The DIGITIMES third quarter 2025 global EMS/ODM ranking highlights a rapidly transforming manufacturing landscape, driven by AI-server demand, shifting device cycles, and the rise of robotics as a new growth frontier. While Taiwanese EMS/ODM leaders continue to dominate AI-server production, Chinese firms are aggressively charting their next phase of expansion by entering the robotics and embodied-intelligence hardware market. Two companies at the center of this transition are Lingyi iTech and Lens Technology, both of which are extending their manufacturing capabilities into robotics components, applications, and integrated systems.
The market continues to place high expectations on humanoid robots, yet the sector remains far from real mass production despite its early commercialisation efforts. Analysts note that meaningful progress depends on advances in core intelligence, particularly the software functions acting as the robot's brain, centred on breakthroughs and deployment in vision technologies and multimodal large models.
Taiwan's smart-healthcare sector is gaining momentum, powered by decades of accumulated expertise in electronics and information and communications technology (ICT). Now, in an effort to accelerate the industry's upgrade and foster cross-sector collaboration, the Chinese National Association of Industry and Commerce (CNAIC) is launching a strategic partnership with the Industrial Technology Research Institute (ITRI). Their aim: start from real-world clinical and industry needs, link up technology developers, hospitals, and supply-chain players, and build a scalable model for deploying smart-medical solutions.
