Trends by TrendForce

TrendForce has outlined 10 key technology trends for  2025. 

TrendForce has outlined 10 key technology trends for  2025. 

1.Generative AI, Humanoid and Service Robots.

Developments will emphasise training machine learning, digital twin simulation platforms, collaborative robotics, mobile robotic arms, and humanoid robots and HMI.

Humanoid robots are set to begin mass production starting in 2025 and forecast to achieve a CAGR of 154% between 2024-27 and $2 billion in revenues, 2027 and potentially exceed US$2 billion in market value.

 Industrial robots perform tasks like arm-based picking; service robots, powered by generative AI, will enable multi-modal interactions, information retrieval, text summarisation, and scheduling. 

2, AI Notebooks 

AI-enabled notebooks are expected to become standard in the coming years with rapid advancements in technology. By 2025, AI notebook penetration is projected to reach 21.7%—climbing to nearly 80% by 2029. 

This surge will significantly contribute to the adoption of Arm-based architectures, which offer greater energy efficiency and scalability compared to traditional x86 architectures.

Edge AI will allow notebooks  to handle real-time tasks such as voice commands and image recognition more efficiently.

3. AI Servers 

 In 2024, global shipments of AI servers are projected to grow by 42%. In 2025, annual shipment growth is expected to exceed 28%, accounting for 15% of the overall server market.

Starting in 2025, HBM3e 12hi will emerge as the mainstream stack height, som improving and stabilising the yield rates of 12hi manufacturing processes will be a critical priority for suppliers. 

4. Advanced Processes and CoWoS

FinFET reached  its physical limits at the 3nm node. 

Samsung sought to lead the transition to GAAFET with its MBCFET architecture, initiating production in 2022, but has yet to master a yielding process.

TSMC will introduce its GAA  nanosheet transistor architecture at the 2 nm node by 2025.

Intel plans to adopt GAA  for its 18A node due in volume in 2026.

Nvidia’s demand for TSMC CoWoS is projected to rise to nearly 60% of TSMC’s total CoWoS output, driving a near doubling of TSMC’s CoWoS monthly production capacity to approximately 75–80K units by the end of 2025.

Major players such as AWS are anticipated to significantly increase their demand for CoWoS in 2025.

5. Enhanced Cybersecurity Defence and Threat Detection Needs t

GenAI is seeing two major trends in enhancing cybersecurity defenses through empowering operators and accelerating threat detection.

The first trend enables operators to identify and respond to major risks through automated translation and data consolidation, allowing them to interact using natural language. 

The second facilitates faster identification of vulnerabilities by guiding users and providing operational recommendations that significantly reduce detection cycles.

6. GenAI is being  exploited by hackers to strengthen offensive tactics such as enumeration analysis and phishing. 

The risks associated with the creation of LLMs reveal several critical challenges that include faulty outputs from input manipulation, vulnerabilities introduced during training, lack of comprehensive access control, and excessive autonomy in functionality.

7. AMOLED expansion

In 2024, Apple officially launched its iPad Pro series featuring RGB AMOLED panels, signaling the expansion of RGB AMOLED technology into medium-sized product applications. 

Beyond tablets, the trend of integrating AMOLED panels into notebooks is also gaining momentum. While Apple plans to introduce AMOLED panels to its MacBook series between 2026 and 2027, the company has already begun encouraging panel makers to scale up investments. 

They are now transitioning RBG AMOLED production lines from 6th-generation to 8.6 or 8.7-generation configurations to meet anticipated demand.

By 2025, the market size for AMOLED-equipped notebooks is projected to surpass 6 million units, with an estimated penetration rate reaching 3%.

Vision Pro Transforms VR/MR from Entertainment to Productivity Tool; LEDoS Near-Eye Display Sets Milestones for AR Weight and Visual Experience

Apple’s  Vision Pro shifts , which redefines VR/MR devices by shifts the primary use case for VR/MR devices from entertainment and leisure to productivity tools. Other manufacturers are expectrd to follow suit.

The Vision Pro’s display leverages OLEDoS technology, delivering resolutions exceeding 3,000 PPI and making it the preferred near-eye display solution for high-end VR/MR devices. TrendForce forecasts that VR/MR device shipments will reach 37 million units by 2030.

Alongside LEDoS, current near-eye display technologies for AR glasses include OLEDoS, LCoS, and laser beam scanning (LBS), offering diverse solutions that enhance the flexibility of AR hardware design. TrendForce projects AR device shipments will reach 25.5 mill units by 2030.

8. Miniaturization and Low-Cost Production of CubeSats Drive Global Communication and IoT Revolution in 2025

With the guidance of 3GPP Release 17 for satellite application, the number of CubeSats within low Earth orbit constellations has been growing exponentially. 

Emerging satellite companies are leveraging low-cost production techniques for small CubeSats and deploying large-scale satellite constellations to provide global low-latency satellite communication coverage.

Satellite miniaturisation is set to accelerate. Small and medium-sized emerging satellite operators are utilising modular satellite platforms and commercial-off-the-shelf components to launch large-scale CubeSat production, which is set to significantly reduce production costs. 

In parallel, these companies are deploying CubeSat constellations for Space Situational Awareness (SSA), focusing on monitoring and clearing space debris. 

Additionally, the development of satellite IoT applications is progressing rapidly, which is supporting remote IoT device monitoring in areas such as agricultural sensors and driving innovation in connectivity for remote and underserved regions.

9. Modular End-to-End Model Production and Level 4 Robotaxi Commercialization Accelerate in 2025

Autonomous driving, a key application area for Edge-AI, is seeing rapid advancements, with Tesla spearheading the adoption of end-to-end (E2E) models. 

E2E models are data-driven and heavily reliant on diverse datasets. Generative AI plays a crucial role in producing varied and rare scenarios to train these models, effectively addressing the long-tail problem in data distribution.

Level 4 autonomous robotaxis are poised for accelerated replication and commercialisation as regulatory frameworks improve. 

10. EVs and AI Data Centers To Drive Battery and Energy Storage Innovations 

The growth of the EV market is slowing, with BEVs experiencing the most pronounced deceleration. By 2025, the BEV growth rate is projected to shrink to 13%. Range anxiety remains a significant barrier.

 CATL has introduced LFP batteries with a 4C charging rate, capable of delivering 600 km of range with 10 minutes of charging.  

Semi-solid-state batteries should be in vehicles  next year and fully solid-state batteries are projected for commercialisation post-2027

AI-powered datacentres are pushing demand for advanced energy storage systems. With continuous technological advancements and declining costs, global energy storage installations are expected to reach 92 GW/240 GW by 2025, representing an annual growth of 25% in capacity and 33% in energy. 

The construction of new facilities is expected to remain steady and create vast opportunities for next-gen energy storage systems.