Market research firm TrendForce has released an optimistic outlook for the global technology industry, predicting that AI-driven demand will fuel significant growth across multiple sectors in 2026.
Key projections include:
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Foundry industry revenue is expected to grow by approximately 20%
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IC design industry revenue is forecast to increase by 21%
Growth will be heavily concentrated in advanced process nodes for foundries and AI-related segments for IC design, while mature processes and non-AI applications will show weaker performance.
The AI boom will also drive expansion in related markets:
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AI server shipments are projected to grow over 20% in 2026
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Power supply markets will see unprecedented growth as AI equipment and high-performance computing devices require more efficient solutions
Consumer electronics will witness breakthroughs in innovative form factors:
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Foldable smartphone shipments are expected to exceed 30 million units by 2027
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AR device shipments will surge to 32 million units by 2030 as full-color technology matures and costs decline
Major brands are standardizing requirements for AR devices, including:
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Optical engine power consumption below 300mW
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Volume smaller than 1cm³
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Panel pixel density over 5500 PPI
ICgoodFind :AI is creating structural growth opportunities across the tech sector, with advanced semiconductors and innovative devices leading the expansion.
