Xiaomi founder and CEO Jun Lei announced on May 19 via Weibo that the company will unveil its first 3nm mobile system-on-chip (SoC), the "Xring O1," on May 22. He also revealed that Xiaomi plans to invest at least CNY50 billion (US$6.94 billion) in chip design over the next 10 years, beginning in 2025.

As Apple marks the 20th anniversary of the iPhone in 2025, the tech giant is preparing for sweeping technological upgrades to its flagship product—some of which may not fully arrive until 2027 as the company is now under increasing pressure to reinvent the iPhone and reclaim its innovation edge.

Following the significant impact of reciprocal tariffs imposed by the US, the chip inventory status for two major consumer electronics products—notebooks (NBs) and mobile phones—has shown distinctly different trends.

Computex 2025 is set to open on May 20 in Taipei, with Qualcomm and MediaTek—two longtime rivals in the mobile chip sector—unexpectedly emerging as keynote headliners at Asia's most influential technology trade show. Their elevated status comes as traditional PC chip giants, Intel and AMD, opt to skip this year's opening sessions, leaving a rare vacuum on the keynote stage.

On May 15, Xiaomi founder Lei Jun announced via social media that the company will officially launch its first self-developed smartphone system-on-chip (SoC), the Xring O1, by the end of May. This marks a significant milestone in Xiaomi's long-standing efforts to develop its own core smartphone components.

At this week's TSMC Technology Symposium, MediaTek president and chief operating officer Joe Chen was invited to deliver a keynote speech. Chen stated that although the industry currently faces an era of tariff uncertainties, MediaTek remains committed to technology investment to mitigate any unforeseen risks.

As reports circulate that Apple may shift more iPhone manufacturing to India to meet US market demand, US President Donald Trump has publicly voiced dissatisfaction, urging Apple to manufacture iPhones in the US instead.

According to data from Counterpoint, global foldable phone shipments grew by just 2.9% year-over-year in 2024, with warnings that the market may see negative growth for the first time in 2025. However, this is not a sign of market saturation but rather a buildup toward a breakout in 2026. With Apple entering the foldable segment, the market is projected to achieve double-digit growth in 2026.

Apple Inc. is developing a feature for its Vision Pro headset that lets users scroll through software with their eyes, aiming to enhance the device with a novel interface.

India's smartphone market shipped 32 million units in the first quarter of 2025, marking a 5.5% year-over-year decline, according to IDC. This is the second consecutive quarter of reduced shipments, driven by weak consumer demand and excess inventory from the fourth quarter of 2024.

The China Academy of Information and Communications Technology (CAICT) released data on smartphone shipments in March 2025, showing an overall year-over-year increase of 6.5%, with Chinese brand shipments rising by 18.4%. Based on these figures, shipments of non-Chinese brand smartphones—dominated by Apple—declined nearly 50% year-over-year.

Apple Inc. is planning to use artificial intelligence technology to address a frequent source of customer frustration: the iPhone's battery life.

US President Donald Trump said he spoke with Apple Inc. CEO Tim Cook earlier on Monday, just as the iPhone maker was reported to be considering price increases later this year.

According to the Economic Times, PTI, and Outlook Business, Dixon Technologies, an Indian electronics manufacturing giant, has signed an agreement with NxtCell India Private Ltd. to produce smartphones for the French brand Alcatel, marking the brand's return to the Indian market after seven years. The partnership, announced on Friday, will see Dixon's subsidiary, Padget Electronics, commence manufacturing within the next 12-18 months, with initial production expected to roll out in 8-10 weeks.

Tata Electronics plans to double iPhone enclosure production at its Hosur facility to support Apple's September launches, according to sources who spoke with The Economic Times. The move comes as Apple deepens its manufacturing footprint in India, with the plant now restored to pre-fire capacity after a setback in September 2024.

Despite surpassing analysts' forecasts for both revenue and profit in its fiscal second quarter, Apple CEO Tim Cook expressed caution about the months ahead, citing growing uncertainty from US-China trade tensions and tariff risks. In response, Apple is accelerating efforts to diversify its manufacturing base, working closely with partners like Foxconn to shift more production to India and Vietnam.

Taiwan's smartphone shipments dipped slightly in the first quarter of 2025, as extended upgrade cycles and saturated market penetration offset enthusiasm around AI-powered models. Second-quarter prospects remain weak, with monthly shipments expected to stay below 400,000 units due to seasonal demand lulls, rising tariff risks, and currency headwinds from a strengthening New Taiwan dollar.

Once crowned the undisputed "smartphone king of Africa," China's Transsion is now battling mounting challenges. While revenue continues to climb, the company faces declining margins and growing pressure from rivals in its core African markets.

Samsung Electronics Bac Ninh factory in Vietnam has reached a milestone of producing 900 million smartphones over 17 years since production began in 2009.

Apple reported quarterly earnings that exceeded market forecasts, demonstrating strong performance in both revenue and profit. This development has brought a sense of optimism to the Taiwanese printed circuit board (PCB) supply chain as it anticipates orders related to new device models expected in the second half of the year.

Amid the escalating tariff war, Apple has been cast as its most prominent casualty. Yet, a closer examination of the company's recent financial disclosures reveals a performance that belies such dire characterizations. Apple CEO Tim Cook has actively engaged with various critical issues, drawing public attention and providing clear strategies and explanations. However, investor confidence in Apple's long-term trajectory remains tepid, largely due to the murky outlook surrounding US tariff policies.

Apple on Thursday reported quarterly earnings that beat the market expectations, buoyed by modest growth in iPhone sales. Despite ongoing concerns over trade tensions and regional slowdowns, the company's stronger-than-expected results have sparked cautious optimism across its supply chain, particularly among component manufacturers preparing for the upcoming iPhone refresh later this year.

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.