Taiwan Mobile president and CEO Jamie Lin shared insights on his sixth year as CEO on Facebook on July 25, 2024. In it, he noted that since taking on the role of CEO in 2019, company revenue has grown by NT$81 billion (US$2.75 billion) to NT$199.3 billion, almost equivalent to the annual revenue of competitor Far EasTone Telecommunications (FET). Today, Taiwan Mobile's overall scale is approaching the NT$200 billion mark, closing in on leader Chunghwa Telecom's NT$229.97 billion annual revenue in 2024. Under Lin's leadership, Taiwan Mobile has successfully moved from the minor league to the majors.

The surge in AI smartphone demand is ushering in the era of the experience economy, prompting mobile brands to reshape their retail strategies. Leading players such as Samsung, Vivo, Oppo, and Xiaomi are accelerating efforts to expand brand experience stores and "store-in-store" formats to drive sales and deepen consumer engagement.

Global AI momentum and continued US infrastructure development have paved the path for optical communications company EZconn, which has received strong order demand from US clients in 2025. Cumulative consolidated revenue for the first half of the year reached a 12-year high, with annual growth of 121%. However, due to the strong appreciation of the New Taiwan dollar in the second quarter, EZconn faced exchange losses from non-operating income, likely causing the overall second quarter profit to fall below the first quarter. The exchange rate impact is expected to ease in the second half. With new projects shipping, EZconn expects stronger operations.

Google is discreetly restarting its smart glasses project. Alphabet and Google CEO Sundar Pichai has given minimal details, but assures that the progress is exciting.

Business exchanges between Chinese and Taiwanese makers have shown significant increases amid concerns over US tariffs, trade restrictions, and global supply chain restructuring, with China and Hong Kong together remaining the biggest market for Taiwan's exports.

Samsung and Vivo are ramping up competition in Taiwan's foldable phone segment. Following the launch of Samsung's latest Galaxy Z series with a bold 30% year-over-year growth target, Vivo announced on July 23 sales plans for its first foldable phone in Taiwan, the X Fold 5. Pre-orders began the same day and will run through August 3.

Apple is currently facing turbulent times, with mounting market criticism focusing on its lack of product innovation, lagging development in generative AI (GenAI), and executive personnel changes. As these issues come to light, discussions have emerged about whether Apple should consider appointing a new CEO to replace Tim Cook.

Samsung has reported strong pre-orders in Taiwan for its latest Galaxy Z7 series, with the vendor assessing the feasibility of bringing its trifold devices to the Taiwanese market when they are released at the end of the year at the earliest.

In comments after the recent Samsung Unpacked event, Samsung Electronics' acting head of device experience (DX) Tae-moon Roh revealed the company's plans to release a trifold smartphone by the end of the year. For panel supplier Samsung Display (SDC), high-added-value trifold panels could become its next growth driver.

Apple held its ground in India's recovering smartphone market in the second quarter of 2025, ranking sixth overall. The iPhone 16 series accounted for over half of its shipments, while continued demand for older models helped Apple navigate a competitive landscape and weak organic demand across the industry.

Despite US tariffs on Indonesian goods, Indonesia is negotiating lower duties by offering significant benefits to US tech firms, especially Apple and Google.