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Friday 7 November 2025
China smartphone AP shipments, 3Q 2025

Introduction

Friday 7 November 2025
AI-driven chip shortages disrupt connector and power supplies
The global semiconductor industry is facing widening supply-demand imbalances amid the AI boom, with memory and processor chips in particularly short supply. Prices have surged while...
Friday 7 November 2025
Foxconn expects 4Q25 growth as AI servers, ICT products drive demand
Leading electronics contract manufacturer Hon Hai Precision Industry (Foxconn) reported October 2025 revenue of NT$895.71 billion (US$28.99 billion), up 7% sequentially and 11.29%...
Thursday 6 November 2025
Inventec notebook shipments fall 15.79% in October amid seasonal slowdown
Inventec reported a 15.79% month-on-month decline in notebook shipments to 1.6 million units in October 2025, largely attributed to a high base effect from the end of the third quarter...
Thursday 6 November 2025
TV panel prices continue to fall: production cuts fail to boost weak peak season
LCD TV panel demand is losing steam in late 2025 as China's subsidy-driven momentum fades and early shipments distort seasonal patterns, leading to weaker fourth-quarter 2025 procurement...
Thursday 6 November 2025
Early orders and tariff fears cool NB demand in holiday quarter

The traditional year-end peak for notebook shipments has failed to materialize in the fourth quarter of 2025, with demand weaker than...

Wednesday 5 November 2025
Micron's reported HBM4 delay could cede AI chip advantage to Samsung and SK Hynix
Micron Technology is reportedly redesigning its sixth-generation high-bandwidth memory (HBM4) after facing yield and performance issues, a setback that could push back supply until...
Wednesday 5 November 2025
Mediatek's subsidiary Airoha sees steady 3Q25 revenue, banks on Ethernet for growth
MediaTek's subsidiary Airoha reported a steady financial performance for the third quarter of 2025, with revenue reaching NT$5.63 billion (US$182.5 million), marking a 2% sequential...
Wednesday 5 November 2025
Jinpao hits 6th straight monthly revenue record on AI, energy, aerospace push
Jinpao Precision Industry (JPP) saw record-high revenue for October 2025, driven by strong shipments of AI server power supply components, server cases, and racks. The company remains...
Wednesday 5 November 2025
Nexperia warns clients of supply halt and quality risks at China plant amid dispute
Dutch chipmaker Nexperia is warning clients that shipments from its Chinese factory are halted indefinitely. The company also says it cannot guarantee the quality of products from...
Wednesday 5 November 2025
Apple’s MacBooks shine in a dull PC market
Apple's iPhone 16 sales have exceeded expectations for its fourth quarter of 2025 earnings after being initially doubted at its launch. The upcoming lower-priced MacBook will drive...
Tuesday 4 November 2025
Apple enters top five brands in India for the first time as iPhone 17 demand soars; MediaTek retains 46% share in smartphone chipsets
India's smartphone market grew 5% year-over-year in shipments and 18% in value in the third quarter of 2025, reaching its highest-ever quarterly value, according to Counterpoint Research...
Tuesday 4 November 2025
IT panel market slows in 4Q25, makers look to AI PCs for 2026 recovery
As the fourth quarter begins, IT panel demand has entered its usual seasonal lull, with shipments expected to fall from third-quarter levels. Notebook panel prices are forecasted...
Tuesday 4 November 2025
SDC, LGD dominate iPhone 17 panel supply as BOE struggles with Pro models
Apple's iPhone 17 series has surpassed sales expectations, with South Korean manufacturers dominating the supply of its crucial OLED panels. Meanwhile, China's largest panel maker,...
Tuesday 4 November 2025
Global smartphone shipments hit record high in 3Q25 amid new product wave
Despite ongoing challenges from tariffs, inflation, and geopolitical tensions impacting the 3C and consumer sectors, the smartphone industry showed unexpectedly resilient demand in...