On the opening day of CES 2026, Lenovo followed Nvidia and AMD by bringing its annual flagship event, Lenovo Tech World, to CES for the first time. Held at the iconic Sphere venue in Las Vegas, the event marked the largest Lenovo Tech World to date.
Multiple indicators suggest Google will re-enter the smart glasses market in 2026, more than a decade after exiting the category. The company is expected to partner with Samsung to launch a new generation of smart glasses built on the Android XR platform, signaling a renewed push into augmented reality and wearable computing.
Optical lens maker Largan Precision held an earnings briefing on January 8, 2026, during which chairman Adam Lin expressed a wary smartphone industry outlook. Surging memory prices are squeezing smartphone bills of materials (BOM), making customers more hesitant to pursue lens specification upgrades. Visibility for the full year of 2026 remains unclear, with only the first quarter confirmed to be affected by the traditional off-season, during which capacity utilization will be lower than in previous years.
Largan Technology drew significant attention at its investor conference on January 8, 2026, revealing that US flagship smartphones are expected to adopt variable-aperture camera modules in the second half of 2026. Despite the promising timeline, several technical and manufacturing challenges remain unresolved, raising questions about the widespread adoption of this technology.
Smartphone brands face mounting challenges as memory prices are expected to surge over 50% in the first half of 2026, according to channel operators. The rise in memory costs threatens to impact operations and sales, particularly for mid- to low-end smartphones.
Recent supply-chain signals suggest that OpenAI has shifted hardware orders from Luxshare to Foxconn, a move widely interpreted as preparation for highly interactive, portable AI devices. While specifications remain undisclosed, industry sources believe the products will emphasize real-time interaction tightly coupled with cloud-based AI, pointing to a new class of always-connected endpoints rather than conventional consumer electronics.
Taiwan's copper wire sector has experienced notable growth since 2021, with output value exceeding NT$200 billion (approx. US$6.36 billion) for the first time, according to the Ministry of Economic Affairs (MOEA). The industry benefits from returns on investment, rising copper prices, and expanding 5G infrastructure.
The global artificial intelligence (AI) competition is rapidly moving beyond large language model (LLM) development, as leading technology companies race to embed AI into hardware, devices, and applications across consumer and enterprise markets. Samsung, OpenAI, and Meta are all pursuing strategies that go beyond cloud-based AI, signaling a shift toward vertical integration and ecosystem dominance.
Several Chinese smartphone brands are moving closer to Doubao, ByteDance's LLM platform, accelerating partnerships tied to AI smartphones. The shift reflects mounting pressure from falling mobile phone shipments and a premium market long locked up by Apple and Huawei, where smaller brands struggle to gain traction. AI applications and services have thus emerged as one of the few remaining levers for differentiation.
Largan Precision, a leading supplier of smartphone camera lenses, reported an unaudited consolidated revenue of NT$5.62 billion (US$178.41 million) for December 2025, marking a 6% increase from the previous month and remaining flat compared with December 2024.
The global mobile communication standard is rapidly advancing toward 6G. Facing the next-generation technology race, Ericsson Taiwan president David Chou noted that Taiwanese manufacturers hold advantageous positions in customer premises equipment (CPE) and chip supply chains. However, he advised Taiwan to accelerate its transition to a standalone (SA) 5G network architecture to prepare for future developments.
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