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.
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.