DIGITIMES Communications news

Sep 10

Apple added flat US$100 to every iPhone and rebuilt A20 Pro around memory

Two things happened at Apple's September 9 launch that belong in the same story: the company raised the price of every iPhone it sells by exactly US$100, and it introduced a chip whose headline improvement is a wider memory interface, without saying how much memory sits behind it.

Apple just put a US$700 premium on hinges — seven supply chain takeaways

Sep 10

Apple's John Ternus puts iPhone at AI center stage

Sep 10

Apple's A20 Pro pushes mobile chips into the 2nm era — but AI may be the bigger disruption

Sep 10

Apple's 100-part iPhone Duo hinge puts spotlight on Chinese suppliers

Sep 10

MORE NEWS

MOBILE DEVICESiPhone Duo leads Apple's new lineup as market stays split

Sep 11, 09:49

Apple's latest iPhone launch could reshape premium phone demand, but the bigger question is whether the company can answer growing AI competition. While the new foldable iPhone drew the most attention, investors and channel players are watching pricing, repair costs, and Apple's dependence on Google-backed AI more closely.

MOBILE COMPONENTSApple's foldable arrives late to a supply chain already moving on

Sep 11, 09:08

Apple has unveiled its first foldable smartphone, the iPhone Duo, raising expectations that its entry will expand the foldable phone market and lift component prices. For Taiwanese suppliers, however, foldables are no longer the main growth focus.

MOBILE DEVICESApple's iPhone Duo raises the stakes for foldable smartphone cameras

Sep 10

Apple's foldable iPhone Duo could reshape the global smartphone market, pushing Android brands to move faster on foldable handsets and camera innovation. Suppliers said the launch may revive competition in a niche still dominated by Android, while underscoring the technical limits, pricing pressure, and profit opportunities facing module makers worldwide.

TELECOM SERVICE, INFRASTRUCTUREChina's 6G race starts before the first 6G phone as satellite links move into the network core

Sep 10

China's next-generation communications push is beginning to reveal a broader ambition than simply putting faster wireless connections into future smartphones.

MOBILE DEVICESApple names 2nm node for the first time since 2024 — and raises prices on every iPhone it still sells

Sep 10

Apple used its 2026 iPhone launch to do two things it had avoided for years: name the process node in its flagship chip, and raise the price of phones already on sale. Both moves point to the same pressure. Memory is expensive, the packaging that binds memory to logic has become the hard part of building a phone chip, and Apple has stopped absorbing the cost.

MOBILE DEVICESApple's first foldable lands at US$1,999, and constraint is the panel

Sep 10

Apple has entered the foldable market at the top of it. iPhone Duo, announced in Cupertino on 9 September, starts at US$1,999 with 256GB and goes up to 2TB — above the US$1,899 Samsung charges for the wide-format Galaxy Z Fold8 — and is priced as a halo product rather than a volume one. The interesting question is not whether Apple can sell it. It is who gets to build it, and how few of them there are.

MOBILE COMPONENTSSamsung, LG secure roles as key suppliers for Apple's foldable iPhone

Sep 9

Apple's expected first foldable iPhone is set to channel a significant share of its component value to South Korean suppliers, with Samsung Display (SDC), LG Innotek, Samsung Electro-Mechanics (Semco), Samsung Electronics, and SK Hynix securing positions across displays, cameras, substrates, passive components, and memory.

MOBILE DEVICESCIOE: Luxshare bets on flat optics to solve AR glasses' weight problem

Sep 9

At its booth at the China International Optoelectronic Expo (CIOE), Luxshare and its camera-module affiliate Luxvisions showcased the components they believe will define the next generation of smart eyewear, pointing to weight and price as among the industry's biggest remaining obstacles.

TELECOM SERVICE, INFRASTRUCTUREVerizon, Corning strike multi-billion-dollar fiber deal for broadband and AI buildout

Sep 9

Verizon and Corning have agreed to a multi-billion-dollar supply deal that could shape broadband access and artificial intelligence infrastructure well beyond the US. The pact underscores how telecom networks are becoming a shared foundation for consumer internet, enterprise connectivity, and the data-heavy systems driving the next wave of AI services.

MOBILE COMPONENTSApple yields to memory suppliers in historic strategy shift, with Kioxia tipped as NAND long-term agreement recipient

Sep 9

Apple, historically known for wielding unmatched leverage in component price negotiations, has reportedly been trading pricing leverage for long-term supply guarantees from memory manufacturers. Facing a severe structural shortage driven by the AI infrastructure boom, the company has reportedly signed a long-term supply agreement (LTA) for NAND flash memory, prioritizing volume guarantees over cost suppression.

MOBILE DEVICESApple may delay iPhone 18 base model to 1Q27

Sep 9

Apple's fall product event will begin at 1 a.m. Taiwan time on September 10, with the company set to unveil the iPhone 18 Pro series and its first foldable phone, tentatively called iPhone Ultra. Market watchers said Apple may postpone the standard iPhone 18 until the first quarter of 2027, using older models to support sales in the fourth quarter.

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