Tesla's robotaxi service has soft-launched with limited fanfare, though the autonomous vehicle sector continues drawing global investor interest. Industry analysts are tracking related opportunities in automotive camera systems, a market proving more challenging than initially anticipated.

Global PMX approved its 2024 financial results and outlined growth plans for 2025 at the annual shareholders meeting held on April 18, 2025, chaired by Chairman Cheng-sheng Lin. The company anticipates positive year-over-year growth in 2025, viewing the year as a critical period for transformation based on its multi-industry development strategy.

Despite a volatile global political and economic environment, Bosch Taiwan achieved strong results in 2024, according to Andreas Schmidt, chairman and managing director. The Bosch Group's mobility segment in Taiwan thrived thanks to advances in ADAS, electrification, and AI transportation solutions. The company's revenue reached NT$36.5 billion (approx. US$1.24 billion), a 12.6% increase year-over-year, or 9.2% in euros, setting a record high in the Taiwanese market.

Amid rising tariffs and cooling global demand, Robert Bosch GmbH is realigning its Taiwan strategy, focusing on local integration, aftermarket support, and scalable driver-assistance technologies to navigate a softening automotive landscape.

Tong Yang Industry's annual shareholders meeting on June 19 showcased its 2024 business report, noting record-high consolidated revenue and profit for the first five months of 2025.

The Taiwanese automotive industry is facing a tough year, especially amid unresolved issues surrounding tariffs and commodity taxes, which have created strong market caution. Meanwhile, reports indicate that Japanese car brands are currently renegotiating contract manufacturing fees with their local assembly plants in Taiwan due to global policy shifts from their parent companies.

Kinko Optical Co. is focusing its automotive strategy on external cameras used in ADAS and autonomous driving systems. In 2024, the company gained certification from global auto parts supplier Magna International, giving it access to a diverse portfolio of European car brands. Magna's European-centric shipping model also helps Kinko avoid tariff risks while enhancing growth prospects.

Tesla's global sales have sharply declined, with the US and European markets experiencing the steepest drops. Sources cite multiple contributing factors, including public tensions between CEO Elon Musk and US President Donald Trump, as well as intensifying head-to-head competition with China's BYD across major markets.

Taiwan-based electrical systems and equipment manufacturer Shihlin Electric and Engineering stated that impacts from tariffs and exchange rates will be limited, and it will continue to evaluate building a facility in the US.

BYD is accelerating its European expansion with plans to deploy megawatt-level (MW) ultra-fast charging stations—despite intensifying scrutiny at home and industry doubts abroad. The bold initiative marks a pivotal step in the Chinese EV giant's bid to deepen its foothold in a region where charging infrastructure remains a major obstacle to mass electric vehicle adoption.

As China's electric vehicle (EV) giants push deeper into a bruising price war, promises of faster payments to suppliers are doing little to ease growing fears of a broader industry collapse.

India's EV industry faces the risk of large-scale production halts by the end of July unless China clears rare earth export approvals within the next two weeks, according to Puneet Gupta, director of India & ASEAN automotive market at S&P Global.

Leading transmission system manufacturer TsangYow is optimistic about growth momentum in 2025, benefitting from soaring used car prices in the US and gains from its expansion into the semiconductor sector.

Laster Tech, a Taiwanese maker of LED automotive lighting modules, reported consolidated revenue of NT$751 million (US$23 million) in May 2025, down 7.16% from April and 12.28% from the prior year. Despite the pullback, the figure still marked the second-highest May performance on record. For the first five months of 2025, cumulative revenue rose 5.67% year-over-year to NT$3.609 billion, setting a new high for the period.

Yen Sun Technology, a key player in automotive electronics and electronics systems, announced that deferred high-end network IT orders have begun ramping up shipments starting in the second quarter of 2025. The company is benefiting from surging demand for advanced cooling solutions amid the global acceleration of generative AI applications, which is bolstering long-term order visibility and revenue momentum.

The Dongfeng Nissan N7 electric sedan has sold over 17,000 units as of May 2025—just one month after launch—defying fierce competition from Chinese EV makers. The model's strong performance is providing a boost to auto supply chain partners, including Taiwan-based Hiroca Automotive Trim Corp., which had been facing headwinds due to the declining market share of Japanese car brands in China.

Kian Shen Corporation has in recent years become one of the most profitable subsidiaries of its parent, Yulong Motor Group. Beyond benefiting from support from across the corporate group, Kian Shen can attribute its success to the leadership of its president, Chiung-chih Tseng.

US automotive imports via sea freight plummeted 70% year-over-year in May following President Donald Trump's April tariff implementation, creating a cliff-edge decline as manufacturers await policy reconsideration.

Several of China's state-owned automakers have pledged to standardize bill payment periods for their suppliers to 60 days after authorities raised concerns about supply chain financing.

A federal appeals court has granted the Trump administration's request to keep sweeping tariffs in effect, at least temporarily, a significant victory for the president's trade policy as legal challenges continue.

System integrator and manufacturing service provider Megaforce held its shareholders' meeting on June 5, during which the company covered its recent operational highlights and results. For the first quarter of 2025, Megaforce posted a net loss of NT$70.35 million (approx. US$2.35 million) attributable to the parent company, while April saw a self-reported net loss attributable to the parent company of NT$26 million. The company pointed to market hesitation and slower-than-usual growth in the first half of the year as a result of tariff uncertainties worldwide, with profitability further compounded by severe foreign exchange rate fluctuations.

China's rare earth export controls are disrupting auto production across Europe, the US, and Japan, with forced shutdowns already rippling through supply chains. Industry sources believe Beijing aims to pressure Europe to ease restrictions on Chinese EV imports and nudge Washington into more pragmatic tariff negotiations. However, the escalating curbs are instead accelerating Western efforts to cut reliance on China for critical raw materials.

Toyota Motor Corporation is planning to take Toyota Industries Corporation private, through a tender offer (TOB) via its real estate company Toyota Fudosan, and personal funds from Toyota Motor President Akio Toyoda. The board of Toyota Industries has approved the TOB, which is expected to commence in early December 2025.

The Chinese government has been using controls on rare earth metals as a weapon amid the ongoing US-China tariff war. In April, Beijing imposed export controls on seven medium to heavy rare earth elements, impacting the global semiconductor, automotive, and aerospace industries. Since rare earths are essential raw materials in electronics products, the controls have also put pressure on the electronics industry supply chain.