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Tuesday 13 January 2026

Taiwan's EMS/ODM sector ends 2025 with AI servers driving record months and reshaping the rankings

Taiwan's electronics manufacturing services (EMS) and original design manufacturing (ODM) sector closed December 2025 with a sharply bifurcated performance: AI server and cloud data-center supply chains continued to post standout growth and fresh revenue records, while PC-focused ODMs were steady, and many traditional consumer-electronics and peripherals manufacturers remained subdued. Automotive, industrial, and IoT-related businesses showed signs of recovery, but results varied widely by project timing and customer qualification cycles.

Tuesday 13 January 2026

Memory price surge spares Nintendo's Switch 2 so far; lower-priced model faces headwinds

Nintendo president Shuntaro Furukawa said the supply of the company's Nintendo Switch 2 game console has been stabilizing globally, though Japan continues to trail other markets, as rising memory costs linked to artificial intelligence demand add pressure to hardware margins.

Tuesday 13 January 2026

CES 2026: AI smart homes shift appliances into proactive household managers

At CES 2026, the smart home has moved beyond simple "connectivity" into an era of "proactive service," evolving from command-driven devices into home assistants that can anticipate needs and make decisions autonomously.

Tuesday 13 January 2026

Acer seeks to grow Indian PC market share with focus on gaming segment

Acer is intensifying its efforts in the Indian PC market, aiming to increase its consumer PC market share from 15% to 20% by 2026, with gaming PCs playing a central role, according to Harish Kohli, president and managing director of Acer India. The company's push includes hosting the annual Predator League esports finals in New Delhi.

Tuesday 13 January 2026

India's PC market is poised for significant growth with government-driven digitalization push

India's PC market is poised for strong growth, supported by the country's vast population and proactive government initiatives in digital transformation and local manufacturing. Despite India's population of 1.5 billion, the current annual PC sales volume is only around 15 million units, reflecting a penetration rate of roughly 10%, according to Harish Kohli, president and managing director of Acer India. This gap indicates a substantial opportunity for growth in both demand and production.

Tuesday 13 January 2026

Google–Apple AI deal signals a new phase of competition beyond models

Google and Apple have entered a multiyear collaboration under which the next generation of Apple Foundation Models will be built on Google's Gemini models and cloud technology. The partnership will help power future Apple Intelligence features, including a more personalized version of Siri expected later this year.

Tuesday 13 January 2026

Acer adopts multi-tier strategy amid ongoing memory chip shortage disrupting PC market

The persistent memory chip shortage, which has persisted from 2025 into 2026, continues to challenge the PC industry, prompting Acer's Asia-Pacific operations to implement a "triple cheese burger" strategy. The approach aims to address soaring memory prices and supply constraints by simultaneously targeting diverse market segments, according to Andrew Hou, president of Acer's Pan-Asia Pacific Operations Headquarters.

Tuesday 13 January 2026

Edge AI devices drive 2026 component value surge

CES 2026, themed "AI Forward," signaled a shift by global tech giants from generative AI models and computing power toward physical AI. Companies showcased AI PCs and notebooks, AI smart glasses, and humanoid robots, targeting emerging opportunities in the edge AI device market.

Tuesday 13 January 2026

CES 2026 highlights on-device AI as standard, reshaping AI PC architecture

At CES 2026, AI PCs are accelerating toward widespread adoption with a fundamental shift: AI has evolved from a single feature to the core architecture of entire products. This transformation spans chips, systems, and end-user ecosystems, driving AI PCs into a new phase of scaled deployment.

Monday 12 January 2026

HP seeks Chinese memory suppliers as DRAM shortage bites

HP is reportedly evaluating Chinese memory suppliers as a global shortage of DRAM tightens supply for consumer devices, according to analyst commentary citing discussions with Bank of America.

Monday 12 January 2026

Lenovo aims to double India business in three years

Lenovo is aiming to double its business in India over the next three years, leveraging strong growth in its Motorola smartphone segment and its infrastructure and services verticals, according to company executives. Lenovo's Asia Pacific leadership highlighted domestic consumption and the "India for the world" strategy as central to the company's future expansion, with India emerging as one of Lenovo's fastest-growing markets worldwide, according to the Economic Times.

Monday 12 January 2026

TCL climbs to No. 2 in global TV shipments

TCL has risen to second place worldwide in TV shipments, trailing only Samsung Electronics, as the Chinese electronics group leverages supply chain integration and display technology development to gain share in the global TV market.

Monday 12 January 2026

TCL appeals to vision-care with NxtPaper 70 Pro smartphone

Although CES 2026 is not traditionally a smartphone-focused event, TCL drew attention with its new NxtPaper 70 Pro smartphone. The device features NxtPaper 4.0 display technology, with its most notable difference from conventional smartphones being a dedicated shortcut key that allows users to switch display modes.

Monday 12 January 2026

Asus reports strong revenue growth in 2025 despite memory price surge

AsusTek Computer Inc. posted robust financial results for December and the fourth quarter of 2025, reporting revenue of NT$69.7 billion (US$2.2 billion), up 47% year-on-year. Quarterly revenue reached NT$202.9 billion, representing a 33% increase, while full-year revenue hit a record NT$738.9 billion, growing 26% annually.

Monday 12 January 2026

Ennoconn targets edge AI after December revenue hits record high

Benefiting from a rebound in global retail, financial automation, and cybersecurity demand, Industrial PC (IPC) maker Ennoconn announced that its Industrial Internet of Things (IIoT) business grew significantly, pushing monthly revenue to a new record high. Although cumulative full-year 2025 revenue showed a slight year-over-year decline due to the timing of project revenue recognition, Ennoconn's standalone operations maintained double-digit growth for the full year. This shows that the group's efforts in optimizing its product mix and transitioning toward higher-margin Ennoconn Solution as a Service (ESaaS) strategies have begun to pay off.

Monday 12 January 2026

Commentary: CES 2026 marks end of AR hype, start of price wars

For years, smart glasses and augmented reality (AR) headsets were among the most visible attractions at the Consumer Electronics Show (CES), peaking in 2025 when they dominated the exhibition floor. At CES 2026, their presence was noticeably reduced. This does not point to an industry slowdown. Rather, it signals the sector's exit from the "concept phase" and its entry into a market defined by price competition and practical commercialisation.

Monday 12 January 2026

Jarllytec seeks more foldable smartphone shipments in 2H26

Notebook hinge maker Jarllytec said that its confirmed orders for the 2026 3C product lines include one new China-branded foldable smartphone model, which is scheduled to enter mass production and shipment in the first half of the year. The company is also pursuing orders for new models in the second half. New laptop models from US-based laptop brands are expected to ramp up shipments in the first half, along with continued contributions from high-priced China-branded foldable notebooks. The LCD-related business is expected to remain relatively moderate.

Monday 12 January 2026

Pan-International bets on humanoid robots and AI, revenue contribution expected as early as 2027

Connector and cable harness maker Pan-International announced its December 2025 revenue, benefiting from year-end customer pull-ins and settlement effects, with monthly revenue rebounding by more than 10% from November. Declines in both year-over-year and quarter-over-quarter revenue in the fourth quarter of 2025 were driven by cautious consumer electronics customers and slowing automotive demand, but Pan-International is now actively restructuring.

Monday 12 January 2026

CES 2026: modular vs. thin notebook designs

CES 2026 revealed two clear paths in the global notebook market. While Apple continues to push the MacBook Pro toward extreme thinness, major PC vendors such as Dell, HP, and Lenovo are collectively pivoting toward modularity and repairability, with the intention of rebuilding competitiveness by extending product lifespans.

Sunday 11 January 2026

LinkCom targets high-end networking as magnetic component sales rebound

With the European telecom market recovering and countries accelerating network upgrade plans, magnetic component manufacturer LinkCom reported that shipments of PoE power transformers and LAN-type transformers maintained steady growth, boosting sales of its core magnetic component business. This resulted in a significant 13% increase compared with 2024 and helped lift full-year 2025 revenue to a record high.

Sunday 11 January 2026

Apple iPhone exports from India reach US$50 billion in 2025

Apple exported approximately US$50 billion worth of iPhones from India through December 2025, a milestone that underscores the company's accelerating shift of manufacturing away from China and highlights India's push to expand electronics production through federal incentives.

Saturday 10 January 2026

Chicony Power targets 2H26 benefits from Supermicro AI container supply chain entry

With the ongoing volatility in the electronics supply chain and persistent component shortages, Chicony Power is accelerating its transformation on the back of its existing notebook power supply business. The company is cautious for 2026 with expectations that the PC and consumer electronics industries will be constrained by semiconductor supply issues. In response, Chicony Power stated that it will shift its operational focus from pursuing shipment scale to optimizing its product mix. Through strategic alliances, the company has officially entered Supermicro's modular AI containerized computing center supply chain, intending to offset volatility in the traditional consumer electronics market with high-value-added AI applications and intelligent solutions.

Friday 9 January 2026

CES 2026: Samsung's trademark win leads TCL to drop 'NXT FRAME' name

At CES 2026, TCL showcased new TVs but removed the "NXT FRAME" trademark following a German court ruling in February 2025 that favored Samsung Electronics' "The Frame" over trademark infringement.

Friday 9 January 2026

CES 2026: robot vacuums have their presence felt in smart home sector

Humanoid robots demonstrated more advanced intelligence and dominated CES 2026. However, they have yet to enter large-scale commercialization and widespread adoption. In contrast, various functional robots are already thriving, including increasingly sophisticated robot vacuum cleaners, pool-cleaning robots, and lawn-mowing robots. Innovation did not disappoint at CES this year, with many competing in the smart home space.

Friday 9 January 2026

CES 2026: Wearable startups present new applications

Startups at CES 2026 are broadening the scope of wearable technology, shifting focus beyond fitness and health tracking toward workplace productivity and personal media applications, as early-stage companies look to stand out in a crowded hardware market.

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