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NEWS TAGGED MOBILE COMPONENTS
Monday 23 June 2025
GSEO pivots to AI and optical sensing as smartphone growth stalls
Genius Electronic Optical (GSEO), a leading Taiwanese optical component manufacturer and a key supplier of camera lenses for Apple's iPhones, has long been looking beyond smartphones...
Saturday 21 June 2025
GSEO signals cautious optimism under global trade uncertainty
GSEO, a key supplier of camera lenses for Apple's iPhone, addressed shareholders on June 17, 2025, with President Jones Chen and General Manager Lee Kuo offering a guarded yet forward-looking...
Friday 20 June 2025
BOE's OLED misfire: iPhone panel orders tip toward South Korea's display giants
LG Display (LGD) has announced a KRW1.26 trillion (approx. US$918 million) investment aimed at strengthening its OLED technology portfolio. A large portion of the capital is expected...
Tuesday 17 June 2025
Taiwan's Huawei ban lands: Optical firms say supply chain already China-insulated
Taiwan's Ministry of Economic Affairs (MOEA) announced on June 15, 2025, that it had added 601 entities—including Chinese tech giants Huawei and SMIC—to its export control...
Tuesday 17 June 2025
Huawei ensnared in Taiwan's export curbs, local suppliers see no immediate impact
Taiwan's Ministry of Economic Affairs has added Huawei and SMIC to its newly updated export control list, requiring domestic firms to secure a license from the Bureau of Foreign Trade...
Monday 9 June 2025
Largan chairman sees no reason for optimism in 2H25
Taiwan's Largan Precision Chairman En-Ping Lin told shareholders that there's no optimistic reason to expect improvement in the economic outlook and key product markets for the second...
Friday 6 June 2025
Oppo strikes first SEP licensing pact with Volkswagen, unlocking 5G tech for global lineup of connected cars
Oppo announced on June 5 that it has signed a global licensing deal with Volkswagen Group, giving the German automaker access to its standard essential patents (SEPs) for cellular...
Friday 6 June 2025
Largan cautious on 2H25 outlook, highlights developments on robots, foldable phones, and smart glasses
Largan Precision held its annual shareholders' meeting on June 6, with chairman Enping Lin offering a candid view of the global economic outlook and updates on the company's progress...
Friday 6 June 2025
Largan clarifies software licensing dispute with German firm
Taiwan-based optical lens maker Largan Precision has clarified media reports about a legal dispute over the licensing of certain software from a German company, saying the matter...
Tuesday 3 June 2025
Modem independence proves elusive as Apple and Xiaomi grapple with custom designs
Apple's first real effort to cut ties with Qualcomm's modem dominance appears to have stumbled out of the gate. Qualcomm commissioned Cellular Insights to run real-world 5G tests...
Monday 2 June 2025
Apple's stable foundation and diversified supply reduce tariff impact, but industry experts remain cautious
The US Court of International Trade ruled on May 28, 2025, that US President Donald Trump's reciprocal tariffs are invalid. Yuan-Kai Chung, chairman and president of Audix, commented...
Wednesday 28 May 2025
Qualcomm throws cold data on Apple’s C1 modem debut
A study commissioned by Qualcomm Inc. found that its modem chips worked better than a rival component developed by Apple Inc., especially for cellular customers in dense urban area...
Tuesday 27 May 2025
Samsung's impossible choice: absorb 25% tariff hit or price out US customers
US President Donald Trump's announced 25% tariff on smartphones manufactured outside the US has once again ruffled the feathers of markets, especially for Apple and Samsung Electronics,...
Tuesday 27 May 2025
Trump threatens Apple tariffs but Taiwan optical firms remain calm
US President Donald Trump's threat to slap at least 25% tariffs on Apple if it doesn't manufacture iPhones domestically has failed to rattle Taiwan's optical component makers, who...
Tuesday 27 May 2025
Samsung falls to fourth in global CIS market with China’s rise

Samsung Electronics has slipped out of the top three in the global CMOS image sensor (CIS) market for the first time in years, according...