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.
Japanese startup BIH and Chinese automotive battery firm Beijing Hoshikawa New Energy Battery Technology announced on November 26, 2025, the successful implementation of semi-solid lithium-ion battery technology in the mass production of batteries for hybrid electric vehicles (HEV). Beijing Hoshikawa has highlighted that the new batteries will be deployed in new vehicle models launched by BAIC in early 2026.
Hotai Motor, the Taiwanese distributor of Toyota, Lexus, and Hino vehicles, expressed confidence in achieving its 2025 sales target of 165,000 units during a November 26 earnings briefing, maintaining a positive outlook for fourth-quarter demand. A company spokesperson, Chih-wei Lai, highlighted continued optimism for electrified vehicles, noting that Toyota and Lexus EV and hybrid models already account for roughly half of total sales.
The turmoil surrounding Nexperia has triggered a global crisis across the automotive supply chain, but it may offer an unexpected lift to Taiwan Semiconductor Company (TSC). With roughly half of TSC's product portfolio overlapping with that of Nexperia—particularly in small-signal devices and diodes—analysts expect order reallocations to benefit the Taiwanese power-semiconductor maker. TSC has already begun shipping small volumes, and it anticipates a marked increase in shipments in the first quarter of 2026, with the company optimistic about the long-term gains.
In recent years, a growing number of Taiwanese auto–parts suppliers have accelerated their push into the robotics and server supply chains. Most remain in the sampling or small-batch shipment stage, but industry analysts say their products are often highly interchangeable. As a result, turning this cross-sector move into a meaningful revenue surge remains challenging.
As mainstream automakers accelerate their push toward electrification and digitalization, an "invisible siege" from the digital world is rapidly closing in. Hackers are no longer just stealing data; they are exploiting vulnerabilities exposed during costly upgrades to automotive electronic/electrical (E/E) architectures, complicating the industry's already high-stakes transformation.
As autonomous-driving technologies proliferate and global safety regulations tighten, demand for in-vehicle camera lenses is accelerating rapidly. The shift is creating significant tailwinds for Taiwan's optical supply chain—including Kinko Optical, Asia Optical, Calin Technology, Ability Enterprise, Ability Opto-Electronics Technology, and Largan Precision—while also raising the bar for each supplier's technical capabilities.
China is set to roll out what industry players call the strictest-ever safety standard for power banks. Reports from Sina and China National Radio say the new "Safety Technical Specification for Power Banks" will reshape the sector by removing non-compliant legacy capacity and lifting safety requirements to unprecedented levels.
More coverage
