Nvidia's partnership with MediaTek is generating significant buzz in the semiconductor industry, attracting keen interest from analysts and stakeholders alike. The collaboration aims to bring the N1X and N1 platforms to market, targeting both commercial and consumer AI PC segments as part of Nvidia’s broader expansion strategy.
LG Electronics has embarked on a strategic transformation in 2024, shifting its focus toward non-hardware businesses and B2B operations. The company has enhanced investments in automotive parts, heating, ventilation, and air conditioning (HVAC), embedded appliances, commercial displays, and the webOS platform. Through this strategic pivot, LG aims to achieve over 7% growth in revenue, operating profit margin, and EBITDA.
AI cloud computing will remain the primary growth driver for the tech industry in 2025, while the outlook for consumer AI applications remains mixed, largely hinging on whether users can be convinced of the need to replace their devices, according to sources at IC design houses.
As AI embraces rapid developments, the future of AI-driven lifestyles will rely heavily on display technology. According to Taiwan's Industrial Technology Research Institute (ITRI), display technology is becoming integral to three key AI edge devices: TVs, AR/VR glasses, and smart cockpits. Leveraging the technological advantages of Micro LED, the emerging era of "AI of Things" (AIoT) is set to position Taiwan's display and sensor industries at the forefront of a new market.
Apple is reportedly set to launch a screen-equipped HomePod in 2025, though contrary to earlier speculation about OLED technology, it will feature an LCD panel exclusively supplied by Tianma Microelectronics in China. Taiwan's Radiant Optoelectronics will handle backlight module production. Industry insiders expect shipment volumes to remain modest throughout 2025.
Acer's chairman and CEO Jason Chen anticipates AI PCs will reach their prime before the third quarter of 2025. While some industry observers express concern about AI PCs' slow progress, Chen emphasized that strong AI server demand should not be used to predict AI PC market trends.
Lenovo is set to more than double its smartphone and notebook production in India from 6.4 million in fiscal 2024 to over 12 million units in fiscal 2025, driven by the production-linked incentive (PLI) scheme. This move aims to reduce imports, foster a local component ecosystem, and enhance Lenovo's manufacturing footprint in India.
Nvidia CEO Jensen Huang recently stated that quantum computing may take 15 to 30 years to achieve practical applications, highlighting the significant hurdles that lie ahead. Despite these challenges, interest in quantum technologies continues to grow, as evidenced by CES 2025, which featured a dedicated quantum computing forum. Major players like Google and IBM have also revealed ambitious roadmaps to guide their quantum computing development.
Robots have supplanted electric vehicles (EVs) as the main attraction at the 2025 Consumer Electronics Show (CES), with Nvidia CEO Jensen Huang's opening keynote heavily emphasizing AI-powered robotics.
The emergence of domestic chip development among China's leading home appliance manufacturers is reshaping the microcontroller unit (MCU) market landscape, as a new trade-in program is expected to boost demand for consumer electronics and drive growth in the MCU industry. However, traditional MCU manufacturers now face competition from both industry peers and local appliance brands developing their chips.
Taiwan's tech industry is experiencing rapid growth, outpacing the capacity of government and educational institutions to train talent that matches the sector's expanding demands. A survey released by Taiwan's Directorate-General of Budget, Accounting, and Statistics (DGBAS) on January 10 reveals that this tech boom has significantly boosted wages, particularly in electronics and computer manufacturing. Additionally, the active trading of tech stocks in Taiwan has led to double-digit salary growth in the securities and futures sectors.
At the 2025 Consumer Electronics Show (CES), major tech players are leveraging AI agents to revolutionize the smart home sector. Leading manufacturers, including TCL and Hisense, have announced that their latest television models will feature Google TV, while LG Electronics and Samsung Electronics have opted for Microsoft Copilot integration. These AI-powered smart TVs are evolving beyond traditional entertainment devices to become central hubs for personalized and automated smart home experiences.
Uncertainties will cloud the forecast in the Asia Pacific region in 2025, according to Acer's president of Pan-Asia operations Andrew Hou. Even so, the company still expects high single-digit or even double-digit growth in its Asia Pacific revenue for 2025, driven by strong performance in India, Indonesia, and the Philippines. The Asia Pacific region has become Acer's largest single market, accounting for 51% of revenue in the third quarter of 2024.
Acer has been experiencing strong sales momentum in Southeast Asia since the fourth quarter of 2024, driven by the popularity of its Predator League e-sports competition, according to Acer Malaysia managing director Kon Tek Yoong. The company anticipates continued growth into 2025, supported by an expected device replacement cycle triggered by upcoming next-generation graphics cards.
Leading chip manufacturers Qualcomm and NXP Semiconductors took center stage at CES 2025, showcasing their latest innovations and announcing significant partnerships while emerging companies advance AI SoC technologies.
India-based Syrma SGS Technology Limited and Taiwan-based MSI have partnered to initiate local notebook production in India amid India's push for local IT hardware manufacturing.
Six Chinese companies have recently been removed from the US Department of Defense's (DOD) list of Chinese military companies, providing temporary relief from sanctions. This development highlights a growing trend of Chinese firms taking proactive measures amid escalating US-China tensions.
Largan Precision chairman Adam Lin has emphasized that specifications for robotic vision applications are not necessarily higher than those of smartphones, particularly noting that 5 plastic (5P) lenses are anticipated to become a future trend.
Major tech companies are gearing up for a surge in replacement demand as government incentives aim to stimulate sales of home appliances and consumer electronics products.
According to industry sources, Nvidia and MediaTek are broadening their collaboration to include core chips for Nintendo's Switch 2 gaming consoles, following their partnership in developing AI supercomputer chips.
At CES 2025, Jensen Huang, CEO of NVIDIA, highlighted the company's expanding robotics ecosystem and its partners. Among these partners, Pegatron emerged as the sole electronic manufacturing services (EMS) provider from Taiwan in the list. On January 8, 2025, Tzu-Hsien Tung, chairperson of Pegatron, offered his perspective on robotics' growing importance during a public event.
End-user brands have traditionally been the stars of the show at CES, with upstream supply chain companies typically maintaining a non-official presence primarily to connect with potential clients. However, Taiwanese ASIC newcomer Microip broke with tradition by setting up a public booth at CES 2025. According to company chairman James Yang, this decision was driven by the anticipated increase in ASIC demand in the AIoT era; given this context, such an unconventional approach may not be so surprising after all.
Smart glasses and augmented reality (AR) devices are gaining widespread attention across the technology industry, drawing interest from software developers, hardware manufacturers, system platform providers, and OEMs.
