Samsung Electronics currently leads the foldable phone market and holds the largest share of foldable phone sales in the US, alongside Motorola and Google. However, Apple is expected to enter the competition by the end of 2026. With foldable hardware design, component durability, and supply chain maturity improving, Apple is expected to challenge Samsung in the US market and potentially compete with Huawei for the top shipment position in China.

As global memory prices surge rapidly, smartphone makers face increasing cost pressures that are driving retail price adjustments. Samsung Electronics' Device Solutions division anticipates improved semiconductor prospects, but its Mobile eXperience business confronts pricing challenges for upcoming devices amid rising DRAM and NAND Flash costs.

As the global digital transformation accelerates, 5G has become a critical foundation driving comprehensive upgrades across industries. However, its revolutionary potential remains largely untapped. Ericsson CTO Erik Ekudden and industry consultant Chetan Sharma recently jointly released a report titled "New Wave of Mobile Innovation," revealing that only 26% of operators worldwide invest in 5G standalone (SA) networks, with over 90% of SA users concentrated in China, India, and the US. This concentration leaves other regions significantly behind in next-generation digital infrastructure competition.

Chinese mobile electronics manufacturers are expanding their footprint in India amid signs of easing tensions between the two countries, industry executives told the Economic Times. Despite thinner profit margins compared with local players, firms such as DBG and BYD are ramping up production and rehiring staff to meet growing demand from Chinese smartphone brands, including Xiaomi, Oppo, and Vivo.

Xiaomi partner and president Weibing Lu is spearheading the company's push into the premium smartphone segment, marking the Xiaomi 17 series in 2025 as a critical battle for the price tier above CNY6,000 (US$842.51). This range has long been dominated by Apple's iPhone.

With Amazon's low Earth orbit (LEO) satellite broadband network Project Kuiper expected to enter Taiwan, with Chunghwa Telecom (CHT) and Far EasTone Telecommunications (FET) actively competing for the agency rights, the efforts and competition among Taiwanese telecom operators in the satellite industry have drawn significant attention.

Taiwan's offshore wind maritime engineering firm Dong Fang Offshore (DFO) is set to transition from the over-the-counter (OTC) market to the Taiwan Stock Exchange mainboard in mid-November 2025. The company is rapidly expanding its fleet to capture strong growth opportunities in AI-fueled undersea communication cable demand.

Chunghwa Telecom (CHT) announced on October 21 the establishment of its AI subsidiary, CHT InventAI, marking another success in internal startup incubation within the group. CHT chairman Alex Chien said InventAI's launch is just the first step, with at least two more subsidiaries currently in preparation to accelerate the commercialization of technologies from in-house researchers and expand the industrial ecosystem.

Samsung Electronics will reportedly equip its next-generation Galaxy flagship series with its own flagship mobile SoC platform, the Exynos 2600, resuming a shared chip supply with Qualcomm. This shift is largely due to Samsung's latest 2nm GAA process, which has finally demonstrated acceptable manufacturing results.

The AI wave shows no sign of slowing, and AI glasses have become the next frontier where technology meets wearables, following smartphones and wireless earbuds. As of late 2025, China's AI glasses market is heating up fast, with Alibaba and Baidu ready to debut their own models within six months, marking the start of true industrialisation and a coming shake-up from brands to the supply chain.