The global industrial PC (IPC) industry exhibited a clear recovery in the first half of 2025. Taiwan-based IPC makers posted a total revenue of NT$162.9 billion (US$5.22 billion) during the period, representing a 13.6% year-on-year growth rate, according to a DIGITIMES estimate.
This outcome confirmed the IPC market had exited a low base period and resumed a steady growth trajectory. Furthermore, excluding tier-1 major players (revenues over NT$50 billion), small- and medium-sized Taiwanese IPC firms outperformed the average, achieving an annual growth rate of 27.8%, which highlights the widespread positive shift in the industry.
Amid improving operations, the industry continued to feel the effects of new tariff policies arising from the ongoing US–China trade war. In the first half of 2025, the US government imposed reciprocal tariffs, followed by Section 232 trade investigations in the second half that targeted industrial machinery and robots.
Despite US tariffs, industry revenues still grew 13.2% in 1H25
Chart 1: Taiwanese IPC players combined revenues, 3Q23-2Q25 (NT$b)
Chart 2: Taiwanese IPC player revenue scale, Y/Y growth, gross margin, 1H25
US tariffs spur smart manufacturing but cloud the IPC market outlook
Chart 4: Taiwanese IPC players combined revenues, 3Q24-4Q25 (NT$b)
Keensemi expansionsfuel short-term automation equipment demand
Nvidia Jetson evolving from Orin to Thor, key high-end items for IPCs
IPC players hold core robot techs in control and computing modules
Nexcom develops robot ecosystem with safety modules as key tech
Edge AI project share rises; software and integration become key growth areas
Aaeonlaunches new brand identity; AI development projects double
Arbor and MediaTek alliance fuels new growth in edge AI applications
Chart 5: AMobile advances SoM-based collaborative business model with Arbor
