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Thursday 27 November 2025
Chinese smartphone makers halt iPhone Air follow-up projects amid weak sales
Following disappointing sales of Apple's iPhone Air and tightening supply chains, major Chinese smartphone manufacturers have reportedly frozen or canceled their own "Air" ultra-thin...
Wednesday 26 November 2025
iPhone 17 sales surge lifts market outlook as Chinese flagships intensify pushback
Apple's iPhone 17 series has seen strong sales momentum, lifting expectations for fourth-quarter smartphone demand in 2025. But market attention is shifting to whether Chinese brands...
Wednesday 26 November 2025
Huawei launches Mate 80 Lineup, Mate X7 Foldable to challenge iPhone 17 in China
Huawei introduced its latest flagship lineup on the 25th, launching the Mate 80 series together with the Mate X7 foldable.
Tuesday 25 November 2025
Taiwan smartphone shipments hit 560,000 units in October, driven by iPhone 17
Taiwan's smartphone shipments surged to nearly 560,000 units in October 2025, driven primarily by strong sales of Apple's iPhone 17 series, according to local channel operators. The...
Monday 24 November 2025
iPhone 17 shipments and key supplier breakdown

Introduction

Friday 21 November 2025
Apple reportedly boosts A19 chip orders amid strong iPhone 17 sales; TSMC adjusts production in response
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...
Thursday 20 November 2025
Samsung invests US$1.9B in Austin plant to prep for Apple CIS chip production
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...
Thursday 20 November 2025
BOE reportedly fails to meet iPhone 17 OLED supply plans as Samsung Display steps in
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...
Monday 17 November 2025
ZDT and Compeq gain on strong iPhone 17 sales, eye AI server growth in 2026
Taiwanese PCB makers Zhen Ding Technology (ZDT) and Compeq Manufacturing posted solid third-quarter 2025 results, lifted by stronger-than-expected sales from Apple's iPhone 17 lineup...
Sunday 16 November 2025
Samsung reportedly targets 10% sales growth for next-gen foldables as Apple eyes 2026 debut
Samsung Electronics has reportedly set its sales targets for the next-generation foldables—Galaxy Z Fold8 and Flip8—aiming for roughly a 10% increase over the Galaxy Z...
Friday 14 November 2025
Premiumization boosts Qualcomm as Apple posts fastest growth in India
India's smartphone market hit a five-year peak in the festive third quarter of 2025, growing 4.3% year-over-year to 48 million units, according to IDC data released recently. The...
Thursday 13 November 2025
Pegatron outlines growth strategy with focus on servers and automotive electronics to reduce iPhone reliance
Pegatron Corp. held an online investor briefing on November 12 to review its third-quarter 2025 performance and outline expectations for the coming quarters and beyond. The company...
Tuesday 11 November 2025
China smartphone market, 3Q 2025

Introduction

Tuesday 11 November 2025
Pegatron sees stable October revenue boosted by Apple iPhone demand
Pegatron reported its October 2025 revenue at NT$117.8 billion (approx. US$3.80 billion), up 2.53% month-over-month but down 0.82% year-over-year, maintaining over NT$100 billion...
Friday 7 November 2025
Far EasTone posts record 3Q25 revenue driven by mobile and ICT segment growth
Far EasTone (FET) reported consolidated revenue of NT$26.39 billion (approx. US$851.8 million) in the third quarter of 2025, marking a 6.7% year-on-year increase and setting a new...