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Friday 8 August 2025
Elan forecasts stronger 2H25 on commercial notebook demand, AI PCs to rise in 2027
Touch IC design leader Elan Microelectronics held an investor conference and shared that its second quarter performance held up relatively well, with only a limited decline compared to the first quarter of 2025. Although regulations prevent disclosing specific forecasts for the third quarter, shipment strength is expected to be similar to the second, with short and rush orders likely to contribute as well.
Thursday 7 August 2025
Samsung Display wins first MacBook order, BOE eyes iPads
As Samsung Display (SDC) secures its first-ever OLED panel order for Apple's MacBook, Chinese panel maker Beijing Oriental Electronics (BOE) is positioning itself to target any supply gaps, pushing to become a supplier for OLED panels used in iPads. If successful, this could threaten South Korea's dominance in OLED technology.
Thursday 7 August 2025
Qualcomm's smartphone struggles deepen as Apple, Samsung chart own paths
Qualcomm is at a critical crossroads as it attempts to pivot beyond its reliance on the smartphone business in the era of artificial intelligence and expands into growth areas such as automotive, AR/VR, and AI-powered PCs.
Thursday 7 August 2025
Nintendo sales drive Weblink International's July revenue to record high
Consumer electronics distributor Weblink International reported record monthly revenue of NT$3.56 billion (US$119 million) in July 2025, marking a 65.5% year-over-year increase. The cumulative revenue for the first seven months of 2025 reached NT$16.47 billion, representing 20.32% growth compared to the same period last year.
Wednesday 6 August 2025
Monitor & NB panel prices remain stable through August
Supply and demand in the LCD monitor panel market remain weak, keeping prices stable in July 2025 and resulting in an expected similar trend for August 2025.
Wednesday 6 August 2025
LG Electronics reportedly revives India IPO plan with scaled-down valuation amid market uncertainty
LG Electronics is reportedly preparing to revive the initial public offering (IPO) of its Indian subsidiary, months after shelving the plan due to market volatility. According to South Korean Financial News, the company has resumed discussions with local investment banks, but the scale of the offering has been significantly reduced.
Wednesday 6 August 2025
Beijing's device upgrade drive revives chip cycle hopes
China's National Development and Reform Commission (NDRC) will release the fourth round of its consumer goods trade-in subsidy in October, allocating CNY68 billion (US$9.45 billion). This brings the total 2025 stimulus to CNY300 billion, completing the nationwide rollout of the year's trade-in initiative.
Wednesday 6 August 2025
Quark is on: Alibaba enters Xiaomi's AI eyewear battle in China
Alibaba has entered China's rapidly evolving smart eyewear market with the unveiling of its in-house Quark AI glasses at the 2025 World Artificial Intelligence Conference (WAIC). As reported by Chinastarmarket.cn, Yicai, and 21st Century Business Herald, the device has completed development and is slated for commercial release by year-end.
Tuesday 5 August 2025
Xiaomi open-sources voice AI model to enter automotive and smart home markets
Xiaomi has launched a 7-billion-parameter version of its open-source voice model, MiDashengLM, which incorporates Alibaba's open-source Qwen 2.5 series. This model focuses on in-car systems and smart home devices, enhancing Xiaomi's AI strategy and expanding its reach in voice application markets.
Monday 4 August 2025
Foxconn data foreshadow Apple's 3Q25 beat, but pull-in gains may fizzle
Apple exceeded expectations in its fiscal third quarter 2025, driven by strong iPhone 16 sales and early demand in China. Foxconn's revenue surge aligned with this momentum, reflecting the impact of tariff-driven pull-ins and subsidy policies that boosted smart product shipments ahead of the typical seasonal slowdown.
Monday 4 August 2025
Nintendo bumps Switch prices as successor pricing looms
Nintendo announced that it would raise the price of the first-generation Switch console in the US beginning August 3, 2025, citing 'market conditions' as the reason in a statement on its website.
Monday 4 August 2025
Tariff-driven pull-ins boost Apple, but momentum may fade in 2H25
Apple posted stronger-than-expected fiscal third quarter 2025 results, driven by record Mac sales and solid iPhone performance. US government tariff announcements spurred early buying, especially in the US, though future demand remains uncertain.
Monday 4 August 2025
Assessing the 20% reciprocal tariffs on Taiwan's electronics industry
Taiwan's reciprocal tariff rate has been announced, reaching 20%. This is higher than Japan and South Korea, which leaves room for questions about whether this will affect the competitiveness of Taiwan's industries.
Sunday 3 August 2025
No need to reinvent the wheel: Taiwan pushes to standardize AI robots like PCs

Amid surging global demand for AI-driven robotics, Taiwan's industry leaders are banding together to form strategic alliances aimed at capturing new opportunities, but success won't come easy. Key challenges include the lack of standardized platforms and critical components, as well as unresolved issues around regulations, certification, and safety testing. While the move has been broadly welcomed, concerns persist over the execution gap between ambition and real-world complexity.

Saturday 2 August 2025
Apple talent exodus reflects AI strategy transition dilemma

A wave of executive departures at Apple, including the recent exit of AI head Ruoming Pang and soon-to-retire COO Jeff Williams, reflects a broader shift as the company navigates leadership changes, supply chain priorities, and growing pressure to catch up in the generative AI race.

Friday 1 August 2025
Tariffs & FX issues trap consumer electronics supply chain in profit-to-loss cycle
The US reciprocal tariff policy has disrupted the shipment patterns of consumer electronics. Piao-Fu Chen, chairman of leading plastic injection and mold manufacturer Nishoku Technology, reported that in the first half of 2025, clients pulled in goods early in response to tariffs. Now, the momentum has significantly slowed, and the outlook for the second half has turned conservative. The second half is typically stronger than the first, but this year it is expected to be worse; a phenomenon never seen before.
Friday 1 August 2025
Apple cites AI investments for rising capex, tempers current quarter growth expectations despite pull-ahead sales
Apple's capex saw a notable rise in the third quarter of the fiscal year 2025, primarily driven by growing investments in artificial intelligence (AI). During the company's earnings call, CFO Kevan Parekh attributed the increase to a combination of factors, with the largest share allocated to expanding Apple's private cloud computing (PCC) infrastructure.
Friday 1 August 2025
Apple's June-quarter rebound offers momentum, but AI, tariffs, and product shifts pose questions
Apple reported its strongest quarterly growth since 2021, with revenue up 9.6% year-over-year to US$94.04 billion in the third quarter of fiscal 2025, driven by strong iPhone and Services sales. The results highlight opportunities in AI and China, while raising questions about future demand amid tariff and competitive pressures.
Friday 1 August 2025
Apple braces for US$1.1B in tariffs as Cook outlines strategy to localize production
Apple is preparing for an estimated US$1.1 billion in tariff-related costs in the September quarter, CEO Tim Cook revealed during the company's third-quarter fiscal 2025 earnings call. The increase, compared with the prior quarter, is primarily attributed to higher sales volumes and some inventory buildup earlier in the year.
Friday 1 August 2025
Apple sees growth in China, accelerates AI investments amid strong 3QFY25 performance
During Apple's third-quarter fiscal year 2025 earnings call, CEO Tim Cook highlighted renewed momentum in Greater China, where revenue rose 4% quarter-over-quarter. This improvement was largely driven by a notable surge in iPhone sales and strong year-over-year growth in Mac revenue.
Thursday 31 July 2025
Taiwan's Coretronic sees mixed Q325 outlook on tariff uncertainty, currency volatility
Coretronic Corporation expects a divergence in performance across its two core product segments in the third quarter of 2025, with energy-saving solutions projected to rebound while imaging systems face continued headwinds from tariff uncertainty and currency volatility.
Thursday 31 July 2025
Qualcomm eyes post-mobile era with Alphawave acquisition, PC and XR bets in Q3 update
Qualcomm is doubling down on its expansion into next-generation computing, with CEO Cristiano Amon during the latest earnings call on July 30 highlighting significant progress in AI PCs, extended reality (XR), and data center markets during the company's fiscal third-quarter 2025 earnings call. Central to Qualcomm's evolving strategy is its upcoming acquisition of Alphawave IP Group PLC, a move aimed at accelerating its push into AI-powered data infrastructure.
Wednesday 30 July 2025
Smart glasses surge powers EssilorLuxottica's growth, signaling eyewear's future in AI and health tech
Eyewear manufacturer EssilorLuxottica reported better-than-expected revenue growth in its second quarter of 2025, led by strong demand in Europe and a sharp rise in smart glasses sales. The company recorded total revenue of EUR7.18 billion (approx. US$8.31 billion), a 7.3% increase year-over-year on a constant currency basis, surpassing analyst forecasts of 5.9% growth, according to Bloomberg, Reuters, and CNBC.
Wednesday 30 July 2025
Apple's 2Q25 earnings appear optimistic, but industry remains cautious
Apple will announce its second-quarter financial results on July 31. The market currently holds a relatively optimistic view of its performance this year. Factors such as positive exchange rates, increased Mac and iPad shipments, and strong growth momentum in Apple's services revenue have led to upward revisions of its third-quarter performance forecasts.
Tuesday 29 July 2025
Apple closes first directly managed store in Dalian due to poor foot traffic
Apple's official China website shows that the last operating day for its Parkland Mall store in Dalian is August 9, 2025. This marks the closure of Apple's first directly managed store in China.