Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Wednesday 9 July 2025

Kinko Optical avoids price war, achieves 25% revenue surge in 1H25 with premium lens strategy

Taiwan-based Kinko Optical has strategically avoided low-price competition by expanding its mid- to high-end lens and next-generation product offerings, resulting in nearly 25% revenue...

Wednesday 9 July 2025

Meta invests US$3.5 billion in world's largest eyewear maker in AI glasses push

Meta Platforms Inc. bought a minority stake in the world's largest eyewear maker, EssilorLuxottica SA, a deal that increases the US tech giant's financial commitment to the fast-growing...

Wednesday 9 July 2025

MediaTek and Realtek go head-to-head in Ethernet chips battleground

High-end Ethernet chips continue to advance, while mid-range chips have expanded into broader applications. Particularly, automotive Ethernet is seeing a significant rise in adoption...

Tuesday 8 July 2025

How Taiwan's EMS industry grew from black-and-white TV assembly

The recent documentary on Taiwan's semiconductor development history, A Chip Odyssey, highlights how the Radio Corporation of America (RCA) licensed and transferred semiconductor...

Tuesday 8 July 2025

Taiwanese firms upbeat about Vietnam's long-term prospects in auto manufacturing

Taiwanese firms remain optimistic about Vietnam's long-term automotive prospects, citing trade agreements, government support, and improving infrastructure. Though still developing...

Tuesday 8 July 2025

LG's provisional 2Q25 financial report shows profit plunge of 46.6% after tariff hit

LG Electronics' performance in the second quarter of 2025 fell short of expectations. According to its recently released provisional financial results, operating profit dropped significantly...

Tuesday 8 July 2025

China Resources takes control of Konka in bid to forge chip-to-device tech giant

In June 2025, China's State Administration for Market Regulation (SAMR) approved China Resources (CRC)'s acquisition of Konka Group without conditions, marking a key move in CRC's...

Monday 7 July 2025

Taiwan IPC makers bet on AI agents to drive edge computing boom

Taiwan's industrial PC manufacturers see AI agents as the catalyst for widespread AI adoption, expecting the application market to expand significantly over the next two years as...

Monday 7 July 2025

LG achieves growth despite declining TV demand

Amid falling TV demand and pandemic-driven high inventories, LG Electronics Taiwan president Kevin Jeong said the company aims to boost demand through product innovation and new business...

Friday 4 July 2025

Big screens, bigger stakes: LG and Samsung compete in the SDV display market

The global automotive industry is rapidly pivoting toward software-defined vehicles (SDVs), fueling a parallel surge in demand for large...

Friday 4 July 2025

Chicony revenue rises on keyboards, power supplies as tariff uncertainty looms

Taiwan's Chicony Electronics posted June revenue of NT$8.35 billion (approx. US$288 million), up 2.7% from May but down 0.2% year-over-year, as tariff uncertainty and currency headwinds...

Friday 4 July 2025

Trump's Vietnam tariff deal eases some market uncertainty, but 40% transshipment clause raises new risks

President Donald Trump announced that the US has reached a new tariff agreement with Vietnam, lowering tariffs on Vietnamese exports...

Friday 4 July 2025

Vietnam tariff negotiations mark Asia's first; optical industry acknowledges varied impact

Vietnam has become the first Asian country to complete reciprocal tariff negotiations with the US, with optical manufacturers including AOET and Ability operating production facilities...

Friday 4 July 2025

Taiwan auto market declines in 1H25 amid US tariff concern and consumer caution

The Taiwan automotive market showed limited growth in the first half of 2025, with consumer caution fueled by ongoing uncertainty related to US tariffs. June vehicle registrations...

Thursday 3 July 2025

IT panel demand shrinks in China with end of promotions and stimulus plans

With China's annual 618 e-commerce shopping festival coming to an end and government subsidies that helped boost sales earlier this year...

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