Popular Keywords
- About Us
-
Research Report
Research Directory
Semiconductors
LED
Consumer Electronics
Emerging Technologies
- Selected Topics
- Membership
- Price Trends
- Press Center
- News
- Events
12 February 2025
TrendForce’s latest investigations reveal that global AI server shipments grew by 46% in 2024, driven by strong demand from CSPs and OEMs. However, multiple factors, including US chip restrictions, the DeepSeek effect, and supply chain readiness for GB200/GB300 racks, could impact AI server shipments in 2025. TrendForce has outlined the following three scenarios based on these uncertainties.
View More5 February 2025
While DeepSeek has successfully reduced AI training costs, the broader cost reduction of AI models is expected to expand application scenarios and drive an increase in global data center deployments. Optical transceivers, as a key component in data center interconnectivity, are set to benefit from the growing demand for high-speed data transmission. AI servers rely heavily on optical transceivers to convert electrical signals into optical signals, transmit them via optical fiber, and then convert received optical signals back into electrical signals.
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 February 2025
TrendForce’s latest investigations reveal that global AI server shipments grew by 46% in 2024, driven by strong demand from CSPs and OEMs. However, multiple factors, including US chip restrictions, the DeepSeek effect, and supply chain readiness for GB200/GB300 racks, could impact AI server shipments in 2025. TrendForce has outlined the following three scenarios based on these uncertainties.
View More5 February 2025
While DeepSeek has successfully reduced AI training costs, the broader cost reduction of AI models is expected to expand application scenarios and drive an increase in global data center deployments. Optical transceivers, as a key component in data center interconnectivity, are set to benefit from the growing demand for high-speed data transmission. AI servers rely heavily on optical transceivers to convert electrical signals into optical signals, transmit them via optical fiber, and then convert received optical signals back into electrical signals.
View More30 January 2025
TrendForce’s latest investigations have revealed that the recent release of DeepSeek-V3 and DeepSeek-R1 underscores an industry-wide shift toward more cost-effective AI infrastructure. This development is expected to prompt end users to conduct more rigorous evaluations of AI infrastructure investments, focusing on adopting more efficient software computing models to reduce reliance on hardware such as GPUs. CSPs are also likely to expand the adoption of in-house ASIC infrastructure to lower deployment costs. Consequently, actual demand for GPU-based AI chips and semiconductors could see notable changes from 2025 onward.
View More21 January 2025
A magnitude 6.4 earthquake struck southern Taiwan, with its epicenter in Chiayi, at 12:17 AM on January 21, 2025. TrendForce’s preliminary assessment found that nearby wafer fabs had not suffered significant damage.
View More18 December 2024
TrendForce's latest OLED Technology and Market Development Report reveals that the penetration rate of OLED displays in notebooks is set to increase to 3% in 2024, driven by large-scale procurement from Chinese laptop brands. While growth in 2025 is expected to be moderate, the anticipated introduction of OLED displays in Apple’s MacBook lineup will mark a significant turning point.
View More21 November 2024
TrendForce has outlined 10 key trends shaping the technology landscape in 2025. Highlights include:
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 More3 December 2024
TrendForce reports that the revenue from Micro LED chips is projected to reach approximately US$38.8 million in 2024, with large displays remaining the primary source of contribution. Looking ahead, breakthroughs in technical bottlenecks are on the horizon, while applications in automotive displays and the increasing maturity of full-color AR glasses solutions are expected to propel Micro LED chip revenue to $489.5 million by 2028.
View More21 November 2024
TrendForce has outlined 10 key trends shaping the technology landscape in 2025. Highlights include:
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 More13 January 2025
TrendForce’s latest investigations reveal that the prolonged decline in the prices of Chinese EV and ESS batteries during 2024 showed signs of easing in the fourth quarter. Suppliers are expected to push for price increases to mitigate losses as global demand for EVs and energy storage is expected to grow in 2025. This is anticipated to support the prices of key battery materials—such as LFP, li-ion battery copper foil, and electrolytes—thereby stabilizing average battery cell prices in the first quarter of 2025
View More2 January 2025
According to TrendForce’s latest “Development Trends of Solid-State Battery Market (2025)”, the Japanese government aims to achieve commercialization in all-solid-state batteries (ASSB) by about 2030 and has been expanding corresponding R&D funds over recent years. The Ministry of Economy, Trade and Industry (METI) announced the “Battery Supply Assurance Program” in 2024 and approved a total of four major R&D projects on ASSB by the end of the year, with a maximum subsidy of roughly US$660 million. Japan has placed high hopes on ASSB, which is superior in performance over traditional liquid lithium batteries and could potentially enter commercialization.
View More5 December 2024
TrendForce’s latest research finds that 3Q24 coincided with the peak season for smartphone sales. The launch of flagship models by major brands propelled global smartphone production to a QoQ increase of 7%, reaching approximately 310 million units and matching figures from the same period last year. However, production volumes for the quarter have not yet returned to pre-pandemic levels, signaling a continued lack of clear recovery momentum in the global consumer market.
View More25 November 2024
TrendForce reports that the global notebook market in 2024 is projected to recover at a moderate pace, hindered by high interest rates and geopolitical uncertainties. Annual shipments are forecast to reach 174 million units, marking a 3.9% YoY increase. Looking ahead to 2025, reduced political uncertainty following the U.S. presidential election and the Federal Reserve’s rate cuts in September 2024 are expected to stimulate capital flow. Combined with the end-of-service for Windows 10 and demand for commercial device upgrades, global notebook shipments are predicted to grow by 4.9% to 183 million units in 2025.
View More21 November 2024
TrendForce has outlined 10 key trends shaping the technology landscape in 2025. Highlights include:
View More21 November 2024
TrendForce has outlined 10 key trends shaping the technology landscape in 2025. Highlights include:
View More14 March 2024
TrendForce’s projections foresee that the US satellite direct-to-device (D2D) market is expected to undergo significant growth, expanding from $430 million in 2023 to $6.5 billion by 2027 at a CAGR of 36%. This growth is driven by increasing subscriptions to satellite D2D services, potentially enabling telecom operators to expand beyond traditional mobile communication services into satellite communications.
View More13 April 2023
TrendForce predicts that the global market value of 5G NTN will jump from US$4.9 billion to $8.8 billion between 2023 to 2026—a CAGR of 7%. This rise in global market value will likely drive chip makers to begin developing 5G NTN technology.
View More14 January 2025
TrendForce’s latest investigations reveal that nearly 90% of newly launched electric passenger car models (including BEVs, PHEVs, FCVs, and HEVs) in 2024 will feature SAE Level 2. These systems predominantly include automatic emergency braking, adaptive cruise control, and lane-keeping assist, although not all models will offer all three functionalities. However, the adoption of more advanced SAE Level 3 autonomous systems remains limited due to high technological barriers, unresolved regulatory challenges, and elevated vehicle costs.
View More9 January 2025
TrendForce’s latest investigations report that as humanoid robots move toward highly integrated systems and transition from industrial applications to home environments, AI model training will become increasingly critical to meet the growing demands for backend understanding and interaction capabilities. The global LLM market for robotics, including AI training and AIGC solutions, is expected to surpass US$100 billion by 2028, with a CAGR of 48.2% from 2025 to 2028.
View More24 December 2024
Honda and Nissan—two of Japan’s largest automakers—announced on December 23rd, 2024, that they have entered into merger negotiations, with plans to finalize an agreement by June 2025. Mitsubishi Motors is also expected to join the partnership.
View More26 June 2024
TrendForce’s latest report, "Key Drivers of Satellite Industry Development: Strategies and Challenges of Major LEO Satellite Suppliers,” reveals that the rising penetration rate of LEO satellite services is urging component manufacturers across the globe to integrate into the supply chains of Starlink and OneWeb. The global satellite market value is projected to grow from $283 billion in 2021 to $357 billion by 2025, at a CAGR of 2.6%.
View More14 February 2025
In today's DRAM spot market, market demand was noticeably weak, with buyer inquiries being sporadic. There was no active price negotiation for actual demand, and overall spot prices remained mixed. Transaction activity was ultimately subdued. In the mainstream category, the average price of DDR4 8G (1Gx8) 3200 remains at USD 1.449, and the average price of DDR4 512x8-2400/2666 drops to USD 1.1
View More13 February 2025
In today's DRAM spot market, factories continued to issue inquiries for DDR5 branded chips. However, their acceptable purchasing prices remained low, and with unstable spot supply quotations, transaction results were poor. In the mainstream category, the average price of DDR4 8G (1Gx8) 3200 remains at USD 1.449, and the average price of DDR4 512x8-2400/2666 drops to USD 1.171. The average pric
View More
