Global supply chain: CE, IPC, automotive

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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...

Friday 30 January 2026

Dutch curbs on Nexperia risk breaking Europe's semiconductor supply chain, says CSIA

Wei Shaojun, vice president of the China Semiconductor Industry Association (CSIA) and a widely recognized pragmatic voice within China's semiconductor sector, has spoken out against...

Friday 30 January 2026

Apple achieves record-breaking revenue in India amid surging demand

Apple has reported an exceptional performance in India for its first fiscal quarter of 2026, achieving strong double-digit revenue growth in the region. CEO Tim Cook characterized...

Friday 30 January 2026

Realtek poised for growth in automotive Ethernet, AI, and consumer electronics sectors

Realtek is projecting a stronger financial performance in 2026, driven by its expanding automotive Ethernet products, AI applications, and established consumer electronics lines. The...

Friday 30 January 2026

Memory, CPU shortages hit Wintel notebooks, benefiting Apple

Notebook makers are under growing pressure as memory shortages and price increases persist, while a widening shortage of CPUs adds a second constraint. What began as a supply gap at...

Thursday 29 January 2026

Earnings call summary: Meta accelerates AI glasses push as wearables emerge as next major consumer platform

Meta is sharpening its AI device strategy, redirecting investment toward smart glasses and wearables as management signals urgency in shaping the next consumer computing platform,...

Thursday 29 January 2026

AI boom threatens global chip supply, automakers warned

The Covid-19 pandemic once sparked a wave of upgrades for personal computers and smartphones, fueling strong demand for semiconductors...

Thursday 29 January 2026

Sunny Optical restructures as China's lens makers face layoffs prompted by smartphone slump

China's optical industry is confronting significant challenges as several lens module manufacturers reportedly plan layoffs early in 2026, prompted by sluggish smartphone sales and...

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