TrendForce’s latest investigations reveal that the DRAM market is expected to face downward pricing pressure in 1Q25 as seasonal weakness aligns with sluggish consumer demand for products like smartphones. Additionally, early stockpiling by notebook manufacturers—over potential import tariffs under
Honda and Nissan—two of Japan’s largest automakers—announced on December 23rd, 2024, that they have entered into merger negotiations, with plans to finalize an agreement by June 2025. Mitsubishi Motors is also expected to join the partnership.
TrendForce has outlined 10 key trends shaping the technology landscape in 2025. Highlights include:
30 December 2024
TrendForce’s latest investigations reveal that the DRAM market is expected to face downward pricing pressure in 1Q25 as seasonal weakness aligns with sluggish consumer demand for products like smartphones. Additionally, early stockpiling by notebook manufacturers—over potential import tariffs under the Trump administration—has further exacerbated the pricing decline.
View More24 December 2024
Honda and Nissan—two of Japan’s largest automakers—announced on December 23rd, 2024, that they have entered into merger negotiations, with plans to finalize an agreement by June 2025. Mitsubishi Motors is also expected to join the partnership.
View More19 December 2024
TrendForce’s latest report estimates that global shipments of VR and MR headsets are expected to reach approximately 9.6 million units in 2024, representing a YoY increase of 8.8%. This year’s shipment performance highlights three key industry trends that are shaping the global VR and MR ecosystem: The dominance of low-cost devices, the shift from entertainment accessories to productivity tools, and OLEDoS emerging as the preferred display technology for high-end near-eye devices. These three trends are expected to continue influencing the global VR and MR market over the next several years.
View More30 December 2024
TrendForce’s latest investigations reveal that the DRAM market is expected to face downward pricing pressure in 1Q25 as seasonal weakness aligns with sluggish consumer demand for products like smartphones. Additionally, early stockpiling by notebook manufacturers—over potential import tariffs under the Trump administration—has further exacerbated the pricing decline.
View More17 December 2024
As the market closely follows the progress of NVIDIA’s GB200 rack-mounted solution, TrendForce’s latest research indicates that the supply chain requires additional time for optimization and adjustment. This is largely due to the higher design specifications of the GB200 rack, including its requirements for high-speed interconnect interfaces and thermal design power (TDP), which significantly exceed market norms. Consequently, TrendForce projects that mass production and peak shipments are unlikely to occur until between Q2 and Q3 of 2025.
View More11 December 2024
TrendForce’s latest investigations found that the enterprise SSD market experienced significant growth in 3Q24, driven by robust demand from AI-related applications. Prices surged as suppliers struggled to keep pace with market needs, pushing overall industry revenue up by an impressive 28.6% QoQ. Demand for high-capacity models was especially strong, fueled by the arrival of NVIDIA’s H-series products and sustained orders for AI training servers. As a result, the total procurement volume for enterprise SSDs rose 15% compared to the previous quarter.
View More18 December 2024
TrendForce's latest OLED Technology and Market Development Report reveals that the penetration rate of OLED displays in notebooks is set to increase to 3% in 2024, driven by large-scale procurement from Chinese laptop brands. While growth in 2025 is expected to be moderate, the anticipated introduction of OLED displays in Apple’s MacBook lineup will mark a significant turning point.
View More21 November 2024
TrendForce has outlined 10 key trends shaping the technology landscape in 2025. Highlights include:
View More13 November 2024
TrendForce’s latest investigations reveal that while the overall smartphone market is projected to grow by just 3% in 2024, increased demand for refurbishes and second-hand devices is fueling growth in the smartphone panel market. Shipments this year are estimated to grow 6.7% YoY to reach 2.066 billion units.
View More3 December 2024
TrendForce reports that the revenue from Micro LED chips is projected to reach approximately US$38.8 million in 2024, with large displays remaining the primary source of contribution. Looking ahead, breakthroughs in technical bottlenecks are on the horizon, while applications in automotive displays and the increasing maturity of full-color AR glasses solutions are expected to propel Micro LED chip revenue to $489.5 million by 2028.
View More21 November 2024
TrendForce has outlined 10 key trends shaping the technology landscape in 2025. Highlights include:
View More26 September 2024
Meta has just unveiled its first-ever full-color AR glasses, Orion, at Meta Connect 2024. These innovative glasses utilize LEDoS (silicon-based Micro LED) technology and are impressively lightweight at just 98 grams. TrendForce’s recent analysis indicates that 2024 is set to be a crucial year for leading brands venturing into the near-eye display market within the metaverse. Nevertheless, Meta’s AR glasses are still struggling to achieve an optimal balance between FOV and resolution, as well as developing a more robust application ecosystem. It’s predicted that these devices may not be commercially available until after 2027.
View More12 December 2024
TrendForce’s latest research reveals that China's EV sales continued to grow throughout November 2024, driving demand for EV batteries. LFP battery prices remained stable, while prices for ternary batteries saw a slight decline.
View More4 December 2024
TrendForce’s latest investigations reveal that the development of flying cars and electric vertical take-off and landing aircraft (eVTOL)/urban air mobility (UAM) vehicles are positioning solid-state batteries as a key energy technology for low-altitude aviation. Based on policy visions in regions like China and the United States, global demand for solid-state batteries in the low-altitude aviation sector is projected to reach 86 GWh by 2030 and further grow to 302 GWh by 2035.
View More21 November 2024
TrendForce has outlined 10 key trends shaping the technology landscape in 2025. Highlights include:
View More5 December 2024
TrendForce’s latest research finds that 3Q24 coincided with the peak season for smartphone sales. The launch of flagship models by major brands propelled global smartphone production to a QoQ increase of 7%, reaching approximately 310 million units and matching figures from the same period last year. However, production volumes for the quarter have not yet returned to pre-pandemic levels, signaling a continued lack of clear recovery momentum in the global consumer market.
View More25 November 2024
TrendForce reports that the global notebook market in 2024 is projected to recover at a moderate pace, hindered by high interest rates and geopolitical uncertainties. Annual shipments are forecast to reach 174 million units, marking a 3.9% YoY increase. Looking ahead to 2025, reduced political uncertainty following the U.S. presidential election and the Federal Reserve’s rate cuts in September 2024 are expected to stimulate capital flow. Combined with the end-of-service for Windows 10 and demand for commercial device upgrades, global notebook shipments are predicted to grow by 4.9% to 183 million units in 2025.
View More21 November 2024
TrendForce has outlined 10 key trends shaping the technology landscape in 2025. Highlights include:
View More21 November 2024
TrendForce has outlined 10 key trends shaping the technology landscape in 2025. Highlights include:
View More14 March 2024
TrendForce’s projections foresee that the US satellite direct-to-device (D2D) market is expected to undergo significant growth, expanding from $430 million in 2023 to $6.5 billion by 2027 at a CAGR of 36%. This growth is driven by increasing subscriptions to satellite D2D services, potentially enabling telecom operators to expand beyond traditional mobile communication services into satellite communications.
View More13 April 2023
TrendForce predicts that the global market value of 5G NTN will jump from US$4.9 billion to $8.8 billion between 2023 to 2026—a CAGR of 7%. This rise in global market value will likely drive chip makers to begin developing 5G NTN technology.
View More24 December 2024
Honda and Nissan—two of Japan’s largest automakers—announced on December 23rd, 2024, that they have entered into merger negotiations, with plans to finalize an agreement by June 2025. Mitsubishi Motors is also expected to join the partnership.
View More19 December 2024
TrendForce’s latest report estimates that global shipments of VR and MR headsets are expected to reach approximately 9.6 million units in 2024, representing a YoY increase of 8.8%. This year’s shipment performance highlights three key industry trends that are shaping the global VR and MR ecosystem: The dominance of low-cost devices, the shift from entertainment accessories to productivity tools, and OLEDoS emerging as the preferred display technology for high-end near-eye devices. These three trends are expected to continue influencing the global VR and MR market over the next several years.
View More10 December 2024
TrendForce’s latest findings show that global shipments of EV traction inverters reached 6.87 million units in the third quarter of 2024, representing a 7% QoQ increase, though the growth rate has slowed compared to the same period last year. Among the segments, PHEV traction inverter shipments grew by 16%, marking the highest growth across all powertrain types, though down from the 35% increase in the previous quarter.
View More26 June 2024
TrendForce’s latest report, "Key Drivers of Satellite Industry Development: Strategies and Challenges of Major LEO Satellite Suppliers,” reveals that the rising penetration rate of LEO satellite services is urging component manufacturers across the globe to integrate into the supply chains of Starlink and OneWeb. The global satellite market value is projected to grow from $283 billion in 2021 to $357 billion by 2025, at a CAGR of 2.6%.
View More27 December 2024
In today's DRAM spot market, demand inquiries were sporadic and scattered. Buyers remained in a wait-and-see mode, while factories continued to set low target prices for actual orders, limiting purchasing activity. Overall, chip prices exhibited narrow-range fluctuations. In the mainstream category, the average price of DDR4 8G (1Gx8) 3200 drops to USD 1.464, and the average price
View More26 December 2024
In today's DRAM spot market, influenced by the Christmas holiday, buying interest remained weak, and quotations were relatively passive. Prices for DDR3/DDR4 chips of various capacities and brands remained stable, with overall trading activity subdued. In the mainstream category, the average price of DDR4 8G (1Gx8) 3200 drops to USD 1.465, and the average price of DDR4 512x8-2400/2666 re
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