Apple is pressing Samsung Display (SDC) and LG Display (LGD) for steep price reductions on OLED panels for the iPhone 18 series as rising memory and storage costs increase handset production expenses.
China's printed circuit board (PCB) industry is entering a new investment cycle, with more than CNY70 billion (approx. US$10.3 billion) committed in 2026 as AI servers, high-speed optical modules and edge devices lift demand for advanced boards.
US efforts to restrict Chinese technology from connected vehicles are expanding beyond hardware and software sourcing, as proposed legislation introduces ownership thresholds that could affect even automakers headquartered outside China.
