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Sep 23
Qualcomm launches dual Snapdragon flagship platforms for Xiaomi, Honor

Qualcomm unveiled two flagship mobile platforms, Snapdragon 8 Elite Gen 6 and Snapdragon 8 Elite Extreme Gen 6, at Snapdragon Summit 2026 in Maui, Hawaii this week, marking the company's first split of its premium Snapdragon lineup into two Elite tiers. Xiaomi, Honor, and Motorola appeared on stage as early partners, with the Xiaomi 18 Pro series and Honor Magic9 series expected to be the first devices and to launch in September.

Qualcomm unveiled two flagship mobile platforms at the Snapdragon Summit 2026, including the Snapdragon 8 Elite Extreme Gen 6, which changes its packaging approach to improve heat dissipation. During a media Q&A, Qualcomm Senior Vice President and General Manager of Mobile Handsets Chris Patrick said the new package still falls under existing Package on Package (PoP) technology, but the memory is no longer stacked directly above the die and is shifted to the side to create a thermal path.

Industry sources say Valve is expected to launch a new Steam Deck in 2027, setting up a tougher contest for Taiwanese original design manufacturer (ODM) Quanta as China's Huaqin moves to win the manufacturing order. The winner has not yet been confirmed.

Apple has changed its iPhone launch cadence this year, splitting its high-end releases into two waves. The iPhone 18 Pro series went on sale on September 18, with Apple's first foldable iPhone, the iPhone Duo, set to follow on October 23.

DIGITIMES analyst Luke Lin said on his podcast that the foldable's pricing is more consumer-friendly than expected, but Apple's across-the-board price hikes on older models will weigh on iPhone shipments in the second half of the year. He added that the packaging changes for the A20 Pro are the signal that supply chain players should watch most closely.

Chunghwa Telecom (CHT) announced on September 18 that the nearly 300km-long Taiwan-Matsu submarine cable has been completed, landed, tested, and has officially been added to the Taiwan-Matsu external communications network. The project strengthens communications resilience for the outlying Matsu Islands by adding a third route with redundant backup and improving service stability for residents and public services.

Compal Electronics is buying out the shares of its listed networking arm, Compal Broadband Networks (CBN), in a cash deal that will end CBN's public listing and give Compal full control of a router and gateway business it wants to pair with its edge AI hardware.
Apple's iPhone 18 Pro series will go on sale on September 18, and Taiwan's major e-commerce platforms and telecom carriers have released preorder results ahead of launch. Data show that demand for premium iPhone models remains strong, with most channels selling out quickly and reservation volumes rising one to two times from the same period in 2025.

More technical details on 2026 mobile systems on a chip (SoCs) from major vendors are emerging, and the biggest changes in chips such as Apple's A20 Pro and MediaTek's Dimensity 9600 Pro are clearly concentrated in the neural processing unit (NPU). Qualcomm also published a technical article on NPU development on September 10, saying its next-generation NPU will expand shared memory capacity to improve access efficiency and speed for model data, helping mobile AI maintain fast response times.

Global foldable smartphone panel shipments declined 13% year-over-year in the first half of 2026, with the contraction concentrated in clamshell products, according to Counterpoint Research's Quarterly Foldable Display Shipment and Technology Report.
Samsung Electronics is expected to launch its Galaxy S27 series in early 2027, marking what could be its most significant product lineup restructuring in years. Market reports indicate that the newly added Galaxy S27 Pro will substantially narrow the specification gap with the Ultra model. Both high-end smartphones are expected to share top-tier features, including 60W wired fast charging, a 200-megapixel main camera, and the latest M16 OLED display. Samsung will continue to use telephoto cameras, screen sizes, battery capacities, and S Pen support to differentiate the models, establishing a new "dual high-end flagship" hierarchy.
China's optical suppliers are playing a growing role in the global smart glasses, VR, and AR supply chain as AI glasses demand accelerates worldwide. Industry sources say more than 80% of smart glasses suppliers are from China, with Chinese vendors covering key areas from camera modules and light waveguides to microelectromechanical systems (MEMS) and batteries.