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Tuesday 7 October 2025
Samsung Display to lead exclusive OLED supply for foldable iPhone in 2026
Apple is set to launch a 7.6-inch folding iPhone in 2026, with Samsung Display (SDC) expected to be the exclusive supplier of its OLED panels, capturing about 40% of Samsung's total foldable panel shipments.
Tuesday 7 October 2025
Huawei overtakes Apple, topping global smartwatch market
Huawei smartwatches have recently seen a steady rise in sales in the Japanese market, particularly favored by middle-aged and elderly consumers. Retail channels indicate that since April 2025, when Takuya Kimura became the brand ambassador, the number of customers aged 40 to 70 has noticeably increased. Many have chosen Huawei smartwatches as their first smart wearable device, mainly focusing on health monitoring features that meet their needs.
Tuesday 7 October 2025
Largan sees September revenue surge from iPhone 17; 3Q25 earnings call set for Oct 9
Largan Precision reported consolidated revenue of NT$6.235 billion (approx. US$204 million) for September 2025, marking a 4% month-over-month increase, but a 4% decline year-over-year. Consolidated revenue for the third quarter of 2025 reached NT$17.677 billion (approx. US$579 million), up 51% from the previous quarter, but down 7% compared to the same period last year. For the first nine months of 2025, consolidated revenue stood at NT$43.929 billion (US$1.44 billion), reflecting a 7% growth year-on-year.
Wednesday 1 October 2025
Samsung advances Exynos 2600 production as 2nm yield rises to 50%
Samsung Electronics has begun mass production of its next-generation application processor (AP), the Exynos 2600, which is expected to power the standard models of the Galaxy S26 flagship smartphone series, set to launch in spring 2026. According to South Korean media reports, Samsung has reportedly improved its 2nm process yield from 30% to around 50%, prompting the company to start mass production ahead of schedule.
Thursday 25 September 2025
Apple CEO visits Japan amid critical challenges in the market
Apple CEO Tim Cook arrived in Japan on September 23, 2025, marking his first official visit since December 2022. During this trip, Cook is expected to visit the newly renovated Apple Store located in Tokyo's Ginza shopping district. This visit occurs amid a sensitive period for Apple's operations in Japan.
Tuesday 23 September 2025
Tianma partners with Oppo for eye-friendly smartphones
Chinese panel manufacturer Tianma has introduced a new high-end OLED technology brand called "Tiangong Screen," which will debut globally on Oppo's next-generation flagship Find X9 series. The two companies have also signed an agreement to establish a joint laboratory, elevating their collaboration to the next level.
Tuesday 23 September 2025
Taiwanese firms eye Philippine network communication market amid digital transformation push
As ASEAN countries accelerate their digital transformation efforts, the demand for network communication products and services is rapidly growing. In the Philippines, government initiatives such as the Philippine Development Plan (PDP) 2023-2028 and the Philippine Digital Infrastructure Program (PDIP) are driving significant expansion in ICT infrastructure, cloud services, and cybersecurity needs. This development positions the Philippines as a crucial emerging market for Taiwanese network communication manufacturers seeking growth opportunities.
Monday 22 September 2025
MediaTek unveils Dimensity 9500 with dual-core NPU architecture for major performance leap
MediaTek has officially launched its new smartphone system-on-chip (SoC), the Dimensity 9500. Built on TSMC's advanced N3P process technology, it currently offers the best balance between performance and power efficiency.
Monday 22 September 2025
MediaTek aims to boost smartphone market share to 40% with sew flagship chips
MediaTek this week unveiled its flagship Dimensity 9500 SoC. After the launch event in Taiwan, senior executives outlined their outlook for the company's mobile business.
Friday 19 September 2025
iPhone 17 launch spurs stronger upgrades, bolsters Taiwanese component makers
Apple has launched the iPhone 17 series, drawing strong early demand despite criticism of limited AI innovation at its 2025 fall event. Solid preorders are expected to boost upstream suppliers — ranging from PCBs and passive parts to camera modules, displays, and memory — through the second half of the year.
Friday 19 September 2025
Samsung counters Apple with new Galaxy S25 FE, AI earbuds, and ultra-thin tablet

Samsung Electronics is set to launch its latest suite of consumer tech products on September 19, 2025, headlined by the Galaxy S25 FE, Galaxy Buds3 FE, and the Galaxy Tab S11 series. The release date — just days ahead of Apple's expected iPhone 17 launch — is widely seen by South Korean media as a strategic move to compete head-to-head with its US rival.

Thursday 18 September 2025
BOE loses ground to LGD as Apple reconfigures OLED supply chain

The global market for small-sized OLED displays is on a path of steady expansion through the end of the decade, fueled primarily by the rising demand from smartphones, particularly Apple's iPhone lineup. However, with demand expected to outpace supply, analysts are warning of a potential OLED panel shortage as early as 2028.

Thursday 18 September 2025
Baidu's Kunlun chip nab China Mobile contract, but still trails Huawei Ascend ecosystem
Baidu, one of China's leading internet companies, has cultivated its in-house Kunlun chip for years and recently secured a significant contract with China Mobile, marking the first step in its commercialization process of supplying external customers.
Tuesday 16 September 2025
Huawei’s Ren says failed Motorola deal set stage for chip self-reliance
Since Huawei established Shenzhen HiSilicon Semiconductor in 2004, its semiconductor business has supported over two decades of development and innovation within Huawei's product ecosystem. However, from 2000 to 2003, Huawei faced one of its most challenging periods and nearly became a US company. CEO Ren Zhengfei confirmed this long-rumored episode during an interview.
Monday 15 September 2025
MiniLED's golden era in high-end IT applications fades as OLED MacBook Pro approaches
With Apple officially switching the iPad Pro display to OLED technology in 2024, industry speculation has intensified over whether MiniLED backlighting can maintain its position in MacBook Pro displays. The supply chain widely believes that Apple intends to adopt the same dual-layer tandem OLED technology used in the iPad Pro for the MacBook Pro, with OLED integration expected to begin between 2026 and 2027. Additionally, the MacBook Air may transition to OLED by 2029, posing a significant challenge to MiniLED applications in the IT market.
Thursday 11 September 2025
Shenzhen Dual-expo Spotlight | Sunny Optical flags fatal flaws in smart glasses but sees AR growth ahead
Sunny Optical Technology (Group) Company, a major supplier in the global optics supply chain, featured prominently at this year's China International Optoelectronic Exposition (CIOE), the industry's flagship trade show. With smart glasses and Apple's upcoming launches drawing renewed headlines, Sunny Optical has returned to the center of market attention.
Thursday 11 September 2025
Apple reduces reliance on Broadcom with in-house N1 chip for iPhone 17
Apple has reached a new milestone in its self-developed chips. Following the A and M series processors, as well as the debut of the C1 modem chip on the iPhone 16e in early 2025, Apple has now introduced its proprietary N1 wireless networking chip across the entire iPhone 17 lineup, which supports Wi-Fi 7, Bluetooth 6.0, and Thread smart home communication protocols. The introduction of the N1 means that Apple can further reduce dependence on external wireless chip suppliers such as Broadcom.
Thursday 11 September 2025
Apple brings vapor chamber cooling to iPhone 17 Pro after six-year wait, yet many suppliers now chase AI servers
Apple is preparing to debut vapor chamber (VC) cooling in the upcoming iPhone 17 Pro, with Taiwan's Asia Vital Components (AVC) and China's Suzhou Tianmai Thermal Technology reportedly tapped as suppliers. The technology is hardly groundbreaking; Android brands have deployed VC since 2019, when 5G devices demanded slimmer designs with advanced thermal solutions. For suppliers, the delay highlights a familiar lesson: winning Apple's business requires stamina and long-term commitment.
Tuesday 9 September 2025
DDI supply chain shakeup for Apple's iPhone puts LX Semicon at risk

China's BOE Technology is moving to diversify Apple's iPhone display driver IC (DDI) supply chain, a shift that threatens South Korea's LX Semicon, once a dominant and long-standing supplier in the market.

Tuesday 9 September 2025
Samsung's Exynos comeback aims for Qualcomm's mobile chip dominance
Samsung Electronics is reportedly expected to feature its in-house application processor (AP), the Exynos 2600, in the upcoming Galaxy S26 flagship series scheduled for early 2026. This move marks Exynos's return to Samsung's main flagship market, a bet on both corporate pride and technological prowess.
Monday 8 September 2025
Micron targets Galaxy LPDDR5X, pressuring Samsung supply
Micron Technology is rumored to be significantly increasing its share of low-power DRAM supply for Samsung Electronics' Galaxy S series smartphones. South Korean industry insiders believe that if Micron becomes the largest DRAM supplier for the Galaxy S series, Samsung's own semiconductor and Device Solutions (DS) division will face reduced DRAM supply volume. This potential shift is raising concerns among market watchers.
Monday 8 September 2025
Samsung solidifies lead as Apple's top display supplier

Samsung Display (SDC), LG Display (LGD), and China's BOE are expected to maintain their positions in Apple's iPhone panel supply chain through 2025 and 2026, according to industry forecasts. Samsung, in particular, is poised to expand its portfolio as Apple prepares to mass-produce its first foldable iPhone.

Saturday 6 September 2025
Samsung accelerates launch of Galaxy S25 FE, Galaxy Tab S11 to bolster AI portfolio
Samsung is rolling out its Galaxy S25 FE smartphone and Galaxy Tab S11 tablets a month early, unveiling the devices at the IFA 2025 tech show in Berlin. The move is aimed at filling a gap in its lineup ahead of the launch of its new tri-fold phones later this year.
Friday 5 September 2025
Semco develops continuous zoom camera module targeting Chinese smartphone market
Samsung Electro-Mechanics (Semco) is developing a continuous zoom camera module that maintains image clarity across varying telephoto magnifications, reportedly aiming to meet demands from Chinese smartphone manufacturers. Unlike fixed focal length folded zooms, this technology allows smooth optical zoom but poses challenges in module thickness and lens alignment.
Friday 5 September 2025
Analysis: BOE supplies over 40M OLED panels for iPhone, testing supply chain management
For Apple CEO Tim Cook, returning to the White House in early August 2025 and announcing a US$600 billion investment plan over the next four years was a strategic move that pleased President Donald Trump. Trump responded by stating that any production or factory commitments made in the US would qualify for tariff exemptions, temporarily easing Apple's larger crisis.