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Jul 31
India's first telecom manufacturing zone to land in Madhya Pradesh

India has moved to build a major telecom manufacturing hub in Gwalior, a step that could reshape supply chains, investment flows, and technology production for global markets. The project aims to reduce import dependence, support exports, and build an integrated base for telecom hardware, research, and development.

As Starlink's subscriber base has surpassed 12 million and rivals such as OneWeb and Amazon's Project Kuiper continue expanding their constellations, South Korea only officially launched its low-Earth orbit (LEO) satellite communications initiative in July 2026.

Apple reported its best-ever third-quarter results for fiscal 2026, but its guidance for the fourth quarter showed much slower growth than in the prior quarter. CEO Tim Cook said the shortage of advanced-node capacity for mobile SoCs is the biggest limit on the company's expansion.

Xiaomi raised prices on several flagship smartphones in China on August 2, including the REDMI Turbo 5, K90 series, and Xiaomi 17 series, according to Xiaomi Store. The move adds CNY300 to CNY500 (US$44.46 to US$74.10) to each individual product depending on price positioning, with the largest increase reaching more than 10%.
Dixon Technologies said rising component prices pressured margins in the first quarter of fiscal 2027. Still, strong order inflows, a shift toward higher-value manufacturing, and new policy support could help offset the hit. The company sees mobile volumes improving, exports rising, and component localization deepening across its expanding portfolio.
Memory costs have moved ahead of smartphone system-on-chip (SoC) costs, and Counterpoint Research said the shift was already reshaping handset pricing and demand. The research firm expects global smartphone SoC shipments to fall 14% in 2026, with the entry-level segment taking the biggest hit and declining by more than 30%.

Taiwan networking equipment maker Arcadyan Technology is accelerating its expansion beyond the residential broadband market.

Taiwan's smartphone market slipped into its usual June sales lull, pushing monthly shipments back below 400,000 units. A handset distribution source said total shipments reached 395,000 units in June, down nearly 8% from 429,000 in May as inflation and higher component costs continued to pressure pricing.
Samsung Electronics is considering using low-cost Chinese mobile DRAM in smartphones sold in China as it looks to cut manufacturing costs and expand its presence in the country's budget handset market, according to Asia Time.

Major smartphone system-on-chip vendors are set to report earnings this week and share outlooks for the traditional second-half peak season, giving investors a fresh read on 2026 consumer demand. The results come as chip inflation remains elevated, supply stays tight, and brands weigh whether higher component costs will weaken buying power or limit inventory builds.

Kbro Broadband said on the 27th that it will begin the second phase of its full-area upgrade plan in August and roll out its Kbro New Speed 10G service amid rising demand for faster internet in Taiwan. The cable operator also said capital expenditure will stay elevated in the coming years, with spending gradually shifting from network upgrades to terminal equipment, enterprise customers, and smart city projects.

China Mobile has upgraded its traditional voice service with generative AI, cybersecurity, and high-definition video, as China's telecom sector pushes basic communications toward more intelligent offerings. The revised service was rolled out recently and is designed to give users a smarter calling experience without changing their phone or SIM card.