Global Scans · Manufacturing · Weekly Summary

• [New] In Japan, Rapidus is moving from R&D towards its target of mass production of 2 nm logic semiconductors by 2027, supported by funding from the Japanese government and several private sector companies. PwC
• [New] The International AIDS Vaccine Initiative in New York will prepare the vaccine candidate for production. Wired
• [New] Leading Technology: Black Box leads at 26.8% share; Embedded System-based UBI grows fastest at 27% CAGR, driven by OEM factory-fitted telematics enabling seamless UBI enrolment at vehicle purchase globally through 2033. Persistence Market Research
• [New] The upcoming RVMC factory in Vietnam will serve as the frontline for international delivery, seamlessly replicating Orbbec's proven China manufacturing workflows for localized mass production. Automation.com
• [New] To underscore, the IEEE IoT technology forecast of connected devices is expected to increase by about 300% from 8.7 billion devices in 2020 to more than 25 billion IoT devices in 2030. fortinet
• [New] Nvidia-backed photonics vendor Coherent plans to boost indium phosphide wafer production at its Sherman, Texas, fab by 4 x in anticipation AI proliferation will trigger an explosion in optical interconnect demand. theregister
• [New] Billions of dollars are being allocated toward AI infrastructure, robotaxi development, Optimus humanoid robots, and advanced computing systems that could shape the future of transportation. SATONIC
• [New] Localizing production in agrarian economies, especially in the Global South, has the potential to reshape supply chain dependencies and decarbonize critical industries. AgFunderNews
• [New] Cellular IoT connections will grow to 5.9 billion by 2035, with NB-IoT, 5G Massive IoT, and eRedCap playing key roles amid regional and regulatory variations. IoT Business News
• [New] Lockheed Martin is investing in quantum navigation sensors that could work with GPS to provide more precise and resilient positioning when satellite signals are blocked, jammed or spoofed. The Quantum Insider
• [New] Lithium-ion battery recycling, hydrometallurgical processing for battery-grade output production, direct recycling cathode active material recovery, and second-life battery systems before final recycling represent the highest-growth investment vectors through 2034. IMARC Group
• [New] Dominant Region: Asia Pacific is expected to dominate with an estimated 35% share in 2026, driven by high device adoption, dense production hubs, and widespread smart appliance use. Persistence Market Research
• [New] The U.S. manufacturing sector alone could face as many as 1.9 million unfilled jobs by 2033 if workforce shortages persist. Atlanta Journal-Constitution
• [New] Canada has the strong potential to grow its manufacturing base for renewable energy technologies, batteries and battery components, and other strategic applications, underpinned by its abundant low-emissions power and critical mineral resources. IEA
• [New] OPEC said in the report U.S. output of tight crude, another term for shale, likely peaked in 2025 at just over 9 million bpd, and sees modest total U.S. liquids supply growth of 400,000 bpd until 2030 and a production plateau thereafter. MarineLink
• [New] Some 4.66 million industrial robots are already installed on factory floors worldwide and 83 million jobs are at risk by 2027. industriall-union
• [New] In 2026, robotics will move from exploratory pilots to structured early adoption across the print production floor, driven by rising costs, persistent labour challenges, and growing demand for faster turnaround and 24/7 output. Automate
• [New] The number of connected IoT devices reached 18.5 billion in 2024 and is on pace to hit 21.1 billion by the end of 2025, with a 13.2% compound annual growth rate carrying the installed base to 39 billion by 2030. Swif.ai
• [New] Shipments of collaborative robots (cobots) are predicted to grow at an average annual rate of 17.3% from 2025 to 2030. Modern Materials Handling
• [New] The IAA is built upon an explicit industrialization objective: that the share of the EU economy devoted to manufacturing should grow from 14% today to 20% by 2035. Bruegel | The Brussels-based economic think tank
• [New] The protein production application segment is expected to exhibit a noteworthy CAGR of 12.6% between 2026 and 2034. Market Data Forecast
• [New] Industrial policies and legislation that incentivise domestic production and restrict exports can reshape global supply chains and could accelerate onshoring. GOV.UK

Last updated: 28 June 2026