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Thursday 17 April 2025
E Ink and Readmoo debut world's first foldable color e-reader at Touch Taiwan 2025
E Ink Holdings and Readmoo have jointly unveiled the world's first foldable color e-reader, the mooInk V, at the Touch Taiwan 2025 exhibition. Featuring an 8-inch Gallery 3 color electronic paper display, the device represents a major advancement in e-reader design and foldable display technology.
Thursday 17 April 2025
Tariff exemptions spur urgent orders, but capacity and cost pressures cloud US smartphone outlook
The US's recent decision to exempt 20 categories of goods—including notebooks, smartphones, tablets, and processors—from tariffs has sparked a wave of urgent procurement among upstream manufacturers. However, the relief has done little to ease broader concerns among brand operators, who continue to grapple with rising component costs and weakening consumer demand. Industry sources warn that these pressures could lead to significant shifts in smartphone market share across North America in 2025.
Wednesday 16 April 2025
Tariff uncertainty clouds outlook for seasonal tech demand and possible oversupply
Following the US government's imposition of broad reciprocal tariffs—targeting not only China but also nations like Vietnam and Thailand—many customers initially paused procurement. Now, with a 90-day suspension period in effect, those same clients are rushing to place urgent orders, raising concerns among component suppliers that the usual seasonal demand surge may be diluted.
Tuesday 15 April 2025
Tariff U-turns reshape Samsung-Apple rivalry
US President Donald Trump's rapidly changing tariff policies—particularly his proposed reciprocal tariffs—have disrupted global electronics supply chains that took decades to build, hitting Apple's Southeast Asian network. However, when Trump postponed the application of reciprocal tariffs on countries outside China, it ironically placed Apple at a disadvantage against rivals like Samsung Electronics.
Tuesday 15 April 2025
Acer to launch three smartphones in India on April 15, eyes bigger share through local partnership
According to GSMArena, Acer is set to reassert its presence in India's smartphone market, launching three new handsets on April 15. The company has teased one of the upcoming models, which will feature a 64MP Sony sensor, along with an ultrawide lens and a macro camera—signaling a focus on photography, particularly in low-light conditions.
Monday 14 April 2025
China-made iPhones exempt from tariffs, US Commerce Secretary hints at future taxes
On the night of April 11, Eastern Time, the US Customs and Border Protection (CBP) announced the exclusion of several products from "reciprocal tariffs," including smartphones, computers, semiconductor equipment, and IC components. According to The Financial Times, US Secretary of Commerce Howard Lutnick explained the rationale behind President Trump's tariff exemptions in a recent statement on April 14.
Monday 14 April 2025
Apple was on brink of crisis before Trump tariff concession
Apple Inc. has managed to dodge its biggest crisis since the pandemic — for the moment, at least.
Monday 14 April 2025
US tariff breaks make iPhones from India 20% cheaper than China
The export of iPhones and other electronic devices from India to the US is becoming notably more cost-effective, with prices expected to be around 20% lower than those from China. This shift follows recent tariff exemptions by the US government, which will benefit manufacturers by eliminating reciprocal tariffs imposed on various electronics from China.
Monday 14 April 2025
India roundup: India capitalizes on US-China trade dispute for growth
US tariffs on global trading partners are seen as beneficial to India. Apple may increase its reliance on suppliers in India due to heightened US tariffs against China.
Saturday 12 April 2025
US announces tariff exemptions on smartphones, PCs, and servers, benefitting Apple
US Customs and Border Protection announced a series of tariff exemptions, mainly covering smartphones, PCs, servers, displays, and semiconductors. The move reflects the reality that while American brands lead the high-tech industry, they still rely on foreign components in the mid-to-upstream supply chain.
Friday 11 April 2025
Tariff impact on iPhone's production strategy
As of April 10, the latest development shows that Trump has raised tariffs on Chinese goods to 145%, maintaining a hardline stance. For Apple's iPhone, which still relies heavily on China as its primary production base, this is undoubtedly a critical blow. Beyond tariffs, Apple's recent lag in AI technology development is making the situation even worse for its future prospects.
Friday 11 April 2025
Apple supplier GSEO reports March revenue surge amid tariff uncertainty
Genius Electronic Optical (GSEO) has unveiled its operational results for March 2025, revealing consolidated revenue of NT$1.893 billion (US$0.06 billion). This represents a strong 36.21% rise from February's NT$1.389 billion. However, when compared to the same period last year, there is a slight decline of 3.44%. For the first quarter of 2025, the company's total revenue amounted to NT$5.321 billion, marking a modest 1.6% growth over the corresponding period in 2024.
Friday 11 April 2025
Rising US-China tensions put American consumer tech brands at risk in China

The escalating US-China trade conflict is placing consumer electronics and high-tech industries at the center of geopolitical strain. As trade barriers rise and nationalism grows, American brands such as Apple and Tesla are increasingly vulnerable in the Chinese market, facing both regulatory headwinds and shifting consumer sentiment.

Friday 11 April 2025
Apple's China suppliers struggle as G2 trade war forces costly decoupling
As the US-China trade conflict escalates once again, both countries are imposing steep tariffs on each other, pushing global supply chains into a period of heightened uncertainty. The US continues to tighten restrictions on China's tech sector, while Beijing accelerates its "de-Americanization" campaign—aimed at reducing reliance on American technology and promoting domestic alternatives. This decoupling of two major economies is reshaping trade dynamics and putting unprecedented pressure on manufacturers embedded in cross-border supply chains.
Friday 11 April 2025
Trump claims US has sufficient resources to produce iPhones; experts refute
Following China's announcement of an 84% retaliatory tariff on US imports, US President Donald Trump has raised tariffs on Chinese goods to 145%, effective immediately. Analysts believe this will significantly impact Apple and its supply chain.
Friday 11 April 2025
Apple and TSMC face challenges ahead of 2nm chip launch
The United States' reciprocal tariffs officially took effect on April 9, 2025. However, within 24 hours, President Donald Trump announced a 90-day suspension for most trading partners, during which a reduced 10% tariff would apply. The suspension excluded China. Instead, Trump raised tariffs on Chinese imports to 145%.
Thursday 10 April 2025
Alcatel returns to India's smartphone market with US$30 million investment and local manufacturing plans
After a decade-long absence, French smartphone maker Alcatel is returning to India, partnering with Flipkart and looking for a local manufacturing partner.
Wednesday 9 April 2025
Tariff impacts on South Korean businesses: Overview of effects on home appliances, smartphones, and components
Following the announcement of the reciprocal tariff policy by US President Donald Trump, South Korean companies are thoroughly reviewing their supply chains and formulating countermeasures. Enterprises with production bases in China and Vietnam may face direct impacts, raising public concern.
Wednesday 9 April 2025
Apple faces multi-billion tariff challenge, weigh strategic options over supply chain and pricing
US's reciprocal tariffs targeting around 60 countries have sparked alarm across Asia and beyond, with Apple emerging as one of the policy's most exposed corporate giants. The tech giant's reliance on manufacturing hubs in Asia could cost it billions as average tariff rates in the region soar.
Tuesday 8 April 2025
Apple suppliers in China say US tariffs have limited impact — but risks are rising

On April 7, multiple Chinese Apple suppliers responded to the Trump administration's newly announced "reciprocal tariffs." Reports from Xinhua and Sina show that many A-share listed firms downplayed their US exposure and said the policy would have minimal operational impact. They also cited diversified production and flexible strategies to manage risk.

Tuesday 8 April 2025
HTC charts profitable path with Google XR deal, AR/VR pivot, fresh hardware push
HTC Corp. posted strong March results, driven by its expanding AR/VR business and a major licensing deal with Google. The company reportedly transferred part of its extended reality (XR) R&D team to Google and granted a non-exclusive license for select XR intellectual property.
Tuesday 8 April 2025
Apple, Samsung in tariff crosshairs, Chinese brands watch for aftershocks
US President Donald Trump's latest tariff policy has rattled global markets, pushing industries into rapid damage assessment. While most tech products face varying levels of impact, the smartphone sector appears less directly affected—except for Apple and Samsung, which together dominate the US mobile market.
Tuesday 8 April 2025
Trump tariffs make India an attractive iPhone export hub
Apple is ramping up iPhone exports from India to the US in response to new tariffs imposed by US President Donald Trump, seeking to shield its margins without raising retail prices—for now. According to The Wall Street Journal, sources said Apple views this move as a temporary measure while it tries to secure an exemption from the tariffs, much like CEO Tim Cook did during the previous Trump administration.
Tuesday 8 April 2025
Samsung logs profit beat with boost from Galaxy smartphones
Samsung Electronics Co.'s quarterly profit beat expectations after strong demand for its Galaxy S25 smartphones and legacy DRAM outpaced slipping margins in the high-stakes AI memory arena.
Monday 7 April 2025
Oppo expanding AI ecosystem
In the wake of the AI boom, Chinese vendor Oppo aims to sell more than 100 million AI handsets in 2025, with a strategic focus on the promotion of its midrange and high-end product lines. The company also plans to introduce generative AI into other IoT ecosystem products.