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Friday 6 November 2026
India's premium shift shields Apple from decade-low smartphone slump
India is now an important market for Apple in two ways. It is a growth market where the company set an all-time revenue record in the September quarter, even as overall smartphone...
Friday 6 November 2026
Apple's OLED shift challenges Radiant, but foldable iPhone offers a way forward
Apple's growing adoption of OLED displays is reshaping its supply chain, prompting key supplier Radiant Opto-Electronics to expand beyond conventional backlight modules into advanced...
Thursday 5 November 2026
Apple opens AI beta in China with Qwen-integrated Siri
Apple has opened testing of its China-specific Apple Intelligence service with the iOS 27.3 developer beta released on November 4, integrating Alibaba's Qwen model into Siri. The full...
Thursday 5 November 2026
Analysis: Qualcomm's AI server CPU ambitions gain urgency as smartphone slump threatens its core business
Qualcomm's weakening smartphone business is accelerating its transformation into an AI infrastructure supplier, with custom accelerators, server CPUs, and optical connectivity emerging...
Thursday 5 November 2026
Memory surge leaves 8GB iPad Pro behind on AI
Apple's memory requirements for its new Apple Intelligence features have sparked debate after the launch of iOS 27 and iPadOS 27, with some older or lower-spec devices excluded from...
Thursday 5 November 2026
Qualcomm's September-quarter revenue falls 8% as handset slump outweighs automotive gains
Qualcomm's fiscal fourth quarter showed a company whose growth now comes almost entirely from outside the smartphone, but not yet at a scale that can offset a shrinking handset business...
Wednesday 4 November 2026
Apple eyes sputtered HMO process for next-gen OLED
Apple is reportedly developing high-mobility oxide (HMO) technology for next-generation OLED displays and evaluating it at its own research facilities in Taiwan. Although the mass-production...
Wednesday 4 November 2026
UTI begins iPhone Duo UTG shipments to Samsung Display
South Korean company UTI, the second supplier of ultra-thin glass (UTG) cover glass for Apple’s first foldable smartphone, the iPhone Duo, has begun shipments to Samsung Display...
Wednesday 4 November 2026
Apple China revenue hits record as memory costs test growth
Apple's Greater China revenue rose 21% year-over-year to a record US$17.5 billion in the fourth quarter of fiscal 2026, ended September, while full-year revenue increased 28%, driven...
Wednesday 4 November 2026
Apple expects MacBook Neo shipments to double in 2027, sources say
Apple has given suppliers a shipment forecast of 16 million MacBook Neo units for 2027, about double the nearly 8 million units expected in 2026, according to supply-chain sources.
Wednesday 4 November 2026
iPhone Duo opens new growth path as AI, services, costs test Ternus
Apple's first foldable iPhone, the iPhone Duo, could reignite upgrade demand in the mature iPhone market, but supply constraints and reported display-quality issues highlight the challenge...
Wednesday 4 November 2026
Commentary: Apple's results mask uncertain demand as supply constraints ease
Apple reported record revenue for its latest fiscal quarter and forecast another record for the current quarter, attributing nearly all hardware-related pressure to supply constraints...
Tuesday 3 November 2026
Apple's iPhone Duo launch lifts Samsung Galaxy Z Fold 8 sales in South Korea
Samsung Electronics' Galaxy Z Fold 8 weekly sales in South Korea increased by more than 20% in the week after Apple launched its first foldable iPhone Duo, according to Seoul Economic...
Tuesday 3 November 2026
Apple's US$5 trillion dilemma: iPhone Duo and AI raise stakes for next growth chapter

Apple's record fiscal 2026 performance left a central question unresolved: can premium-priced iPhones, AI, and expanding services sustain enough...

Tuesday 3 November 2026
Analysis: Beyond iPhone growth, Apple's spending reveals broader cost challenge
Apple is committing more money to research and securing supplies while reducing cash spending on fixed assets, a combination that shows how its AI ambitions and component shortages...