As global automakers and their supply chains struggle with the growing pains of electrification, a quiet hedging strategy is emerging, led by Europe's long-established Tier-1 suppliers.
Xiaomi's electric vehicle has dominated headlines since its debut, and its sales have been impressive by any measure. But that excitement has not been evenly felt across the supply chain. While some upstream suppliers are benefiting, downstream manufacturers say they are not seeing the same lift.
Brightek's newly opened Nantong plant in China is set to drive revenue growth with smart sensing, automotive lighting, and integrated chip LEDs (IC LED). According to general manager CH Tseng, these three core product lines combined accounted for roughly 56% of revenue in 2025, and are expected to contribute to 65% of revenue in 2026. Thirty clients will complete validation at this new facility before the Lunar New Year holiday, with overall operations next year set to outperform 2025.
As Western automakers struggle with the mounting costs and technical hurdles of AI data infrastructure and cybersecurity, China's new-energy vehicle industry has surged ahead, propelled by rapid advances in electronic and electrical (E/E) architecture and automotive AI.
The electric vehicle market is entering a new phase of moderation after years of explosive expansion. Speaking at DIGITIMES' Techtonic Shift: Outlook 2026 Technology Trends Forum on December 3, 2025, senior analyst Jessie Lin outlined how China and Europe continue to drive the industry forward even as growth rates decelerate and the US market stalls amid shifting federal policy.
Even though economic uncertainties have clouded the automotive market in 2025, LED makers Advanced Optoelectronic Technology (AOT) and Epileds Technologies are aggressively pursuing growth in automotive LED applications. AOT expects overall operations to improve in 2026, fueled by rising shares of high-margin mini LEDs for vehicles and AR/VR optical modules. Meanwhile, Epileds projects a 20% year-over-year increase in automotive LED revenue for 2025, banking on growing market demand and customer loyalty as key growth drivers.
Taiwan's scooter market recorded 54,311 units sold in November 2025, a 16% decrease from October and an 11% drop from November 2024, according to recent market data. SYM Motor led sales, followed by KYMCO, Yamaha, and the electric scooter brand Gogoro.
Taiwan's automotive market showed signs of recovery in November as new vehicle registrations increased by 5.7% from October to 36,485 units, according to recent industry reports. The growth suggests the market's worst period may be over, despite cumulative registrations for the first 11 months of 2025 falling 11.9% compared to the previous year at 367,133 units.
Innolux subsidiary CarUX Holding and Japan-based Pioneer have officially completed their acquisition deal, with Pioneer now formally joining CarUX. According to Innolux, the move marks a significant milestone in CarUX's global smart cockpit strategy as a tier 1 supplier focused on integrated solutions.
Shinkong Synthetic Fibers Corporation (SSFC) told investors on November 28 that it is navigating a challenging operating environment marked by raw material price volatility, Chinese product dumping, and shifting US tariff policies. The company said it is countering these pressures through diversified product development, rising contributions from its optoelectronics segment, and accelerating growth at subsidiary Shinsol Advanced Chemicals.
Silicon carbide (SiC) demand has been weighed down by a sluggish automotive market, but ACME recently observed signs of market reversal and expects the auto sector to gradually recover from late 2025 into 2026. The company is refocusing its R&D on SiC for AI data centers and inductive materials, while expanding production of semi-insulating grade SiC powder to meet surging defense industry needs.
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