Automotive optical-module demand could approach the scale of the established FTTx market by around 2030 as increasingly data-intensive vehicles shift high-bandwidth connections from copper to fiber, according to Bai Qiang, deputy director for the automotive market at Xiamen UX IC Co. (UXIC).
China's energy storage industry has expanded at breakneck speed since the launch of the 14th Five-Year Plan, growing 50-fold in just five years. The government is now applying the brakes, as local government support has helped spawn large numbers of speculative "energy storage cockroaches"—companies that secure project rights without actually building the projects—causing planned capacity on paper to soar while actual construction lags far behind.
The appeal of lithium-manganese-rich (LMR) batteries has long rested on a difficult proposition: delivering relatively high energy density without carrying the same material costs associated with cobalt-heavy battery chemistries.
Panasonic Energy has developed a new solid-state battery capable of operating at temperatures up to 150 degrees Celsius (302 degrees Fahrenheit), marking a key breakthrough in heat tolerance and opening up specialized industrial applications.
Global PMX, a major maker of automotive power and safety components, said August consolidated revenue rose to NT$802 million (approx. US$25.4 million), up 33.50% year on year and extending the company's growth momentum from July. The company said order visibility for semiconductor products now stretches through 2027, as AI server liquid-cooling parts and high-end semiconductor components ramp up.
Y.S. Tech reported August 2026 revenue of NT$331 million, up 2.36% year-over-year, as new capacity at its Renwu plant helped offset the traditional summer shipment lull for automakers and support steady growth in a weak season.
Foxtron has obtained ISO/SAE 21434 certification for road-vehicle cybersecurity engineering and ISO 24089 certification for road-vehicle software-update engineering following an assessment by independent testing, inspection and certification provider Dekra. The certifications strengthen its cybersecurity and over-the-air (OTA) software-update management framework for increasingly intelligent vehicles.
Huawei's automotive technology business has crossed a new scale threshold, with both Huawei Qiankun Intelligent Driving and HarmonySpace surpassing 2 million installations, while the Huawei Qiankun app has also reached 2 million users.
European automakers are reportedly expanding software teams in China even as they cut jobs and close plants, as they race to complete the "last mile" of software-defined vehicle (SDV) and smart-driving development. Supply-chain sources say the move reflects the growing role of China's software talent in helping automakers lower costs and speed up execution.
China's auto industry has moved from capacity expansion and price competition into a final round of competition, as the decisive factor shifts to how each brand performs overseas. The reason is simple: overseas markets offer more rational margins, making the global expansion of Chinese brands increasingly important.
Xiaomi Auto moved aggressively in September 2026, officially launching its second product line, the SkyNomad extended-range SUV series, on September 7. The company also said cumulative deliveries have surpassed 800,000 vehicles and laid out a timetable to enter the European market in 2027. But behind the upbeat headlines, Taiwanese suppliers are settling for secondary-supplier roles.
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