Apple's updated Vision Pro headset, launching this week, may not bring sweeping new features, but the packaging reveals a quietly significant shift: it's assembled in Vietnam.
Samsung Electronics will reportedly equip its next-generation Galaxy flagship series with its own flagship mobile SoC platform, the Exynos 2600, resuming a shared chip supply with Qualcomm. This shift is largely due to Samsung's latest 2nm GAA process, which has finally demonstrated acceptable manufacturing results.
Samsung Electronics will begin mass production of its next-generation mobile application processor (AP), the Exynos 2600, in November 2025, according to several South Korean media outlets. Reports indicate the Exynos 2600 is highly likely to be used in the upcoming Galaxy S26 series smartphones. Notably, the neural processing unit (NPU) performance of the Exynos 2600 is reportedly more than six times faster than Apple's A19 Pro.
LG Display (LGD) is reportedly planning to invest in production line conversion in 2026 for Apple's next-generation iPhone. According to the latest reports from Korean media, LGD began placing orders for related equipment in the fourth quarter and is expected to start installing them in the first quarter of 2026.
Apple's iPhone 17 is shaping up to be the best-performing model since the COVID-19 pandemic, according to multiple analysts cited by The Financial Times. The new generation's sales have significantly exceeded expectations, fueling a robust upgrade cycle.
In a massive strategic bet on the next wave of tech demand, South Korea's leading semiconductor testing provider, Doosan Tesna, is pouring over KRW170 billion (approx. US$120 million) into new testing equipment. Industry observers believe this huge capex plan is a direct move to prepare for a sharp surge in orders from its primary customer, Samsung Electronics, which is set to ramp up production of CMOS image sensors (CIS) for Apple.
Airoha Technology has continued to secure new collaboration opportunities in the international telecom market in 2025, with some of its previously developed markets now entering mass production and shipment phases, driving steady growth in its overall revenue. The company has also integrated MediaTek's Wi-Fi chips into its solutions.
Apple has announced its latest system-on-chip (SoC), the M5, marking a major step forward in the company's in-house silicon roadmap. Built on third-generation 3nm process technology, the M5 powers Apple's newest 14-inch MacBook Pro, iPad Pro, and Apple Vision Pro, delivering notable gains in graphics, CPU efficiency, and on-device AI processing.
A seismic shift is underway in the global semiconductor industry. After a decade as the undisputed top client for chipmaking giant TSMC, Apple is on the verge of being unseated by Nvidia, whose business is skyrocketing amid the artificial intelligence boom.
Vivo unveiled its new X300 flagship series in Shanghai on October 13, 2025, highlighting deepened collaboration with Zeiss to differentiate and enhance imaging and video recording capabilities. The company also launched OriginOS 6, optimizing the user interface and AI integration to strengthen brand and product competitiveness.
On October 9, 2025, China announced expanded export controls on rare earths. In response, US President Donald Trump vowed to impose 100% tariffs on goods from China starting in November. These rare earth controls have a considerable impact on the tech supply chain, one being the optics industry.
As memory and storage prices enter a rapid growth cycle, Chinese memory supply chains are expanding their influence by targeting domestic smartphone brands. Leveraging upstream manufacturers' resources and localized partnerships, these Chinese firms are gradually capturing market share traditionally dominated by major global memory companies. Suppliers for smartphone giants like Transsion and Xiaomi are seeing significant increases in their footprint.
Google is reportedly conducting internal tests of MediaTek's modem chips for its upcoming Pixel 11 series, signaling a possible departure from Samsung Electronics' long-standing Exynos partnership, according to reports from SamMyFans and South Korean outlet G-enews.
Pegatron saw its September 2025 revenue rebound, driven by strong shipments of Apple's new iPhone 17 series, reaching NT$114.91 billion (US$3.76 billion), a 74.52% sequential and 5.17% year-over-year increase. This marks the first time in five months that the company's revenue has surpassed the NT$100 billion mark.
Apple is set to launch a 7.6-inch folding iPhone in 2026, with Samsung Display (SDC) expected to be the exclusive supplier of its OLED panels, capturing about 40% of Samsung's total foldable panel shipments.
Huawei smartwatches have recently seen a steady rise in sales in the Japanese market, particularly favored by middle-aged and elderly consumers. Retail channels indicate that since April 2025, when Takuya Kimura became the brand ambassador, the number of customers aged 40 to 70 has noticeably increased. Many have chosen Huawei smartwatches as their first smart wearable device, mainly focusing on health monitoring features that meet their needs.
Largan Precision reported consolidated revenue of NT$6.235 billion (approx. US$204 million) for September 2025, marking a 4% month-over-month increase, but a 4% decline year-over-year. Consolidated revenue for the third quarter of 2025 reached NT$17.677 billion (approx. US$579 million), up 51% from the previous quarter, but down 7% compared to the same period last year. For the first nine months of 2025, consolidated revenue stood at NT$43.929 billion (US$1.44 billion), reflecting a 7% growth year-on-year.
Samsung Electronics has begun mass production of its next-generation application processor (AP), the Exynos 2600, which is expected to power the standard models of the Galaxy S26 flagship smartphone series, set to launch in spring 2026. According to South Korean media reports, Samsung has reportedly improved its 2nm process yield from 30% to around 50%, prompting the company to start mass production ahead of schedule.
Apple CEO Tim Cook arrived in Japan on September 23, 2025, marking his first official visit since December 2022. During this trip, Cook is expected to visit the newly renovated Apple Store located in Tokyo's Ginza shopping district. This visit occurs amid a sensitive period for Apple's operations in Japan.
Chinese panel manufacturer Tianma has introduced a new high-end OLED technology brand called "Tiangong Screen," which will debut globally on Oppo's next-generation flagship Find X9 series. The two companies have also signed an agreement to establish a joint laboratory, elevating their collaboration to the next level.
As ASEAN countries accelerate their digital transformation efforts, the demand for network communication products and services is rapidly growing. In the Philippines, government initiatives such as the Philippine Development Plan (PDP) 2023-2028 and the Philippine Digital Infrastructure Program (PDIP) are driving significant expansion in ICT infrastructure, cloud services, and cybersecurity needs. This development positions the Philippines as a crucial emerging market for Taiwanese network communication manufacturers seeking growth opportunities.
MediaTek has officially launched its new smartphone system-on-chip (SoC), the Dimensity 9500. Built on TSMC's advanced N3P process technology, it currently offers the best balance between performance and power efficiency.
MediaTek this week unveiled its flagship Dimensity 9500 SoC. After the launch event in Taiwan, senior executives outlined their outlook for the company's mobile business.
Apple has launched the iPhone 17 series, drawing strong early demand despite criticism of limited AI innovation at its 2025 fall event. Solid preorders are expected to boost upstream suppliers — ranging from PCBs and passive parts to camera modules, displays, and memory — through the second half of the year.
