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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Tuesday 2 September 2025
Decline of smartphone camera lens: Manufacturers shift to high-performance and auto markets
Smartphone manufacturers have reduced the number of camera lenses to make devices thinner, focusing on performance and image correction instead. This trend has led suppliers like...
Tuesday 2 September 2025
Automotive camera growth slows, but industry remains optimistic about long-term demand
The automotive cameras sector is experiencing a noticeable slowdown in 2025 after several years of rapid growth, which industry players generally attribute to the sluggish adoption...
Tuesday 2 September 2025
India eyes sweeping goods and services tax cuts to soften blow of US tariffs, boost autos and consumer electronics
India is preparing its most significant tax overhaul in nearly a decade, with plans to cut goods and services tax (GST) rates by at least 10 percentage points on nearly 175 products,...
Tuesday 2 September 2025
US-EU car spec deal puts Taiwan’s auto supply chain on edge
As trade talks between the Trump administration, the European Union, and Japan advance toward a "spec-for-tariff" arrangement, Taiwan faces growing uncertainty over its imported car...
Monday 1 September 2025
Everlight Electronics reports slight 1H25 revenue decline amid cautious outlook
Everlight Electronics posted a 3.48% year-over-year decline in consolidated revenue for the first half of 2025, totaling NT$10.095 billion (US$330 million). The company's gross margin...
Monday 1 September 2025
South Korea's display industry rebounds to US$10 billion in 1Q25, mixed outlook for 2H25
The Korea Display Industry Association (KDIA) reported that the combined revenue of South Korean panel companies reached US$10 billion in the first quarter of 2025, marking a return...
Monday 1 September 2025
China's ICT push: embedding AI across smartphones, PCs, and wearables by 2026

The US has tightened controls on China's semiconductor and artificial intelligence (AI) sectors under the banner of national security...

Monday 1 September 2025
Taiwan's auto testing sector anchored in exports, resilient to US 'spec-for-tariff' deal
The United States is in talks with the European Union, Japan, and other countries on a proposed "spec-for-tariff" agreement, which would allow US-made vehicles to bypass costly redesigns...
Monday 1 September 2025
Samsung, LG losing TV war to China, bet on microLED revival
Samsung Electronics and LG Electronics' television businesses have fallen from their former status as "flagship divisions" to becoming performance "obstacles," frequently losing ground...
Monday 1 September 2025
Sharp sells Kameyama North Plant to Topia
Sharp Corporation announced on August 29 that it will sell part of its LCD panel factory in Kameyama City, Mie Prefecture, to automotive parts developer Topia for JPY1.2 billion (approx...
Monday 1 September 2025
BYD Electronic posts modest growth in 1H25, faces intensifying competition
BYD Electronic (International) Co. Ltd. posted first-half 2025 revenue of CNY80.61 billion (US$11.3 billion), a 2.58% increase year-over-year, while net profit climbed 14% to CNY1.73...
Monday 1 September 2025
Exclusive: Apple pushes automation, leaving suppliers to foot the bill
Apple is significantly increasing automation efforts within its manufacturing supply chain, primarily in response to the trade war tariffs initiated under US President Donald Trump...
Monday 1 September 2025
Reliance bets big on AI with Google and Meta in tow
At its 48th AGM, Reliance Industries unveiled Reliance Intelligence, a new AI-focused subsidiary driving India's artificial intelligence ambitions, alongside partnerships with Google...
Saturday 30 August 2025
Germany’s car industry buckles under EV shift and trade shocks

Germany's once-dominant automotive sector is facing its most profound reckoning in decades, shedding over 52,000 jobs — a 6.7%...

Saturday 30 August 2025
As Nissan struggles, Foxconn offers a manufacturing lifeline

Hon Hai Precision Industry, better known as Foxconn, is signaling a strategic shift toward electric vehicles through partnership rather...