RF front-end supplier RichWave held an investor conference to share its market outlook. The company noted that although tariff conditions remain uncertain, client orders have not yet undergone significant adjustments. Operationally, RichWave expects second-quarter 2025 performance to be on par with the previous quarter.
Largan Precision announced on May 5, 2025, that its preliminary revenue for April reached NT$4.375 billion (US$142 million), representing an 11% decline from March but a 27% increase compared to April 2024. The cumulative consolidated revenue from January to April totaled NT$18.954 billion (US$615 million), marking a 28% growth year-on-year.
Apple reported iPhone sales revenue of US$46.8 billion for the first quarter of 2025, representing a 1.9% increase compared to the same period last year, according to its financial results for the second quarter of fiscal 2025 (2Q25, covering January to March), released on May 2. However, growing market concerns indicate a potential continuous slowdown in iPhone sales in China, which could significantly impact Apple's overall operational performance.
Once Taiwan's second-largest PC maker, First International Computer (FIC), has reinvented itself as a top-three global supplier of optical modules. Leo Chien, Chairman of parent firm FIC Global, Inc. (FICG), said the company plans to double its optical communications capacity within three years by expanding a new facility in Malaysia. "Customer orders suggest the AI boom is absolutely insane," Chien told DIGITIMES.
According to Counterpoint, India's smartphone market experienced a 7% year-over-year shipment decline in the first quarter of 2025, impacted by high inventory levels and fewer product launches. MediaTek led the chipset market with a 45% share, while Apple gained momentum in the premium segment, reflecting stronger demand for high-end devices despite cautious consumer sentiment.
Apple and Foxconn are speeding up their iPhone manufacturing in India. Dixon continues to collaborate with Taiwanese companies to secure more diversified manufacturing capabilities.
Nokia saw lower-than-expected performance in the first quarter of 2025, with net sales sliding by 3% year-over-year to EUR4.39 billion (US$5 billion), as well as EUR156 million in operating profits, according to the company's recently released financial report. Even so, president and CEO Justin Hotard remains optimistic about growth in the company's network infrastructure, and cloud and network services businesses.
Primax Electronics Ltd. delivered strong first quarter 2025 results, driven by early PC order pull-ins and rising shipments of AIoT and professional acoustic products. Despite the upbeat quarter, the company warned of limited visibility in the second half due to unresolved tariff uncertainties. The growing contribution of new AIoT projects is helping strengthen its long-term growth outlook and improving margins.
Apple is set to announce its fiscal second-quarter earnings on May 1 (Pacific Time). Analysts anticipate the company will hit revenue targets, supported by stronger-than-expected iPhone sales and steady demand for MacBooks and iPads. However, rising geopolitical tensions and seasonal softness are casting a shadow over its near-term outlook.
Murata Manufacturing anticipates its profit for fiscal year 2025 (April 2025 to March 2026) to hit an eight-year low, citing stagnant demand for smartphones and automotive components, along with currency headwinds from a stronger yen.
SK Telecom (SKT), South Korea's largest telecommunications provider, is grappling with a massive wave of subscriber losses after a recent cyberattack targeting its USIM management server, which raised fears over potential personal data leaks. Despite ongoing emergency measures, the company is struggling to regain control of the situation and restore user confidence.
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