Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Friday 6 March 2026

Notebook shipments buoyed by early-2026 orders amid memory shortages and Apple's MacBook Neo reveal

Memory supply shortages and price hikes continue to impact the notebook market, prompting major non-Apple brands to accelerate shipments. This surge has helped original design manufacturers...

Friday 6 March 2026

Foxconn February revenue rises 8% on continued AI server demand

Hon Hai Precision Industry (Foxconn) reported consolidated revenue of NT$595.81 billion (approx. US$18.78 billion) for February 2026, down 18.39% from NT$730.04 billion in January,...

Thursday 5 March 2026

How Apple's 'triple $599' strategy could change everything for 2026

While thousands of tech executives gathered this week in the cavernous halls of Barcelona for the Mobile World Congress (MWC), showcasing motorized...

Thursday 5 March 2026

Advantech optimistic about 1Q26 outlook with strong edge AI orders and B/B ratios

Industrial PC (IPC) vendor Advantech held its 2025 fourth quarter and full-year earnings conference on March 4, 2026, chaired by Chairman K.C. Liu, President Eric Chen, and President...

Thursday 5 March 2026

Huawei reveals 896-channel automotive LiDAR with dual-optical architecture

Huawei on March 4 unveiled what it said is the world's first mass-produced 896-channel automotive LiDAR, a sensor designed to significantly...

Thursday 5 March 2026

Excellence Opto's Mexico expansion and AI orders set stage for margin improvement and supply-chain resilience

Excellence Optoelectronics reported a new monthly revenue high of NT$606 million (approx. US$19.31 million) for February 2026, a 7.38% increase from January and a 31.58% rise year-over-year,...

Thursday 5 March 2026

Apple’s $599 MacBook Neo tests a new low-cost play in the PC wars

Apple has introduced a US$599 MacBook Neo, its lowest-priced laptop ever, in a direct bid to expand competitiveness in the global PC industry. The new model targets budget Windows...

Thursday 5 March 2026

Japanese-led price surge in inductors could reshape mid-to-high-end passive components market and shift share to Taiwanese suppliers

Global passive components suppliers are entering a new price-hike cycle in 2026 as Murata Manufacturing and TDK Corporation prepare steep increases for inductors, with reported single...

Wednesday 4 March 2026

Primax's shift to automotive, AIoT and robotics could reshape revenues within two years

Primax Electronics' push into automotive, AIoT and robotics signals a strategic shift that should reshape revenue mix over the next two to three years, even as near-term margins face...

Wednesday 4 March 2026

IPC vendors converge at Embedded World 2026 as edge AI drives high-performance computing demand

Demand for high-performance embedded computing platforms is rising across sectors such as smart manufacturing, transportation, healthcare, and energy infrastructure, as GenAI and other...

Wednesday 4 March 2026

Sinbon sees modest February revenue decline, cites Lunar New Year working days as a drag on monthly sales

Electronics component maker Sinbon reported a slight drop in February 2026 revenue, attributing the decline to fewer working days during the Lunar New Year holiday and noting declines...

Wednesday 4 March 2026

Apple introduces Studio Display refresh and new Studio Display XDR for pro workflows

Apple has launched an updated Studio Display and an all-new Studio Display XDR, expanding its external monitor lineup with higher brightness, faster refresh rates, and Thunderbolt...

Wednesday 4 March 2026

Apple unveils M5-powered MacBook Pro and MacBook Air with higher storage and AI focus

Apple refreshed its Mac lineup with M5-powered MacBook Pro and MacBook Air models, signaling a deeper push into on-device artificial intelligence and higher baseline specifications...

Wednesday 4 March 2026

Hisense leads 100-inch TV shipments as Chinese brands surge in 2025

The global flat-panel TV market continues to see shifting sales shares, with Samsung Electronics and LG Electronics maintaining overall leadership. However, Chinese brands like TCL...

Tuesday 3 March 2026

Compal expects sharper PC slowdown in 1Q26, speeds up shift to non‑PC revenue

Compal Electronics president and CEO Anthony Peter Bonadero said the company anticipates PC shipments in the first quarter of 2026 will fall 15-20% quarter-over-quarter and that Compal...

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