All articles tagged with #trendforce
Apple treats foldables as a materials problem, focusing on how the display's adhesive layers and layered stack handle stress to reduce creases rather than relying solely on hinge design; TrendForce-backed analysis notes that smarter OCAs and material strategies like variable-thickness glass aim to improve long-term panel durability.
TrendForce says optically clear adhesive (OCA) is the key to a crease-free foldable iPhone, aided by ultrathin glass designs and hinge engineering; Apple is reportedly pursuing crease elimination at any cost, with Foxconn in trial production and Samsung Display slated to mass-produce OLED panels by May for a September reveal alongside the iPhone 18 Pro; TrendForce estimates Apple could capture about 20% of the foldable smartphone market this year.
TrendForce expects global notebook shipments to fall about 9.2% in 2026, but Apple’s new MacBook Neo targets the $500–$800 mainstream segment with a $599 price (education discount to $499) and fixed 8GB RAM, leveraging in-house silicon to undercut rivals. If it gains traction after its March 11 launch, it could reshape pricing dynamics and market share in the notebook market.
Market intelligence company TrendForce reports that a foldable iPhone is unlikely to be released before 2027 due to ongoing issues with screen creasing and reliability. Apple is still evaluating potential components and maintaining strict requirements, while foldable phones remain a niche market, projected to grow modestly in the coming years.
Apple is rumored to bring the 5x optical zoom feature, currently exclusive to the iPhone 15 Pro Max, to both the iPhone 16 Pro and iPhone 16 Pro Max. This advanced camera upgrade is expected to be made accessible to more users in the Pro series. The iPhone 16 Pro is also rumored to feature a larger 6.3-inch display compared to its predecessor. The iPhone 16 series is expected to be unveiled in September.
Microsoft's new baseline of 16 GB system RAM for AI PCs is expected to drive significant growth in the memory market, with AI PCs and servers projected to experience substantial expansion in 2024. The global AI server market is anticipated to surpass 1.6 million units with a 40% year-over-year growth, while the adoption of AI-specific accelerators in upcoming products like Intel's Lunar Lake and AMD's Strix Point lineup will intensify competition in the tech industry. Additionally, the increased demand for higher capacity memory in the AI PC segment is set to benefit the DRAM and memory industry, signaling a promising outlook for innovation and competition in the coming years.
TrendForce predicts a significant expansion in edge AI applications in 2024, with AI servers paving the way for AI PCs and other terminal devices. The global AI server market is projected to exceed 1.6 million units, growing at a rate of 40%, while AI PCs are expected to meet Microsoft’s benchmark of 40 TOPS in computational power. Qualcomm, AMD, and Intel are racing to meet these requirements, with LPDDR expected to represent a significant portion of PC DRAM demand due to the need for faster data transmission in AI PCs.
TrendForce predicts a significant expansion in edge AI applications in 2024, with AI servers and AI PCs playing a crucial role. The global AI server market is projected to exceed 1.6 million units, growing at a rate of 40%, while AI PCs are expected to meet Microsoft’s benchmark of 40 TOPS in computational power. Qualcomm, Intel, and AMD are set to intensify competition in the AI PC market, with LPDDR expected to represent approximately 30–35% of PC DRAM demand this year.