Advances in low-latency and zero-latency wireless communications are seen as a critical foundation for physical AI, remote control, virtual reality (VR), augmented reality (AR), and extended reality (XR), and the latest breakthrough has come through a joint effort by MediaTek, AT&T, and Ericsson.
Huawei and Apple are set to intensify competition in foldable smartphones in September, accelerating demand across a supply chain spanning foldable OLED panels, ultra-thin glass, hinges, flexible printed circuits and thermal components.
Mobile phone sales are under pressure as shortages and price increases for multiple upstream components squeeze the market. But brand makers have stepped up new product launches, with Samsung Electronics, Honor, Oppo, and Google already rolling out devices, and Xiaomi, Sony, and Vivo set to follow.
YouTube is preparing offers of millions of dollars in funding and brand revenue sharing to keep major creators from taking simultaneous streaming deals with Netflix, according to Bloomberg. The move comes as the two platforms compete more directly for top talent and audience attention in the US and beyond.
Google's newly launched Pixel 11 series drew a strong preorder response in Taiwan after telecom carriers rolled out expanded promotions and sales plans. The early momentum has renewed attention on whether Google can lift its local smartphone share above 5%.
Gemtek has made new progress in its India-based Wi-Fi mmWave fixed wireless access (FWA) rollout after India's Telecommunication Engineering Centre (TEC), under the Department of Telecommunications (DoT), formally issued a Provisional Generic Requirement on August 14 for Wi-Fi technology in the licensed 26 GHz (n258) band. The standard, TEC 21150:2026, is seen as a boost for Gemtek's 5G mmWave FWA business in India.
With the official launch of Honor's new Robot Phone, foreign media outlets have renewed their attention on how Chinese smartphone makers are redefining product design. Many have lauded Honor for its ability to pack a mechanically stabilized gimbal into a phone, and moreover move the device from concept showcase to a mass-produced product that consumers can actually buy. In addition, the device serves as a reference for future products in integrating imaging functionality and AI interactivity.
AI data center expansion and rising demand for enterprise network upgrades continue to lift the network equipment market, giving several vendors better order visibility. But surging prices for key components such as memory and PCBs, along with hyperscalers drawing heavily on supply-chain resources, are squeezing parts availability for other electronics and adding another layer of uncertainty to second-half operations.
Xiaomi is accelerating its transition from a smartphone-focused electronics manufacturer toward a broader technology ecosystem company, as artificial intelligence (AI), electric vehicles (EVs) and smart connected devices become increasingly important growth drivers while its core smartphone business faces rising component costs.
Taiwan Mobile (TWM) recently announced a tender offer for Systex, setting a goal of doubling its share of Taiwan's information services market from 7% to 14% within six years. TWM Chief Enterprise Business Officer Shing Chu stressed that the target is not about taking existing business away from competitors, but about capturing a larger share of a market that is expected to expand as AI drives enterprise demand for IT services.
Google has told suppliers it plans to move all production of Pixel smartphones, smartwatches and wireless earbuds out of China starting in 2027, after making progress developing and producing high-end Pixel phones in Vietnam this year.
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