News tagged Mobile components at DIGITIMES

NEWS TAGGED MOBILE COMPONENTS

Friday 22 May 2026

Memory shortage reaches smartphone OLED market as shipments fall 12%

A global memory shortage is spreading into the smartphone OLED market, cutting handset production and adding pressure on display makers...

Thursday 21 May 2026

Analysis: Lens Technology seeks control of Ju Teng to expand beyond Apple

Lens Technology's bid for control of Ju Teng International Holdings is putting renewed focus on changes in the notebook supply chain, as the Chinese supplier seeks to reduce its reliance...

Wednesday 20 May 2026

Xiaomi halts ultra-thin smartphone production as memory costs squeeze prices

Xiaomi warns memory costs could push flagship phone prices past CNY10,000 (approx. US$1,468) in 2026, a development that would affect global consumers as higher-capacity models become...

Tuesday 19 May 2026

Lens Technology's Ju Teng bid puts China's notebook supply chain in focus

Lens Technology is seeking control of Ju Teng International Holdings in a deal that could cost as much as US$337 million, expanding the...

Monday 18 May 2026

Huawei, Apple, and Xiaomi battle for market share with deep discounts

Just after midnight on May 15, Apple quietly cut prices across its iPhone 17 lineup in China, lowering official retail prices for the iPhone 17 Pro series by CNY1000 (approx. US$146),...

Friday 15 May 2026

Broadcom loses South Korea appeal over fine for alleged coercive Samsung supply deal

Broadcom lost its appeal in South Korea on May 13, 2026, when the Seoul High Court upheld a KRW191 billion (approx. US$130 million) fine for allegedly coercing Samsung Electronics...

Monday 11 May 2026

FocalTech forecasts return to growth as product mix improves

FocalTech Systems said its business is expected to bottom out in the first quarter of 2026, with a recovery already underway and a return to growth in both revenue and profitability...

Friday 8 May 2026

Samsung reportedly testing 1.4nm Exynos 2800 with 96MB cache

Samsung is reportedly testing a next-generation Exynos processor that could push the company's chip ambitions beyond smartphones, with...

Wednesday 6 May 2026

'Chipflation' hits Samsung, boosts Apple results

As soaring memory prices fuel "chipflation," Samsung Electronics and Apple are taking sharply different approaches. Samsung's Mobile eXperience (MX) division is trying to protect profitability...

Wednesday 6 May 2026

Largan April revenue rises 24% annually; May pull-in remains strong

Largan Precision on May 5 reported its self-calculated April consolidated revenue at NT$5.4 billion (US$169.7 million), down 1% from the previous month but up 24% from the same period...

Tuesday 5 May 2026

Memory crunch widens Apple-Android AP divide; agentic AI eyed as next catalyst

DIGITIMES Research has released its latest forecast for smartphone application processor (AP) shipments, revealing a divergence between Apple and the Android ecosystem as the market...

Monday 4 May 2026

Asia Optical 1Q26 revenue, profit hit record highs on AI cooling and optics growth

Asia Optical reported its first-quarter 2026 financial results, posting consolidated revenue of NT$6.21 billion (approx. US$196.43 million), up 15% year-over-year. Gross profit rose...

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...

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RESEARCH INSIGHTS

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