Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Monday 2 February 2026

Smart glasses will become mainstream as companies 'platformize'

Human information intake relies heavily on vision. With the accelerated development of AI, augmented reality (AR), and spatial computing technologies, smart glasses are evolving beyond...

Monday 2 February 2026

China's auto industry hits record low 4.1% profit margin in 2025

China's automotive sector faces mounting profit pressure despite growing sales volume, with the average profit margin dropping to a near five-year low of 4.1% in 2025, according to...

Monday 2 February 2026

Semco's Tianjin MLCC plant capacity runs flat out on EV, AI server expansion

Rising automotive electronics demand has pushed Samsung Electro-Mechanics (Semco)'s Tianjin plant to full capacity across its multilayer ceramic capacitor (MLCC) production lines,...

Monday 2 February 2026

AR glasses flop amid continued pressure to cut costs

AR glasses are no longer newcomers to the tech industry, but their development remains constrained by high costs. On January 30, 2026, Kinko Optical held the opening ceremony for its...

Monday 2 February 2026

Advantech sole IPC vendor at Nvidia banquet as edge AI becomes next frontier

Nvidia CEO Jensen Huang recently hosted a banquet for key supply chain partners, where Advantech Co., Ltd. was the sole industrial PC (IPC) vendor invited. Miller Chang, president...

Monday 2 February 2026

Apple and Samsung enter decade-long AR glasses race, putting Taiwan's optical suppliers on display

Demand for smart glasses is climbing. Alongside established players such as Meta, Rokid, RayNeo, and Xreal, heavyweight brands including Samsung Electronics and Apple are preparing...

Monday 2 February 2026

Chinese panel cuts push LCD TV prices higher in February

The first half of 2026 is packed with events, including the Super Bowl, tax season, the FIFA World Cup, and the Lunar New Year holiday. TV brands have therefore moved forward with...

Monday 2 February 2026

India roundup: EU and India concludes FTA amid global trade disruption

After two decades, India and the EU close an FTA deal as US's tariff policy is disrupting the global supply chain.

Monday 2 February 2026

LG shifts TV production to Vietnam, expands webOS reach

LG Electronics is formalizing a shift in its television manufacturing strategy, extending outsourcing beyond China to Vietnam as part...

Sunday 1 February 2026

China controls 80% of global AI glasses production

China has become the primary manufacturing and innovation hub for AI glasses, backed by an integrated supply chain. Omdia and IDC forecast global shipments exceeding 10 million units...

Saturday 31 January 2026

Samsung, SK Hynix target surging growth in automotive memory market for autonomous driving systems

Automobiles are rapidly transforming into servers/smartphones-on-wheels with the advancement of autonomous driving technologies, which has led to a surge in demand for automotive memory...

Friday 30 January 2026

Apple dominates 2025 smartphone rankings, with iPhone 16 as the world's best-seller

According to a recent report from Counterpoint Research, the Apple iPhone 16 finished 2025 as the world's best-selling smartphone,...

Friday 30 January 2026

Smart glasses market transitions from Meta dominance to three-way showdown in 2026

Counterpoint held an online seminar on January 28, 2026, to discuss the smart glasses market outlook, noting that with Google, Samsung, and Apple potentially entering the space, the...

Friday 30 January 2026

Samsung, LG hike laptop prices as memory 'chipflation' hits

Prices for laptops and consumer IT devices are climbing as a sustained rally in memory semiconductor costs ripples through the market. The trend, described by industry observers as...

Friday 30 January 2026

Analysis: Apple hits record quarter as iPhone 17 demand outstrips chip supply

Apple Inc. delivered a record-breaking quarter, fueled by surging demand for the iPhone 17 even as rising chip costs and tightening memory supply began reshaping its margins and supply-chain...

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