DIGITIMES Communications news

Jul 8

Apple's first foldable reportedly enters production, but a record price and delayed sales loom

Apple's first foldable iPhone has entered production, according to reports from multiple Chinese supply-chain outlets, though the device may carry a record price tag and reach buyers later than its formal unveiling.

Apple reportedly broadens iPad OLED driver supply, chipping at Samsung's grip as foldables enlarge the pie

Jul 8

Genius Electronic Optical June sales rise as mobile phone price impact appears limited

Jul 8

Taiwan wireless specialist Climax Technology set for mainboard listing as US, Europe orders drive record 1H26 revenue

Jul 7

Huawei's Mate 90 to debut Kirin 2026 processor built on Tau Law

Jul 7

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MOBILE COMPONENTSMemory costs slash low-end phone output and pressure PA shipments

Jul 9, 12:12

The 2026 smartphone market is facing a dark outlook as memory prices rise and shortages tighten supply, weighing on low- and mid-range handsets and hitting power amplifier (PA) shipments. Supply-chain companies said weaker gross margins are prompting brand owners to cut production and delay new model launches, while consumer caution is also dragging on demand.

MOBILE COMPONENTSLargan investor conference to spotlight optical communications push and smartphone demand

Jul 9, 09:23

Taiwan lens maker Largan is drawing global attention as it prepares to update investors on handset shipments, new product mix, and its push into optical communications. The meeting may signal whether steady smartphone demand and emerging data center opportunities can support earnings and margins through the rest of the year.

WIRELESS NETWORKINGUMT lifts first-half profit 70% as satellite demand stays strong

Jul 9, 08:43

Universal Microwave Technology (UMT) said June revenue reached NT$257 million (US$8.01 million), up 89% from a year earlier, while first-half 2026 revenue climbed to NT$1.922 billion, a 70% increase from the same period in 2025. The Taiwanese supplier said the second quarter was affected by a customer redesign that shifted shipment timing, but demand trends in the low-Earth-orbit satellite market remained unchanged.

MOBILE DEVICESHonor expands Taiwan smartphone push with flagship and midrange launches

Jul 9, 08:27

Honor recently launched the Honor 600 series in Taiwan, positioning it around AI imaging creation, a 200-megapixel main camera and a 7,000mAh battery. The company has also introduced the X6d 5G, giving it coverage in both midrange and premium segments within just over three months in the market.

MOBILE DEVICESChina 618 smartphone sales fall 13% as Huawei takes lead

Jul 9, 08:01

China's smartphone sales fell 13% year over year during the 2026 618 e-commerce shopping festival, as higher memory costs and less aggressive promotions weighed on demand, according to Counterpoint Research.

MOBILE DEVICESPLAUD rides AI hardware-subscription model to US$100 million ARR

Jul 9, 07:55

Rapid advances in generative AI and AI agents are moving AI beyond software tools into everyday workflows, particularly in voice, meeting, and conversational applications, giving rise to new AI-driven business models.

TELECOM SERVICE, INFRASTRUCTURESharp partners with SES on MEO satellites, expanding Foxconn's NTN ambitions

Jul 7

Sharp has signed a memorandum of understanding (MOU) with global satellite operator SES and expanded the agreement into a joint development partnership aimed at commercializing medium Earth orbit (MEO) satellite communications and related applications in Japan.

MOBILE DEVICESSamsung's Q2 operating profit rockets 1,810% YoY, overtakes NVIDIA as tech's most profitable company for the quarter

Jul 7

Samsung Electronics' preliminary second-quarter results show operating profit of KRW89.4 trillion (about US$58.4 billion) — a record high that not only dwarfs the company's own year-ago performance but appears to surpass the most recent quarterly profit figures reported by NVIDIA and Apple, making Samsung the world's most profitable technology company for the period.

MOBILE DEVICESAI phones could exceed half of smartphone shipments by 2027 as costs rise

Jul 7

The smartphone market is facing cost pressure in 2026 as rising prices for memory and other upstream components lift handset costs. Brands are responding by increasing phone prices and expanding AI features into more models, including mid-range devices, to support replacement demand.

TELECOM SERVICE, INFRASTRUCTURE6G base stations to become AI computing nodes, boosting advanced packaging demand

Jul 7

While there are still years to go for the commercialization of 6G adoption, the next-generation mobile network architecture is increasingly poised to take shape.

MOBILE DEVICESApple price hikes spur brisk used-device trading

Jul 6

Apple's recent price increases for Mac and iPad products are rapidly spilling into the used-device market, as consumers turn to refurbished and secondhand channels to fight inflation. Data from Chinese secondhand trading platforms show that some MacBook models have risen by nearly CNY1,000 (US$147.29) within just 10 days, signaling a new round of price swings in the end-user market.

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