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Feb 27
AI takes over MWC 2025: four focal points you need to track
The Mobile World Congress (MWC), the telecom industry's top annual event and a key barometer of market trends, returns to Barcelona from March 3 to 6. Despite slower-than-expected 5G adoption, AI is reshaping the telecom sector. At MWC 2024, AI took center stage, overshadowing even 5.5G and 6G.
India reportedly begins exporting mechanical components for Apple products to Vietnam and China, potentially signaling an increasing development of India's manufacturing ecosystem thanks to Apple suppliers.
Honor Device, one of China's biggest smartphone makers, plans to invest US$10 billion over the next five years to become a contender in the artificial intelligence race.
With non-Chinese markets entering their traditional off-season and the Chinese market lacking a nationwide shopping promotion event, overall smartphone shipments by Chinese brands are expected to decrease by 9.7% on quarter in the first quarter of 2025 after enjoying good sequential growth in the fourth quarter of 2024, according to DIGITIMES' latest report covering China's smartphone industry.
MediaTek will unveil its 5G-Advanced M90 modem at MWC 2025 Barcelona, offering peak download speeds of up to 12Gbps. Built on 3GPP Release 17 and Release 18 standards, the M90 also boosts uplink speeds by 20% with advanced 2Tx-2Tx uplink switching technology.
Wistron NeWeb Corporation (WNC) will showcase its latest communication and connectivity innovations at MWC 2025 Barcelona, highlighting 5G, AI-driven solutions, and next-generation network infrastructure. Key exhibits include integrated small cells, AI-optimized servers, and 800G network switches, alongside AI-powered software services, Wi-Fi Sensing technology, and O-RU solutions compliant with Open RAN (O-RAN) standards.
Vivo has unveiled its latest V50 series in Taiwan as part of its strategy to expand its footprint in the competitive smartphone market. The launch, held on February 25, 2025, is underpinned by Vivo's ongoing collaboration with optical company Carl Zeiss, known for its precision in lens manufacturing. The new V50 series boasts advanced artificial intelligence and optical capabilities, featuring a 50-megapixel Carl Zeiss lens on both the front and rear cameras, promising enhanced image quality for users. Additionally, Vivo has upgraded the series' battery capacity, fast charging, and screen specifications to meet heightened consumer expectations.
Taiwan's digital lifeline—its undersea cable network—faces mounting security threats as geopolitical tensions escalate in the Indo-Pacific. The island, which relies on these cables for over 99% of its international data transmission, is at risk of being digitally isolated in a crisis.
Fueled by the surging demand for CMOS Image Sensor (CIS) components in intelligent driving systems and consumer electronics, Will Semiconductor (WillSemi), the company behind OmniVision, has in recent years eclipsed its American and Japanese rivals to emerge as China's dominant supplier of sensor components. Orchestrating this remarkable ascent is the low-profile yet formidable Renrong Yu.
Samsung Electro-Mechanics (Semco) has officially shut down its smartphone motherboard (HDI) factory in Kunshan, China, as part of a broader strategy to pivot toward higher-value business segments. The company confirmed that it completed the liquidation of the Kunshan facility by the end of 2024, effectively ending its presence in the smartphone HDI market.
Oppo has expanded its footprint in Southeast Asia and Latin America, successfully leveraging local conditions to secure a significant market share.
Apple, seeking relief from US President Donald Trump's tariffs on goods imported from China, said that it will hire 20,000 new workers and produce AI servers in the US.