China's smartphone industry opened 2026 with a major consolidation move, as Realme formally returned to the Oppo group as a sub-brand and integrated with fellow sub-brand OnePlus. The restructuring is intended to strengthen competitiveness through shared resources and coordinated brand strategy amid mounting supply chain pressure and intensifying market competition.
With the European telecom market recovering and countries accelerating network upgrade plans, magnetic component manufacturer LinkCom reported that shipments of PoE power transformers and LAN-type transformers maintained steady growth, boosting sales of its core magnetic component business. This resulted in a significant 13% increase compared with 2024 and helped lift full-year 2025 revenue to a record high.
Apple exported approximately US$50 billion worth of iPhones from India through December 2025, a milestone that underscores the company's accelerating shift of manufacturing away from China and highlights India's push to expand electronics production through federal incentives.
Taiwan's telecommunications industry is navigating a "new three kingdoms era" two years after the December 2023 mergers between Taiwan Mobile (TWM) and Taiwan Star Telecom (T-Star), alongside Far EasTone Telecommunications (FET) merging with Asia Pacific Telecom (APT). The National Communications Commission (NCC) recently assessed the post-merger performance of these operators, revealing divergent strategic outcomes and financial trajectories.
Sporton International announced that it has completed the world's first Wi-Fi 8-core chip testing project to obtain certification from the US Federal Communications Commission (FCC). The project supported MediaTek's Filogic 8000 series chips that it showcased at CES, making Sporton one of the earliest testing laboratories globally to enable Wi-Fi 8 products to pass FCC approval.
Tex Year Industries has just about completed its layout in specialty adhesives, materials, and chemicals for the AI and optoelectronics industries. It expects to see a significant increase in shipments and double-digit growth in 2026. This year, Tex Year will focus on five areas: AI cloud data centers, EVs, drones, smartphones, and Mini LED displays.
Smartphone brands face mounting challenges as memory prices are expected to surge over 50% in the first half of 2026, according to channel operators. The rise in memory costs threatens to impact operations and sales, particularly for mid- to low-end smartphones.
Recent supply-chain signals suggest that OpenAI has shifted hardware orders from Luxshare to Foxconn, a move widely interpreted as preparation for highly interactive, portable AI devices. While specifications remain undisclosed, industry sources believe the products will emphasize real-time interaction tightly coupled with cloud-based AI, pointing to a new class of always-connected endpoints rather than conventional consumer electronics.
Networking firm Planet Technology announced consolidated revenue of NT$171.35 million (US$5.44 million) for December 2025, culminating in a full-year revenue of NT$1,884.29 million, marking a historic high for the company. The results highlight strong profitability and gross margins amid currency fluctuations during the first three quarters.
Japanese electronic components manufacturer TDK Electronics announced that it plans to update its industry-leading silicon anode battery technology later in 2026, coinciding with Apple and other electronics makers launching new devices for the end of year shopping season. TDK has made significant progress in increasing battery capacity while maintaining slim device profiles, and its technology is currently mainly adopted by Chinese smartphone makers.
At CES 2026, MediaTek unveiled its next-generation Wi-Fi 8 chipset platform, the Filogic 8000 series, moving ahead of rivals by declaring its position early in the next wireless standards race.
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