News tagged Mobile components at DIGITIMES

NEWS TAGGED MOBILE COMPONENTS

Saturday 2 May 2026

MediaTek lifts 2026 ASIC target to $2 billion despite smartphone market deterioration

MediaTek held its earnings call on April 30, expressing a cautious outlook for the 2026 smartphone market. Despite this, growth in other applications is expected to effectively offset...

Thursday 30 April 2026

Memory crunch squeezes smartphone SoC market as Samsung gains share

Global smartphone system-on-chip (SoC) shipments fell 8% year-over-year in the first quarter of 2026, as a prolonged memory shortage...

Thursday 30 April 2026

Qualcomm to ship custom product with hyperscaler in 4Q26

In an earnings call on April 29, Qualcomm told investors it expects initial shipments of a custom silicon engagement with a leading hyperscaler in the December quarter, a milestone...

Thursday 30 April 2026

OpenAI stirs smartphone industry with 2028 AI agent phone plans

OpenAI is advancing the development of an AI agent smartphone, collaborating with MediaTek and Qualcomm on a customized processor, while China's Luxshare Precision Industry exclusively...

Wednesday 29 April 2026

BYD Electronics cites currency fluctuations for 1Q26 profit drop as market challenges emerge

Chinese components maker BYD Electronics saw a drop in profits for the first quarter of 2026. The subsidiary of EV maker BYD reported its first-quarter results on April 28, including...

Wednesday 29 April 2026

Automotive and networking chips move directly to 2nm as AI demand tightens capacity

Demand for advanced chips at TSMC is tightening amid the AI boom, with its 3nm process becoming increasingly congested as major customers...

Friday 24 April 2026

Largan, Sunny Optical target FAU in push toward CPO and AI optics

Largan Precision and Sunny Optical have recently announced plans to enter the fiber array unit (FAU) market, positioning it as a priority development area. Industry sources say the...

Thursday 23 April 2026

Apple reshapes AI strategy by doubling down on Siri and privacy

As OpenAI and xAI pivot toward enterprise markets inspired by Anthropic, and as OpenClaw sparks new visions for agent-based AI, Apple has finally set a clear AI focus for its 2026...

Wednesday 22 April 2026

Commentary: Apple eyes iPhone camera, Vision Pro, and CarPlay advances with new CEO in charge

Apple has officially confirmed long-rumored news that Tim Cook will step down as CEO in September 2026, handing over leadership of the US$4 trillion tech giant to senior vice president...

Wednesday 22 April 2026

Flagship smartphone SoCs upgrade to 2nm drives cost surge and brand procurement shifts

Starting in the second half of 2026, all flagship smartphone SoCs will transition to the 2nm process node. While this promises enhanced performance for flagship devices, it also triggers...

Tuesday 21 April 2026

BOE loses momentum as Samsung Display supplies nearly 60% of iPhone panels

According to The Korea Economic Daily, market research firm Omdia statistics show that in the 2025 iPhone display market, Samsung Display (SDC) ranked first with a 56.8% supply...

Monday 20 April 2026

Exclusive: Sunny Optical eyes FAU, sees 9% smartphone market drop in 2026

As the second quarter of 2026 unfolds, many smartphone and component makers entered the year bracing for pressure on the mobile market. Sunny Optical internally forecasts a 9% decline...

Monday 20 April 2026

Weekly news roundup: Samsung launches voluntary retirement; Qualcomm moves into custom DRAM with CXMT

Below are the most-read DIGITIMES Asia stories from the week of April 13-19, 2026:

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...

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook