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Monday 30 June 2025
Notebook shipment update, May 2025

Introduction

Monday 30 June 2025
BOE ramps up iPhone OLED production, challenging Samsung and LG

Chinese display manufacturer BOE has secured production capacity of roughly 100 million OLED panels annually for Apple's iPhones, according...

Monday 30 June 2025
Apple supplier Lens Tech seeks up to US$606M in HK listing
Lens Technology Co., a supplier to Apple Inc., is seeking to raise as much as HK$4.8 billion (approx. US$606 million) in a Hong Kong listing, the latest Chinese company to seek a...
Monday 30 June 2025
Weekly news roundup: China's litho pivot, Huawei's lag, Apple's OLED play
Below are the most-read DIGITIMES Asia stories from June 23 to 29, 2025. Top developments include Huawei's stalled 5nm chip efforts, Renesas scaling back its EV power chip...
Friday 27 June 2025
Q3 outlook: smartphone industry weighs tariff risks against product launch momentum
As the calendar turns to the third quarter of 2025, the global smartphone industry finds itself at a critical juncture, shaped by a complex mix of geopolitical tensions, tariff uncertainty,...
Friday 27 June 2025
TSMC takes all: Google follows major smartphone chipmakers in embracing 2nm
Recent market reports indicate that leading companies such as Apple, Qualcomm, and MediaTek are highly likely to fully adopt 2nm chips by 2026. Google, having recently shifted its...
Thursday 26 June 2025
Radiant Opto reports strong 1H25 results amid Apple orders and global tensions
Radiant Opto-Electronics is off to a strong start in 2025, with early Apple product shipments boosting first-half earnings. But the company said the usual seasonal sales pattern is...
Wednesday 25 June 2025
Xiaomi XRing O2 surfaces: new SoC challenger to Qualcomm, Apple?
Xiaomi has filed multiple new trademarks — "XRing O2," "XRing T1," and "XRing O" — signaling continued momentum in its in-house semiconductor development. The move follows...
Wednesday 25 June 2025
Apple's OLED iPad pipeline fuels Samsung, LG production ramp; BOE left in the dust
Apple is set to release new iPad Pro models in the latter half of 2025, continuing its transition to OLED displays across its tablet portfolio. As reported by ZDNet Korea,...
Wednesday 25 June 2025
Apple's foldable iPhone nears production; Novatek seeks role in OLED chip supply
Apple is reportedly preparing to initiate development of its first foldable smartphone in the second half of 2025, with contract manufacturing partner Hon Hai Precision Industry Co...
Tuesday 24 June 2025
LX Semicon reportedly joins Apple's iPad Pro OLED DDI supply chain, eyeing Samsung's market dominance
South Korea's LX Semicon has reportedly secured a position in Apple's supply chain for OLED display driver ICs (DDIs) used in the latest iPad Pro models, marking a significant breakthrough...
Tuesday 24 June 2025
Vivo ranks among Taiwan's top three smartphone brands for first time
In May 2025, Vivo overtook Oppo to become Taiwan's third-largest smartphone brand, capturing an 11% market share behind Apple and Samsung Electronics. This shift in the market's top...
Tuesday 24 June 2025
A warning shot to Apple: South Korean OLED patent lawsuits target Tianma and BOE
Following Samsung Display's (SDC) patent lawsuits against BOE and TCL CSOT, LG Display (LGD) recently filed seven technical patent infringement lawsuits against Tianma. This move...
Monday 23 June 2025
Huawei 5nm's hard reality check
Huawei's next-generation chip ambitions are running into technical and geopolitical headwinds. While Chinese state media CCTV recently claimed a breakthrough in 5nm production through...
Monday 23 June 2025
Huawei HarmonyOS 6.0 preview: AI evolution targets Apple iOS 26
Huawei officially unveiled the HarmonyOS 6.0 Beta version at the "Huawei Developer Conference 2025" (HDC 2025) held in Songshan Lake on June 20, 2025, opening developer preview opportunities...