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.
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
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.
TrendForce’s latest investigations reveal that geopolitical dynamics are accelerating the formation of the “China for China” supply chain, driven by China’s vast domestic market. This trend is particularly evident in the automotive sector.
According to the latest research from TrendForce, the value of the entire server industry is estimated to total US$306 billion in 2024. Within this total, the industry value specifically related to AI servers is estimated to be around US$205 billion, showing stronger growth compared with the industry value related to standard servers. Looking ahead to 2025, the value of the AI server segment is expected to rise to US$298 billion due to persistently high demand and a higher ASP for this product category. Additionally, AI servers are forecasted to account for over 70% of the total value of the entire server industry in 2025.