Taiwan Industry Reports
Industry Type:   Title:  

 
Discrete Devices Manufacturing
2025-NovDoc　#43224Industry Report (condensed version)US$300
Supported by the gradual recovery of demand in the non-AI terminal market and Taiwanese manufacturers’ increasing participation in AI and new energy supply chains, Taiwan’s discrete device manufacturing industry is expected to experience modest growth in the first half of 2026.
Optical Equipment Manufacturing
2025-NovDoc　#43226Industry Report (condensed version)US$300
Weaker-than-expected growth in high-end mobile-phone lens shipments, intensified price competition in automotive lenses, and redesigns of humanoid-robot products are expected to keep the industry’s performance largely flat in the fourth quarter of 2025.
Low Earth Orbit Satellite Industry
2025-NovDoc　#43228Industry Report (condensed version)US$300
Benefiting from the continued expansion of the satellite broadband user base and ongoing investment in satellite deployment by U.S. manufacturers, Taiwan’s low-Earth orbit (LEO) satellite industry is expected to experience steady growth throughout 2025.
Aircraft and Parts Manufacturing
2025-OctDoc　#43116Industry Report (condensed version)US$300
Shipments of the Brave Eagle advanced trainer aircraft in 2025 are projected to surpass those of 2024, while overseas demand for Taiwanese aircraft components is expected to stay strong. As a result, the economic outlook for Taiwan’s aircraft and parts manufacturing sector is anticipated to improve modestly in the fourth quarter of 2025.
DRAM Manufacturing
2025-OctDoc　#4308Industry Report (condensed version)US$300
This persistence in DDR4 demand is likely to sustain elevated spot prices, encouraging Taiwanese manufacturers to adjust contract prices upward. Consequently, Taiwan’s DRAM manufacturing industry is projected to maintain a growth trajectory in the fourth quarter of 2025.
Electronics and Semiconductor Machinery Manufacturing
2025-OctDoc　#43162Industry Report (condensed version)US$300
Uncertainty surrounding Section 232 has weighed on the electronics and semiconductor machinery export performance. Consequently, while the industry’s overall sales value is expected to continue rising in the fourth quarter of 2025, growth momentum is likely to moderate.
Copper Clad Laminate Manufacturing
2025-SepDoc　#42908Industry Report (condensed version)US$300
High order visibility and rising average unit prices are expected to underpin the industry’s economic expansion during this period. Nevertheless, the supply shortage of high-end fiberglass cloth warrants close attention, as the inability to secure a stable supply may emerge as a critical constraint on shipment growth in the latter half of the yea
Mobile Phones Manufacturing
2025-SepDoc　#42909Industry Report (condensed version)US$300
The early pull-in of shipments in the first half of 2025 is expected to dampen momentum in the latter half of the year. Consequently, the overall outlook suggests that the prosperity of Taiwan’s mobile phone manufacturing industry will experience a slight decline in the second half of 2025.
Touch Panel Manufacturing
2025-SepDoc　#43072Industry Report (condensed version)US$300
The launch of multiple new products from customers such as Apple, together with expanding revenue contributions from emerging markets, is projected to generate new operating momentum. Therefore, the industry’s economic outlook is forecast to improve modestly in the coming six months.
OLED Panel Manufacturing
2025-SepDoc　#43071Industry Report (condensed version)US$300
Although the global economy is projected to sustain stable growth over the next six months (Q4 2025 – Q1 2026)—supporting demand in downstream application markets such as smart home appliances, smartwatches, and industrial control systems—the Taiwanese OLED panel industry is expected to contract during the same period.
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