DIGITIMES Communications news

Jul 2

Android brands continue lowering lower-end smartphone shipment forecasts as pressure mounts on chip suppliers

The smartphone market's traditional peak season in the second half of 2026 remains under close watch. However, Android smartphone vendors—particularly Chinese brands—have reportedly begun another round of shipment forecast cuts, reducing projections by 10-30%. Procurement is expected to become increasingly conservative for mid-range and entry-level models, leaving inventory build-up for the peak season largely concentrated on flagship and premium devices.

DDI makers look to smaller displays as NB and TV demand loses momentum in 2H26

Jul 2

Apple PCB suppliers press ahead with iPhone 18 buildup despite memory price shock

Jul 2

Ericsson says AI demand is accelerating 5G SA and FWA deployment

Jul 2

Huawei raises prices despite China smartphone gains, exposing AI cost squeeze

Jul 2

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MOBILE DEVICESXiaomi and Huawei turn phone AI into a system-level fight for user workflows

Jul 3, 12:32

A public spat between Xiaomi and Huawei over large models has exposed growing anxiety in China's phone AI market this year, while Apple, Google, and Samsung Electronics pursue different routes to seize the AI agent entry point.

MOBILE DEVICESZyxel Networks adds outdoor wireless access point for MSP customers

Jul 3, 08:26

Zyxel Networks, the commercial networking brand under Zyxel Group, announced a new outdoor wireless access point on the 2nd as it targets managed service provider (MSP) demand for faster, more stable connectivity. The launch expands its outdoor wireless portfolio with the first NWA55AX point-to-point model, aimed at helping MSPs serve enterprise customers that need extended coverage outside traditional office spaces.

WIRELESS NETWORKINGTaiwan carriers, banks roll out MID+ to fight fraud

Jul 3, 07:54

Taiwan Network Authentication Co. (TWCA) on the 1st joined Chunghwa Telecom, Taiwan Mobile, Far EasTone Telecommunications, First Bank, E.SUN Bank and Bank of Taiwan SME to launch the new-generation MID+ mobile identity verification service. The rollout was presented as part of the government-backed push for technology-led anti-fraud cooperation between the public and private sectors.

TELECOM SERVICE, INFRASTRUCTUREMusk eyes Mesh Optical deal as AI data centers push beyond copper

Jul 3, 07:53

Elon Musk has moved to acquire optical communications startup Mesh Optical Technologies, according to reports cited by Reuters on June 27 in the US. The deal comes as high-speed interconnects have become a major constraint in AI data center builds, where copper cabling is struggling with limits on power, distance and bandwidth.

MOBILE DEVICESApple's iPhone slips in China as local brands hold off challenge

Jul 3, 07:52

Apple's iPhone lost momentum in China in the first five months of 2026, while domestic smartphone brands largely preserved their home-market advantage. The shift came as volatile memory prices, changing pricing strategies and government subsidies made competition in China's handset market harder to predict.

MOBILE DEVICESIndia's smartwatch leader enters smartphone market despite surging memory cost

Jul 2

Fire-Boltt is expanding beyond wearables into smartphones, a move that could shape India's budget-device market and add another local contender to a segment dominated by Chinese brands. The launch may matter globally as rising component costs, local manufacturing, and ecosystem-building become central themes across emerging markets.

MOBILE DEVICESAnalysis: Apple isn't a victim of memory price surge; it's the biggest winner

Jul 1

Every major consumer electronics company has raised prices this year. The reason, in almost every case, is the same: memory costs have surged, driven by AI data center demand that has overwhelmed global DRAM and NAND supply. Apple raised prices on its MacBook and iPad lines, too. However, to group Apple's move with everyone else's is to miss what is actually happening.

MOBILE COMPONENTSChinese lens suppliers expect smartphone shipments to fall 12% in 2026

Jul 1

Chinese smartphone camera lens suppliers expect global handset shipments to remain under pressure through 2027, even as Apple prepares new devices.

TELECOM SERVICE, INFRASTRUCTURETaiwan's Chief Telecom says raid over alleged AI server smuggling has no financial impact

Jun 30

Chief Telecom Inc. said a June 29 search by prosecutors and investigators over an alleged illegal smuggling case involving high-end AI servers bound for Hong Kong, Macau, and China has not materially affected its finances or operations. The case highlights growing global scrutiny of AI hardware supply chains and data center controls.

MOBILE DEVICESApple faces iPhone 18 Pro price pressure as memory crunch tests AI upgrade strategy

Jun 30

Apple's next iPhone Pro lineup could be heading toward one of its sharpest pricing tests in years, as surging memory costs threaten to raise hardware expenses just as the company pushes deeper into on-device AI.

WIRELESS NETWORKINGNetworking demand stays resilient in 3Q26, but component shortages and price hikes cloud outlook

Jun 30

The networking industry is entering its traditional third-quarter peak season, with demand remaining robust in 2026 as AI infrastructure upgrades and the adoption of Wi-Fi 7 continue to drive orders. However, tightening supplies and rising prices for memory, passive components, and other key parts are beginning to disrupt customers' procurement schedules, emerging as one of the industry's most significant variables for the second half of the year.

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