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.
TrendForce’s latest investigation finds that China’s subsidy policies and rising concerns over reciprocal tariffs are reshaping brand strategies in the panel market, indirectly influencing price trends for panel driver ICs.
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.
TrendForce’s latest investigations reveal that the implementation of the U.S. “reciprocal tariffs” on April 9th—followed by a 90-day grace period for most regions—has prompted buyers and suppliers to adjust their strategies in response to policy uncertainty. Avril Wu, Senior Research Vice President at TrendForce, noted that with both sides rushing to complete transactions and shipments within the grace period to mitigate future policy risks, memory market activity is expected to pick up notably in 2Q25.
TrendForce’s latest investigations reveal that ongoing advancements in OLED displays are propelling the growth of QD-OLED monitor shipments. QD-OLED’s share of OLED monitor shipments is expected to rise from 68% in 2024 to 73% in 2025, highlighting its strong competitiveness in the high-end monitor market. Driven by growing market demand, more brands and product lines are expected to adopt QD-OLED to deliver superior image quality and refresh rates for gamers and professional users.
