Yulon Motor held an online earnings call on November 19, 2025, after which it responded to market speculation regarding the potential sale of its Luxgen brand and whether the launch schedule of the N5 model would be adjusted.
Taiwan-based connector vendor Alltop Technology expressed confidence in 2026 during its November 19 earnings call, highlighting the successful pilot production of AI server products on new platforms. The company identified AI servers and new energy vehicles (NEVs) as two key growth drivers, noting there are no factors warranting pessimism about the market outlook.
Yulon Nissan Motor, a subsidiary of Yulon Group, held an online earnings call on November 19 to report its operational results for the third quarter of 2025 and provide updates on Dongfeng Nissan's latest market conditions.
Automotive parts supplier Iron Force Industrial disclosed a marginal revenue decline in its first three quarters of 2025 during an earnings call on November 17, citing ongoing tariff impacts and adjustments in its automotive parts division. The company's automotive segment continues to represent about 85% of its total revenue.
Global automotive supply chains remain under pressure as disruptions linked to Nexperia, a Netherlands-based chipmaker, continue to affect major automakers and suppliers.
Amid an era defined by geopolitical friction and resurgent trade protectionism, the world's largest automaker, Toyota Motor, is maneuvering to secure what it considers its most crucial stronghold: the US. A recent series of high-profile moves by Chairman Akio Toyoda has been widely interpreted as a masterclass in navigating today's fraught trade environment.
AUO's newly established subsidiary, AUO Mobility Solutions Corporation (AMSC), will make its debut at CES 2026 under the theme "Together, We Drive the New Era," showcasing its integrated capabilities in smart cockpit solutions.
Xiaomi highlighted mounting pressure from sharply rising memory prices even as its electric vehicle business continued its rapid expansion and achieved first-time quarterly profitability. Executives said the company is balancing cost challenges in smartphones with strong performance in EVs and IoT, while preparing for continued volatility into 2026.
Xiaomi reported a sharp rise in net income for the third quarter of 2025, supported by strong momentum in its electric vehicle business and solid demand for its IoT and lifestyle products. The period, which ended on September 30, marked a significant milestone for the company as its EV division delivered its first quarterly profit. However, intensifying competition in the smartphone market and rising component costs continued to cloud its near-term outlook.
Power management IC (PMIC) maker Silergy has disclosed that its strongest growth momentum continues to derive from the automotive sector. Despite macroeconomic and tariff uncertainties, the automotive segment alone delivered outstanding momentum in the third quarter of 2025, with nearly 30% quarter-on-quarter growth and 12% year-on-year growth. The share of automotive electronics revenue rose to 14% in 2025, and Silergy estimates that this figure could reach 20% in 2026. This implies that Silergy's automotive revenue could see a 40–50% annual growth rate in 2026, a considerable increase.
Power semiconductor integrated device manufacturer (IDM) Panjit International has announced its consolidated financial results for the third quarter of 2025. Although quarterly revenue declined slightly, the company's profitability improved due to product mix optimization, specifically increased contributions from automotive electronics and MOSFET product lines.
More coverage
