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Jan 13, 10:48
Xiaomi's XRing strategy raises pressure on MediaTek, Qualcomm
Market sources say Xiaomi is expanding its in-house XRing chip lineup. Beyond developing the next-generation XRing O2 on TSMC's N3P process, the company also plans to extend these processors into "non-smartphone" products to further raise its level of self-reliance.

TCL has risen to second place worldwide in TV shipments, trailing only Samsung Electronics, as the Chinese electronics group leverages supply chain integration and display technology development to gain share in the global TV market.

Notebook hinge maker Jarllytec said that its confirmed orders for the 2026 3C product lines include one new China-branded foldable smartphone model, which is scheduled to enter mass production and shipment in the first half of the year. The company is also pursuing orders for new models in the second half. New laptop models from US-based laptop brands are expected to ramp up shipments in the first half, along with continued contributions from high-priced China-branded foldable notebooks. The LCD-related business is expected to remain relatively moderate.
India is weighing a sweeping set of new security requirements that could force smartphone makers to share sensitive source code with government-appointed laboratories, according to Reuters, citing people familiar with the matter and a review of confidential documents, reigniting a long-running tug of war between New Delhi and global technology companies over privacy, surveillance, and control of digital infrastructure.
China's smartphone industry opened 2026 with a major consolidation move, as Realme formally returned to the Oppo group as a sub-brand and integrated with fellow sub-brand OnePlus. The restructuring is intended to strengthen competitiveness through shared resources and coordinated brand strategy amid mounting supply chain pressure and intensifying market competition.
With the European telecom market recovering and countries accelerating network upgrade plans, magnetic component manufacturer LinkCom reported that shipments of PoE power transformers and LAN-type transformers maintained steady growth, boosting sales of its core magnetic component business. This resulted in a significant 13% increase compared with 2024 and helped lift full-year 2025 revenue to a record high.

Apple exported approximately US$50 billion worth of iPhones from India through December 2025, a milestone that underscores the company's accelerating shift of manufacturing away from China and highlights India's push to expand electronics production through federal incentives.

Taiwan's telecommunications industry is navigating a "new three kingdoms era" two years after the December 2023 mergers between Taiwan Mobile (TWM) and Taiwan Star Telecom (T-Star), alongside Far EasTone Telecommunications (FET) merging with Asia Pacific Telecom (APT). The National Communications Commission (NCC) recently assessed the post-merger performance of these operators, revealing divergent strategic outcomes and financial trajectories.
Sporton International announced that it has completed the world's first Wi-Fi 8-core chip testing project to obtain certification from the US Federal Communications Commission (FCC). The project supported MediaTek's Filogic 8000 series chips that it showcased at CES, making Sporton one of the earliest testing laboratories globally to enable Wi-Fi 8 products to pass FCC approval.
Tex Year Industries has just about completed its layout in specialty adhesives, materials, and chemicals for the AI and optoelectronics industries. It expects to see a significant increase in shipments and double-digit growth in 2026. This year, Tex Year will focus on five areas: AI cloud data centers, EVs, drones, smartphones, and Mini LED displays.
Largan Precision, a leading optical lens manufacturer, held its earnings call on January 8 to announce its fourth-quarter 2025 and full-year 2025 financial results. Benefiting from new product pull-ins by customers, the company posted consolidated full-year 2025 revenue of NT$61.15 billion (US$1.94 billion), up 3% year over year and surpassing the previous record of NT$60.75 billion set in 2019. However, gross margin in the fourth quarter of 2025 unexpectedly fell below 50%, slipping to 47.8%.

On the opening day of CES 2026, Lenovo followed Nvidia and AMD by bringing its annual flagship event, Lenovo Tech World, to CES for the first time. Held at the iconic Sphere venue in Las Vegas, the event marked the largest Lenovo Tech World to date.