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Monday 17 February 2025
India roundup: Apple makes manufacturing pivot: scales back Vietnam MacBook production, ramps up India operations
Apple is ramping up its investments in India while scaling back those in Vietnam. Donald Trump and Narendra Modi met in the US as the duo tried to balance their bilateral trade.
Friday 14 February 2025
China smartphone market, 4Q 2024

Introduction

Friday 14 February 2025
Alibaba CEO confirms Apple AI partnership for China
Apple has selected Alibaba Group's (Alibaba) Qwen model as its AI service provider for the Chinese market. Alibaba chairman Joseph Tsai confirmed this collaboration during the World...
Friday 14 February 2025
Apple sets Feb. 19 product launch date as low-end iPhone nears
Apple plans to launch a product on February 19 that CEO Tim Cook described as the "newest member of the family."
Friday 14 February 2025
Alibaba won't solve all of Apple's China problems: Catherine Thorbecke
Apple Inc.'s China business kicked off the Year of the Snake inauspiciously.
Thursday 13 February 2025
DeepSeek emerges as China's AI powerhouse, raising competitive stakes for Apple
During Qualcomm's latest earnings call, CEO Cristiano Amon described DeepSeek-R1 as a turning point for the AI industry, driving the shift of AI inference from the cloud to edge devices...
Thursday 13 February 2025
Smartphone premiumization in India slows, Apple makes top 5 for the first time
In 2024, India's smartphone market saw a slowdown in premium device sales, with growth expected to come from low-to-mid-range models in 2025. Despite this, Apple experienced a 34%...
Thursday 13 February 2025
Apple and Foxconn face steep hurdles in Nissan stakes bid amid Honda merger collapse
The proposed merger between Honda and Nissan has reached an impasse, while Renault is preparing to reduce its 36% ownership in Nissan. This development has sparked speculation about...
Wednesday 12 February 2025
Lens Technology poised to lead UTG supply for Apple's foldable devices
Supply chain shifts for Apple's foldable products are taking shape. According to TheElec, Chinese manufacturer Lens Technology is positioned to become the primary supplier...
Wednesday 12 February 2025
Apple reportedly drops DeepSeek, partners with Alibaba on China AI integration
Apple is partnering with Alibaba Group to introduce artificial intelligence features in China, strengthening its position in a crucial market where it has struggled to establish a...
Tuesday 11 February 2025
Declining consumer power and intensifying competition challenge iPhone sales in China
The sales performance of the new iPhone series in the Greater China region has not shown improvement from 2024, seemingly confirming many market forecasts that suggest iPhone growth...
Tuesday 11 February 2025
iPhone slump reverberates through Taiwan's chip supply chain
Apple's iPhone revenue has fallen short of market expectations, slipping slightly year-over-year. The downturn is sending shockwaves through the mobile power amplifier (PA) sector,...
Tuesday 11 February 2025
Apple supplier Luxshare signs CNY120 billion industrial project in Kunshan
Luxshare Precision has signed a CNY120 billion (approx. US$16.43 billion) industrial project agreement in Kunshan, the city's largest investment in three years. When fully operational,...
Tuesday 11 February 2025
Amazon expects Trainium chip series to reach 4th gen amid growing adoption
Amazon has revealed that its in-house designed Trainium 2 processor is gaining traction among potential users, including Qualcomm, who are participating in its early-stage evaluation...
Tuesday 11 February 2025
Minds that shaped chip guru Jim Keller: Beyond Steve Jobs
Jim Keller's career has been shaped by interactions with some of the most influential figures in the semiconductor industry. As Jim Keller entered his forties, he met a figure at...