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Wednesday 2 April 2025

Apple faces AI challenge in China as local competition intensifies

As China rapidly advances in artificial intelligence, local smartphone brands are integrating AI technology to strengthen their market positions. Meanwhile, Apple has yet to launch its AI chatbot in China, raising questions about its ability to compete. Given China's strong demand for AI services, Apple must collaborate with local firms to meet regulatory requirements and remain relevant in the market.

Wednesday 2 April 2025

Global foldable smartphone market to decline in 2025, rebound expected in 2026

Despite slight growth in 2024, the global foldable smartphone market is projected to decline by 4% in 2025 due to poor fourth quarter performance from Samsung and Oppo. However, a strong rebound is anticipated in 2026 with Apple's rumored first foldable device launch and an expected upgrade cycle for clamshell-type foldables.

Wednesday 2 April 2025

China's electronic product trade-in policy boosts high-end smartphone sales

China's electronic product trade-in initiative is driving stronger electronics sales in the first half of 2025, with the smartphone sector showing particular strength. Industry sources report that Chinese smartphone sales are growing compared to the same period in 2024, with flagship models capturing an increased market share.

Wednesday 2 April 2025

Samsung realigns executive team to steer mobile and consumer business strategy

Samsung Electronics has announced a major leadership reshuffle following the sudden death of Device eXperience (DX) Division Head Han Jong-Hee on March 25, 2025. The move aims to maintain business continuity and operational stability across its core consumer electronics divisions.

Tuesday 1 April 2025

Google delays Pixel 9a launch due to component issue, 500,000 units to be reworked

In late March, Google announced its lightweight Pixel 9a model, but reports suggest that some component issues have delayed its release schedule. Google has confirmed that one of the "passive components" did not meet its quality standards, causing the delay. It is understood that the new device has yet to reach consumers, and units from various warehouses must be sent back to the factory. An estimated 400,000 to 500,000 Pixel 9a units will require rework.

Tuesday 1 April 2025

Corning launches Gorilla Glass Ceramic with Motorola as exclusive debut partner

Corning, a well-established US manufacturer known for its expertise in glass substrates, has launched a new product called Gorilla Glass Ceramic. This innovative glass-ceramic material is both transparent and highly durable, specifically designed to enhance the resilience of mobile devices significantly.

Monday 31 March 2025

Foxconn reportedly to double iPhone manufacturing in India

Foxconn reportedly plans to double iPhone production in India by 2025, aiming to produce 25-30 million units annually. This expansion, driven by Apple's diversification strategy and Indian government incentives, marks a significant shift in global iPhone manufacturing.

Monday 31 March 2025

Leadership void tests Lee Jae-yong's vision for Samsung

The unexpected death of co-CEO Han Jong-Hee has reignited concerns about Samsung's fragmented leadership structure and uncertain long-term direction.

Friday 28 March 2025

Cook visits major AI hub in China

Apple CEO Tim Cook recently attended the 2025 China Development Forum in Beijing and has arrived in Hangzhou, a prominent hub for artificial intelligence (AI) in China. He also pledged CNY30 million (US$4.13 million) to Zhejiang University, a local public research institution, to bolster support for the next generation of developers in China.

Thursday 27 March 2025

Apple seeks Vietnam support in talent pool and operations expansion

A US-ASEAN Business Council delegation, including Apple, Abbott, and Boeing, recently visited Vietnam to strengthen cooperation and explore new business opportunities. During the visit, Apple sought the Vietnamese government's assistance in recruiting top engineering talent and announced plans to collaborate with the Ministry of Education to enhance local operations and foster innovation among Vietnamese students, reports The Investor.

Wednesday 26 March 2025

Samsung smartphones gain share at expense of iPhone in Taiwan in February

Samsung Electronics made the biggest gain in share in Taiwan's handset market in February, although Apple remained the top vendor.

Wednesday 26 March 2025

Samsung Electronics faces leadership crisis after sudden passing of co-CEO Han Jong-hee

The sudden passing of Samsung Electronics co-CEO Han Jong-hee has sent shockwaves through the company and the broader market, throwing the conglomerate into a potential crisis. Han, a key figure who oversaw Samsung's TV, home appliances, and smartphone businesses, also led the company's mergers and acquisitions (M&A) efforts in recent years. His death raises immediate concerns about succession and leadership continuity within Samsung.

Wednesday 26 March 2025

India reportedly demands Samsung pay US$601 million in back taxes and penalties for tariff evasion

Reuters, citing a government order, reported that India required Samsung and seven of its executives to pay US$601 million in back taxes and penalties for allegedly evading tariffs on imported telecom equipment. The demand includes US$520 million in unpaid taxes and a 100% penalty, along with US$81 million in fines for the executives.

Wednesday 26 March 2025

Apple eyes 2nm chip leap by 2026 as TSMC production advances

Apple may adopt TSMC's 2-nanometer process technology for its mobile chips in 2026, moving beyond the current 3-nanometer technology, according to industry sources. The transition appears increasingly feasible following positive reports about TSMC's 2nm manufacturing yield rates.

Tuesday 25 March 2025

TSMC's 2nm yield rate varies by product type; Apple and Nvidia to face different thresholds

While recent reports suggest TSMC's 2nm trial production is progressing steadily, DIGITIMES Research analyst Luke Lin cautions that actual yield rates will vary depending on the chip design—meaning different readiness timelines for customers like Apple, Nvidia, and AMD.

Tuesday 25 March 2025

Samsung Electronics co-CEO Jong-Hee Han dies at 63

Samsung Electronics Co. announced on March 24 that its co-CEO, Jong-Hee Han, had died from cardiac arrest at the age of 63. Han shared leadership duties with co-CEO Young-hyun Jun, who manages the company's semiconductor division. Since his appointment as co-CEO in 2021, Han has led the company's efforts to compete with Apple in the smartphone market while maintaining a strong presence in consumer electronics, reports Reuters, Bloomberg, and Yonhap News.

Monday 24 March 2025

Tim Cook revisits China: discuss DeepSeek and supply chain collab

Apple CEO Tim Cook made his first Beijing visit of the year to attend the China Development Forum (CDF). He joined global business leaders to explore market opportunities and reaffirm Apple's regional commitment, reports Global Times, Yahoo!, and the Standard.

Monday 24 March 2025

Foxconn, Tata, and Dixon lead India's smartphone manufacturing momentum

India's smartphone manufacturing rose in 2024, driven by Apple and Samsung exports, with Foxconn, Tata, and Dixon Technologies significantly increasing production.

Saturday 22 March 2025

China's Micro OLED surge as South Korea fears falling behind

Micro OLED technology development in China has accelerated, driven by substantial government subsidies to enhance display manufacturing. Chinese firms are now increasing investments in mass-production equipment to meet rising demand, with Sidtek set to open its third Micro OLED factory in Mianyang, Sichuan province.

Friday 21 March 2025

India's PLI scheme falls short of targets, prompting shift to factory subsidies

Since 2019, the Indian government has implemented the Production Linked Incentive (PLI) scheme for 14 industries to attract foreign investment in local manufacturing. Although it has positioned India as a key player in smartphone production, its benefits for other sectors are limited. As a result, India may explore offering subsidies for factory construction instead of linking incentives to production and investment levels.

Friday 21 March 2025

Xiaomi's ambitious plans for 2025: Challenging Apple and Tesla

Xiaomi is undergoing a remarkable transformation, with 2025 set to be a pivotal year as it aims to challenge industry giants Apple and Tesla in both the smartphone and electric vehicle (EV) markets.

Friday 21 March 2025

Huawei Pura X enters the foldable smartphones race

Huawei introduced the Pura X, a uniquely designed clamshell-style foldable smartphone, at its Pura Pioneer Celebration and Harmony Intelligent Mobility Product Launch on March 20, 2025. Ahead of the event, Richard Yu, Huawei's Executive Director and CEO of the Consumer Business Group, hinted at a "groundbreaking new product."

Wednesday 19 March 2025

iPhone 2025 sales outlook dimmed by rumored AI Siri delay

Recent market rumors revealed that Apple Intelligence's AI Siri is in a critical development phase and is likely to miss its planned spring launch. This news, initially shared through hearsay, has caused significant uproar.

Monday 17 March 2025

Apple's Siri chief calls AI delays ugly and embarrassing, promises fixes

Apple's top executive overseeing its Siri virtual assistant told staff that delays to key features have been ugly and embarrassing, and a decision to publicly promote the technology before it was ready made matters worse.

Saturday 15 March 2025

MWC 2025: NTN, M2M, and 6G drive telecoms toward integrated networks and growth

During the 2025 Mobile World Congress (MWC), international telecommunications companies presented their forward-looking plans for 5G-Advanced and the upcoming 6G technologies. While artificial intelligence remained a key theme, non-terrestrial network (NTN) technologies, driven by satellite communications, emerged as a major highlight. Satellite connectivity is increasingly recognized as a critical component for enhancing the flexibility of global communication infrastructure and completing the telecom ecosystem.

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