Taiwan’s electronics component industry has benefited from strong demand driven by AI and high-performance computing applications, with recent export, production, and outbound orders showing double-digit year-over-year growth. The expansion of AI server production also bodes well for the industry’s prospects. However, Taiwan’s shipping industry has raised concerns, citing the tariff policies announced by Trump on April 2, which have introduced uncertainty into the economic outlook, with the risk of economic downturn increasing significantly in 2025.

Despite slight growth in 2024, the global foldable smartphone market is projected to decline by 4% in 2025 due to poor fourth quarter performance from Samsung and Oppo. However, a strong rebound is anticipated in 2026 with Apple’s rumored first foldable device launch and an expected upgrade cycle for clamshell-type foldables.