. The acquisition will help San’an gain entry into the international cross-licensing patent alliance led by Nichia, ams OSRAM, Cree LED, Lumileds, and Toyoda Gosei, while also leveraging Lumileds’ two-decade legacy in the global market.
