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Dec 15, 12:16
South Korea mandates 5G standalone conversion in spectrum renewals, bucking cautious global rollout
South Korea has decided to make full 5G standalone (SA) deployment mandatory for mobile operators as a condition for renewing expiring 3G and LTE spectrum licenses, marking one of the strongest regulatory pushes globally to accelerate the transition beyond non-standalone (NSA) 5G.
Gemtek Technology aims to significantly expand shipments to India with new investments in optical communications and AI system-on-module sectors. The networking company plans a 100-fold increase by early 2026, contingent on national certification of its Wi-Fi over mmWave Technology (WoMT) in India.
Taiwan's leading telecom operators—Chunghwa Telecom (CHT), Taiwan Mobile, and Far EasTone (FET)—each reported revenue growth for November 2025. The sustained popularity of Apple's iPhone 17, combined with the Singles' Day shopping festival and government cash handouts, drove positive momentum across their core telecom businesses.
Foldable phones are emerging as one of the rare growth areas in an otherwise stagnant global smartphone market. According to market research firm IDC, foldable devices are projected to represent over 10% of the worldwide smartphone market value by 2029. Apple Inc. is expected to enter this segment in 2026 with its first foldable iPhone, anticipated to capture more than 22% of global foldable shipments and 34% of revenue in its debut year.
Chinese telecom equipment maker ZTE Corp. is again under regulatory scrutiny, as the US Department of Justice (DOJ) investigates alleged foreign bribery that could lead to more than US$1 billion in fines, Reuters reported. The Foreign Corrupt Practices Act (FCPA) probe covers ZTE's activities in Latin America and other regions, raising the risk of fresh penalties and the possible reinstatement of export restrictions if talks fail.
Samsung Electronics is set to introduce its triple-fold Galaxy Z TriFold in China, aiming to capture a larger share of the premium foldable phone market despite currently holding about 2% market share in the country. The move targets high-end consumers willing to pay above CNY20,000 (US$2,827.89).

FarEasTone (FET) has taken a major step in exporting its telemedicine capabilities abroad, announcing on Dec. 8 that it has signed a memorandum of understanding with Taiwan's Teleport Access Services and Indonesia's state-owned satellite operator Telkomsat. The three parties will jointly develop satellite-based telemedicine services aimed at remote and underserved communities across Indonesia's far-flung islands.

As global 6G standardization reaches a pivotal stage, countries are accelerating efforts to secure early advantages. Taiwan's Ministry of Economic Affairs (MOEA) recently showcased the island's first independently developed 6G base station radio frequency (RF) system at IEEE Globecom 2025.
Planet Technology reported solid profitability through the first three quarters of 2025, maintaining a gross margin above 46% despite currency pressure. Chairman Jack Chen said recent memory price increases are expected to have little impact on the company because memory accounts for a small portion of its overall cost structure.
Samsung Electronics will debut its new 2nm Exynos 2600 processor in the Galaxy S26 series, but deployment may be largely limited to South Korea. Contractual ties with Qualcomm, production yield challenges, and consumer perceptions of Exynos performance could restrict the chip's broader adoption, potentially affecting Samsung's control over its flagship device supply chain.
Apple supplier Jahwa Electronics plans to expand its actuator factory in Gumi, South Korea, to meet rising demand for high-end folded-zoom actuators from Apple and other customers.
Networking equipment maker CyberTAN Technology held its investors' conference on December 5, 2025, and reported that in the first three quarters of 2025, its revenue contribution from the Asian market jumped to 42%, up from 5% in the same period of 2024. The company explained that this surge was not due to an unexpected boom in Asian end-market demand, but rather customers' response to geopolitical tensions and tariff battles.