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Server DRAM and HBM Continue to Drive Growth, 4Q24 DRAM Industry Revenue Increases by 9.9% QoQ, Says TrendForce

27 February 2025

TrendForce’s latest research reveals that global DRAM industry revenue surpassed US$28 billion in 4Q24, marking a 9.9% QoQ increase. This growth was primarily driven by rising contract prices for server DDR5 and concentrated shipments of HBM, leading to continued revenue expansion for the top three DRAM suppliers.

Global Smartphone Panel Shipments to Grow 11.4% in 2024, with Chinese Manufacturers’ Market Share Approaching 70%, Says TrendForce

26 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.

Global New Car Market to Grow 2.4% in 2025; US Faces Tariff Uncertainty, China’s Smart Car Competition Intensifies, Says TrendForce

25 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.

Ennostar Consolidates Resources to Drive High-Value Optical Semiconductors Applications in 3+1 Key Areas, Says TrendForce

24 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.

Humanoid Robots to Become the Next US-China Battleground, with Price Differentiation and Tiered Applications as Emerging Trends, Says TrendForce

24 February 2025

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.


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