Smartwatches drive micro LED adoption September 11, 2025 Micro LED penetration in consumer electronics is accelerating. Following Samsung’s launch of its 140-inch Micro LED TV in 2023, Garmin is set to introduce the Fenix 8 Pro smartwatch with Micro LED in 2025, alongside Sony Honda’s planned 30-inch automotive display in its Afeela model at the end of the same year.
TV brands yay pass US tariff costs to consumers – May 06, 2025 TrendForce’s latest research indicates that US reciprocal tariffs are likely to drive TV brands to pass rising costs onto consumers through higher retail prices in the second half of 2025, further weakening consumer spending momentum.
Xiaomi raises $5.5 billion in share sale amid EV push March 25, 2025 Xiaomi is targeting its nascent EV business to propel growth and has raised its EV delivery target for 2025. The Chinese tech giant is also expanding the size of a planned second factory in Beijing.
Samsung Display partners with Intel with eye on AI PC market February 24, 2025 Through this MoU, Samsung Display plans to develop display solutions optimized for Intel’s cutting-edge processor chips that enable enhanced artificial intelligence (AI) capabilities.
Mycronic receives order for two Prexision MMS January 30, 2025 Swedish developer and manufacturer of production equipment Mycronic has received a replacement order for two Prexision MMS from an existing customer, for delivery to Asia.
Samsung teams up with SoulBrain January 24, 2025 New semiconductor alliance promising improved supply chain ecosystem
Polish innovator secures major OLED partnership in China December 20, 2024 Polish innovative company Noctiluca has signed another major deal in China. This time a Joint Development Project (JDP) agreement with one of the key OLED companies. The Polish technology company did not reveal who exactly it is about. All that is known is that the JDP was signed with a subsidiary of the world's second-largest TV manufacturer for the development of OLED printed technology. The cooperation concerns the implementation of Noctiluca's proprietary chemical compound into the Chinese giant's commercial products.
OLED notebook penetration rate to reach beyond 5% by 2027 December 18, 2024 TrendForce's latest OLED 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.
Global semiconductor market to grow by 15% in 2025 December 12, 2024 Market intelligence firm IDC says that AI and High-Performance Computing (HPC) will drive growth in advanced chips, 2nm technology, and packaging, reshaping the semiconductor industry in 2025.
LG Display to invest $1 billion in Vietnam OLED plant November 18, 2024 With the new investment, LG Display wants to ramp up OLED panel output after selling its LCD factory in China for USD 1.5 billion.
Apple establishes display research labs in 4 Chinese cities November 07, 2024 This move is being seen as a major investment in China’s display ecosystem, with contributions from leading Chinese display panel firms and equipment and material-related firms, BusinessKorea reports.
NexChip and Samsung Foundry lead LCD and OLED driver IC markets October 23, 2024 NexChip and Samsung Foundry have emerged as major leaders in the display driver IC (DDIC) industry for 3Q24, according to the most recent insights from Omdia's Display Driver IC industry Tracker.
LG Display sells China LCD plant for $1.5 billion September 27, 2024 According to a regulatory filing, LG Display will hand over all of its stake in the plant to China Star Optoelectronics Technology, a subsidiary of Chinese home appliance giant TCL, on March 31, 2025.
Global TV shipments grow by 0.8% in 1H24 August 27, 2024 TrendForce’s latest investigations reveal that branded TV shipments in 1H24 reached 90.717 million units globally, representing a YoY increase of 0.8%.
VR/MR device shipments to reach 37 million units by 2030 August 05, 2024 TrendForce’s latest report reveals that shipments of near-eye displays are expected to increase year-by-year over the next few years following inventory clearance.
Sync-Tech System breaks ground on new fab in Kaohsiung July 11, 2024 Sync-Tech System, a subsidiary of Sitronix Technology, has completed the first phase of its new semiconductor packaging and testing equipment plant in Kaohsiung South Taiwan.
Magnachip expands with subsidiary in China May 16, 2024 Magnachip Semiconductor Corporation has officially open Magnachip Technology Company, Ltd. at its headquarters located in Hefei, China.
2024 Apple iPad Pro estimated to ship Between 4.5 to 5M units May 09, 2024 Apple’s recent product launch in May introduced a lineup of new tablets featuring advanced AMOLED screens. Notably, the Pro version boasts a dual-layer tandem structure designed to address the longstanding challenges of screen burn-in and lifespan that are common with AMOLED displays. The absence of a backlight module has facilitated the thinnest tables to date, Says TrendForce.
Micro LED Apple Watch production faces significant changes March 14, 2024 In a surprising twist, LED giant ams OSRAM has called off a significant Micro LED collaboration with Apple, casting substantial uncertainty on the launch of the much-anticipated Micro LED version of the Apple Watch as its sole chip supplier.
Global top 10 foundries Q4 revenue up 7.9% March 12, 2024 The latest TrendForce report reveals a notable 7.9% jump in 4Q23 revenue for the world’s top ten semiconductor foundries, reaching USD 30.49 billion.
Taiwan’s foundry capacity share projected to decline to 41% December 14, 2023 TrendForce’s latest findings show that as of 2023, Taiwan holds approximately 46% of global semiconductor foundry capacity, followed by China (26%), South Korea (12%), the US (6%), and Japan (2%).
Toppan to acquire JOLED's Nomi Site December 06, 2023 Toppan Inc. has entered into a sale and purchase agreement with OLED developer and manufacturer JOLED Inc. for the land and buildings at the JOLED Nomi Site in Nomi, Ishikawa Prefecture, Japan.
Top 10 foundries experience 7.9% QoQ growth in 3Q23 December 06, 2023 The third quarter of 2023 was a dynamic quarter for the global foundry industry – marked by an uptick in urgent orders for smartphone and notebook components, according to TrendForce’s research.
Global TV shipments fall below 197M units for the first time in 2023 November 29, 2023 TrendForce’s latest research indicates that despite a decrease in the CPI in Europe and the US this year, consumer budgets are still constrained due to the current high-interest-rate environment, and the real estate bubble in China has suppressed TV demand.
Rebound in mini LED product shipments in 2024 November 06, 2023 Due to declining demand in consumer electronics, shipments of Mini LED products are expected to decrease to 13.337 million units in 2023, says TrendForce. However, the market is projected to rebound in 2024, with shipments estimated at 13.792 million units, and the growth trend is expected to continue through 2027
X-FAB set to receive funding for European push October 18, 2023 X-FAB is set to receive subsidies as part of the new Important Project of Common European Interest in Microelectronics and Communication Technologies (IPCEI ME/CT). The funding will span across three of X-FAB's sites.
OLED monitor shipments predicted to soar 323% in 2023 October 13, 2023 TrendForce reports that the ever-expanding dimensions of OLED products, combined with the ambitious plans of several top-tier brands, mean that 2023 could see OLED monitor shipments hitting a staggering 508,000 units—an astronomical YoY surge of 323%.
Manufacturers from China have increased their dominance September 29, 2023 At least in the in the auto display market. Omdia reports that Chinese companies have emerged as the top suppliers in the automotive display market in the first half of 2023, holding a market share of 45.3%.
Market share of OLED automotive panels continues to grow September 26, 2023 The latest “Automotive Display Market Analysis” from TrendForce indicates that the overall demand for automotive display panels (automotive panels) is gradually stabilizing and shows an upward trend as the automotive market as a whole slowly recovers, and promotional activities related to smart cockpits continue to expand.
Q2 revenue for top 10 IC design houses surge 12.5% September 21, 2023 Fueled by an AI-driven inventory stocking frenzy across the supply chain, TrendForce reveals that Q2 revenue for the top 10 global IC design powerhouses soared to USD 38.1 billion, marking a 12.5% quarterly increase.
Japanese watchmakers and Western automakers boost micro LED market August 10, 2023 Mass production of large displays and wearable devices is propelling the Micro LED market. TrendForce predicts that the market value of Micro LED chips will reach USD 27 million in 2023, indicating a YoY growth of 92%.
Rumour: Noctiluca to supply components to Apple? July 21, 2023 Poland's Noctiluca has revealed that it has signed an Evaluation License Agreement with an unnamed Californian consumer electronics manufacturer. The Polish media believes the customer is Apple.