Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

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...

Thursday 30 July 2026

Samsung device business swings to loss in 2Q26 as memory boom drives up component costs

While record memory earnings powered Samsung Electronics to an all-time-high quarter — consolidated revenue of KRW171.5 trillion...

Thursday 30 July 2026

Qualcomm's push into data centers and cars signals a broader shift in chip strategy

Qualcomm is moving more aggressively into data centers and automotive technology, aiming to reduce its dependence on smartphones and...

Thursday 30 July 2026

Qualcomm confirms price hike plan and broadens growth bets as Apple sales fade

Qualcomm is raising prices across its product portfolio and accelerating a shift beyond smartphones as higher memory and manufacturing...

Thursday 30 July 2026

Qualcomm bets on AI and automotive growth to offset Apple decline as weak outlook pressures shares

Qualcomm forecast weaker fourth-quarter earnings and warned that revenue from Apple products will decline faster than previously expected, underscoring near-term pressure on its smartphone...

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