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Jan 2, 15:19
China tech giants outline ambitious targets for 2025
Major Chinese technology companies have unveiled their strategic goals for 2025, with plans spanning from electric vehicle sales to artificial intelligence innovations. Tech giants Xiaomi, Baidu, and Huawei have outlined their vision for the year ahead, signaling transformative changes and challenges facing China's technology sector.
Wingtech, a Chinese ODM and IDM powerhouse, announced on December 30 that it has signed a letter of intent to transfer the equity and operating assets of nine ODM subsidiaries to Luxshare Precision Industry. This acquisition would mark a watershed moment in the supply chain landscape.
Taiwanese network communication manufacturers report no immediate impact from the US-China trade war on orders but remain optimistic about long-term opportunities driven by geopolitical shifts. They view new technologies like Wi-Fi 7, 10G-PON, DOCSIS 4.0, and AI as pivotal growth drivers for 2025, offering more predictable prospects than geopolitical uncertainties.
A White House official said on December 27 that the US identified a ninth telecommunications company impacted by a wide-ranging Chinese espionage effort and that further steps are planned to curb cyberattacks from Beijing.
Royole Technologies, once a leading innovator in flexible OLED panels, has seen its assets go unsold in multiple auctions following its bankruptcy filing in a Shenzhen court in November 2024. According to Nikkei, IC Smart, and 36kr, the company's liquidation process has stalled despite price reductions.
As 2024 draws to a close, Taiwan's annual smartphone shipments show modest but steady growth. Despite challenges such as high inflation, extended upgrade cycles, and a saturated market, the integration of generative AI (GenAI) features has contributed to market recovery. Taiwan's smartphone shipments are projected to surpass 5 million units, representing nearly 2% growth compared to 2023.
Despite the fact that Huawei employs mobile processors manufactured by China's SMIC, the company continues to rely on non-Chinese memory manufacturers for its premium smartphones, according to market sources.
Supported by investor enthusiasm for artificial intelligence (AI) along with an estimated 300 million iPhones exceeding four years of age, there are strong indicators that Apple may experience an upgrade "supercycle." According to MarketWatch, there are approximately 300 million iPhones in use worldwide that have surpassed four years of age, suggesting a potentially significant surge in replacement demand.
Apple plans to introduce variable aperture lens technology in the iPhone 18 when it launches in 2026, according to industry sources. The advancement is expected to significantly enhance photography capabilities, particularly in the depth of field (DoF) control.
According to Silicon Motion Technology, a specialist in memory device controllers, the NAND flash industry is expected to reach a supply-demand balance or experience a slight shortage in the second half of 2025.
While Samsung Electronics (Samsung) can breathe a sigh of relief as Qualcomm's close collaborator following the US semiconductor manufacturer's victory in its lawsuit against UK semiconductor IP firm Arm, concerns are mounting over the company's overreliance on Qualcomm.
Samsung Electronics (Samsung) plans to boost shipments of its Galaxy S series in 2025 while scaling back targets for the Galaxy Z series, as the company shifts focus to its flagship models amid sluggish sales of foldable devices.