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Monday 8 September 2025
Global automotive panel shipments, 2025

Introduction

Monday 8 September 2025
Taiwan PCB makers pivot to AI servers amid China exodus
As the four major cloud service providers (CSPs) aggressively ramp up their presence in the AI computing market, Taiwan's printed circuit board (PCB) industry is experiencing a clear...
Monday 8 September 2025
South Korea's MCP exports to Taiwan surge, debunking AI bubble concern and boosting SK Hynix outlook
South Korea's multi-chip packaging (MCP) exports continued to climb sharply in August 2025, with the share of high-bandwidth memory (HBM) exports to Taiwan steadily increasing.
Saturday 6 September 2025
Airtac confident in 2025 growth as demand outpaces shipments despite tariff headwinds
Taiwan's pneumatic component maker Airtac International Group reported August 2025 revenue that showed steady year-over-year growth despite month-over-month fluctuations. Management...
Friday 5 September 2025
Digital still camera demand resurges with retro trend; Taiwan optical manufacturers see mixed results
As the retro wave sweeps in, digital still camera (DSC) demand is rebounding. Companies like Asia Optical and Ability have reported positive news, but while some celebrate, others...
Friday 5 September 2025
Smartphone sector braces for uncertainty with US, China steering 2025 growth

Washington's reciprocal tariffs announced in April have disrupted global trade flows and economic momentum, putting the smartphone industry...

Friday 5 September 2025
Taiwan PCB makers brace for mixed 2H25 as tariffs cloud demand
As the second half of 2025 ushers in the peak season for consumer electronics, Taiwanese PCB suppliers are preparing for new product launches from key clients like Apple. Despite...
Thursday 4 September 2025
Walmart drives record growth in electronic shelf label shipments
Electronic shelf labels (ESL) using e-paper technology have experienced rapid growth in the retail industry, propelled by Walmart's large-scale adoption since mid-2024. ESL shipments...
Wednesday 3 September 2025
Global smartphone, 2Q 2025

Introduction

Wednesday 3 September 2025
Sluggish China market fuels global smartphone sales pessimism
China's smartphone shipments fell nearly 4% in the first half of 2025 compared to the same period in 2024, despite government initiatives aimed at stimulating demand through purchase...
Wednesday 3 September 2025
Korean brands dominate India's TV market as Xiaomi struggles to hold ground
South Korean manufacturers Samsung Electronics and LG Electronics continue to dominate India's television market, consolidating their positions as leading players in one of the world's...
Tuesday 2 September 2025
LCD monitor panel shipments expected to decline in 3Q25 despite seasonal peak
Industry insiders anticipate a softer third quarter for LCD monitor panels in 2025, with shipments expected to fall about 5% compared to the second quarter, despite this period usually...
Tuesday 2 September 2025
China's GPU dream runs hot: Huawei, SMIC surge while Cambricon calls for calming down
China's drive to develop a homegrown GPU ecosystem is accelerating, but industry leaders warn of overheating and deep-seated bottlenecks. Cambricon Technologies, frequently portrayed...
Tuesday 2 September 2025
Dixon overtakes rivals as India's top smartphone maker; Foxconn surges on iPhone exports
India's smartphone manufacturing shipments rose 15% year-over-year in the second quarter of 2025, driven by higher exports and domestic demand, according to Counterpoint Research...
Tuesday 2 September 2025
FOPLP mass production: Innolux’s breakthrough or trial run?
Innolux regards fan-out panel-level packaging (FOPLP) as a major strategic transformation, but its mass production schedule has been repeatedly delayed. During this process, high-level...