TrendForce reports that NVIDIA introduced the Isaac GR00T N1 foundation model for general-purpose humanoid robots at GTC 2025. This open-source model features comprehensive datasets, multi-modal inputs, and adaptable training capabilities, enabling researchers to fine-tune GR00T N1 with real
TrendForce’s latest findings on the AI server supply chain have revealed that NVIDIA is expected to launch the GB300 chip ahead of schedule in 2Q25. However, due to its improved computing performance, memory capacity, networking, and power management compared to the GB200, ODM partners will
19 March 2025
TrendForce reports that NVIDIA introduced the Isaac GR00T N1 foundation model for general-purpose humanoid robots at GTC 2025. This open-source model features comprehensive datasets, multi-modal inputs, and adaptable training capabilities, enabling researchers to fine-tune GR00T N1 with real and synthetic data for specific environments and applications. GR00T N1 is expected to drive early market adoption of humanoid robots by accelerating AI model training and reducing time-to-market, with the industry’s total market value projected to approach US$4 billion by 2028.
View More18 March 2025
TrendForce’s latest findings on the AI server supply chain have revealed that NVIDIA is expected to launch the GB300 chip ahead of schedule in 2Q25. However, due to its improved computing performance, memory capacity, networking, and power management compared to the GB200, ODM partners will require additional time for testing and customer validation.
View More17 March 2025
TrendForce reveals that the combined revenue of the world’s top 10 IC design houses reached approximately US$249.8 billion in 2024, marking a 49% YoY increase. The booming AI industry has fueled growth across the semiconductor sector, with NVIDIA leading the charge, posting an astonishing 125% revenue growth, widening its lead over competitors, and solidifying its dominance in the IC industry.
View More18 March 2025
TrendForce’s latest findings on the AI server supply chain have revealed that NVIDIA is expected to launch the GB300 chip ahead of schedule in 2Q25. However, due to its improved computing performance, memory capacity, networking, and power management compared to the GB200, ODM partners will require additional time for testing and customer validation.
View More17 March 2025
TrendForce reveals that the combined revenue of the world’s top 10 IC design houses reached approximately US$249.8 billion in 2024, marking a 49% YoY increase. The booming AI industry has fueled growth across the semiconductor sector, with NVIDIA leading the charge, posting an astonishing 125% revenue growth, widening its lead over competitors, and solidifying its dominance in the IC industry.
View More10 March 2025
TrendForce’s latest research reveals that the global foundry industry exhibited a polarized trend in 4Q24. Advanced process nodes benefited from strong demand in AI servers, flagship smartphone application processors (APs), and new PC platforms, driving high-value wafer shipments. This growth helped offset the slowdown in mature process demand, allowing the top 10 foundries to achieve nearly 10% QoQ revenue growth, reaching US$38.48 billion, and marking another industry record.
View More26 February 2025
TrendForce’s latest findings reveal that global smartphone panel shipments reached 2.157 billion units in 2024, marking an 11.4% YoY increase—the highest in recent years. This growth is driven by rising sales of new smartphone models, alongside increasing demand for second-hand and refurbished devices.
View More19 February 2025
TrendForce’s latest investigations reveal that global LCD gaming monitor panel shipments (>144 Hz) reached 32.42 million units in 2024, marking a 12% YoY increase. However, due to a lack of major demand catalysts and struggling profitability in mainstream gaming monitors, 2025 shipments are expected to grow at a slower rate of 5%, reaching approximately 34 million units.
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 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 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 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 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 More11 March 2025
TrendForce reports that global smartphone production in the last quarter of 2024 reached 334.5 million units, reflecting a 9.2% QoQ increase, driven by Apple’s peak production season and consumer subsidies from local Chinese governments. While Apple expanded production with the launch of new models, Samsung faced production declines due to intensified competition in emerging markets.
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 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 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 More19 March 2025
TrendForce reports that NVIDIA introduced the Isaac GR00T N1 foundation model for general-purpose humanoid robots at GTC 2025. This open-source model features comprehensive datasets, multi-modal inputs, and adaptable training capabilities, enabling researchers to fine-tune GR00T N1 with real and synthetic data for specific environments and applications. GR00T N1 is expected to drive early market adoption of humanoid robots by accelerating AI model training and reducing time-to-market, with the industry’s total market value projected to approach US$4 billion by 2028.
View More4 March 2025
TrendForce’s latest report reveals that global EV traction inverter installations reached 8.67 million units in 4Q24, marking a 26% QoQ increase. Strong demand from China and Europe served as the primary growth driver, leading to a 28% increase in installations for both BEVs and PHEVs compared to the previous quarter. This surge propelled Huawei into the top five global traction inverter suppliers for the first time.
View More25 February 2025
TrendForce’s latest investigations reveal that global sales of new cars are expected to reach 90.6 million units in 2025, marking a 2.4% YoY increase. China will account for the largest share at 29%, followed by the US at 18% and Western Europe at 15%. However, the US market faces significant uncertainty due to tariffs, while competition in China’s smart vehicle sector is expected to heat up.
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 More20 March 2025
In today's DRAM spot market, inquiries for DDR4/DDR3 continued, with overall spot prices remaining on an upward trend. Factories kept raising their target prices to chase orders, but unstable stock availability in the market made transactions difficult to complete. While buying interest was strong, it remained somewhat constrained. In the mainstream category, the average price of DDR4 8G
View More19 March 2025
In today's DRAM spot market, overall spot prices continued to rise, especially for DDR4 branded chips. Factory purchase orders kept flowing in, with frequent bidding activities from buyers. Most suppliers adopted a limited-supply approach and were reluctant to sell, causing prices to surge sharply. However, final transaction volumes remained limited. In the mainstream category, the avera
View MorePolysilicon The mainstream concluded price for mono recharge polysilicon is RMB 41/KG, while mono dense polysilicon is priced at RMB 40/KG a
In today's DRAM spot market, buying momentum cooled slightly. Factories temporarily slowed their restocking activities, shifting to a wait-and-see approach focused on price probing. This led to reduced willingness to trade, and overall transaction outcomes were less than ideal. In the mainstream category, the average price of DDR4 8G (1Gx8) 3200 rises to USD 1.486, and the average price
In today's DRAM spot market, momentum was relatively quiet, with weaker buyer demand. Although factories issued inquiries for lower-priced options, there was limited compromise between buyers and sellers, resulting in no overlap. Overall, prices maintained a steady upward trend. In the mainstream category, the average price of DDR4 8G (1Gx8) 3200 rises to USD 1.480, and the average price of DD