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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Wednesday 5 February 2025
TV panel prices on the rise as supply tightens, demand surges
Since mid-2024, China's trade-in subsidy program has revived the TV market, with plans for expansion through 2025. Meanwhile, US President Donald Trump's volatile tariff policies...
Wednesday 5 February 2025
China's automakers accelerate chip push amid US curbs
China's automotive chip industry is gaining momentum in 2025, driven by both external pressures and internal opportunities. In response to US restrictions, Chinese automakers are...
Tuesday 4 February 2025
Shein returns to India in partnership with Reliance under market-for-technology
Shein, the Chinese fast-fashion company, has returned to India nearly five years after a ban, partnering with Mukesh Ambani's Reliance Retail, highlighting India's adoption of a market-for-technology...
Tuesday 4 February 2025
HTC's US$250 million XR deal with Google raises industry concerns
HTC has agreed to transfer its XR development team to Google for US$250 million, including non-exclusive licensing of its XR patents. This strategic move has sparked varied reactions...
Tuesday 4 February 2025
US tariff chaos undermines North American auto sector, risks investment shift
US President Donald Trump and Canadian Prime Minister Justin Trudeau have agreed to temporarily delay the implementation of a 25% tariff on automobiles, originally set for January...
Tuesday 4 February 2025
NXP records sales slump amid industrial downturn
NXP Semiconductors reported a 9% revenue decline in the fourth quarter of 2024 to US$3.11 billion amid pricing pressures and increased competition. With conservative guidance for...
Tuesday 4 February 2025
Samsung Display revenue falls amid smartphone slowdown, eyes AI-driven growth
According to the latest Samsung Display financial results for 2024, the panel provider registered sales of KRW29.2 trillion (US$19.99 billion), marking only the second time since...
Tuesday 4 February 2025
Trump tariff roils auto lighting supply chain, US shift proves unviable
Recently, US President Donald Trump revealed a 25% tariff on imports from Mexico and Canada, posing a significant threat to the automotive industry. With six of the world's top ten...
Tuesday 4 February 2025
Acer weighs US notebook production amid new tariff pressures
The Trump administration's latest tariff announcements targeting Canada, Mexico, and China have prompted Acer to consider expanding its US manufacturing operations to include notebook...
Monday 3 February 2025
Trump's tariff gamble puts North America's auto industry on edge
The Biden administration is set to impose a 25% tariff on imported goods from Canada and Mexico, with the automotive sector taking the hardest hit.
Monday 3 February 2025
STMicro's worst year in decades: sales drop, job cuts amid continuous market slump
STMicroelectronics (STMicro) plans to cut 2,000 to 3,000 jobs, approximately 6% of its global workforce, through early retirement programs or natural attrition as it grapples with...
Monday 3 February 2025
US-Sino tariff war: limited immediate impact, long-term risks looms
According to Bloomberg Intelligence (BI) economists Chang Shu and David Qu, the latest 10% tariff hike on Chinese goods shifts the next move to Beijing. Signed by President Donald...
Friday 31 January 2025
Chinese automakers face challenges in auto parts localization amid quality demands
The automotive industry's stringent safety and reliability requirements are presenting significant challenges to the Chinese government's ongoing push to increase the localization...
Friday 24 January 2025
From titans to transitions, what's left for HTC and VIA?
Before the Lunar New Year, HTC disclosed that a portion of its extended reality (XR) research and development team would be incorporated into Google during the first quarter of 2025...
Friday 24 January 2025
Taiwan auto parts maker drives growth with AI healthcare focus while expanding core business
Taiwan-based Global PMX, a major manufacturer of automotive powertrain and safety components, has successfully expanded its presence in AI-powered digital healthcare and other sectors...