CONNECT WITH US
Wednesday 10 September 2025
Apple absorbs tariff impact, keeps most iPhone 17 prices steady to stay competitive
Apple has largely held steady on iPhone 17 pricing despite potential US tariffs on imported smartphones, introducing only a modest increase for the iPhone 17 Pro. The approach highlights Apple's effort to absorb tariff-related costs while remaining competitive in a tightening market.
Wednesday 10 September 2025
Apple launches iPhone 17 Pro, Pro Max and thinnest-ever Air with new A19 Pro chip

Apple on September 10 unveiled one of its broadest product updates in recent years, spanning the iPhone 17 family, a new thin-and-light iPhone Air, three new Apple Watch models, and the third generation of AirPods Pro. Pre-orders open September 12, with global availability on September 19.

Tuesday 9 September 2025
Samsung Electronics sees growth in Taiwan despite market challenges
Samsung Electronics has reported strong performance in Taiwan across smartphones, tablets, and wearables in 2025, overcoming challenges such as tariffs, exchange rate fluctuations, and geopolitical risks. The company is considering launching AI glasses in Taiwan and plans to introduce its first tri-fold phone in the fourth quarter of 2025.
Tuesday 9 September 2025
Apple to unveil new products in annual event as 5G modem chip strategy evolves
Apple's much-anticipated annual event is scheduled for September 10 at 1 a.m. Taiwan time, where several new products, including the iPhone series, Apple Watch, and AirPods Pro, are expected to be introduced. The upcoming iPhone lineup is expected to showcase significant design and system architecture changes for 2025, while other devices are likely to feature processor upgrades and enhanced functionalities.
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
Huawei launches new tri-fold smartphone with Kirin 9020 chip, targeting Samsung Electronics
Chinese tech giant Huawei, the first company in the world to launch a tri-fold smartphone, has unveiled its latest tri-fold model, the Mate XTs Ultimate Design, just one year after its initial launch. Richard Yu, chairman of Huawei's consumer business group, revealed that the new device is powered by the Kirin 9020 chip. This marks the first time in four years that Huawei has publicly disclosed a new generation of Kirin chips at a product launch event.
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
Smartphone sector braces for uncertainty with US, China steering 2025 growth

Washington's reciprocal tariffs announced in April have disrupted global trade flows and economic momentum, putting the smartphone industry directly at risk. Forecasts for annual handset demand have been cut, and debate is mounting over whether 2025 will swing from growth back into contraction.

Friday 5 September 2025
iPhone 17 sales forecast at 80 million units in 2H25, four major variables loom
Apple's 2025 fall product launch event is confirmed for September 10 at 1 a.m. Taiwan time. Market rumors suggest significant upgrades across Apple's hardware lineup, raising high expectations for the new features and subsequent sales performance of the iPhone 17.
Thursday 4 September 2025
Tech Forum 2025: Global smartphone market plateaus as Apple and Samsung bet on chips and ecosystems
After over a decade of rapid expansion, the global smartphone market has reached a mature and highly competitive stage. DIGITIMES projects that global smartphone shipments will hit approximately 1.22 billion units in 2025, with growth in the low single digits and remaining below pre-pandemic figures. In response, industry leaders Apple and Samsung are shifting focus to enhancing ecosystem integration and developing in-house chips to drive growth.
Wednesday 3 September 2025
Sluggish China market fuels global smartphone sales pessimism
China's smartphone shipments fell nearly 4% in the first half of 2025 compared to the same period in 2024, despite government initiatives aimed at stimulating demand through purchase subsidies for ICT terminal products. The attempt to boost sales has struggled against extended replacement cycles and widespread market penetration.
Wednesday 3 September 2025
Samsung to unveil new Galaxy S25 FE smartphone and tablet at September 4 product launch
Samsung Electronics announced plans for a Galaxy product launch event on September 4, where the company will introduce a new tablet alongside the Galaxy S25 FE smartphone. This addition marks the expansion of Samsung's flagship S25 series to five models, making it the largest lineup in the series' history and highlighting a strategic shift in the company's approach to the smartphone market.
Tuesday 2 September 2025
Dixon overtakes rivals as India's top smartphone maker; Foxconn surges on iPhone exports
India's smartphone manufacturing shipments rose 15% year-over-year in the second quarter of 2025, driven by higher exports and domestic demand, according to Counterpoint Research. Dixon Technologies led the market for the first time by volume, though intensifying competition from rivals signals shifting dynamics in the country's EMS landscape.
Monday 1 September 2025
China's ICT push: embedding AI across smartphones, PCs, and wearables by 2026

The US has tightened controls on China's semiconductor and artificial intelligence (AI) sectors under the banner of national security. Yet the surge of generative AI is reshaping industries worldwide, and Beijing is pressing ahead with its ambitions, especially in embedding AI into consumer and industrial devices.

Thursday 28 August 2025
Taiwan smartphone market gains momentum from new product launches in July
Despite challenges such as high market penetration, extended replacement cycles, tariffs, and inflation, Taiwan's smartphone market saw July shipments rebound above 400,000 units. This recovery was driven by continuous new product launches and diverse promotional offers from major brands.
Thursday 28 August 2025
Micron CEO reportedly meets Samsung's MX division head, bolstering grip on Galaxy's DRAM supply
Micron is tightening its grip on Samsung's flagship smartphone supply chain, even as the South Korean tech giant works to steady its own memory production business.
Wednesday 27 August 2025
Vivo V60 and foldable X series set to drive 40% sales growth in Taiwan mid-to-high-end segment
Vivo Taiwan is aggressively expanding its presence in the smartphone market. Following the recent debut of its first foldable device, the X Fold5, which marked a major step in strengthening its high-end portfolio, the company launched the V60 on August 26 to capture further market share.
Wednesday 27 August 2025
Huawei slashes Mate series prices, prepares tri-fold launch ahead of Apple event
Apple will unveil its latest iPhone lineup on September 9 in California, but Huawei is looking to pre-empt the buzz. The Chinese tech giant confirmed it will hold its "Mate XT Ultimate Master and Full-Scenario Launch Event" on September 4, where it is expected to introduce a tri-fold smartphone. The timing, just five days before Apple's event, is seen as a direct challenge, highlighting Huawei's push to regain ground in the premium smartphone market.
Wednesday 27 August 2025
Apple to unveil iPhone 17 lineup and slimmer model at September 9 launch
Apple will host its annual fall product event on September 9, where it is expected to debut its iPhone 17 lineup, including a new, thinner version of the device, alongside updated Apple Watches and other products, according to Apple, Reuters, Bloomberg, and CNBC.
Tuesday 26 August 2025
Samsung Display expected to remain key supplier for rumored foldable iPhone
Apple's long-rumored foldable iPhone is taking shape as Samsung Display, DS Neolux, and BH reportedly secure roles in its supply chain. Backed by Samsung Display's exclusive panel development and mass production experience, the project is advancing through prototyping, with a market launch expected as early as the second half of 2026.
Tuesday 26 August 2025
Personnel mobility in Apple's India supply chain seen as routine; Foxconn's global workforce ensures continuity
As the Apple iPhone 17 series launch approaches, the spotlight on supply chain dynamics intensifies, particularly regarding Foxconn, the principal backend assembler. Recent reports indicate Foxconn is replacing some Chinese engineers with Taiwanese ones in India, sparking market interest.
Tuesday 26 August 2025
Google shifts Pixel 10 to AI, TSMC Tensor still trails
Google's Pixel 10 highlights a strategic shift as the company moves production of its Tensor processor from Samsung to TSMC. The decision was aimed at improving performance, yet benchmark scores show only modest gains over the 2024 version and still fall short of Apple's chip from 2024.
Monday 25 August 2025
Pixel 10 takes aim at Apple with strong buzz
The Google Pixel 10 has generated unprecedented discussion. The combination of "TSMC + AI" appears to be a winning formula in Pixel 10's marketing strategy, with some models already showing as "out of stock" on pre-order websites. However, past issues such as overheating and rapid price drops for Pixel phones mean that user feedback remains an important factor to watch.
Monday 25 August 2025
AI glass race intensifies: Sunny Optical trades tech for equity in Goertek
Sunny Optical Technology (Group) Co. said on August 22, 2024, it signed a memorandum of understanding (MoU) with Goertek Inc. and its subsidiary Goertek Optical Technology, a move that could reshape competition in China's precision optics market amid surging demand for artificial intelligence (AI) and augmented reality (AR) hardware.
Monday 25 August 2025
Galaxy S25 sales hit 3m; Samsung pushes display innovation
Samsung Electronics has sold over 3 million units of its Galaxy S25 series as of August 1, surpassing the Galaxy S24 series' sales pace by more than two months. This strong sales performance has been a key factor in bolstering the company's second-quarter earnings.
Research Report Database
Summary of Tech Supply Chain News!
France makes the case for Foxconn in its chip strategy
The rise of top 10 IC design houses in China