Industry News

Green manufacturing has become a new threshold for the electronics industry. With the formal implementation of the EU's CBAM (Carbon Border Adjustment Mechanism) and the continuous advancement of China's "dual carbon" goals, the green transformation of the electronics manufacturing industry has evolved from a voluntary act to a market access requirement. Major brands are requiring their supply chain partners to submit carbon emission reports and develop carbon reduction roadmaps. The main sources of carbon emissions in electronics manufacturing are: electricity consumption in production (approximately 551 TP3T): reflow soldering, wave soldering, and aging testing are the main power-consuming processes; and raw material mining and processing (approximately 301 TP3T): upstream carbon emissions from PCB substrates, rare earth metals, and other raw materials...

The Industrial Internet (IIoT) has entered a stage of large-scale application. By 2026, the penetration rate of IIoT in China's manufacturing industry will exceed 451 TP3T, with the number of industrial devices connected to the platform exceeding 120 million. The electronics manufacturing industry, with its highly automated production characteristics, has become one of the sub-sectors with the deepest application and most significant value creation of IIoT. Core application scenarios of manufacturing digitalization: ① Predictive maintenance: By deploying vibration and temperature sensors on SMT placement machines and reflow soldering equipment, combined with AI algorithms, equipment failures can be predicted 14 days in advance, reducing unplanned downtime by 751 TP3T. ...

The overall market is recovering, with Southeast Asia emerging as a new growth engine. According to the latest report from International Data Corporation (IDC), the global consumer electronics market is projected to reach $980 billion in 2026, a year-on-year increase of 7.21 TP3T, ending two consecutive years of decline. Among them, Vietnam, Thailand, and Indonesia saw a combined growth rate of over 181 TP3T in electronics manufacturing output, indicating that Southeast Asia is rapidly becoming a crucial node in the global electronics supply chain. Three key factors driving the recovery are the explosive growth of AI edge applications: smartphones, PCs, and wearable devices equipped with AI chips are driving a new wave of replacements, with AI expected to reach its full potential by 2026...