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15 September 2025
TrendForce’s latest investigations reveal that the massive data volumes generated by AI are straining the global infrastructure of data center storage. Nearline HDDs, traditionally the backbone of large-scale data storage, are now facing severe supply shortages, pushing high-performance yet higher-cost SSDs into the market spotlight. In particular, shipments of high-capacity QLC SSDs could see explosive growth in 2026.
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 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 More15 September 2025
TrendForce’s latest investigations reveal that the massive data volumes generated by AI are straining the global infrastructure of data center storage. Nearline HDDs, traditionally the backbone of large-scale data storage, are now facing severe supply shortages, pushing high-performance yet higher-cost SSDs into the market spotlight. In particular, shipments of high-capacity QLC SSDs could see explosive growth in 2026.
View More8 September 2025
TrendForce’s latest investigations reveal that the ramp-up of NVIDIA’s Blackwell platform shipments in 2Q25, combined with continued expansion of general server deployments by North American CSPs, significantly boosted demand for enterprise SSDs.
View More2 September 2025
TrendForce’s latest investigations demonstrate that global DRAM industry revenue reached US$31.63 billion in the second quarter of 2025, up 17.1% QoQ. This growth was fueled by rising contract prices for conventional DRAM, robust shipments growth, and expanding HBM volumes. Inventory digestion at DRAM suppliers accelerated with stronger procurement momentum from PC OEMs, smartphone makers, and CSPs, driving contract prices for most products back into positive territory.
View More19 August 2025
TrendForce’s latest investigations reveal that the anticipated launch of Apple’s first foldable device in the second half of 2026 is expected to lift foldable phone penetration from 1.6% in 2025 to over 3% in 2027. The evolution of foldable phones from multi-part hinge assemblies to integrated hinge designs, coupled with breakthroughs in materials, structures, and thickness, has enabled thinner and lighter devices. Among these advances, hinge technology has emerged as a key competitive focus.
View More14 August 2025
TrendForce’s latest investigations show that robust gaming demand, coupled with aggressive promotion from brands and panel makers, will boost OLED monitor shipments across all regions in 2025. However, Europe’s market share is expected to climb to match North America’s while China’s share is projected to exceed 20% due to impacts from tariffs.
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 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 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 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 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 More4 September 2025
Apple is set to unveil four flagship devices—the iPhone 17, the iPhone 17 Air (tentative name), iPhone 17 Pro, and iPhone 17 Pro Max. Beyond a refreshed design, the new lineup will feature enhancements in processor performance, thermal management, and imaging capabilities, all of which are expected to help stimulate demand. TrendForce projects that total shipments of the iPhone 17 series will rise by 3.5% compared with the iPhone 16 lineup in 2024, with the Pro series remaining the main sales driver. However, sluggish global economic conditions and the potential for higher prices on premium models may temper overall demand.
View More19 August 2025
TrendForce’s latest investigations reveal that the anticipated launch of Apple’s first foldable device in the second half of 2026 is expected to lift foldable phone penetration from 1.6% in 2025 to over 3% in 2027. The evolution of foldable phones from multi-part hinge assemblies to integrated hinge designs, coupled with breakthroughs in materials, structures, and thickness, has enabled thinner and lighter devices. Among these advances, hinge technology has emerged as a key competitive focus.
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 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 More26 August 2025
NVIDIA’s newly launched Jetson Thor acts as the “physical intelligence core” of humanoid robots, integrating the Blackwell GPU and 128 GB of memory to deliver 2,070 FP4 TFLOPS of AI performance—7.5 times that of its predecessor, Jetson Orin. TrendForce reports that this leap is not just a numerical upgrade; it enables robots to process massive sensor data and LLMs in real time, allowing advanced humanoids to truly see, reason, and act. With companies such as Agility Robotics, Boston Dynamics, and Amazon adopting the platform and building ecosystems, the humanoid robot chip market is projected to surpass US$48 million by 2028.
View More15 September 2025
In today’s DRAM spot market, the overall atmosphere remains subdued. Although factories continue to release some demand inquiries, suppliers remain reluctant to sell and offer conservative quotations, leaving overall transaction activity sluggish. In the mainstream category, the average price of DDR4 8G (1Gx8) 3200 rises to USD 5.334, and the average price of DDR4 512x8-2400/2666 rises
View More12 September 2025
In today’s DRAM spot market, momentum remains intermittent, with inquiries continuing to emerge for DDR5/DDR4 branded chips. Supply shortages push spot quotations higher, but buyers hold back due to elevated prices, leaving overall transaction activity limited. In the mainstream category, the average price of DDR4 8G (1Gx8) 3200 rises to USD 5.243, and the average price of DDR4 512x8-2400/26
View More
