📊Executive Summary

TrendForce's analysis indicates that the global electronics market will experience a significant divide in 2025, with AI server demand driving growth primarily in data centers. However, traditional consumer electronics such as smartphones, notebooks, and TVs are expected to stagnate due to high inflation and geopolitical uncertainties. This trend is projected to continue into 2026, leading to a low-growth phase for the industry. Procurement teams should prepare for a challenging environment with limited growth in consumer electronics, while potentially increased demand for AI-related components may arise....