Y's Consulting Group (Headquarters: Taipei City, Republic of China; Representative Director: Yasushi Yoshimoto) has released the July 2026, 1st week issue of its specialized journal for the Taiwan machinery industry, "Y's Machine Industry Journal."

Y's Machine Industry Journal No. 0658

This issue features "Analysis of Taiwan's Machinery Transmission Equipment Manufacturing Industry in 2026" and "Overview and 2026 Outlook for Taiwan's Rubber and Plastic Processing Machinery and Equipment Manufacturing Industry." It explains the contrasting industrial structures: the thriving transmission equipment sector, boosted by demand for humanoid robots, and the struggling rubber and plastic machinery sector, hampered by geopolitical risks and China's import substitution policies.

Furthermore, it provides a multifaceted report on Taiwanese companies' survival strategies to shift their business portfolios to next-generation domains amidst supply chain realignments, including Dalian Chemical's proposed "Japan-Taiwan Collaboration" strategy in the semiconductor materials market targeting China, and Largan Precision's new entry into the AI Co-Packaged Optics (CPO) field.

[Topic 1]

Taiwan's Machinery Transmission Equipment Manufacturing Industry Grows with Robot Demand In the first quarter of 2026, both production and sales values maintained a growth trend due to the easing of trade friction and demand related to humanoid robots. Major companies such as Chieftek Precision (直得科技) and Hiwin Technologies (上銀科技) have seen significant improvements in their performance by capturing demand from advanced semiconductor packaging and AI.

[Topic 2]

Dalian Chemical's Net Profit Triples - Japan-Taiwan Collaboration Counters China's Economies of Scale Petrochemical giant Dalian Chemical (大連化工) accurately predicted the tense Middle East situation and China's production expansion, leading to the implementation of AI robot adoption in its factories. As a result, its net profit for January-April 2026 surged to three times that of the same period last year. The company advocates for a "Japan-Taiwan Alliance" to enter the Taiwanese semiconductor materials market, avoiding price competition for general-purpose products and collaborating with Japanese companies possessing cutting-edge material technology.

[Topic 3]

Largan Enters CPO Field, Targeting Optical Communication Components as Second Growth Engine Largan Precision (大立光電), the world's largest manufacturer of optical lenses for smartphones, has begun developing fiber array units (FAU) for Co-Packaged Optics (CPO) in anticipation of optical communication demand from AI data centers. Leveraging its long-cultivated ultra-high-precision optical control technology, the company aims to foster a new business that will be crucial for next-generation communication.

[Topic 4]

Taiwan's Rubber and Plastic Machinery Faces Continued Headwinds in 2026 - Mixed Results with EV Demand The production value of Taiwan's rubber and plastic processing machinery and equipment manufacturing industry decreased by 5.47% in 2025 compared to the previous year, and the situation remained challenging in January-February 2026 with a 23.85% year-on-year decrease. Factors such as US tariffs and rising crude oil prices due to the tense Middle East situation have suppressed capital investment. On the other hand, companies like FCS (富強鑫精密工業), which has captured demand for eco-cars (EVs), recorded a 12.22% year-on-year increase in revenue in 2025, indicating that a shift to growth sectors is creating a divergence in performance.

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1. Gather Taiwan Information in Japanese

This is a specialized Japanese information magazine for the machinery industry.

2. Packed with Information on Individual Sectors

Full of information on semiconductor equipment, electronic materials/components, machine tools, machinery equipment, machine control devices, hand tools, power tools, screws, nuts, rivets, fasteners, molds, automobiles, aerospace, automation/robots, renewable energy, and more.

3. Diverse Information Provided

Covers industry trends, corporate movements, statistical data, and legal revisions comprehensively.

4. Easy-to-Read Layout

Provided in a horizontal, easy-to-read PDF format with abundant photos and diagrams, designed for viewing on a computer.

5. Article Database Search

Freely search past articles from the article database on our homepage.

●Apply for a 2-Week Free Trial

Please select "Machine Industry Journal" from the inquiry types.

https://www.ys-consulting.com.tw/contact/

【Company Profile】

Company Name: Y's Consulting Group

Location: 8F, No. 9, Xiangyang Road, Taipei City, Republic of China

Representative: Yasushi Yoshimoto

Established: November 1996

URL: https://www.ys-consulting.com.tw/

Business Activities:

・Management Consulting (Human Resources & Labor, Marketing, Business Strategy, Information Security)

・Human Resources Training (Hierarchical Training, Job-Specific Training)

・Distribution of Japanese Taiwan Economic News and Machine Industry Journal

・Market Research, Industry Research, Customer Research

・Cloud Service Sales

For consultations and inquiries regarding market research in Taiwan:

Y's Research (威志総研)

e-mail: [email protected]

TEL: +886-22381-9711 (10:00-19:00 Japan Time)

https://www.ys-consulting.com.tw/service/marketing/report.html

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  • Source: PR TIMES
  • Category: 経済