Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Friday 12 December 2025

UltraChip shifts focus from e-paper to fast-growing automotive and industrial display ICs

UltraChip is accelerating a product overhaul as it shifts beyond its legacy electronic shelf label chips to pursue higher-margin markets in automotive and industrial display drivers...

Thursday 11 December 2025

Drones emerge as new growth area for rugged IPCs targeting ground control stations

Rugged industrial PC (IPC) manufacturers are shifting their focus to drones, with ground control stations (GCS) serving as the primary entry point. Industry players note that since...

Thursday 11 December 2025

Game console EMS accelerates shift from China as US tariffs persist

The game console supply chain is increasingly diversifying manufacturing away from China amid ongoing US tariffs and geopolitical tensions. Key suppliers Foxconn and Luxshare have...

Thursday 11 December 2025

China's tech push reshapes Taiwan's auto supply chain

The global automotive supply chain is experiencing significant restructuring as the divide between China and other major economies widens. China's intensified efforts to achieve full...

Thursday 11 December 2025

MediaTek reports November revenue decline but maintains positive annual growth outlook

Taiwanese IC design company MediaTek announced its revenue for November 2025 at NT$46.896 billion (approx. US$1.51 billion), reflecting a 9.86% decrease from October but a 3.65% increase...

Thursday 11 December 2025

Taiwan home appliance brands shift to commercial, overseas, and rental markets amid downturn

Inflation, tariffs, a shrinking housing market, and changing consumer habits have dampened sales of TVs and other home appliances in recent years, leading manufacturers to turn their...

Thursday 11 December 2025

Taiwan's Getac sees strong 2026 demand for rugged PCs despite memory shortages

Getac, the Taiwanese maker of rugged industrial computers, reported NT$3.62 billion (approx. US$116.1 million) in revenue for November...

Thursday 11 December 2025

Yulon Mobility Group focuses on ESG and AI to expand smart mobility

Yulon Mobility Group (YMG) subsidiaries Carplus and Singan, known for their steady operations in automotive, travel, and vehicle services, are pursuing future strategies centered...

Wednesday 10 December 2025

Realtek posts first sub-US$288 million month of 2025, eyes recovery in early 2026

Realtek Semiconductor reported November 2025 revenue of NT$8.882 billion (approx. US$284.5 million), down 1.9% from October but up 1.8%...

Wednesday 10 December 2025

HTC's AI glasses expand to Hong Kong and target Greater China

After launching its first smart glasses, the Vive Eagle, HTC has been selling the device in Taiwan through partners such as Taiwan Mobile and 2020EYEhaus. It has announced on its...

Wednesday 10 December 2025

Arlitech targets cloud servers and high-end gaming cards to mitigate panel price pressure

Competitive pricing from the "red supply chain" has taken a toll on the panel market. In response, Arlitech Electronic Corporation stated that it is transforming its sales structure...

Wednesday 10 December 2025

Compal expects 2026 PC shipments to match 2025 levels

ODM giant Compal reported November 2025 revenue of NT$62.968 billion (approx. US$2 billion), up 1.69% month-over-month but down 20.96% year-over-year. The cumulative revenue for the...

Wednesday 10 December 2025

Holiday season loses shine as US aftermarket demand stalls

For years, Christmas has marked the peak season for the US automotive aftermarket. But in 2025, the mood has shifted dramatically, leaving industry players far less optimistic.

Wednesday 10 December 2025

Coplus targets US retail giants, pushes smart automotive parts

Coplus, a Taiwan-based precision automotive parts maker, held its investor briefing on December 8, 2025, where Chairman Baihua Wu outlined two strategic priorities for the company:...

Wednesday 10 December 2025

Tex Year Technologies ramps up production capacity with new plant in India

Tex Year Technologies has commenced mass production at its second manufacturing facility in Mahad Industrial Area, Maharashtra, India, significantly boosting its local output amid...

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