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Sep 16
Samsung reportedly weighs Micron's newest memory for Galaxy S27
Samsung Electronics is reportedly testing Micron's most advanced 1γ LPDDR5X memory for possible use in the Galaxy S27 series, as rising costs around next-generation mobile DRAM complicate supply decisions. South Korean media say higher prices for advanced-process chips, plus the prospect of further mobile DRAM increases in the fourth quarter of 2026, are weighing on Samsung's plans.
Samsung Electronics is expected to launch its Galaxy S27 series in early 2027, marking what could be its most significant product lineup restructuring in years. Market reports indicate that the newly added Galaxy S27 Pro will substantially narrow the specification gap with the Ultra model. Both high-end smartphones are expected to share top-tier features, including 60W wired fast charging, a 200-megapixel main camera, and the latest M16 OLED display. Samsung will continue to use telephoto cameras, screen sizes, battery capacities, and S Pen support to differentiate the models, establishing a new "dual high-end flagship" hierarchy.
China's optical suppliers are playing a growing role in the global smart glasses, VR, and AR supply chain as AI glasses demand accelerates worldwide. Industry sources say more than 80% of smart glasses suppliers are from China, with Chinese vendors covering key areas from camera modules and light waveguides to microelectromechanical systems (MEMS) and batteries.
Apple's iPhone 18 Pro and Pro Max are emerging as the main drivers of Taiwan's premium smartphone upgrade cycle, with preorder demand running ahead of last year despite the debut of the company's first foldable iPhone, iPhone Duo. Data Express, an Apple specialist retailer, said on September 16 that the Pro models remain the preferred choice among consumers, while the foldable device is creating a new source of interest in the premium segment.

Arcadyan Technology expects stronger revenue in the third quarter of 2026 as the network communications market enters its seasonal peak, with mobile communications leading growth. The Taiwanese supplier is seeing demand from the Americas, while Wi-Fi 7 upgrades, enterprise networking, and new product lines could shape global industry supply.

Apple's first foldable phone has sharpened global attention on smartphone design trade-offs, with weight, thickness, and component miniaturization becoming key benchmarks for consumers and competitors alike. For buyers worldwide, the latest competition suggests future handsets may be lighter, slimmer, and more expensive.

Nvidia CEO Jensen Huang has again been photographed using Samsung Electronics' latest foldable phone, the Galaxy Z Fold8, after being seen with a Galaxy Z Fold7 earlier in 2026. The latest sighting has drawn fresh attention to the close partnership between Samsung Electronics and Nvidia.

Suppliers in China's AR glasses supply chain see the approximately 2 billion people worldwide with myopia as a potential market and said shipments are set to double year after year, even as the industry continues to sift winners from losers. At this year's China International Optoelectronic Exposition (CIOE), smart glasses remained a standout theme alongside optical communications.

Apple's first foldable iPhone, the iPhone Duo, is drawing close attention as analysts forecast shipments of 5 million to 6 million units by year-end. The device could make Apple the world's second-largest foldable phone supplier, behind Samsung Electronics, and shape how global consumers and rivals view future foldable screens.

Samsung Display is deepening its technology partnership with Vivo's iQOO brand, with the two companies jointly developing display technology and establishing a dedicated production line for the upcoming iQOO 16 as Chinese smartphone makers step up investment in premium hardware.

Last week, from September 9 to 11, thousands of vendors gathered for an enormous trade show in the Chinese tech hub of Shenzhen. At the China International Optoelectronic Expo (CIOE), DIGITIMES reporters got a peek into the trends going on within this booming industry.
Network equipment maker Edimax Technology and its subsidiary Comtrend were affected by changes in customers' shipping cycles in the first half of 2026. Coupled with rising costs for key components such as memory and passive components, both revenue and gross margin fell from the same period in 2025. The group plans to seek a turnaround through product mix adjustments and expansion into new markets.