8 October 2026
TrendForce's latest notebook industry research reveals that the primary risk facing the market in 2027 is expected to shift from supply constraints to the impact of rising costs on demand. Global notebook shipments are currently projected to decline by a low-single-digit percentage in 2027.
View More8 October 2026
TrendForce’s latest report, “2027 Infrared Sensing and Optical Communication Market Trend”, shows that rapidly growing demand for data transmission in expanding data center networks is increasing interest in VCSEL-based near-packaged optics (NPO). This technology is favored for its low power usage, easier maintenance, and a mature supply chain. Major companies like Lumentum, Furukawa Electric, Coherent, Broadcom, ams OSRAM, and HiSilicon are investing heavily in R&D.
View More30 September 2026
TrendForce’s latest memory industry research reveals that DRAM suppliers continue to prioritize advanced-process capacity for high-performance server products in 4Q26, keeping the overall market undersupplied. However, the pace of contract price increases is expected to moderate, with conventional DRAM prices projected to rise 10–15% QoQ.
View More8 October 2026
TrendForce’s latest report, “2027 Infrared Sensing and Optical Communication Market Trend”, shows that rapidly growing demand for data transmission in expanding data center networks is increasing interest in VCSEL-based near-packaged optics (NPO). This technology is favored for its low power usage, easier maintenance, and a mature supply chain. Major companies like Lumentum, Furukawa Electric, Coherent, Broadcom, ams OSRAM, and HiSilicon are investing heavily in R&D.
View More30 September 2026
TrendForce’s latest memory industry research reveals that DRAM suppliers continue to prioritize advanced-process capacity for high-performance server products in 4Q26, keeping the overall market undersupplied. However, the pace of contract price increases is expected to moderate, with conventional DRAM prices projected to rise 10–15% QoQ.
View More29 September 2026
TrendForce’s latest research reveals that continued expansion in AI server demand is keeping HBM and conventional DRAM in competition for limited advanced-process and wafer capacity. Meanwhile, yields and output for next-generation products will take time to ramp, keeping memory supply tight through 2027.
View More21 September 2026
TrendForce’s latest display panel industry research reveals that surging AI demand is crowding out upstream material capacity for the panel industry, which is expected to drive total TV panel costs up 4–7% QoQ in 4Q26. Additionally, downstream customers are facing mounting cost pressure, while peak-season inventory build-up largely concluded in the third quarter. As a result, TV panel demand by unit is projected to decline 4% QoQ in 4Q26.
View More10 September 2026
Apple has officially launched its first foldable smartphone, the iPhone Duo. Featuring a book-style inward-folding design, the device comes with a 7.6-inch inner display and a 5.4-inch cover display. TrendForce estimates that iPhone Duo shipments will reach approximately 5 million units in 2026, giving Apple a 24.8% share of the foldable smartphone market and making it the second-largest brand behind Samsung.
View More31 August 2026
TrendForce’s latest display industry research reports that memory supply shortages and rising prices continue to intensify cost pressures across the smartphone supply chain, affecting smartphone brands’ shipment plans for 2026. However, sustained demand from the secondary and repair markets is supporting stronger-than-expected smartphone panel demand.
View More8 October 2026
TrendForce’s latest report, “2027 Infrared Sensing and Optical Communication Market Trend”, shows that rapidly growing demand for data transmission in expanding data center networks is increasing interest in VCSEL-based near-packaged optics (NPO). This technology is favored for its low power usage, easier maintenance, and a mature supply chain. Major companies like Lumentum, Furukawa Electric, Coherent, Broadcom, ams OSRAM, and HiSilicon are investing heavily in R&D.
View More11 May 2026
TrendForce’s latest research into the Micro LED industry highlights how generative AI is driving rapid growth in demand for high-speed optical communications. Micro LED technology offers power consumption as low as 1–2 pJ/bit and ultra-low bit error rates (BER) of ≤10⁻¹⁰. It’s also emerging as one of the three major short-distance, high-speed intra-rack transmission solutions for scale-up data center networks, alongside active electrical cables (AEC) and VCSEL-based near-packaged optics (VCSEL NPO). As a result, TrendForce projects that the Micro LED CPO optical transceiver market will reach US$848 million by 2030.
View More4 March 2026
The rapid rise of generative AI is driving continuous growth in demand for high-speed data transmission in data centers. Copper cable solutions, traditionally used for short-distance intra-rack interconnects, are increasingly facing challenges in both transmission density and energy efficiency.
View More12 August 2026
TrendForce’s latest “Quarterly Report on Developments in Global SSB Industry, 2Q26” reveals that the all-solid-state battery (ASSB) sector has reached an important stage of engineering validation in 2026. Companies including Toyota, Honda, Nissan, and Samsung SDI are slightly ahead in small-scale ASSB pilot production. Moreover, Japanese suppliers have already verified key automotive-grade performance metrics and are speeding up the assessment of ASSB modules for vehicle use.
View More24 June 2026
TrendForce's latest “2Q26 Global Solid-State Battery Industry Development Quarterly Report” reveals that the Japanese government has significantly expanded support for next-generation battery technologies in recent years.
View More29 April 2026
The global solid-state battery (SSB) sector recorded over 57 financing deals between 2025 and 1Q26, with 46 companies securing new funding, according to TrendForce’s latest “Global Solid-State Battery Industry Development Report (1Q26)”. Total disclosed financing exceeded US$1.3 billion (approximately CNY 9.7 billion), with technology development primarily focused on sulfide-based and polymer/oxide composite electrolytes.
View More8 October 2026
TrendForce's latest notebook industry research reveals that the primary risk facing the market in 2027 is expected to shift from supply constraints to the impact of rising costs on demand. Global notebook shipments are currently projected to decline by a low-single-digit percentage in 2027.
View More10 September 2026
Apple has officially launched its first foldable smartphone, the iPhone Duo. Featuring a book-style inward-folding design, the device comes with a 7.6-inch inner display and a 5.4-inch cover display. TrendForce estimates that iPhone Duo shipments will reach approximately 5 million units in 2026, giving Apple a 24.8% share of the foldable smartphone market and making it the second-largest brand behind Samsung.
View More8 September 2026
Global smartphone production reached 275 million units in 2Q26, down 8% YoY, according to TrendForce’s latest smartphone industry research. The decline was narrower than previously forecast, resulting in better-than-expected overall performance.
View More11 August 2026
TrendForce’s latest research into the satellite industry reveals that Starlink has recently deployed its first batch of V3 satellites. The new satellites, featuring a 2,048-element phased-array antenna and operating at a lower orbital altitude, deliver ultra-low-latency broadband connectivity and direct-to-cell (D2C) services.
View More8 June 2026
SpaceX’s upcoming IPO plans have become a significant market focus, driven by rising global demand for satellite broadband, direct-to-cell (DTC) connectivity, and AI computing. According to TrendForce, SpaceX is expanding its satellite broadband coverage and aggressively entering new sectors such as DTC services, AI space computing, and space-based solar power (SBSP).
View More27 April 2026
Direct-to-Cell technology is rapidly maturing as global mobile communications standards 3GPP Release 17 and Release 18 continue to incorporate satellite communications. TrendForce’s findings indicate that satellite operators are shifting from traditional satellite broadband services to direct satellite connectivity for smartphones. The global market is projected to reach US$7.6 billion in 2026, representing approximately 49% YoY growth.
View More25 August 2026
TrendForce’s latest EV industry research reveals that global sales of NEVs—BEVs, PHEVs, and fuel cell vehicles—reached 5.37 million units in the second quarter of 2026, up 10.4% YoY. Including HEVs, these four categories accounted for a record-high 33.2% of global vehicle sales in the quarter.
View More19 August 2026
TrendForce’s latest robotics industry research reports that humanoid robots in China are beginning to be deployed across a wider range of applications—automotive, 3C electronics, aerospace, logistics, and energy—putting their commercial viability to the test. The 2026 World Robot Conference (WRC), opening on August 19, will introduce a “Procurement Day” for the first time, bringing together procurement negotiations and industry supply chain matchmaking. This reflects a shift in industry focus from technology demonstrations toward actual demand.
View More15 July 2026
TrendForce’s latest research on the robotics industry reveals that companion robots have evolved well beyond their original role in elderly care and therapeutic applications pioneered by Japan.
View More8 October 2026
Recently, rumors about suspending approvals for new and expanded cell manufacturing projects have created significant ripples across the ind
View More8 October 2026
According to incomplete statistics from EnergyTrend, orders disclosed by Chinese energy storage enterprises in Q3 2026 were predominantly fr
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