Huawei’s Harmony Intelligent Mobility Alliance (HIMA) reached top five in total sales in June, just one spot behind Tesla China, an indication of the beginning of Huawei’s path to supremacy. Although Huawei insists it does not make cars, it understands the importance of controlling core vehicle technologies and is gradually making improvements in the automotive field. However, the elephant in the room must be addressed: Will Huawei grow to be a larger threat to its partners and other Chinese automakers?

The first half of 2025 has reshaped the global EMS/ODM landscape, with generative AI emerging as the new industry driver. In a ranking compiled by Eric Huang, Senior Analyst and VP of the International Business Unit at DIGITIMES, the top 20 EMS/ODM players were assessed by revenue. The findings show that AI data centers — rather than smartphones or PCs — are now the dominant force influencing company performance and industry dynamics.

据业内人士7月23日透露，LG显示器正在商谈为宝马旗下高端品牌劳斯莱斯车型供应有机发光二极管 (OLED) 面板。劳斯莱斯此前一直专注于信息娱乐系统的液晶显示屏，但据称他们正在考虑使用OLED。这可以被解读，宝马集团为实现合作伙伴多元化而采取的举措。