Despite a generally negative outlook for the second half of the year, Largan, a key market indicator, stressed during its earnings call that the demand momentum for new flagship smartphones remains largely unchanged compared to previous years.
Google is bringing its Gemini artificial intelligence model to smartwatches running Wear OS, marking a significant expansion beyond smartphones and tablets. Announced this week, the rollout will introduce a new generation of AI-powered features across wearables from major partners including Samsung, Xiaomi, Oppo, and OnePlus.
Apple Inc. is planning an ambitious pipeline of new products for release during the first half of 2026, including a new low-end iPhone, multiple iPads and upgraded Macs.
Taiwan-based lens manufacturer Largan Precision held an online earnings call on July 10, during which it explained that exchange rate fluctuations had a significant impact on the company in the second quarter of 2025. The company previously predicted that the New Taiwan dollar would appreciate by 10%, affecting the second-quarter gross margin by 4-5%. However, pull-ins for new devices had already begun at favorable pricing, resulting in an actual impact of around 2%.
On July 9, Vivo officially launched its first foldable smartphone, the X Fold 5, in Taiwan, marking a strategic move to tap into the premium device market, strengthen brand value, and challenge Samsung's dominance in the foldable segment.
Samsung Electronics plans to launch a triple-fold smartphone by 2025, and for its goal in 2025, the Korean brand aims to equip its existing 400 million Galaxy devices with artificial intelligence (AI) capabilities, according to senior executives. These moves signal Samsung's continued push into both foldable devices and mobile AI technology.
Samsung Electronics has officially launched its new Galaxy Z series smartphones. On the surface, it appears to be just another routine product launch. However, this marks a new era of competition in the foldable phone market.
Taiwan's networking industry showed divergent revenue results in June 2025, as companies navigated evolving market demands shaped by artificial intelligence (AI) and global supply shifts. Accton Technology reported a significant milestone by surpassing NT$20 billion (US$685 million) in monthly revenue for the first time, driven largely by increasing AI-related demand. In contrast, Wistron NeWeb Corporation (WNC) and Sercomm experienced declines or transitional phases amid ongoing market adjustments.
US President Donald Trump has formally notified South Korea of plans to impose a 25% tariff on select imports, with implementation set for August 1. While a three-week window for negotiations remains, industry observers widely anticipate that talks will face significant headwinds.
Internet data center (IDC) provider Chief Telecom saw revenue in July 2025 drop by 2.11% year-over-year to NT$327 million (approx. US$11.2 million). However, total revenue in the first six months of 2025 surged by 18.74% year-over-year to NT$2.08 billion (approx. US$71.5 million), as demand for AI and cloud services continues to grow alongside opportunities in data center leasing.
Taiwan's top-three telecom service providers remain highly competitive in the local over-the-top (OTT) market, delivering impressive results in the first half of 2025 despite keen competition from international platforms.
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