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Friday 17 April 2026
EMS Watch: Lens Technology's earnings shock highlights strain across Apple supply chain

China's consumer electronics supply chain is facing mounting pressure, as Lens Technology posted a sharp earnings downturn that triggered...

Thursday 16 April 2026
Rising component costs could shrink smartphone shipments by over 10% in 2026
Rising upstream component costs and higher new-phone prices are expected to slow global smartphone shipments in 2026, fueling stronger demand for used devices internationally and prompting...
Thursday 16 April 2026
Mobile manufacturers adapt to soaring key component prices with strategic measures
Memory and component cost surges may curb global phone sales growth in 2026, prompting firms worldwide to adjust prices, marketing, and retail approaches to protect margins. Brands...
Thursday 16 April 2026
Taiwan lens makers pivot to CPO, silicon photonics beyond smartphones

Taiwan's optical lens makers opened 2026 with a sharp rebound, driven by a recovery in the global smartphone market and rising demand for...

Wednesday 15 April 2026
China Northern Rare Earth hikes 2Q26 rare earth ore prices over 44%, experts warn of demand destruction
China Northern Rare Earth, the leading player in China's rare earth industry, has raised its rare earth ore (REO) prices for the second quarter of 2026 by more than 44%. Amid geopolitical...
Wednesday 15 April 2026
Morrison targets AI phone sensor upgrades, expands into 3 emerging markets
Morrison expects AI smartphone penetration to exceed 60% within five years, driving continuous upgrades in optical sensor specifications. Despite short-term headwinds from memory supply-demand...
Tuesday 14 April 2026
Samsung boosts Galaxy S26 production by 600,000 units in April
Samsung Electronics has raised its production plans for the Galaxy S26 series in April 2026 from 2.4 million to 3 million units, driven mainly by strong demand for its top-tier Galaxy...
Saturday 11 April 2026
Samsung Exynos 2700 benchmark leak offers early look at 2nm SF2P performance
Samsung's next-generation mobile processor, the Exynos 2700, has appeared in early benchmark tests, offering one of the first real-world signals of how its second-generation 2nm process...
Friday 10 April 2026
Why South Korean panel makers see rising profits despite chip price inflation
Amid rising chip prices, the industry generally anticipates a downturn in the mobile phone and notebook markets in 2026. For South Korea's panel industry, however, optimism continues...
Thursday 9 April 2026
Hinge maker Jarllytec expands into optical communications, targets AI server demand
Jarllytec said operations rebounded in March 2026, driven by shipments of new hinge components for Chinese foldable smartphones. In the near term, shipment peaks for these products,...
Wednesday 8 April 2026
China intervenes in memory supply; Apple outpaces local smartphone vendors
Memory shortages are pushing prices sharply higher, forcing a reshuffle across the consumer electronics market. Chinese authorities have intervened for a second time, convening domestic...
Wednesday 8 April 2026
Samsung's Roh Tae-moon visits Tokyo, targets Japan Android leadership
Samsung Electronics's Device eXperience (DX) head Roh Tae-moon personally visited Tokyo on April 1, marking his first trip to Japan this year. Although Apple has long dominated Japan's...
Thursday 2 April 2026
Mobile chip inventory correction weighs on OSAT supply chain
As the industry enters the stocking phase ahead of new smartphone launches, mobile chip customers are undergoing an inventory adjustment period. The supply chain indicates that this...
Wednesday 1 April 2026
Samsung's 2nm Exynos 2600 loses to Qualcomm's 3nm on battery and thermals
Samsung's Exynos 2600 application processor (AP), built on the company's 2nm process, lags in battery endurance behind Qualcomm's Snapdragon 8 Elite Gen 5 — a 3nm chip —...
Tuesday 31 March 2026
Samsung targets 1nm production by 2030, challenges TSMC with new chiplet technology
Samsung Electronics is aiming to launch its 1nm semiconductor process by 2030 as part of a direct technological competition with rival TSMC. The move seeks to secure leadership in...