DIGITIMES Communications news

May 18

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), the first formal price reduction since the devices were introduced.

Apple Watch blood pressure alerts drive TASC demand as 2026 redesign looms

May 18

Oppo, Vivo keep telephoto lenses separate to protect margins

May 18

Fiber shortage deepens as orders for Chinese vendors extend to 2027

May 15

Interview: The 6G clock is ticking — and Ericsson wants Taiwan in its corner

May 15

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MOBILE COMPONENTSLens Technology seeks Ju Teng control in deal that could reach US$337 million

May 19, 14:00

Lens Technology is seeking control of Ju Teng International Holdings in a deal that could cost as much as US$337 million, expanding the Chinese precision manufacturing supplier's reach in notebook casings and hardware components as electronics suppliers position for a new wave of AI-enabled devices.

MOBILE DEVICESSamsung turns to health features as Galaxy Watch loses ground to Chinese rivals

May 19, 10:23

TELECOM SERVICE, INFRASTRUCTUREChina's AI token boom fuels push for national compute network

May 19, 09:52

China is accelerating plans for a national computing power network as artificial intelligence (AI) token usage surges, casting AI compute as part of the country's next layer of public infrastructure.

WIRELESS NETWORKINGAI drives Cisco orders, lifts Taiwan networking suppliers

May 17

Cisco's latest earnings report has injected fresh momentum into the networking industry, with CEO Chuck Robbins highlighting strong order momentum in AI infrastructure, which helped drive product orders up 35% year-over-year in the third quarter of fiscal 2026. AI infrastructure orders from hyperscalers reached US$1.9 billion during that quarter, and US$5.3 billion for the year to date, beating the company's original US$5 billion target. Looking ahead, Robbins also struck an upbeat tone, saying hyperscaler AI infrastructure orders in fiscal 2026 are expected to reach US$9 billion, or roughly 450% of 2025 levels.

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

May 15

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 into an unfair three-year supply contract, according to Yonhap and Seoul Economic Daily. The court dismissed challenges brought by Broadcom's US headquarters and three South Korean affiliates against the Korea Fair Trade Commission's corrective order and penalty.

MOBILE DEVICESOpenAI and Apple partnership frays as legal threat looms

May 15

Tensions are escalating between OpenAI and Apple, threatening what was once seen as one of the most important alliances in the generative AI industry.

TELECOM SERVICE, INFRASTRUCTUREChunghwa Telecom expands satellite ambitions across multiple orbits

May 15

The global satellite industry is entering what many executives and analysts describe as a historic turning point, as telecommunications operators increasingly integrate satellite connectivity into mainstream communications infrastructure and commercial services.

MOBILE DEVICESAnalysis: Android AI upgrade underscores China's self-contained smartphone AI ecosystem and limited spillover impact

May 14

Google announced Gemini Intelligence in the US on May 13, further integrating Gemini's AI capabilities into Android. The move pushes Android from a traditional operating system toward a "smart system," but in China, local AI ecosystems leave little room for Gemini Intelligence to gain traction.

MOBILE DEVICESSony launches Xperia 1 VIII in bid to reclaim ground in premium smartphone market

May 14

Sony announced on May 13 that it will launch the Xperia 1 VIII flagship phone as it seeks to reclaim market share amid intensifying competition in the premium smartphone segment. The company said the device debuts a new AI photography assistant powered by Xperia Intelligence and a redesigned telephoto image sensor aimed at improving detail and high-resolution performance for distant subjects.

WIRELESS NETWORKINGCisco accelerates AI push with Silicon One gains and major restructuring plan

May 14

Cisco Systems reported record fiscal third-quarter results for fiscal 2026, surpassing its own financial guidance, driven by triple-digit order growth from hyperscale cloud providers. The company significantly raised its full-year outlook for AI-related infrastructure orders. It announced a major restructuring plan to reallocate human and financial resources toward high-growth technologies, including proprietary silicon and optics.

MOBILE DEVICESOppo Taiwan forecasts 5% to 8% shipment decline while revenue is set to rise

May 14

Oppo Taiwan said on the 12th that annual smartphone shipments were likely to fall 5% to 8% this year as surging memory prices pushed up handset costs and extended replacement cycles from 38 months to 42 months. Still, the company expected higher sales value from stronger demand for mid-to-high-end models. The firm launched its new Find X9 series in Taiwan on the 12th alongside wearable products, including earphones and watches, as it sought to use product upgrades and a broader lineup to lift local performance.

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