Taiwanese network IC design house Realtek Semiconductor has expressed confidence in its business prospects for 2025, as evidenced by improved order visibility and technological advancements.
Although Qualcomm delivers better-than-expected financial performance across its business, the company expects flat smartphone growth in 2025, impacting its licensing business in the coming year.
During an earnings call on February 6, 2025, Qualcomm's senior executives highlighted the company's success in premium market segments despite overall smartphone market stagnation. This premiumization trend has been partly influenced by TSMC's recent price adjustments for their 3-nanometer and 4-nanometer products.
China's antitrust watchdog is evaluating a possible investigation into Apple's App Store policies and developer fees, a move that could heighten tensions between Beijing and Washington in an escalating trade conflict, according to Bloomberg News and Reuters.
The National Communications Commission (NCC) has released a comprehensive 2024 communications market report, executed by the Taiwan Institute of Economic Research. The report reveals notable shifts in media consumption habits among Taiwanese adults aged 16 and above. Between 2017 and 2024, a significant 86.1% of the population relied on search engines for information, while the use of YouTube as a primary source of information surged dramatically, jumping from 33.9% in 2017 to 71.5% in 2024.
US President Donald Trump's pledge to impose broad tariffs with a focus on US interests could potentially impact Samsung Electronics' market position. While Apple might receive exemptions for Chinese-made iPhones, this development poses significant challenges for Samsung in the US smartphone market.
Former Microsoft Windows Division president Steven Sinofsky, who played a crucial role in developing Windows 7 and Windows 8, has shared his analysis of the AI industry's current state and DeepSeek's emergence in a detailed post on X.
DIGITIMES analyst Brandon Fang recently observed a significant surge in AI glasses manufacturers at CES 2025. With product displays expanding dramatically, more than 100 models are expected to be released in 2025, marking the entry of AI glasses into a competitive market phase.
Samsung Electronics (Samsung) has made pre-ordering for the Galaxy S25 series available in Taiwan. According to Jacob Chen, president of Samsung Taiwan's Mobile Communications Division, the Galaxy S25 is expected to achieve a 20% increase in overall sales and an over 25% increase in revenue compared to the Galaxy S24, driven by advancements in generative AI (GenAI) and enhanced marketing strategies.
Samsung Electronics reported disappointing fourth-quarter 2024 results for its Mobile Experience (MX) and Network (NW) divisions, as new product sales failed to meet expectations. The South Korean tech giant plans to unveil the Galaxy S25 series on February 7, 2025, hoping to reverse the downward trend, according to local media reports.
Pegatron has disclosed that it has reduced its holding in an Indian subsidiary to 40%, confirming reports saying India's Tata Electronics has acquired a 60% stake in the Taiwanese maker's iPhone manufacturing plant in the South Asian country.
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