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Tuesday 4 November 2025
SDC, LGD dominate iPhone 17 panel supply as BOE struggles with Pro models
Apple's iPhone 17 series has surpassed sales expectations, with South Korean manufacturers dominating the supply of its crucial OLED panels. Meanwhile, China's largest panel maker,...
Friday 31 October 2025
TSMC's profit engines: Nvidia and Apple orders exceed 40% of revenue
TSMC has secured a record-breaking performance for 2025, with profits reaching NT$1.21 trillion (approx. US$39.4 billion) in the first three quarters, already surpassing full-year...
Friday 31 October 2025
Apple posts record iPhone revenue despite supply constraints
Apple reported record iPhone revenue in its fiscal fourth quarter of 2024, achieving strong growth across iPhone, Mac, and Services segments despite ongoing supply shortages and rising...
Friday 31 October 2025
Tim Cook sees China growth returning on strong iPhone 17 momentum
Apple remains confident about its growth prospects in China even as tariff-related costs continue to rise. CEO Tim Cook described the Chinese market as "incredibly vibrant and dynamic,"...
Friday 31 October 2025
Apple eyes record holiday quarter as iPhone and services momentum build
Apple reported record fiscal fourth-quarter results, with revenue rising nearly 8% year over year to US$102.47 billion, driven by double-digit growth in services and solid demand...
Wednesday 29 October 2025
Apple's foldable shadow looms over the market Samsung built
The foldable phone market is finally hitting its stride. After years of false starts and skeptical consumers, the segment is experiencing genuine momentum. Counterpoint Research projects...
Wednesday 29 October 2025
Apple and Tesla orders fuel Samsung's recovery
Apple's mobile DRAM orders are expected to increase significantly in 2026, and the South Korean industry predicts that Samsung Electronics will be the largest beneficiary. News...
Tuesday 28 October 2025
MediaTek’s Q4 outlook clouded by sluggish demand and soaring memory prices
MediaTek is scheduled to hold its earnings call on October 31, where it is expected to provide clearer guidance for its fourth quarter of 2025 and full-year outlook amid persistent...
Wednesday 22 October 2025
GenAI gives China’s smartphone market a surprise rebound
China's smartphone market, which had slowed due to extended replacement cycles and market saturation, showed unexpected resilience in the first half of 2025. Supported by government...
Tuesday 21 October 2025
Chinese iPhone users take on Apple, accuse it of abusing market power for App Store
Fifty-five iPhone and iPad users in China have filed a joint complaint with the State Administration for Market Regulation (SAMR), accusing Apple of abusing its dominant position...
Tuesday 21 October 2025
LGD expands Paju OLED line for Apple's next-gen iPhone
LG Display (LGD) is reportedly planning to invest in production line conversion in 2026 for Apple's next-generation iPhone. According to the latest reports from Korean media, LGD...
Tuesday 21 October 2025
China's eSIM rollout hits snags as iPhone Air sparks policy growing pains
Apple's iPhone Air, the first smartphone in China without a physical SIM slot, ushers in the country's long-awaited eSIM era. But despite the milestone, eSIM adoption in China remains...
Monday 20 October 2025
iPhone 17 sparks strong upgrade demand with longer wait times and more orders
Apple's iPhone 17 is shaping up to be the best-performing model since the COVID-19 pandemic, according to multiple analysts cited by The Financial Times. The new generation's...
Friday 17 October 2025
Samsung reportedly abandons Galaxy S26 Edge after S25 and iPhone Air underperform
Faced with underwhelming demand for ultra-thin smartphones such as the Galaxy S25 Edge and Apple's iPhone Air, Samsung Electronics has reportedly canceled the development of its planned...
Thursday 16 October 2025
Taiwan's top three telecom operators report record September revenues with surge in iPhone 17 sales
Taiwan's leading telecom operators posted strong operational performances in September 2025, driven by the sales surge from the new iPhone 17 launch, ongoing 5G user upgrades, and...