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Nov 25
Samsung reportedly begins mass production of Exynos 2600
Samsung Electronics has reportedly launched mass production of its latest mobile application processor, the Exynos 2600, sparking increased activity across South Korea's semiconductor ecosystem. Local test and assembly firms, including Doosan Tesna and Hana Micron, have begun increasing utilization rates in response to the new production phase.
Samsung Electronics has announced its 2026 senior executive promotions, marking a sharp departure from its five-year pattern of steadily reducing the number of high-level advancements. The company increased its total senior promotions to 161, up from 137 in the previous year, drawing widespread industry attention and signaling a strategic shift toward bolstering leadership in future growth sectors, according to ET News and Chosun Biz.
Huawei introduced its latest flagship lineup on the 25th, launching the Mate 80 series together with the Mate X7 foldable.

Fujifilm will build a semiconductor materials plant in India for regional exports; Ziroh Labs promotes CPU-first AI compute; India approves 17 ECMS projects worth US$810 million to expand component manufacturing.

During Genius Electric Optical's (GSEO's) online investor conference on November 19, 2025, chairman Jones Chen reported that demand in the smart glasses market is strong. He stated that development of variable-aperture smartphone lenses is progressing smoothly, and the company is aiming for customer certification in 2026. Driven by smartphone lenses, AR, and VR, Chen hopes 2026 revenue and profit will outperform 2025.
Apple reportedly has increased its orders for A19 and A19 Pro series chips by 4 million to 5 million units over two months, fueled by robust demand for the iPhone 17 series in October and November 2025. This surge has led TSMC to modify its production capacity to accommodate Apple's growing device output.
Bengaluru-based electronics brand Wobble has debuted its first smartphone, the Wobble One, marking its entry into India's competitive mid-range smartphone market. The "Made in India" device focuses on performance, battery life, and camera capabilities while complementing Wobble's existing Smart TV and consumer electronics lineup, according to Business Today, Gadget 360, and the Indian Express.
Samsung Electronics planned a US$1.9 billion investment to upgrade its wafer foundry in Austin, Texas, aiming to produce Apple's next-generation CIS chips starting late 2026. The Austin City Council will vote on extending Samsung's eligibility for local tax incentives by November 20, 2025.
China's BOE has reportedly lost its planned OLED panel supply for Apple's iPhone 17 due to unresolved quality issues. Samsung Display will take over the supply, increasing shipments to 90 million units, while BOE's contribution is expected to fall below 40 million, highlighting ongoing challenges in the Chinese panel maker's entry into high-end smartphone displays.
Oppo is ramping up efforts to enhance the global competitiveness of its mobile devices by concentrating not only on hardware research and development but also on optimizing its operating system. The company aims to improve user experience through smoother software control and seamless connectivity, seeking to strengthen the software quality that underpins its smartphones. By prioritizing high-quality software, Oppo hopes to further distinguish itself from rivals in the crowded smartphone market.
Vivo's smartphone sub-brand iQOO is set to debut in Taiwan on November 28, introducing its iQOO 15 flagship model. Industry analysts project limited overall market growth due to Taiwan's saturated smartphone market and longer device replacement cycles, but foresee notable competition shifts affecting established players such as Redmi, Poco, Realme, and Asus' ROG gaming phones.
Global memory-chip price increases continue to intensify, putting fresh pressure on the smartphone supply chain. With DRAM and NAND prices rising across the board, several brands have halted new procurement rounds as suppliers request increases approaching 50%.