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Monday 1 September 2025
China's ICT push: embedding AI across smartphones, PCs, and wearables by 2026

The US has tightened controls on China's semiconductor and artificial intelligence (AI) sectors under the banner of national security. Yet the surge of generative AI is reshaping industries worldwide, and Beijing is pressing ahead with its ambitions, especially in embedding AI into consumer and industrial devices.

Thursday 28 August 2025
Taiwan smartphone market gains momentum from new product launches in July
Despite challenges such as high market penetration, extended replacement cycles, tariffs, and inflation, Taiwan's smartphone market saw July shipments rebound above 400,000 units. This recovery was driven by continuous new product launches and diverse promotional offers from major brands.
Thursday 28 August 2025
Micron CEO reportedly meets Samsung's MX division head, bolstering grip on Galaxy's DRAM supply
Micron is tightening its grip on Samsung's flagship smartphone supply chain, even as the South Korean tech giant works to steady its own memory production business.
Wednesday 27 August 2025
Vivo V60 and foldable X series set to drive 40% sales growth in Taiwan mid-to-high-end segment
Vivo Taiwan is aggressively expanding its presence in the smartphone market. Following the recent debut of its first foldable device, the X Fold5, which marked a major step in strengthening its high-end portfolio, the company launched the V60 on August 26 to capture further market share.
Wednesday 27 August 2025
Huawei slashes Mate series prices, prepares tri-fold launch ahead of Apple event
Apple will unveil its latest iPhone lineup on September 9 in California, but Huawei is looking to pre-empt the buzz. The Chinese tech giant confirmed it will hold its "Mate XT Ultimate Master and Full-Scenario Launch Event" on September 4, where it is expected to introduce a tri-fold smartphone. The timing, just five days before Apple's event, is seen as a direct challenge, highlighting Huawei's push to regain ground in the premium smartphone market.
Wednesday 27 August 2025
Apple to unveil iPhone 17 lineup and slimmer model at September 9 launch
Apple will host its annual fall product event on September 9, where it is expected to debut its iPhone 17 lineup, including a new, thinner version of the device, alongside updated Apple Watches and other products, according to Apple, Reuters, Bloomberg, and CNBC.
Tuesday 26 August 2025
Samsung Display expected to remain key supplier for rumored foldable iPhone
Apple's long-rumored foldable iPhone is taking shape as Samsung Display, DS Neolux, and BH reportedly secure roles in its supply chain. Backed by Samsung Display's exclusive panel development and mass production experience, the project is advancing through prototyping, with a market launch expected as early as the second half of 2026.
Tuesday 26 August 2025
Personnel mobility in Apple's India supply chain seen as routine; Foxconn's global workforce ensures continuity
As the Apple iPhone 17 series launch approaches, the spotlight on supply chain dynamics intensifies, particularly regarding Foxconn, the principal backend assembler. Recent reports indicate Foxconn is replacing some Chinese engineers with Taiwanese ones in India, sparking market interest.
Tuesday 26 August 2025
Google shifts Pixel 10 to AI, TSMC Tensor still trails
Google's Pixel 10 highlights a strategic shift as the company moves production of its Tensor processor from Samsung to TSMC. The decision was aimed at improving performance, yet benchmark scores show only modest gains over the 2024 version and still fall short of Apple's chip from 2024.
Monday 25 August 2025
Pixel 10 takes aim at Apple with strong buzz
The Google Pixel 10 has generated unprecedented discussion. The combination of "TSMC + AI" appears to be a winning formula in Pixel 10's marketing strategy, with some models already showing as "out of stock" on pre-order websites. However, past issues such as overheating and rapid price drops for Pixel phones mean that user feedback remains an important factor to watch.
Monday 25 August 2025
AI glass race intensifies: Sunny Optical trades tech for equity in Goertek
Sunny Optical Technology (Group) Co. said on August 22, 2024, it signed a memorandum of understanding (MoU) with Goertek Inc. and its subsidiary Goertek Optical Technology, a move that could reshape competition in China's precision optics market amid surging demand for artificial intelligence (AI) and augmented reality (AR) hardware.
Monday 25 August 2025
Galaxy S25 sales hit 3m; Samsung pushes display innovation
Samsung Electronics has sold over 3 million units of its Galaxy S25 series as of August 1, surpassing the Galaxy S24 series' sales pace by more than two months. This strong sales performance has been a key factor in bolstering the company's second-quarter earnings.
Friday 22 August 2025
Commentary: Pixel 10 marks Google's decade of hardware struggles
The launch of the Pixel 10 series marks the tenth anniversary of Google's Pixel brand. Over the past decade, the company's smartphone venture has highlighted persistent shortcomings in hardware sales and market execution.
Friday 22 August 2025
India sees 30% tariffs fuel rise in smartphone exports to US in 1H25
India has overtaken China as the top smartphone exporter to the US, marking a major shift in global supply chains. According to Counterpoint Research and Canalys, Apple-led shipments drove a surge in India's exports in the first half of 2025, alongside strong growth in non-smartphone electronics.
Friday 22 August 2025
Google switches to TSMC for Tensor G5 as Pixel 10 series launches

Google has officially launched its latest lineup of Pixel devices, all powered by the next-generation Tensor G5 chip, built using TSMC's cutting-edge 3nm process. In a rare move, Google's US headquarters publicly acknowledged its partnership with the Taiwanese chipmaker, underscoring the growing strategic importance of Taiwan's semiconductor supply chain.

Friday 22 August 2025
Apple to open third India store in Bangalore as iPhone sales surge
Apple will open a new retail store in Bangalore on September 2, marking its third outlet in India after Mumbai and Delhi. The expansion reflects Apple's deepening push into the country's fast-growing premium smartphone market, where iPhone sales have surged sharply in 2025.
Friday 22 August 2025
Google's Pixel 10 takes aim at Apple with AI-first design and TSMC's 3nm power
Google this week launched its Pixel 10 flagship series, debuting its first smartphone powered by a system-on-chip built on TSMC's 3nm process. Expectations are running high that the smaller node will deliver stronger performance and efficiency.
Thursday 21 August 2025
Pixel 10 powered by Tensor G5 on TSMC 3nm with 34% CPU gain and 60% faster AI
Alphabet Inc. has introduced its latest Pixel 10 series smartphones featuring the newly developed Tensor G5 processor, marking the company's most significant upgrade in custom chip design. The Tensor G5 is the first Pixel chip manufactured using Taiwan Semiconductor Manufacturing Company (TSMC)'s 3nm technology, delivering enhanced performance and energy efficiency.
Thursday 21 August 2025
Google launches Pixel 10 series with advanced AI features to rival Apple's iPhone 17
On August 20, Alphabet Inc. unveiled its latest Pixel 10 series smartphones at the "Made by Google" event, showcasing significant advancements in artificial intelligence (AI) integration in Pixel products. The new lineup aims to compete directly with Apple's upcoming iPhone 17 series and AI-driven smartphones from Chinese manufacturers.
Wednesday 20 August 2025
Top smartphone brands gear up for 2H25: three key market trends to watch
The global smartphone market has shown signs of slowed sales growth, though major brands persist in launching new devices to stimulate demand. Key products like Google's Pixel 10, Apple's iPhone 17 series, and Samsung's foldable phones are expected to shape consumer interest in the latter half of 2025.
Wednesday 20 August 2025
Xiaomi strengthens smartphone presence amid modest global growth
Despite declining smartphone sales, Xiaomi maintained its top-three global smartphone ranking amid a mature market while its AIoT business maintained gross margins above 20%. Strategic premiumization, regional growth, and robust R&D investment underpin the company's resilience and long-term competitiveness across smartphones and connected devices.
Wednesday 20 August 2025
Apple reportedly produces full iPhone 17 lineup in India
Apple is significantly expanding iPhone production in India, shifting key supply chains from China to mitigate US tariff risks. With five factories now operating, including two new facilities, India will supply the full iPhone 17 lineup, boosting regional manufacturing capacity and reshaping global smartphone production dynamics.
Tuesday 19 August 2025
AI glasses promise to shake up the eyewear market
AI glasses are poised to revolutionize the conventional eyewear industry with new growth opportunities.
Tuesday 19 August 2025
Trump tariffs could stall Samsung’s US surge and boost Apple
Samsung Electronics is enjoying its strongest run in the US smartphone market in years, but that momentum could be tested as US President Donald Trump threatens sweeping tariffs on semiconductors and devices that use them.
Monday 18 August 2025
Huawei escalates IP battle with Africa's dominant smartphone vendor
Chinese handset maker Shenzhen Transsion Holdings Co., known as the "king of phones in Africa," is facing a fresh legal challenge from Huawei, highlighting growing intellectual property risks as it expands into emerging markets where Xiaomi and other rivals are gaining ground.