During Genius Electric Optical's (GSEO's) online investor conference on November 19, 2025, chairman Jones Chen reported that demand in the smart glasses market is strong. He stated that development of variable-aperture smartphone lenses is progressing smoothly, and the company is aiming for customer certification in 2026. Driven by smartphone lenses, AR, and VR, Chen hopes 2026 revenue and profit will outperform 2025.

Apple reportedly has increased its orders for A19 and A19 Pro series chips by 4 million to 5 million units over two months, fueled by robust demand for the iPhone 17 series in October and November 2025. This surge has led TSMC to modify its production capacity to accommodate Apple's growing device output.

Bengaluru-based electronics brand Wobble has debuted its first smartphone, the Wobble One, marking its entry into India's competitive mid-range smartphone market. The "Made in India" device focuses on performance, battery life, and camera capabilities while complementing Wobble's existing Smart TV and consumer electronics lineup, according to Business Today, Gadget 360, and the Indian Express.

Samsung Electronics planned a US$1.9 billion investment to upgrade its wafer foundry in Austin, Texas, aiming to produce Apple's next-generation CIS chips starting late 2026. The Austin City Council will vote on extending Samsung's eligibility for local tax incentives by November 20, 2025.

China's BOE has reportedly lost its planned OLED panel supply for Apple's iPhone 17 due to unresolved quality issues. Samsung Display will take over the supply, increasing shipments to 90 million units, while BOE's contribution is expected to fall below 40 million, highlighting ongoing challenges in the Chinese panel maker's entry into high-end smartphone displays.

Oppo is ramping up efforts to enhance the global competitiveness of its mobile devices by concentrating not only on hardware research and development but also on optimizing its operating system. The company aims to improve user experience through smoother software control and seamless connectivity, seeking to strengthen the software quality that underpins its smartphones. By prioritizing high-quality software, Oppo hopes to further distinguish itself from rivals in the crowded smartphone market.

Vivo's smartphone sub-brand iQOO is set to debut in Taiwan on November 28, introducing its iQOO 15 flagship model. Industry analysts project limited overall market growth due to Taiwan's saturated smartphone market and longer device replacement cycles, but foresee notable competition shifts affecting established players such as Redmi, Poco, Realme, and Asus' ROG gaming phones.

Global memory-chip price increases continue to intensify, putting fresh pressure on the smartphone supply chain. With DRAM and NAND prices rising across the board, several brands have halted new procurement rounds as suppliers request increases approaching 50%.

Samsung Electronics Co. has reportedly reached a 60% yield rate in producing its next-generation mobile application processor (AP), the Exynos 2600, using its 2nm GAA process technology. The company aims to price the chip US$20 to US$30 lower than Qualcomm's Snapdragon equivalent.

To carve out new growth in the highly mature smartphone industry, Oppo, on November 14, launched its Apex Guard technology suite designed to safeguard user experience with quality in hardware and software. The company positions this initiative as a key foundation for strengthening brand power and product sales.