The Mobile World Congress (MWC) 2025 commenced on March 3 in Barcelona, drawing significant attention with Huawei emerging as the most prominent exhibitor at the event. The tech giant occupied half of the available exhibition space and made headlines by unveiling the world's first commercial triple-fold smartphone.

Taiwan-based Elan Microelectronics, a major provider of touch controller chip solutions, has disclosed that significant order momentum for product lines offering high gross profits boosted both revenue and gross profit margins in 2024. The company is cautiously optimistic about the market in 2025.

At MWC 2025, Samsung Electronics introduced its newest AI advancements, spotlighting the Galaxy S25 series with cutting-edge AI features and the inaugural XR headset Project Moohan. The notably thin Galaxy S25 Edge and AI applications for the smart home and health were also highlighted.

The AI/AR glasses market is drawing attention at CES 2025, with shipments expected to surge before 2030. Coretronic Intelligent Robotics, having spent over six years developing AR glasses technology, plans to begin shipments in the third quarter of 2025, ramping up mass production in 2026. Unlike consumer-focused rivals, Coretronic is targeting industrial and logistics applications.

Qualcomm is preparing for a more dominant entry into the PC market after seeing a rather successful entry in the mobile segment with its Snapdragon X Elite SKUs. According to German media outlet WinFuture, the Snapdragon X2 chipset will feature an impressive 18 Oryon V3 cores, a 50% increase over its predecessor, making it a formidable contender in the premium laptop and desktop segments.

Qualcomm's next-generation Snapdragon X2 processor, codenamed "Project Glymur," is reportedly in development for Windows PCs. The chip is expected to feature up to 18 third-generation Oryon cores—a 50% increase over the previous generation's 12-core design.

The 2025 Mobile World Congress (MWC) will run from March 3 to 6 in Barcelona, Spain, serving as the world's premier mobile technology exhibition. The event not only showcases next-generation smartphones but also sets the direction for future telecommunications advancements. This year, AI integration in mobile technology is expected to take center stage, driving innovation across the industry.

According to James Wang, chairman and CEO of Sercomm, the company initially expected a replenishment of network equipment inventories in 2024, which has been delayed until the second quarter of 2025. Now, however, customer orders are clearly rebounding.

India reportedly begins exporting mechanical components for Apple products to Vietnam and China, potentially signaling an increasing development of India's manufacturing ecosystem thanks to Apple suppliers.

Smart glasses took center stage at CES 2025. Counterpoint Research projects a 210% surge in global shipments this year, fueled by strong demand for Ray-Ban Meta smart glasses. Chinese brands are also entering the market, but as competition rises, standing out is becoming increasingly difficult.

The Taipei International Machine Tool Show (TIMTOS) is set to highlight "AI and robots" as a core theme for the first time, reflecting the rising industry focus on automation. The aerospace defense market, driven by demand for drones and autonomous systems, is also fueling optimism that these sectors could reinvigorate Taiwan's machine tool industry after years of stagnation.

Garmin, the global leader in GPS navigation and smart wearables, has announced its 2024 financial results, reporting a record-breaking revenue of US$6.3 billion, marking a 20% year-over-year growth. All five of its product divisions reached all-time high revenues.

Dixon Technologies, India's largest electronics manufacturing services (EMS) provider, has experienced rapid annual growth and is looking to double revenue, demonstrating that "Make in India" is on the rise.

Walsin Lihwa, a leading manufacturer of cables and stainless steel, believes that a potential ceasefire in the Ukraine-Russia conflict could significantly boost demand for stainless steel. This increased demand would span various sectors, including factory equipment, petrochemical facilities, home appliances, and the automotive industry. As a result, such development would greatly benefit the company's operations.

Chroma ATE, Taiwan's leading supplier of automated testing and measurement equipment, achieved a milestone in 2024, posting its highest post-tax net profits in 40 years. Looking ahead to 2025, the company expects continued growth momentum driven by demand for semiconductors, augmented reality (AR) glasses, and AI servers.

Delta Electronics is ramping up its robotics expansion in India, unveiling the D-Bot collaborative robot (cobot) series at ELECRAMA 2025 to enhance its competitive edge in smart manufacturing and energy infrastructure.

Honor Seiki forecasts double-digit revenue growth by 2025, though profits will see modest gains due to expansion costs. General Manager Zheng Jun Chen said aerospace and hydrogen energy will be key growth drivers, with new capacity in 2026 pushing operations to record levels.

The rise of AI-powered glasses in 2025 is injecting fresh momentum into the recovering consumer electronics market. However, as Chinese brands drive a cost war in smart eyewear, Taiwan's component suppliers face a strategic crossroads: compete on price or carve out niches in high-end technology.

Since taking office, US President Donald Trump has wielded tariffs aggressively, drawing industry attention. Honor Seiki's General Manager Zheng Jun Chen sees limited immediate impact on the high-end aerospace tooling firm, expecting any fallout to take several years. Instead, he is eyeing opportunities in post-war reconstruction should the Russo-Ukraine war end.

King Slide Works, a prominent player in the server rail industry, expresses robust optimism regarding the sector's trajectory, buoyed by the anticipated surge from the GB300 in the second half of 2025. Furthermore, the firm hints at an ambitious foray into the robotics supply chain, signaling a bold expansion of its technological horizons.

Foxconn, through its subsidiary New Wing Interconnect Technology (Bac Giang), has acquired a 25% stake in Goertek Electronics Vietnam for US$50 million, announcing the deal on the evening of February 21. Foxconn stated that the investment is primarily strategic.

The smart glasses market has recently gained momentum, with devices taking center stage at CES 2025, and Meta's second-generation Ray-Ban AI glasses demonstrating strong market performance. Additionally, the Android XR platform, co-developed by Google, Samsung Electronics, and Qualcomm, is set to debut its first devices in 2025.

FocalTech Systems exceeded fourth-quarter revenue expectations, buoyed by record shipments of OLED touch chips as the technology gains traction across devices from smartphones to tablets.

Cable and connector maker BizLink expects steady demand for high-performance computing (HPC) and semiconductor production equipment (SPE) to drive growth in 2025, with chairman Roger Liang decidedly optimistic about quarter-by-quarter growth this year, in contrast with the cautious optimism held previously.

Wireless communication testing laboratory Sporton International is expected to maintain growth momentum in 2025, with consolidated revenue for the fourth quarter reaching NT$1.126 billion (US$34.4 million), a consolidated gross margin of 50%, and a consolidated pre-tax net profit of NT$386 million. The post-tax net profit stood at NT$295 million, reflecting a year-over-year increase of 3.87%. For the entire year of 2024, consolidated revenue is projected to be NT$4.555 billion, with a consolidated gross margin of 50%, a consolidated pre-tax net profit of NT$1.677 billion, and a post-tax net profit of NT$1.29 billion.