Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Saturday 1 August 2026

Tandem OLED clears key automotive qualification hurdle, wider adoption expected after 2030

LCD panels still account for more than 90% of automotive display shipments, but OLED has now crossed a critical qualification threshold...

Saturday 1 August 2026

Realtek, Elan, and Parade set the tone for PC chip demand

As the second half of the year begins, major Taiwanese IC design firms including Realtek Semiconductor, Elan Microelectronics, and Parade Technologies are holding earnings briefings...

Saturday 1 August 2026

Huawei's Kirin X90 Plus and XE90 power its lightest laptop and next foldable PC

Huawei has introduced two PC processors, the Kirin X90 Plus and Kirin XE90, alongside new HarmonyOS laptops designed to extend its in-house chip strategy across high-performance and...

Saturday 1 August 2026

Chinese display makers move deeper into Korean cockpits as BOE wins Hyundai's flagship display program

Chinese display suppliers are expanding into South Korea's automotive supply chain as competition shifts beyond televisions and smartphones...

Friday 31 July 2026

Auto chip demand recovers, but restocking remains elusive

Automotive chip sales are improving across Europe and the US, but major suppliers say global carmakers and their suppliers are still...

Friday 31 July 2026

Rising smartphone prices are reshaping purchase plans in India

Rising smartphone prices in India are changing how consumers plan purchases, with wider implications for brands, retailers, and buyers worldwide. Counterpoint said many shoppers are...

Friday 31 July 2026

Microsoft Windows price hikes add to PC cost pressure in 2026

PC makers are facing higher costs in 2026 as memory and processor prices rise and Microsoft lifts Windows operating system prices. Vendors said the latest Windows increase averaged...

Friday 31 July 2026

LG Electronics' strong 2Q26 underscores push into robotics and AI infrastructure

LG Electronics reported a strong second quarter, supported by record sales and one-time gains, while accelerating a shift toward robotics...

Friday 31 July 2026

Apple targets AI subscription revenue as Cook exits and Ternus inherits next growth strategy

Apple is positioning AI as the foundation of its next growth phase, combining a privacy-focused AI strategy with expanded US semiconductor sourcing to support future products and services...

Friday 31 July 2026

Apple braces for "hundred-year flood" in component costs

Apple's June quarter showed the strength of its core hardware business. Still, it also exposed a looming challenge: rising memory prices, tight supply of advanced chips, and heavier...

Friday 31 July 2026

Apple beats quarterly estimates, but softer outlook and supply constraints temper optimism

Apple reported stronger-than-expected fiscal third-quarter results, driven by robust iPhone and Mac demand, but warned that supply constraints and rising memory costs would weigh on...

Friday 31 July 2026

German joint ventures in China fall below 50% utilization as imports weaken

German auto joint ventures in China slipped below 50% capacity utilization in 2025 as weaker imported-car demand and the rapid rise of local brands reshaped the market. Mobility Global...

Friday 31 July 2026

WAIC 2026 unveils AIDV shift as physical AI gains ground

DIGITIMES Intelligence said its observations at the 2026 World Artificial Intelligence Conference (WAIC) show the automotive industry's transformation moving from software-defined...

Friday 31 July 2026

ams OSRAM's Micro LED links trade speed for scale in AI data centres

ams OSRAM is developing Micro LED-based optical data links for AI data centres, positioning the technology as a high-density, scalable...

Thursday 30 July 2026

Qualcomm to supply compute chips for BMW's next-gen vehicles through 2030s

Qualcomm Technologies and BMW Group have signed a long-term agreement under which Qualcomm will supply compute silicon for BMW's next-generation digital cockpit and advanced driver...

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