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15 July 2025
Tesla is currently testing its Robotaxis in Texas and is planning to extend services to the San Francisco Bay Area, drawing significant industry attention. TrendForce reports the U.S. Robotaxi market will be dominated by Tesla and Waymo, with the market size expected to reach US$36.5 billion by 2035. Meanwhile, China’s Robotaxi sector is also booming, with a well-established supply chain driving a rapid decline in hardware costs.
View More9 July 2025
TrendForce’s latest investigations find that the NAND Flash market has seen significant improvement in supply-demand balance following production cuts and inventory reduction in the first half of 2025. As suppliers shift production capacity toward higher-margin products, the overall supply in circulation has tightened.
View More8 July 2025
Recent reports from China’s supply chain indicate that Tesla may be halting production of its humanoid robot, Optimus. TrendForce reports that Tesla currently faces two major challenges: limited battery life and difficulties with hardware-software integration. While improvements in motion planning and energy optimization through AI could help address battery performance, fundamental bottlenecks remain—particularly in the efficiency of core hardware components such as joint motors and transmission systems.
View More9 July 2025
TrendForce’s latest investigations find that the NAND Flash market has seen significant improvement in supply-demand balance following production cuts and inventory reduction in the first half of 2025. As suppliers shift production capacity toward higher-margin products, the overall supply in circulation has tightened.
View More7 July 2025
TrendForce’s latest findings show that the three major DRAM suppliers are shifting capacity toward high-end products and have begun announcing end-of-life (EOL) plans for PC and server-grade DDR4 and mobile LPDDR4X. This has triggered aggressive restocking of legacy-generation products, further fueled by traditional peak-season demand. Consequently, average contact prices for conventional DRAM are projected to rise by 10% to 15% in 3Q25. Including HBM, overall DRAM prices are expected to increase by 15% to 20%.
View More2 July 2025
TrendForce reports that major North American CSPs remain the primary drivers of AI server market growth. Steady demand is also being bolstered by tier-2 data centers and sovereign cloud projects in the Middle East and Europe. With sustained demand from North American CSPs and OEM customers, global AI server shipments are projected to maintain double-digit growth in 2025.
View More16 June 2025
TrendForce’s latest research reveals that despite ongoing macroeconomic challenges, both buyers and sellers remain bullish on the OLED monitor panel market. Following a remarkable 132% YoY growth in 2024, this strong momentum is expected to carry over into 2025. As a result, TrendForce has revised its 2025 OLED monitor panel shipment forecast upward from 2.8 million to 3.4 million units—raising the annual growth rate from 40% to 69%.
View More5 June 2025
TrendForce’s latest report on the display industry reveals that OLED technology—valued for its self-emissive structure, high contrast ratio, and lightweight design—continues to expand its market presence, primarily in small-size applications such as smartphones. However, its penetration into the large-size display segment has been hindered by high production costs and limited capacity. In contrast, the mid-size segment, including monitors, notebooks, tablets, and automotive displays, is emerging as a new battleground, driven by growing consumer demand for premium visual experiences.
View More8 May 2025
TrendForce’s latest investigation reveals that global OLED monitor shipments remain in rapid growth mode. With brands actively launching new models, shipments hit a record high of approximately 507,000 units in 1Q25, marking a 175% YoY increase. Thanks to strong demand—particularly for 27-inch UHD models—shipments in 2Q25 are expected to climb to 650,000 units. For the full year, shipments are projected to reach 2.58 million units, up 81% YoY, raising OLED’s penetration rate in the overall monitor market to 2%.
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 More24 February 2025
In an effort to optimize its organizational structure and accelerate its optical semiconductors business, Ennostar announced on February 21st, 2025, the merger of its subsidiaries—Epistar and Lextar Electronics—under the unified brand of Ennostar Corporation.
View More20 January 2025
TrendForce’s latest report, “2025 Infrared Sensing Application Market and Branding Strategies,” reveals that LiDAR is gaining traction in automotive markets—including passenger vehicles and robo-taxis—as well as in industrial applications such as robotics, factory automation, and logistics. Propelled by advancements in Level 3 and higher autonomous driving systems and logistics solutions, the global LiDAR market is forecast to grow from US$1.181 billion in 2024 to $5.352 billion in 2029, achieving a robust CAGR of 35%.
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 More13 March 2025
TrendForce’s latest research reveals that solid-state batteries are emerging as the next-generation battery technology with high commercial potential. Manufacturers across the U.S., Europe, and other global markets are accelerating large-scale production development and performance validation for automotive applications.
View More4 February 2025
TrendForce’s latest research highlights that semi-solid state batteries—an emerging battery technology combining the advantages of traditional liquid electrolyte batteries and solid-state batteries—entered trial production before 2020. However, high production costs and limited technological maturity have led the adoption rate of semi-solid state batteries in EVs to fall below initial market expectations.
View More12 June 2025
TrendForce’s latest research reveals that global smartphone production reached 289 million units in 1Q25. Although this represents a 3% decline compared to the same period in 2024, production remained relatively stable across major brands. In China, sales in the first quarter were buoyed by the ongoing consumer subsidy program, resulting in a modest uptick in shipments.
View More30 April 2025
TrendForce’s latest research indicates that U.S. reciprocal tariffs are likely to drive TV brands to pass rising costs onto consumers through higher retail prices in the second half of 2025, further weakening consumer spending momentum. Meanwhile, China’s “trade-in” subsidy program in late 2024 had already pulled forward some demand, and despite the program’s extension into 2025, it is unlikely to stimulate additional purchases. Consequently, TrendForce projects global TV shipments in 2025 to decline by 0.7% YoY to 196.44 million units.
View More22 April 2025
TrendForce’s latest research reveals that although the U.S. has granted a 90-day grace period before implementing reciprocal tariffs—offering temporary relief for notebook brands—the broader market remains clouded by policy and economic uncertainty. Brands began frontloading inventory in late 2024, pushing Q4 shipment growth to 5.1%, with 1Q25 seeing a 7.2% YoY increase.
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 More15 July 2025
Tesla is currently testing its Robotaxis in Texas and is planning to extend services to the San Francisco Bay Area, drawing significant industry attention. TrendForce reports the U.S. Robotaxi market will be dominated by Tesla and Waymo, with the market size expected to reach US$36.5 billion by 2035. Meanwhile, China’s Robotaxi sector is also booming, with a well-established supply chain driving a rapid decline in hardware costs.
View More8 July 2025
Recent reports from China’s supply chain indicate that Tesla may be halting production of its humanoid robot, Optimus. TrendForce reports that Tesla currently faces two major challenges: limited battery life and difficulties with hardware-software integration. While improvements in motion planning and energy optimization through AI could help address battery performance, fundamental bottlenecks remain—particularly in the efficiency of core hardware components such as joint motors and transmission systems.
View More21 May 2025
TrendForce’s latest reports reveal that global NEV sales—including BEVs, PHEVs, and FCEVs—reached 4.02 million units in the first quarter of 2025, marking a 39% YoY increase. NEVs accounted for 18.4% of total global auto sales for the quarter.
View More15 July 2025
In today’s DRAM spot market, DDR4 1Gx8 and 512x16-3200 branded chips continue to see significant actual orders, with factories showing strong willingness to chase prices. This has driven a rebound in buying sentiment and led to a slight increase in spot transaction volume. Other chips, however, still show weak performance. In the mainstream category, the average price of DDR4 8G (1Gx8) 3200
View More14 July 2025
In today’s DRAM spot market, Micron DDR4 1Gx8 3200 continues to see sporadic actual orders from factories. However, due to spot suppliers’ evident reluctance to sell, overall transaction volume remains limited. Most chip prices are fluctuating within a consolidation range. In the mainstream category, the average price of DDR4 8G (1Gx8) 3200 drops to USD 4.960, and the average price of
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