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7 November 2025
TrendForce’s latest research indicates that the global client SSD market experienced a price low in 2023, followed by gradual stabilization of supply and demand and a price rebound in 2024. However, retail SSD sales face challenges due to ongoing weak consumer electronics demand and notebook SSD attach rates reaching 100%. This has led to reduced shipments from SSD module makers. Channel SSD shipments for 2024 are projected at 101 million units, reflecting a 14% YoY decrease.
View More6 November 2025
As major North American CSPs release their latest earnings and investment outlooks, TrendForce has increased its 2025 CapEx forecast for the top eight CSPs worldwide from 61% YoY growth to 65%. For 2026, CSPs are anticipated to continue investing aggressively, with total CapEx expected to exceed US$600 billion, marking a 40% YoY increase. This trend highlights the strong long-term growth potential of AI infrastructure.
View More5 November 2025
TrendForce hosted the AI-Driven Innovation: The Convergence of Vision, Power, and Intelligence seminar in Seoul on November 5. The leading technology industry analysis firm shared insights into how AI is driving advances spanning near-eye displays and autonomous robotics to HBM memory, advanced MLCCs, and AI-optimized semiconductor manufacturing. Key highlights from the seminar include:
View More7 November 2025
TrendForce’s latest research indicates that the global client SSD market experienced a price low in 2023, followed by gradual stabilization of supply and demand and a price rebound in 2024. However, retail SSD sales face challenges due to ongoing weak consumer electronics demand and notebook SSD attach rates reaching 100%. This has led to reduced shipments from SSD module makers. Channel SSD shipments for 2024 are projected at 101 million units, reflecting a 14% YoY decrease.
View More6 November 2025
As major North American CSPs release their latest earnings and investment outlooks, TrendForce has increased its 2025 CapEx forecast for the top eight CSPs worldwide from 61% YoY growth to 65%. For 2026, CSPs are anticipated to continue investing aggressively, with total CapEx expected to exceed US$600 billion, marking a 40% YoY increase. This trend highlights the strong long-term growth potential of AI infrastructure.
View More5 November 2025
TrendForce hosted the AI-Driven Innovation: The Convergence of Vision, Power, and Intelligence seminar in Seoul on November 5. The leading technology industry analysis firm shared insights into how AI is driving advances spanning near-eye displays and autonomous robotics to HBM memory, advanced MLCCs, and AI-optimized semiconductor manufacturing. Key highlights from the seminar include:
View More5 November 2025
TrendForce hosted the AI-Driven Innovation: The Convergence of Vision, Power, and Intelligence seminar in Seoul on November 5. The leading technology industry analysis firm shared insights into how AI is driving advances spanning near-eye displays and autonomous robotics to HBM memory, advanced MLCCs, and AI-optimized semiconductor manufacturing. Key highlights from the seminar include:
View More28 October 2025
Recently, TCL CSOT began constructing its t8 Gen 8.6 OLED factory, marking the start of large-scale global investments in IT OLED panel production. TrendForce reports that Samsung Display (SDC) continues to lead by making the earliest investments in Gen 8.6 OLED capacity. Meanwhile, Chinese manufacturers like BOE, Visionox, and TCL CSOT are also progressing with their own Gen 8.6 OLED manufacturing plans.
View More20 October 2025
Apple is making a notable comeback in the VR/MR market with its upgraded Vision Pro, which still uses OLEDoS display panels. The device aims to drive the next generation of head-mounted devices by enhancing computing power and weight distribution.
View More9 September 2025
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.
View More4 August 2025
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.
View More29 May 2025
TrendForce’s latest report, “2025 Micro LED Display and Non-Display Application Market Analysis,” reveals that the current development of Micro LED technology in the display sector focuses on two key challenges: optimizing manufacturing costs through design and production improvements, and identifying unique niche markets.
View More5 November 2025
Solid-state battery (SSB) development is rapidly transitioning from research to large-scale manufacturing. According to TrendForce’s latest reports, nearly 100 companies globally have announced plans to produce solid-state batteries, with a combined capacity surpassing 100 GWh. Some of this capacity, especially semi-solid batteries, has already begun mass production and reached the GWh scale.
View More31 July 2025
Solid-state batteries, hailed as the “dream battery” for their combination of high energy density and superior safety, are rapidly transitioning from concept to commercial reality thanks to recent technological breakthroughs and industrial progress. TrendForce reports that nearly 100 companies worldwide are racing to commercialize solid-state batteries, with the majority focusing on sulfide-based solid electrolytes.
View More27 March 2025
TrendForce’s latest findings reveal that government incentives in China are boosting overall solar demand and creating a sense of supply tightness in the PV module market. This surge is expected to trigger a moderate demand peak in March and April 2025, likely pushing prices across the solar value chain higher in the second quarter.
View More3 November 2025
TrendForce’s latest investigations indicate that global TV shipments in 3Q25 totaled 49.75 million units, representing a 6% increase QoQ but a 4.9% decrease YoY. This is the first time in history that third-quarter shipments have fallen below 50 million. The decline is attributed to extended TV replacement cycles, increased demand driven by tariff concerns, and the reduced influence of China’s subsidy initiatives.
View More17 September 2025
Despite challenges from geopolitical tensions and tariff uncertainties, the global notebook market is showing signs of recovery in 2025. TrendForce reports that notebooks currently continue to enjoy U.S. tariff exemptions when imported from Southeast Asia. Combined with earlier supply chain relocation to the region in response to U.S. tariff measures under the Trump administration, production capacity has now gradually come online. This will help drive notebook shipments to grow by 2.2% YoY in 2025, surpassing 180 million units.
View More12 September 2025
TrendForce’s latest investigations reveal that global smartphone production reached 300 million units in 2Q25, up 4% QoQ and 4.8% YoY, driven by seasonal demand and the recovery of brands such as Oppo and Transsion following inventory adjustments. While macroeconomic headwinds continue to dampen demand for consumer electronics, the upcoming peak season and e-commerce promotions are expected to support sequential growth through the second half of the year.
View More19 May 2025
TrendForce reports that leading global telecom providers such as SK Telecom and Deutsche Telekom are rolling out Agentic AI services for general users as generative AI becomes increasingly integrated into daily life in 2025. With telecom providers and major CSPs continuing to expand their data center infrastructure, Data Center Interconnect (DCI) technology is gaining significant traction. The global DCI market is projected to grow 14.3% YoY in 2025 to surpass US$40B.
View More5 March 2025
TrendForce’s latest report, “Breakthrough Opportunities in the 5G Era: Global Telecom FWA Deployment and Business Prospects for Taiwanese Manufacturers,” shows the global fixed wireless access (FWA) market is projected to grow 33% YoY, reaching US$72 billion in 2025.
View More21 November 2024
TrendForce has outlined 10 key trends shaping the technology landscape in 2025. Highlights include:
View More5 November 2025
TrendForce hosted the AI-Driven Innovation: The Convergence of Vision, Power, and Intelligence seminar in Seoul on November 5. The leading technology industry analysis firm shared insights into how AI is driving advances spanning near-eye displays and autonomous robotics to HBM memory, advanced MLCCs, and AI-optimized semiconductor manufacturing. Key highlights from the seminar include:
View More10 September 2025
TrendForce’s latest report, “Global EV Inverter Market Data,” reveals that global installations of EV traction inverters reached 7.66 million units in 2Q25, up 19% YoY, buoyed by strong BEV sales. BEVs accounted for 52% of installations, once again taking the lead since 1Q24 and surpassing the combined share of hybrids, including HEVs, PHEVs, and REEVs.
View More3 September 2025
TrendForce’s latest report, “2025 Near-Eye Display Market Outlook and Technology Analysis,” reveals that the AR glasses market is gaining momentum in 2025 as international brands unveil prototypes and Meta prepares to launch its Celeste AR glasses. Combined with falling OLEDoS product prices, global AR shipments are expected to reach 600,000 units in 2025.
View More7 November 2025
Polysilicon Inventory: The industry’s overall polysilicon inventory remains above 420,000 tons. This is mainly due to increased polysilicon
View More7 November 2025
In today’s DRAM spot market, momentum was subdued as buyers slowed their purchasing activity and turned to a wait-and-see stance. Suppliers remained reluctant to sell, keeping overall chip prices on an upward trend. In the mainstream category, the average price of DDR4 8G (1Gx8) 3200 rises to USD 11.571, and the average price of DDR4 512x8-2400/2666 rises to USD 3.071. The average price of D
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