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Oct 6, 14:03
Apple, Qualcomm renew patent deal, iPhone modem shift deepens
Qualcomm announced on September 24 that it has renewed its global patent licensing agreement with Apple, with the new contract set to take effect on April 1, 2027. The terms and value of the deal were not disclosed, but Apple's long-running move toward in-house modem chips continues to draw close attention.
Largan Precision reported September consolidated revenue of NT$5.78 billion (US$181.99 million), up 15% from August but down 7% from a year earlier. Third-quarter revenue rose 15% sequentially to NT$15.65 billion.
Deutsche Telekom expects artificial intelligence and automation to generate around EUR2.5 billion (approx. US$2.8 billion) in indirect-cost savings by 2030 compared with 2023, Reuters reported, as the German telecom group puts measurable financial targets behind both cost savings and revenue growth.
Samsung Electronics said its new Galaxy Z series foldable phones have beaten expectations after launch, with sales in the first month up significantly from the previous generation. The company does not think Apple's upcoming iPhone Duo will derail demand for Samsung's foldable smartphones.
Climax Technology said elevated memory prices are pressuring its gross margin in the second half of 2026, while longer customer validation cycles for substitute memory parts are also dampening its outlook. The wireless communications company said its overall second-half outlook remains conservative.
Meta will link Naver Map's walking-navigation feature to its Ray-Ban Meta and Oakley Meta AI glasses in 2026, as it moves to strengthen its presence in South Korea before rival AI glasses from Google and Samsung Electronics arrive. According to South Korean media outlets Seoul Economic Daily and ETNews, the deal would make Naver the first South Korean company to partner with Meta in the AI glasses category.
Apple's iPhone 18 Pro series lifted first-week sales in China by 12% year over year, giving the soft smartphone market a much-needed boost and pushing Apple to the top of weekly sales with a 33% market share. The strong start underscores the brand loyalty that premium customers continue to show toward Apple's flagship phones, even amid market volatility.
After succeeding Tim Cook as Apple's chief executive, John Ternus is considering a broad organizational overhaul aimed at strengthening an engineering-centered R&D system, according to Bloomberg and Reuters. He is also weighing less reliance on Apple's traditional spring and fall product cycles in favor of more flexible and frequent device launches throughout the year.
Soaring memory procurement costs are pushing smartphone makers to pass expenses on to consumers. As artificial intelligence (AI) infrastructure expansion continues to squeeze global memory supplies, Huawei has officially raised device prices, citing an average US$200 increase in per-unit manufacturing costs. The move follows similar price hikes by Samsung Electronics across its flagship portfolio.
Huawei Technologies has unveiled its Mate 90 smartphone series, expanding the use of self-developed Kirin processors and HarmonyOS 7 as it looks to sustain flagship performance under US restrictions on access to advanced chipmaking technology.
Samsung Electronics on October 1 unveiled its next-generation premium Galaxy Tab S12 series, its first clip-on wireless earbuds, the Galaxy Buds On, and the Galaxy SmartTag3, which expands iOS support. The three product lines target large-screen creation and multitasking, open-ear listening, and cross-platform item finding, underscoring Samsung's push to broaden the Galaxy ecosystem through software services and accessories.
Wi-Fi 8 adoption is accelerating well ahead of the standard's expected finalization in the first half of 2028, with device brands and chipmakers already moving into early commercial deployment. The first Wi-Fi 8 routers have opened for pre-orders over the past month, while flagship smartphone platforms are beginning to integrate Wi-Fi 8 chips, reinforcing expectations of stronger downstream demand and a faster market ramp in 2027.