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30 January 2026
TrendForce’s recent research on the near-eye display industry indicates that the growing convergence of AI and wearable devices has resulted in stronger-than-anticipated market response for Meta Ray-Ban Display Glasses. In the last six months, Meta has significantly increased orders for several key components. Driven by this strong backing from leading brands, TrendForce forecasts global AR glasses shipments will reach 950,000 units by 2026, a 53% YoY increase.
View More29 January 2026
Global TV shipments in 2026 are projected at 194.81 million units, down 0.6% YoY Concurrent price hikes in memory, display panels, and precious metals are pushing up TV production costs, making retail price increases for new models increasingly likely Memory’s share of TV BOM cost is expected to rise from 2.5–3% to 6–7% amid the current price surge
View More28 January 2026
The demand for solid-state batteries driven by humanoid robots is expected to hit 74 GWh by 2035, which is over 1,000 times higher than in 2026 Most humanoid robots today have a runtime of 2 to 4 hours; increasing their operating time depends on hot-swappable batteries or higher-energy-density batteries (e.g., solid-state batteries)
View More22 January 2026
TrendForce’s latest research indicates that AI innovation is causing a fundamental shift in the memory market. As data access volumes continue to grow, AI systems depend more on high-bandwidth, high-capacity, low-latency DRAM to handle large-scale model parameters, long-sequence inference, and multi-task parallel processing. Additionally, NAND Flash has become essential for fast data transfer, making memory a key component in AI infrastructure and a strategic focus for CSPs.
View More20 January 2026
North American CSPs' continued investments in AI infrastructure are expected to increase global AI server shipments by more than 28% YoY in 2026, according to the latest market research from TrendForce. The rapid growth of AI inference services is boosting demand for general-purpose servers, supporting both replacement and expansion efforts. Consequently, TrendForce predicts that total global server shipments, including AI servers, will accelerate from 2025, with a 12.8% YoY growth in 2026.
View More19 January 2026
TrendForce’s latest DRAM industry survey reveals that Micron intends to acquire PSMC’s Tongluo fab in Taiwan (excluding production equipment) for US$1.8 billion. The deal also includes a long-term partnership for future DRAM packaging services. This collaboration aims to enable Micron to increase its capacity for advanced-node DRAM while boosting PSMC’s supply of mature-node DRAM, potentially improving the global DRAM supply outlook by 2027.
View More6 January 2026
TrendForce’s latest investigation indicates that with the Lunar New Year in February, China’s top three LCD TV panel makers—BOE, TCL CSOT, and HKC—are planning to suspend production at downstream module facilities for five to ten days to cut labor costs and avoid rising inventories. Front-end fabs will also reduce their output accordingly. As a result, LCD TV panel utilization rates for 1Q26 are projected to drop by 3.5 percentage points QoQ to 87.7%, leading the market towards a tighter supply-demand balance.
View More29 December 2025
The Shanghai Stock Exchange has recently approved SeeYA’s IPO application. The company intends to raise CNY 2.015 billion to increase its OLEDoS display production capacity and expand its R&D center. TrendForce reports that demand for OLEDoS micro-displays, driven by near-eye devices such as AR, VR, and MR, is projected to reach 31.5 million units by 2030, with a CAGR of 81% from 2025 to 2030.
View More19 December 2025
On December 16, PlayNitride Technologies announced that its board approved the acquisition of Lumiode Inc., a U.S.-based company, for US$2 million. TrendForce reports that Lumiode—a decade-old company—has complementary technologies and patents that will help PlayNitride expand its intellectual property portfolio and improve access to North American customers and sales channels. This acquisition is expected to enhance PlayNitride’s global competitiveness in near-eye display applications and in medical and other non-display markets.
View More30 January 2026
TrendForce’s recent research on the near-eye display industry indicates that the growing convergence of AI and wearable devices has resulted in stronger-than-anticipated market response for Meta Ray-Ban Display Glasses. In the last six months, Meta has significantly increased orders for several key components. Driven by this strong backing from leading brands, TrendForce forecasts global AR glasses shipments will reach 950,000 units by 2026, a 53% YoY increase.
View More31 December 2025
TCL Technology recently announced that its subsidiary TCL CSOT had successfully acquired an 80% equity stake—along with creditor rights—in Prima. 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.
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 More28 January 2026
The demand for solid-state batteries driven by humanoid robots is expected to hit 74 GWh by 2035, which is over 1,000 times higher than in 2026 Most humanoid robots today have a runtime of 2 to 4 hours; increasing their operating time depends on hot-swappable batteries or higher-energy-density batteries (e.g., solid-state batteries)
View More12 January 2026
TrendForce’s latest“Lithium Battery Industry Chain Monthly Price Report”indicates that the average price of battery-grade lithium carbonate surged 17% MoM in December 2025 to CNY 103,000 per metric ton. Prices of key raw materials, including copper, aluminum, cobalt, and electrolytes, also increased, driving up EV cell prices for square LFP, square ternary, and pouch ternary cells by 2–4% compared to November.
View More15 December 2025
TrendForce’s latest “Lithium Battery Industry Chain Monthly Price Report” indicates that China’s EV battery market stayed strong in November 2025. Despite the usual off-season, automakers' continued aggressive stocking kept demand high.
View More29 January 2026
Global TV shipments in 2026 are projected at 194.81 million units, down 0.6% YoY Concurrent price hikes in memory, display panels, and precious metals are pushing up TV production costs, making retail price increases for new models increasingly likely Memory’s share of TV BOM cost is expected to rise from 2.5–3% to 6–7% amid the current price surge
View More26 January 2026
Global notebook shipments projected to fall 14.8% QoQ in 1Q26, with a mild rebound in 2Q26 Memory, CPUs, PCBs, batteries, and PMICs are all seeing price hikes, which is intensifying cost pressure on notebooks Full-year 2026 notebook shipment forecast cut to a 9.4% YoY decline due to supply constraints and unclear brand strategies
View More21 January 2026
Once TCL takes over Sony’s home entertainment business, their combined TV market share could approach 20% by 2027 TCL CSOT and AUO are expected to benefit on the panel supply side, while MOKA is set to become the primary OEM for the new Sony TV brand The exit of Japanese TV brands is accelerating, with Chinese brands’ global market share projected to rise toward 50%
View More22 December 2025
TrendForce’s latest investigations indicate that rising demand for satellite constellation deployment, driven by Starlink expansion and the U.S. Space Force’s regular defense satellite launches, has prompted SpaceX to shift its focus from partially reusable rockets to fully reusable systems.
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 More28 January 2026
The demand for solid-state batteries driven by humanoid robots is expected to hit 74 GWh by 2035, which is over 1,000 times higher than in 2026 Most humanoid robots today have a runtime of 2 to 4 hours; increasing their operating time depends on hot-swappable batteries or higher-energy-density batteries (e.g., solid-state batteries)
View More27 January 2026
According to the latest electric vehicle industry research from TrendForce, range-extended electric vehicles (REEVs) are increasingly emerging as a pivotal transitional solution for automakers shifting toward full electrification. The European Union’s recent announcement regarding adjustments to its 2035 ban on internal combustion engine (ICE) vehicles offers significant regulatory flexibility and expands the development landscape for REEVs. TrendForce projects that, driven by this policy flexibility alongside technological maturity and rising market acceptance, global annual sales of REEVs will reach 3 million units by 2030—a twofold increase from 2025 levels.
View More9 January 2026
TrendForce’s latest investigations indicate that total global traction inverter installations for EVs1 reached 8.35 million units in 3Q25, representing a 22% increase YoY, driven by ongoing growth in the NEV2 market. BEVs and PHEVs were the main contributors to this expansion, with installation increases of 36% and 13.6%, respectively.
View More30 January 2026
In today’s DRAM spot market, activity remained weak, with no significant buyer inquiries. Suppliers slightly lowered their quotations in an attempt to stimulate demand, but the effect on the market was limited, and overall price movement continued to fluctuate within a consolidation range. In the mainstream category, the average price of DDR4 8G (1Gx8) 3200 drops to USD 30.760 and the averag
View More30 January 2026
Polysilicon Supply: Industry-wide polysilicon inventories remain severely overhang, with total polysilicon inventory exceeding 510,000 metri
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