Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

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...

Wednesday 5 November 2025

AR glasses get cheaper as the next platform race begins

Augmented reality (AR) glasses could become the next mainstream computing platform after smartphones. AR glasses are the core hardware of AR technology, but rely heavily on the integration...

Tuesday 4 November 2025

European and US IDMs see slow recovery in automotive and industrial control

Key European and US IDMs like Texas Instruments (TI), NXP, and STMicroelectronics (STM) have released their latest earnings reports, some showing solid recovery performance in the...

Tuesday 4 November 2025

iPhone 17 sales exceed expectations to drive strong momentum in China for first quarter of FY26

Just two weeks after its launch, the iPhone 17 has provided strong momentum for Apple's fiscal 2025 fourth quarter, and the trend is expected to continue into the fiscal 2026 first...

Tuesday 4 November 2025

IT panel market slows in 4Q25, makers look to AI PCs for 2026 recovery

As the fourth quarter begins, IT panel demand has entered its usual seasonal lull, with shipments expected to fall from third-quarter levels. Notebook panel prices are forecasted...

Tuesday 4 November 2025

HPC and smart power reshape auto semiconductor market

The global automotive semiconductor market is expected to reach US$78 billion in 2025, according to Mike Cheng, regional president of Avnet Taiwan, one of the world's largest electronic...

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