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NEWS TAGGED SMARTPHONE
Tuesday 30 June 2026
Memory suppliers lock down buyers as contract prices continue surging in 2H26

Memory pricing pressure continues to intensify. Contract prices have already recorded substantial gains for two consecutive quarters...

Tuesday 30 June 2026
Taiwan optics sector heads into peak season as Apple demand, camera orders rise

Taiwan's optics industry is entering its traditional peak period, with global smartphone demand, Apple's new-device cycle, and rising...

Monday 29 June 2026
Taiwan smartphone shipments rose in May despite higher component costs
Taiwan's smartphone market saw shipments expand in May as Mother's Day buying and demand for AI-enabled premium models offset rising upstream component costs, industry participants...
Saturday 27 June 2026
Apple's reported 1.4nm roadmap signals prolonged race for advanced-node capacity
Apple is reportedly considering adopting 1.4nm process technology for its flagship smartphone SoCs as early as 2028, implying that flagship chips built on the 2nm generation could...
Wednesday 24 June 2026
Flexible AMOLED phone panel prices face pressure amid ongoing memory cost rise
Global smartphone buyers may see continued pricing pressure across display supply chains as a weak handset recovery and rising memory costs weigh on panel makers. In China and other...
Tuesday 23 June 2026
Smartphone demand and chip supply pressures cloud 2H26 peak season outlook
Market sentiment toward the smartphone industry remains subdued. On the demand side, global smartphone sales have declined for several consecutive weeks during the second quarter of...
Monday 22 June 2026
Memory costs push Samsung Galaxy A37 pricier as S26 holds steady

AI-driven memory price spikes are presenting a challenge for Samsung's smartphone business, with rising component prices eroding the...

Thursday 18 June 2026
SMIC narrows Intel's metal pitch gap, but Kirin 9030 teardown shows China's chip limits remain

A teardown of Huawei's latest Mate 80 Pro Max smartphone has put China's semiconductor progress back under scrutiny, after analysis...

Wednesday 17 June 2026
BOE starts production at China's first 8.6G AMOLED line
BOE Technology Group has begun mass production at its Chengdu high-tech zone facility, a move that could reshape the supply of OLED displays for notebooks and tablets, while intensifying...
Monday 15 June 2026
Commentary: EU eco-design rules set new bar for smartphone durability and repairability
The EU's new eco-design, energy labeling, and battery rules for smartphones and tablets may do more than improve environmental performance. They could change how device makers compete,...
Friday 12 June 2026
Largan keeps smartphone lens business on growth path as launch schedules shift
Largan Technology said its smartphone lens business remains on a steady growth track, even as key customer launch timing shifts into 2026 and 2027. The change could reshape seasonal...
Thursday 11 June 2026
Global smartphone industry, 1Q 2026

Introduction

Thursday 11 June 2026
Transsion turns from Africa phones to energy storage, but the harder fight is just starting
Transsion Holdings, Africa's long-time "king of mobile phones," is turning to energy storage as smartphone profits weaken. The question is whether its African channel empire can become...
Thursday 11 June 2026
Apple's AI strategy gains scale as rivals race ahead

Apple remains behind the leaders in large language model development, but its vast iPhone installed base and growing tablet and smartphone...

Wednesday 10 June 2026
Apple's Siri AI finally arrives, but China blockage threatens iPhone's next upgrade cycle
Apple's new Siri AI has finally arrived, but its absence from China threatens to weaken the company's artificial intelligence (AI) strategy in one of the world's most important smartphone...