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Friday 27 June 2025

Q3 outlook: smartphone industry weighs tariff risks against product launch momentum

As the calendar turns to the third quarter of 2025, the global smartphone industry finds itself at a critical juncture, shaped by a complex mix of geopolitical tensions, tariff uncertainty, and currency volatility. These macroeconomic headwinds continue to weigh on consumer sentiment, making a strong recovery in end-market demand increasingly difficult. Industry analysts are warning of rising operating costs and mounting challenges for smartphone vendors in the second half of the year.

Thursday 26 June 2025

Taiwan telcos slow to embrace satellite phones despite approval

Taiwan's telecommunications operators remain cautious about satellite phone services even after regulators cleared the way for applications, highlighting challenges in a market seeking differentiation amid fierce competition.

Wednesday 25 June 2025

Smartphone brands prepare Q3 launches after tepid 618 shopping festival performance

China's 618 Shopping Festival ended with smartphone sales showing continued growth, though at a more modest pace than previous years, as consumer demand weakened due to tariffs, inflation, and geopolitical tensions.

Wednesday 25 June 2025

Apple's foldable iPhone nears production; Novatek seeks role in OLED chip supply

Apple is reportedly preparing to initiate development of its first foldable smartphone in the second half of 2025, with contract manufacturing partner Hon Hai Precision Industry Co. (Foxconn) accelerating design efforts, according to supply chain sources familiar with the matter.

Tuesday 24 June 2025

Samsung takes cautious approach to adopting next-gen smartphone battery technologies

While Chinese smartphone manufacturers are using large battery capacities and fast charging speeds to launch a fierce marketing war, Samsung Electronics has chosen to "take a step back," cautiously introducing next-generation battery technologies.

Tuesday 24 June 2025

Samsung Galaxy Unpacked event set for July 9, spotlighting AI-driven foldable devices

Samsung Electronics officially announced that it will hold its Galaxy Unpacked launch event at 10 p.m. Taiwan time on July 9 in Brooklyn, New York. Industry insiders anticipate the unveiling of a new generation of foldable smartphones along with accessories such as earbuds and smartwatches.

Tuesday 24 June 2025

Vivo ranks among Taiwan's top three smartphone brands for first time

In May 2025, Vivo overtook Oppo to become Taiwan's third-largest smartphone brand, capturing an 11% market share behind Apple and Samsung Electronics. This shift in the market's top three marks the first change since 2019, occurring amid ongoing challenges such as US tariffs and currency fluctuations.

Monday 23 June 2025

Jarllytec expects moderate growth in 2025, looks forward to new products in 2026

Hinge manufacturer Jarllytec expects its notebook business will benefit from new Chinese foldable laptop models in the second half of 2025, with its exclusive supply of the high-priced and technically difficult Xuanwu droplet hinge serving as a key operational highlight. Traditional notebook hinge orders from American and Chinese brand customers will also continue to contribute steadily to the company.

Saturday 21 June 2025

GSEO signals cautious optimism under global trade uncertainty

GSEO, a key supplier of camera lenses for Apple's iPhone, addressed shareholders on June 17, 2025, with President Jones Chen and General Manager Lee Kuo offering a guarded yet forward-looking outlook on smartphone component demand, supply chain resilience, and geopolitical risks.

Friday 20 June 2025

Foxconn reportedly to manufacture iPhone enclosures in India, expands Tamil Nadu presence

Foxconn is preparing to manufacture iPhone enclosures in India for the first time, marking a significant expansion of its local operations. According to sources cited by the Economic Times, the company plans to set up a dedicated unit at the ESR Industrial Park in Oragadam, Tamil Nadu, adjacent to its upcoming display module assembly plant.

Wednesday 18 June 2025

Trump Mobile's T1 phone shows signs of Chinese origin despite 'all-American' claims

The Trump Organization unveiled Trump Mobile on June 16, 2025, promoting it as an all-American wireless provider with a flagship T1 phone boasting made-in-USA credentials. However, industry analysts and media reports have cast doubt on those claims, suggesting the T1 may be a rebranded Chinese-made device.

Thursday 12 June 2025

Huawei's Pura 80 series arrives: custom silicon, AI-native OS, pro-grade cameras

Huawei has officially launched its Pura 80 smartphone series, emphasizing next-gen imaging capabilities and AI-driven photography. During the presentation, the company repeatedly compared the new models with a leading rival flagship smartphone — widely interpreted as Apple's iPhone — to highlight performance gains.

Wednesday 11 June 2025

Apple's 'Liquid Glass' UI redesign backfires, creating opportunities for Android 16

Apple's introduction of its redesigned user interface at WWDC has elicited a range of responses from consumers, coinciding with Google's official launch of Android 16, the newest version of its operating system, on Pixel devices. Google highlighted that several new features of the platform were developed in close collaboration with Samsung Electronics, reflecting an increasing focus on cooperative innovation within the Android ecosystem.

Wednesday 11 June 2025

Apple's WWDC AI pitch overshadowed by research paper critique of rival models

Apple's 2025 Worldwide Developers Conference (WWDC) was supposed to be a turning point for the company's artificial intelligence ambitions. Instead, it has left many in the developer community wondering whether Apple is out of ideas—or out of time.

Wednesday 11 June 2025

Google's AR comeback: Project Aura marries dual-chip design with native 6DoF precision

Google has reentered the smart glasses arena with Project Aura, an AR headset co-developed with Chinese firm Xreal and powered by Qualcomm. First announced at Google I/O 2025 and later detailed at the Augmented World Expo (AWE), the device features a dual-chip architecture and native support for six degrees of freedom (6DoF) spatial tracking.

Wednesday 11 June 2025

Qualcomm demonstrates new processor for AI-based smart glasses

Qualcomm Inc., the top maker of smartphone processors, is making a bigger push into smart glasses with low-power components that can run artificial intelligence software.

Tuesday 10 June 2025

Huawei ramps up in-house tech with foldable PC, Pura 80 smartphone to challenge Apple

Amid intensifying US-China tech rivalry and deepening supply chain fragmentation, Huawei is mounting a formidable response through a series of proprietary technologies and product launches, signaling its comprehensive breakthroughs in chip design, system integration, and hardware engineering.

Tuesday 10 June 2025

WWDC 2025: Apple unveils iOS 26 with enhanced intelligence features and redesigned user interface

At the WWDC 2025, Apple introduced iOS 26 on June 9, a major update that includes advancements in Apple Intelligence and a comprehensive redesign of user interface elements. This release focuses on enhancing the functionality and experience across Apple's ecosystem, supported by more powerful on-device processing capabilities.

Tuesday 10 June 2025

WWDC 2025:Apple opens AI models to developers, highlighting on-device silicon advantage

Apple unveiled its latest artificial intelligence developments under the banner of Apple Intelligence at the company's annual Worldwide Developers Conference (WWDC), bringing new features across iPhone, iPad, Mac, Apple Watch, and Apple Vision Pro. The announcement underscores Apple's pivot toward on-device AI, optimized for its custom silicon, while opening access to developers in a move with potential implications for the broader hardware ecosystem.

Tuesday 10 June 2025

WWDC 2025: Apple's new 'Liquid Glass' UI raises bar for display and rendering performance

Apple has rolled out its most extensive software redesign to date across iOS 26, iPadOS 26, macOS Tahoe 26, watchOS 26, and tvOS 26, centered on a new interface material called Liquid Glass.

Monday 9 June 2025

Apple's iPhone 17 could see price hike as tariff pressures mount, global smartphone outlook dims

As Apple prepares to unveil its highly anticipated iPhone 17 series in the fall of 2025, rumors of a price increase have begun to surface. Market research firm Counterpoint Research has raised concerns that Apple may pass on some of the increased costs due to tariffs to consumers, resulting in a higher retail price for the new iPhone models. This price hike could potentially affect overall demand in the market.

Monday 9 June 2025

Samsung union loses nearly 7,000 members amid leadership crisis

Samsung Electronics's largest labor union lost almost 7,000 members in two months following the mass resignation of its executive leadership, potentially disrupting negotiations with management as the South Korean chipmaker grapples with production challenges and intensifying competition from TSMC.

Friday 6 June 2025

Huawei to launch Pura 80, aiming to boost high-end market share; four key areas spotlighted

Huawei recently announced that it will unveil the new Pura 80 flagship smartphone along with related artificial intelligence of things (AIoT) ecosystem products on June 11, 2025. Despite ongoing restrictions from US chip sanctions that continue to constrain its smartphone business expansion, Huawei has regained a solid foothold in the Chinese market in recent years. Industry estimates suggest that Huawei shipped 46 million units in 2024, making it the second-largest smartphone brand in China.

Friday 6 June 2025

TSMC's additional US$100B investment prompts Trump administration to intensify pressure on Samsung

Samsung Electronics is facing a challenging period as the Trump administration, which took office in January 2025, enforces its "America First" tariff and investment policies. Initially targeting TSMC and Apple by demanding significant increases in their US investments, recent shifts have seen mounting pressure directed at companies like Samsung, putting executive chairman Jae-Yong Lee in a difficult position.

Friday 6 June 2025

Apple reportedly brings Tata on board for iPhone and MacBook repairs in India as Wistron exits

Reuters, citing unnamed sources, reported that Apple has entrusted Tata Group with handling after-sales repairs for iPhones and MacBooks in India, marking a significant expansion of the Indian conglomerate's role in the US tech giant's supply chain. The move reflects Apple's increasing reliance on Tata as it seeks to diversify beyond China and deepen its manufacturing and service operations in India.

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