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Friday 17 October 2025
Samsung reportedly abandons Galaxy S26 Edge after S25 and iPhone Air underperform
Faced with underwhelming demand for ultra-thin smartphones such as the Galaxy S25 Edge and Apple's iPhone Air, Samsung Electronics has reportedly canceled the development of its planned Galaxy S26 Edge, originally scheduled for a 2026 launch. The move underscores the company's shifting strategy amid growing concerns over the commercial viability of slimmed-down smartphone designs.
Friday 17 October 2025
Tim Cook reaffirms commitment to China amid trade tensions
Apple CEO Tim Cook met with China's Minister of Commerce Wentao Wang on October 16, 2025, once again emphasizing that Apple will continue to deepen its presence in the Chinese market.
Friday 17 October 2025
Oppo unveils Find X9 series with 200MP camera and Hasselblad teleconverter lens
Following Vivo's launch of its X300 flagship earlier this year, Oppo introduced its Find X9 series on October 16, 2025, aiming to strengthen computing power, energy efficiency, and imaging performance. Notably, Oppo increased the telephoto camera resolution to 200 million pixels (200MP) and partnered with Sweden-based Hasselblad to develop the first-ever teleconverter lens designed for smartphones.
Friday 17 October 2025
Vivo bets on dual AI strategy with new global phone launch

Vivo unveiled its new flagship X300 series of smartphones this week, followed by the introduction of its new OriginOS 6 operating system, which adopts a two-pronged artificial intelligence strategy to serve both global and domestic Chinese markets.

Thursday 16 October 2025
Taiwan's top three telecom operators report record September revenues with surge in iPhone 17 sales
Taiwan's leading telecom operators posted strong operational performances in September 2025, driven by the sales surge from the new iPhone 17 launch, ongoing 5G user upgrades, and rising ARPU (average revenue per user). This momentum lifted revenues and profits across the board.
Thursday 16 October 2025
Apple introduces M5 chip with major AI and performance upgrades
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.
Thursday 16 October 2025
Apple reportedly seeks tax law changes for iPhone machinery in India
Apple is lobbying the Indian government to amend income tax rules that could otherwise impose billions of dollars in taxes on its iPhone operations, sources familiar with the matter told Reuters. The issue centers on the machinery Apple provides to its contract manufacturers, including Foxconn and Tata, to assemble iPhones locally.
Wednesday 15 October 2025
Vivo leads trend to integrate teleconverter lenses in flagship smartphones, with Oppo set to follow
Vivo has positioned itself at the forefront of advancing smartphone photography by incorporating teleconverter lenses as standard accessories in its flagship devices. Oppo is expected to adopt a similar approach with its upcoming Find X9 series, signaling a potential shift among high-end Android manufacturers to prioritize telephoto lens enhancements in premium models.
Wednesday 15 October 2025
MediaTek, Samsung and others boost Vivo X300 to redefine flagship specs
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.
Wednesday 15 October 2025
Rare earth export controls hit VCM supply chain
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.
Tuesday 14 October 2025
Apple unveils iPhone Air preorder date in China and launches CNY10 billion renewable energy fund
Apple CEO Tim Cook has announced that the new iPhone Air will open for preorder in China on October 17, with official sales beginning on October 22. The announcement was made during Cook's public appearance in China, where he promoted the device through a live stream on the popular platform Douyin, known internationally as TikTok.
Tuesday 14 October 2025
A steady quarter for MediaTek, before the chill of winter demand
MediaTek reported steady revenue growth in September and the third quarter of 2025, largely supported by the strong performance of the Dimensity 9500. Despite a drop in quarterly revenue, the decline was less severe than market analysts had anticipated. However, the Taiwanese chip design leader is expected to encounter considerable challenges in the final quarter amid a sluggish consumer market and delayed contributions from its application-specific integrated circuit (ASIC) business.
Tuesday 14 October 2025
Samsung expected to post strongest profit in over three years on AI-driven chip demand
Samsung Electronics announced on October 14 that its consolidated revenue for the third quarter of 2025 is expected to reach KRW86 trillion (US$60.25 billion), with operating profit anticipated at KRW12.1 trillion, according to its preliminary results. The figures represent a 15.3% increase in revenue and a 158.6% rise in operating profit from the previous quarter, and an 8.7% and 31.8% increase year-on-year, respectively.
Monday 13 October 2025
China's golden week holiday boosts travel, but electronics sales stall
China's eight-day Golden Week holiday saw a record number of travelers hit the roads and rails, but the spending spree ended there. The hoped-for boom in consumer electronics never materialized, leaving retailers with sluggish sales and signaling that Chinese households are prioritizing experiences over goods amid a shaky economic recovery.
Monday 13 October 2025
China sees new smartphone launches spur by holiday season amid market recovery
Following China's 2025 Golden Week, major brands Oppo and Honor announced upcoming smartphone releases featuring advanced imaging and AI enhancements to stimulate demand. Despite promotional efforts, the third quarter of 2025 showed only a modest 2.3% year-over-year shipment growth, reflecting ongoing market challenges.
Monday 13 October 2025
Smartphones and robots push Largan towards new optical frontiers
Largan Precision CEO Adam Lin provided a wealth of insights regarding robotics and smartphone lenses at Largan's third-quarter online investor conference.
Thursday 9 October 2025
Lessons Taiwan should learn from China's involution
In recent years, China's traditional industries and those with lower technical barriers have faced intensifying competition, with bad money driving out good. This trend threatens long-term industrial development and competitiveness. Taiwan's industry value chains face similar challenges amid tariffs, exchange rates, and geopolitical risks, compounded by worsening competition among small and medium enterprises (SMEs). It is imperative to take action now to tackle the problem.
Wednesday 8 October 2025
China and Taiwan chart diverging paths in the 12-Inch SiC market
In the high-stakes arena of silicon carbide (SiC) innovation, a quiet transformation is underway. While much attention has focused on non-Chinese supply chains entering advanced packaging with 12-inch SiC wafers, a new frontier has emerged: a Chinese startup has reportedly broken into Meta's AI glasses supply chain with its 12-inch SiC wafer technology.
Wednesday 8 October 2025
Samsung China targets premium market with W26 high-end foldable smartphone
Samsung Electronics is set to release a new high-end foldable smartphone designed specifically for the Chinese market, aiming to break into China's price-competitive smartphone landscape by focusing instead on flagship devices.
Tuesday 7 October 2025
Samsung Display to lead exclusive OLED supply for foldable iPhone in 2026
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.
Tuesday 7 October 2025
Huawei overtakes Apple, topping global smartwatch market
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.
Tuesday 7 October 2025
iPhone upgrade surge may boost Taiwan's phone recycling volume to 100,000 units in 2025
Taiwan's used phone market is showing signs of warming up. The growth is driven in part by a wave of device upgrades following the launch of Apple's iPhone 17 lineup. It has been further fueled by "phone recycling month" programs in October, during which telecom operators and retail channels actively promote trade-in and recycling programs.
Tuesday 7 October 2025
Qualcomm shifts GPU strategy, refocuses on real-world AI efficiency
The year 2025 has brought many changes to the mobile industry. Apple launched its self-developed modem chip in the iPhone 16e, followed by Xiaomi's Xuanjie O1, its high-profile self-developed system-on-chip (SoC). Although Qualcomm has repeatedly emphasized it is not competing with customers, warning signs from downstream clients can no longer be ignored.
Tuesday 7 October 2025
AI racks and iPhones lift Hon Hai to a record September
Hon Hai Precision Industry Co., Ltd. posted robust revenue results for September 2025, reporting NT$837.068 billion (US$27.55 billion), driven by increased demand for AI servers and shipments of new consumer products centered on the iPhone 17 series. The company's performance surpassed market expectations and demonstrated sustained growth momentum entering the second half peak season.
Sunday 5 October 2025
Oppo and other smartphone makers challenge DJI in handheld smart imaging market
DJI, a long-standing leader in consumer-grade handheld imaging devices, is facing a new wave of competition from major consumer electronics players. Recent reports indicate that smartphone manufacturers such as Oppo have initiated internal projects focused on handheld smart imaging devices, including action cameras and panoramic cameras, aiming to compete with products from DJI and US action camera maker GoPro.