Electronics Supply Chain Weekly Digest: July 11, 2025
07/15/2025 //
DATAPOINT OF THE WEEK: China retail auto sales remained strong in June with continued double-digit growth Y/Y across all major segments, according to data from the China Passenger Car Association (CPCA). Total passenger vehicles increased 18% y/y, vs mid-teens growth in the prior 3 months. NEV sales grew 30% Y/Y, and PHEV sales grew 34%, both consistent with the recent trend and ahead of the preliminary estimates. Auto exports were also strong, growing 27% y/y, continuing the strong trend from May, and improving from the signs of flatlining in April and March. NEV exports accelerated with growth reaching 148% y/y vs 113% in May and a 50-60% increase in the prior months.
Headlines:
Auto/Transportation
- BYD to start assembling electric cars in Brazil
- BMW 2Q deliveries flat Y/Y with growth in Europe offsetting China declines
- Daimler Truck to cut 5000 jobs in Germany by 2030
- Automakers push EV sales as $7,500 US tax credit is set to end
- Ford's $3b US EV battery plant gets green light for tax aid
- Mercedes reported 9% Y/Y decline in 2Q global vehicle shipments with declines in N.A. and China offsetting growth in Europe
- Nissan to scale back production plan for new EV due to China rare earth curbs
- Stellantis Italian output down 27% in first half, union says
- U.S. auto inventory hits 4-month high in June as sales cool, prices hold steady
- Car import quotas, export credits on table for EU-US trade talks, says Reuters
Industrial
- German industrial output rose more than expected in May
- Tesla halts Optimus robot production plans as hardware woes mount
Semiconductors
- Jiangsu Advanced Memory Semiconductor restructuring collapses, exposing deeper cracks in China’s chip boom
- Infineon ramps up with 300mm GaN strategy as TSMC retreats from GaN foundry
- China’s chip demand surge drives Korean 8-inch foundry utilization to new highs
- Huawei seeks AI chip deals in Middle East, Southeast Asia, Bloomberg News reports
- Chip firms in Malaysia pause investment plans on tariff angst
- Global semi sales remained strong in May, growing 20% Y/Y says SIA
- Samsung warns of 56% profit plunge in Q2, misses estimates
- Electronics now make up 20% of global trade, with components surpassing end products, says Global Electronics Association report
- TSMC 2Q revenue surges 39% Y/Y, surpassing expectations
- TSMC plans two new advanced packaging plants in the US by 2028
Consumer/Other
- Trump puts 35% tariff on Canada, eyes 15%-20% tariffs for others
- Rare earth supply at risk as Myanmar conflict could disrupt China's production
- German companies are the most optimistic about the economy since early 2022, according to a report by S&P
Trump to impose 50% tariff on imported copper and semi-finished copper products
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Dennis Reed
Dennis started in the industry in 2005 at FTN Midwest Research on the technology & semiconductor team. In 2006, he was a founding member of Cleveland Research Company and continued to develop an extensive network of technology industry professionals in the semiconductor, distribution, memory and HDD industries throughout the world. Dennis worked at KeyBanc Capital markets in New York, on teams covering Consumer Staples and Paper & Packing companies. Dennis also brings wide level of experience working in various roles with Travelers Insurance, including Market Research and various product roles supporting business unit growth in targeted end markets.