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Thursday 4 December 2025

Tech Forum 2026: Smartphone outlook slips into decline with CXMT DDR5 yields set to decide supply

At the DIGITIMES Tech Forum 2026, DIGITIMES senior analyst Luke Lin said the smartphone market, previously expected to rebound in 2026, is now projected to contract after a sharp jump in memory prices pushed supply-chain costs higher. Global smartphone shipment growth has been revised to negative 1.6%, with total volumes estimated at about 1.202 billion units.

Thursday 4 December 2025

India drops mandatory pre-installation of security app after public uptake and industry pushback

India's government has decided not to make the pre-installation of its cybersecurity and safety app, Sanchar Saathi, mandatory on smartphones, following strong public uptake and pushback from the tech industry. The decision comes after the app saw a tenfold surge in downloads in a single day, reflecting growing citizen engagement with its features.

Wednesday 3 December 2025

Tech Forum 2026: Quanta vice chair reveals cost-cutting path to smart glasses mass production

DIGITIMES' Tech Forum took place on December 3, 2025, with Quanta vice chairman C.C. Leung fully participating and closely following the pulse of the technology industry, particularly developments in the smart glasses sector.

Wednesday 3 December 2025

China's AI glasses market splits in two as ultra-low-cost models flood in

AI glasses have become a new competitive front for global tech giants. Since 2025, China's smart-glasses sector has accelerated into what analysts describe as a "hundred-model race," with Alibaba, Baidu, Xiaomi, Huawei, RayNeo, Meizu, Inmo, and others rapidly launching products.

Wednesday 3 December 2025

Apple reportedly to push back against India's order to preload cyber safety app, citing privacy concerns and past resistance

Apple does not plan to comply with an Indian government directive requiring smartphone makers to preload a state-developed cyber safety app, Reuters reported, citing industry sources familiar with the company's position.

Tuesday 2 December 2025

Vivo launches iQOO in Taiwan, targets gaming and midrange consumers

Vivo has introduced its iQOO sub-brand to Taiwan with the launch of the iQOO 15, marking the brand's first official entry into the market. The company aims to use iQOO's gaming-centric identity to strengthen its overall smartphone momentum in Taiwan's competitive midrange segment.

Tuesday 2 December 2025

Samsung launches first triple-folding phone with 10-inch display

Samsung Electronics announced its first triple-folding smartphone, the Galaxy Z TriFold, on December 2, 2025, marking the company's latest attempt to expand its foldable portfolio and differentiate its high-end devices in the AI-driven mobile market.

Tuesday 2 December 2025

Android phone sales falter in China's Singles' Day promotion, pressuring SoC shipments

China's smartphone sales during the 2025 Singles' Day period posted only modest growth, and nearly all of the gains came from Apple, according to new market data. The uneven performance has raised concerns that weaker Android demand could force MediaTek and Qualcomm to scale back shipments of their flagship mobile processors earlier than usual.

Tuesday 2 December 2025

India mandates non-removable state cybersecurity app on all smartphones, raising privacy alarms

India has ordered smartphone makers to pre-install a state-owned cybersecurity app on all new devices and push it to existing phones via software updates. The move is already drawing industry pushback over privacy implications.

Tuesday 2 December 2025

Samsung Taiwan president promoted amid strong sales

Samsung Electronics has promoted its Taiwan region president, Jun Yang, to an executive role following outstanding business performance. Samsung highlighted Yang's extensive experience since joining the company in 2001 and his key leadership roles across Greater China and Taiwan.

Monday 1 December 2025

Weekly news roundup: China phone makers pull back as Huawei advances chip tech, Nvidia strengthens Taiwan ties

These are the most-read DIGITIMES Asia stories in the week of November 24 to November 30, 2025.

Monday 1 December 2025

India roundup: India launches US$820M scheme to secure local rare earth supply

India aims to secure rare earth magnet supply amid Chinese dominance as firms from the country deepen ties with Korean giants.

Friday 28 November 2025

Chinese smartphone makers face cost pressures, plan product cuts or price hikes

Amid surging demand from artificial intelligence (AI) servers and high-end personal computers, prices of DRAM and LPDDR5 memory have soared, placing heavy cost pressures on budget smartphone makers worldwide. South Korean industry insiders warn that the "low-price strategy" that once fueled rapid expansion in the smartphone market may be losing its effectiveness.

Thursday 27 November 2025

Chinese smartphone makers halt iPhone Air follow-up projects amid weak sales

Following disappointing sales of Apple's iPhone Air and tightening supply chains, major Chinese smartphone manufacturers have reportedly frozen or canceled their own "Air" ultra-thin phone projects. Industry sources cited by Sina Finance and Jiemian.com reveal that Xiaomi, Oppo, Vivo, and others have either scrapped or adjusted development plans for Air models, reallocating eSIM solutions originally intended for these devices to other standard product lines.

Thursday 27 November 2025

Chinese phone makers push 10,000 mAh battery limit as Apple, Samsung, Google stay cautious

Chinese smartphone manufacturers are leading the race to increase battery capacity. Recent reports indicate that several Chinese smartphone makers are aiming to launch devices with ultra-large 10,000 milliampere-hour (mAh) batteries, which is roughly double the capacity found in flagship models from Samsung Electronics and Apple.

Wednesday 26 November 2025

iPhone 17 sales surge lifts market outlook as Chinese flagships intensify pushback

Apple's iPhone 17 series has seen strong sales momentum, lifting expectations for fourth-quarter smartphone demand in 2025. But market attention is shifting to whether Chinese brands like Huawei, Xiaomi, Vivo, and Oppo can collectively counter the iPhone 17's dominance in the mid-to-high-end smartphone segment by year-end.

Wednesday 26 November 2025

Samsung reverses five-year promotion decline to bolster AI and chip leadership

Samsung Electronics has announced its 2026 senior executive promotions, marking a sharp departure from its five-year pattern of steadily reducing the number of high-level advancements. The company increased its total senior promotions to 161, up from 137 in the previous year, drawing widespread industry attention and signaling a strategic shift toward bolstering leadership in future growth sectors, according to ET News and Chosun Biz.

Wednesday 26 November 2025

Huawei launches Mate 80 Lineup, Mate X7 Foldable to challenge iPhone 17 in China

Huawei introduced its latest flagship lineup on the 25th, launching the Mate 80 series together with the Mate X7 foldable.

Tuesday 25 November 2025

Taiwan smartphone shipments hit 560,000 units in October, driven by iPhone 17

Taiwan's smartphone shipments surged to nearly 560,000 units in October 2025, driven primarily by strong sales of Apple's iPhone 17 series, according to local channel operators. The figure represents a 17% increase from the previous month, marking a recent high for the market.

Tuesday 25 November 2025

Apple confirms sales reorganization as leadership uncertainty intensifies

Apple has confirmed a restructuring of its global sales organization after eliminating dozens of roles, marking a rare round of layoffs for the company. The changes come as Apple faces heightened scrutiny over its leadership future, with reports stating that CEO Tim Cook may step down next year.

Monday 24 November 2025

India roundup: Fujifilm to build semiconductor materials factory in India, targeting regional exports

Fujifilm will build a semiconductor materials plant in India for regional exports; Ziroh Labs promotes CPU-first AI compute; India approves 17 ECMS projects worth US$810 million to expand component manufacturing.

Friday 21 November 2025

GSEO aims for variable aperture certification in 2026 after strong smart glasses demand

During Genius Electric Optical's (GSEO's) online investor conference on November 19, 2025, chairman Jones Chen reported that demand in the smart glasses market is strong. He stated that development of variable-aperture smartphone lenses is progressing smoothly, and the company is aiming for customer certification in 2026. Driven by smartphone lenses, AR, and VR, Chen hopes 2026 revenue and profit will outperform 2025.

Friday 21 November 2025

Nvidia shift to LPDDR triggers supply scramble across AI and mobile sectors

Nvidia's strategic move toward low-power memory for its AI server lineup has set off a procurement scramble across the global tech supply chain. After the company released its fiscal 2026 third-quarter results, a report from Counterpoint Research indicated that Nvidia is adopting LPDDR chips more aggressively, replacing standard DDR modules in select AI server products. LPDDR has traditionally been used in mobile devices, making the shift especially significant.

Friday 21 November 2025

Apple reportedly boosts A19 chip orders amid strong iPhone 17 sales; TSMC adjusts production in response

Apple reportedly has increased its orders for A19 and A19 Pro series chips by 4 million to 5 million units over two months, fueled by robust demand for the iPhone 17 series in October and November 2025. This surge has led TSMC to modify its production capacity to accommodate Apple's growing device output.

Friday 21 November 2025

Indian consumer electronics company Wobble launches first smartphone

Bengaluru-based electronics brand Wobble has debuted its first smartphone, the Wobble One, marking its entry into India's competitive mid-range smartphone market. The "Made in India" device focuses on performance, battery life, and camera capabilities while complementing Wobble's existing Smart TV and consumer electronics lineup, according to Business Today, Gadget 360, and the Indian Express.

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