Micro LED Technology

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每周观察 | 2Q25前五大企业级SSD品牌厂营收;二季度全球智能手机生产总数达3亿支;Micro LED芯片市场;牵引逆变器…
TrendForce集邦· 2025-09-13 02:04
Group 1: Enterprise SSD Market - The revenue of the top five enterprise SSD brands reached over $5.1 billion in Q2 2025, showing a quarter-over-quarter increase of 12.7% [2][3] - Samsung led the market with a revenue of $1,899 million, holding a market share of 34.6%, although it experienced a slight increase of 0.5% compared to the previous quarter [3] - SK Group (SK hynix + Solidigm) saw significant growth with a revenue increase of 47.1%, reaching $1,461.7 million and capturing a market share of 26.7% [3] Group 2: Smartphone Production - Global smartphone production reached 300 million units in Q2 2025, reflecting a quarter-over-quarter increase of approximately 4% and a year-over-year increase of 4.8% [4][5] - Oppo and Transsion brands contributed to the recovery in production after inventory adjustments, indicating a positive trend in the market despite ongoing economic challenges [4] Group 3: Micro LED Technology - The penetration of Micro LED technology in consumer electronics is accelerating, with significant products like the Garmin Fenix 8 Pro smartwatch expected to adopt this technology by 2025 [7] - The Micro LED chip market is projected to grow to $461 million by 2029, driven by the introduction of key products in various sectors [7] Group 4: Electric Vehicle Inverter Market - The global installation of electric vehicle traction inverters reached 7.66 million units in Q2 2025, marking a year-over-year increase of 19% [10] - Battery Electric Vehicles (BEVs) accounted for 52% of the installed inverters, surpassing hybrid vehicles for the second consecutive quarter [10]