Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Thursday 6 November 2025

Nintendo lifts FY25 forecast as Switch 2 sales surge, but hardware margins drag operating profit

Nintendo has revised its sales forecast for the Switch 2 console for fiscal year 2025 (April 2025 to March 2026), projecting significantly higher overall performance. However, because...

Thursday 6 November 2025

Advantech says tight DDR4 supply and rising SSD prices squeeze industrial PC margins

Global memory supply constraints continue to pressure the industrial PC (IPC) market, with Taiwanese technology company Advantech Co. reporting that tight DDR4 memory availability...

Thursday 6 November 2025

Inventec notebook shipments fall 15.79% in October amid seasonal slowdown

Inventec reported a 15.79% month-on-month decline in notebook shipments to 1.6 million units in October 2025, largely attributed to a high base effect from the end of the third quarter...

Thursday 6 November 2025

Android momentum lifts Qualcomm as Apple dependence fades

Qualcomm's QCT business continued to drive the company's growth in the fourth quarter of fiscal 2025, fueled by rising demand for premium Android smartphones and expanding content...

Thursday 6 November 2025

Winmate focuses on defense and industrial unmanned solutions to increase global presence

With the continuous rollout of various edge AI application projects, industrial PC (IPC) provider Winmate has seen steady growth in both revenue and profitability, achieving record...

Thursday 6 November 2025

TV panel prices continue to fall: production cuts fail to boost weak peak season

LCD TV panel demand is losing steam in late 2025 as China's subsidy-driven momentum fades and early shipments distort seasonal patterns, leading to weaker fourth-quarter 2025 procurement...

Thursday 6 November 2025

Early orders and tariff fears cool NB demand in holiday quarter

The traditional year-end peak for notebook shipments has failed to materialize in the fourth quarter of 2025, with demand weaker than...

Wednesday 5 November 2025

Automotive chip demand rebounds despite supply chain headwinds

Leading IDMs such as Texas Instruments (TI), NXP Semiconductors, and STMicroelectronics (STM) have reported recent quarterly results indicating a rebound in automotive semiconductor...

Wednesday 5 November 2025

Nuvoton posts second straight loss on Japan plant woes, automotive slump

Nuvoton disclosed its consolidated financial results for the third quarter of 2024 during an investor briefing held on November 4, 2025, revealing revenue of NT$7.27 billion (US$235...

Wednesday 5 November 2025

Apple's first budget MacBook powered by iPhone chip, set for 2026

Apple Inc. is gearing up to enter the low-cost laptop market for the first time, developing a budget Mac designed to compete with Chromebooks and entry-level Windows PCs. Targeted...

Wednesday 5 November 2025

China reportedly ties Nexperia negotiations to CEO reinstatement and asset unfreeze

Talks between China and the Netherlands over Nexperia have made notable progress, attracting scrutiny from the European Union. EU Trade...

Wednesday 5 November 2025

Nintendo raises global sales forecast for Switch 2 following strong early performance

Nintendo has increased its global sales forecast for the Nintendo Switch 2 to 19 million units for fiscal 2025, marking a significant rise from its initial target of 15 million units...

Wednesday 5 November 2025

Apple reportedly uses Gemini to upgrade Siri with privacy-focused in-house servers

Apple is reportedly integrating Google's Gemini extensively into its new Siri, while running all computations on Apple's private cloud compute (PCC) servers to ensure data privacy...

Wednesday 5 November 2025

Astemo shifts from parts manufacturing to software services, betting on future EV market

The dominance of internal combustion engine (ICE) vehicles in the 19th and 20th centuries is now being challenged by environmentally friendly cars in the 21st century. Automotive...

Wednesday 5 November 2025

Apple’s MacBooks shine in a dull PC market

Apple's iPhone 16 sales have exceeded expectations for its fourth quarter of 2025 earnings after being initially doubted at its launch. The upcoming lower-priced MacBook will drive...

3/1826 pages