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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.
Government worldwide are ramping up investments in robotics R&D as labor shortages and rising costs persist. TrendForce reports that China, Japan, the US, South Korea, and Germany have consistently ranked among the top five countries for industrial robot installations and are expected to continue executing over US$13 billion in related projects by 2025. The US boasts a more advanced AI ecosystem, while China is focused on building a robust supply chain. This divergence is expected to drive greater product pricing variations and application diversity in the future.
TrendForce’s latest investigations find that global sales of NEVs—including BEVs, PHEVs, and FCVs—reached 16.29 million units in 2024, marking a 25% YoY increase. The Chinese market expanded its share to 67%, further solidifying its dominance. Looking ahead, global NEV sales are projected to grow by 18% in 2025, with China expected to maintain its upward trend. Meanwhile, policy changes in the US could introduce uncertainties.
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.
TrendForce's latest findings reveal that the NAND Flash market continues to be plagued by oversupply in the first quarter of 2025, leading to sustained price declines and financial strain for suppliers. However, TrendForce anticipates a significant improvement in the market’s supply-demand balance in the second half of the year.
