
The aftershocks of Nexperia's abrupt suspension of power semiconductor shipments continue to reverberate across the global electronics industry, forcing yet another wave of supply chain realignments. Industry insiders say the episode underscores how a US$5 chip can cripple a US$50,000 car, revealing the vulnerability of even the most complex manufacturing systems to disruptions in basic components.
Nissan Motor on October 30 announced it expects an operating loss of JPY275 billion (approx. US$17.8 billion) for the 2025 fiscal year (April 2025–March 2026), a sharp reversal from a JPY69.8 billion operating profit in 2024.
Once reserved for luxury autonomous vehicles, LiDAR technology is rapidly making its way into midrange and even budget car models as costs fall sharply. Global shipments of automotive LiDAR units are projected to surpass 2 million units in 2025, signaling the industry's transition from early validation to large-scale commercialization.


