CONNECT WITH US
Friday 4 July 2025
Big screens, bigger stakes: LG and Samsung compete in the SDV display market

The global automotive industry is rapidly pivoting toward software-defined vehicles (SDVs), fueling a parallel surge in demand for large in-car displays. Market research firm Omdia forecasts that displays larger than 10 inches will account for a staggering 81% of automotive display sales by 2027, nearly doubling their market share from 2021.

Thursday 3 July 2025
BYD's Mexico factory on hold due to trade uncertainty and geopolitical concerns
Facing rising geopolitical tensions and uncertainty surrounding US trade policy under President Donald J. Trump, Chinese EV maker BYD has put plans for a large-scale factory in Mexico on hold.
Thursday 3 July 2025
China rare earth curbs put US in chokehold

Rare earth elements—critical to electric vehicles, defense systems, and advanced electronics—are once again at the center of geopolitical tensions. China, which controls more than 90 percent of the world's rare earth refining and processing capacity, continues to wield outsized influence over global supply.

Thursday 3 July 2025
Problematic IVI systems draw most complaints from car owners
In-vehicle infotainment (IVI) systems are a key feature of smart cockpits and the driving technology experience, but their high failure rates and quality issues have become a major problem for car manufacturers.
Wednesday 2 July 2025
Innolux to acquire Pioneer for US$1.1 billion in auto cockpit strategy shift
Innolux has announced a bold NT$33.7 billion (US$1.12 billion) acquisition of Japan's Pioneer Corporation, a move that signals a strategic pivot toward the high-growth market for intelligent automotive cockpits. The deal, made through its subsidiary CarUX and in partnership with Sweden-based EQT, is expected to close in the fourth quarter of 2025 and marks one of the largest overseas M&A transactions by a Taiwanese tech firm in recent years.
Tuesday 1 July 2025
Compal finishes phase 1 of new auto electronics plant in Poland
Compal Electronics announced that the first phase of its new manufacturing base in Czeladz, Poland, has been completed, marking an important milestone in the company's expansion into the European automotive electronics market.
Tuesday 1 July 2025
Auto suppliers face inventory concerns despite strong first-half shipments
Automotive parts shipments in the first half of 2025 have outpaced previous years, industry participants report, reflecting significant growth in the sector. However, this surge has led to worries about excess customer inventory and whether end-market demand will remain strong into the second half of the year, particularly during the critical year-end holiday shopping season.
Monday 30 June 2025
Vietnam gets the edge as GTOC targets smart cockpit glass boom
G-Tech Optoelectronics Corporation (GTOC) projects stable operational performance in the second half of 2025 despite challenges from reciprocal tariffs and fluctuations in the New Taiwan dollar exchange rate. Chairman Tony Chung reaffirmed the company's dedication to next-generation material technology as it moves forward with strategic development plans.
Monday 30 June 2025
Auto parts maker Coplus warns of tough year-end US holiday season as order visibility shrinks
Taiwan-based Coplus Inc., a supplier of automotive lights and performance parts, has seen its order visibility drop from over three months to just one due to increasing customer caution amid macroeconomic uncertainties and unresolved US tariff issues. Coupled with currency fluctuations, these factors have led the company to maintain a cautious outlook for the second half of 2025, according to company president Chih-pin Wu.
Friday 27 June 2025
Well Shin looks to EVs, LEO satellites, and refrigerated containers for growth in 2025
Despite ongoing uncertainties in the market, such as exchange rates and tariffs, cable manufacturer Well Shin Technology is optimistic it will be able to maintain overall growth in 2025, thanks to an increase in pull-ins from electric vehicle (EV) customers and the continued growth of low Earth orbit (LEO) satellites and refrigerated containers.
Friday 27 June 2025
Innolux unit to buy Pioneer for US$1 billion in automotive tech push
Innolux's automotive subsidiary, CarUX Technology, agreed to acquire Japan's Pioneer for JPY163.6 billion (approx. US$1.03 billion) from private equity firm EQT, marking Taiwan's largest automotive technology deal.
Friday 27 June 2025
Innolux subsidiary CarUX acquires Japanese manufacturer Pioneer
CarUX, a tier 1 supplier of smart cockpit integration solutions and subsidiary of Taiwanese panel giant Innolux, announced on June 26, 2025 that it has signed a formal agreement with global investment organization EQT to acquire a 100% stake in Japanese electronics manufacturer Pioneer in a deal valued at JPY163.6 billion (US$1.13 billion).
Friday 27 June 2025
Megawin shifts focus beyond China as automotive and industrial applications drive growth

Taiwanese Micro Controller Unit (MCU) maker Megawin Technology announced a strategic pivot toward non-China markets during its investor conference Monday, signaling early success in its global expansion strategy and a growing emphasis on automotive and industrial sectors.

Friday 27 June 2025
Alibaba Cloud to deploy AI models worldwide with US$52 billion infrastructure push
Alibaba Cloud, the cloud computing arm of Chinese tech giant Alibaba Group, plans to expand access to its proprietary and third-party artificial intelligence models across more of its overseas data centers in 2025, deepening the company's push to become a global player in cloud-based AI services.
Thursday 26 June 2025
China reportedly demands rare earth firms hand over tech staff data amid delays in lifting export curbs
Despite a pledge made at the Geneva talks to lift export restrictions on rare earth materials, China has yet to follow through. According to The Wall Street Journal, Chinese authorities have recently instructed domestic rare earth companies to submit detailed personnel rosters, including technical qualifications, research experience, and personal data. The move is part of a broader effort to establish a national-level database aimed at preventing technology leaks.
Thursday 26 June 2025
Fu Chun Shin rides carbon-cutting wave to global expansion and growth
In an era where decarbonization is no longer optional but imperative, Taiwan-based plastics injection molding machine maker Fu Chun Shin Machinery (FCS Group) is charting a profitable path by going electric. Despite a turbulent global economy in 2024, FCS delivered strong full-year results, driven by soaring demand for energy-efficient manufacturing solutions.
Wednesday 25 June 2025
GPPC targets semiconductors, EV opportunities in its net-zero transition
Grand Pacific Petrochemical (GPPC) has been undergoing a transition in recent years, introducing new product lines targeting the semiconductor and electric vehicle (EV) sectors.
Tuesday 24 June 2025
Tesla robotaxi quietly launches as auto camera margins squeeze suppliers
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.
Tuesday 24 June 2025
Global PMX's diversified industry strategy shows results, focusing on high value-added applications
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.
Monday 23 June 2025
Bosch Taiwan hits record revenue in 2024 amid global volatility, driven by mobility and AI solutions
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.
Monday 23 June 2025
Automotive winter sets in — Bosch turns local in Taiwan
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.
Thursday 19 June 2025
Tong Yang Industry reports record revenue and profit in first five months of 2025
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.
Thursday 19 June 2025
Japanese brands reportedly push Taiwan automakers to renegotiate higher manufacturing fees
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.
Wednesday 18 June 2025
Kinko Optical hits infrared milestone, sets sights on steady auto growth
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.
Tuesday 17 June 2025
Tesla demands supplier relocation in face of falling sales; some opt to exit
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.