Samsung Electronics is reportedly stabilizing yields in its advanced chipmaking process, fueling optimism over its next-generation Exynos 2600 SoC. The development raises the prospect of breaking Qualcomm's grip on Galaxy S-series devices and reshaping the supply landscape. A strong showing from Exynos 2600 could also complicate MediaTek's efforts to gain a foothold in Samsung's flagship smartphone lineup.
The rapid adoption of AI is driving a surge in global data demand. Yet, 5G deployment has fallen short of industry expectations, pushing telecom operators to seek new revenue streams. At MWC 2025, the Global System for Mobile Communications Association (GSMA) underscored that "Complete 5G" will be pivotal for mobile operators looking to redefine the market and increase revenue. However, the adoption of 5G standalone (5G SA) remains the decisive factor.
As MWC 2025 concludes, Taiwan Mobile has articulated that artificial intelligence (AI) has emerged as the primary theme of this year's exhibition. The integration of AI with 5G technology is poised to create new business and revenue models for telecommunications operators.
Xiaomi saw strong growth in Taiwan in 2024, achieving double-digit expansion. The company's shipments of high-end smartphones surged by 30% compared to the previous year, while wearable devices also posted nearly 20% growth year over year.
HTC has reported continued losses in the fourth quarter of 2024 as its mobile phone and AR/VR hardware businesses struggle to gain momentum. The company remains challenged by high investment costs in the extended reality (XR) industry, which is still in its developmental stage.
On 4 March, Airspan Networks, a prominent provider of wireless network solutions, announced that it has reached an agreement to acquire Jabil's Open RAN radio portfolio along with its associated Intellectual Property Rights (IPR). This enhances Airspan's engineering capabilities, solidifying its position as a key player in the Open RAN market.
Open RAN (O-RAN) is breaking the monopoly of traditional telecom equipment suppliers by attracting more players through open interfaces and decoupled software and hardware. Since the US government began seeking alternatives for 5G, the O-RAN ecosystem has gradually expanded, with industry experts believing that software will become the core driving force behind O-RAN's development.
Genius Electronic Optical (GSEO) reported NT$23.187 billion (approx. US$706 million) in revenue for 2024, marking a 6.98% increase from the previous year. Net profit attributable to the parent company jumped 40.7% to NT$4.323 billion, with earnings per share (EPS) at NT$38.35.
Taiwan's delegation, led by its national team, brought 12 local companies to the 2025 Mobile World Congress (MWC), securing a prime exhibition space that significantly boosted visibility. Industry players noted a rise in inquiries, driven by clearer 5G applications and the strategic positioning of the Taiwan Pavilion.
At the 2025 Mobile World Congress (MWC), Chinese tech giant Huawei made a striking presence by securing half of the exhibition hall, drawing significant attention. During the event, Felipe VI, the King of Spain personally visited Huawei's booth, underscoring the company's prominent status.
Far EasTone Telecommunications (FET) has outlined its 2025 operational strategy, focusing on three core pillars to drive growth: deepening AI-driven operations, maximizing synergies from mergers, and expanding its digital services ecosystem.
More coverage
