CONNECT WITH US
Wednesday 28 January 2026
Apple's iPhone 17 powers a strong quarter as memory costs soar
Apple is set to report fiscal first-quarter 2026 earnings on January 29, with strong sales of the iPhone 17 expected to drive record operating performance and solid smartphone shipments. The iPhone 17 lineup, which offers added features without price increases, has seen particularly strong demand in China and the US.
Tuesday 27 January 2026
Samsung doubles down on Galaxy A as Chinese brands take half the market
Samsung Electronics said on January 26, 2025, that it will launch its new Galaxy A07 5G smartphone in Taiwan, aiming to lift shipment momentum in the mass-market segment.
Monday 26 January 2026
How rising memory prices are reshaping the smartphone supply chain

As the global surge in artificial intelligence continues to drive up memory chip prices, pressure is mounting across the electronics supply chain—and display panel makers are increasingly feeling the strain.

Monday 26 January 2026
Commentary: Apple's foldable iPhone faces design questions ahead of widely expected 2026 debut

Beyond the closely watched rivalry between Samsung Electronics and Huawei in foldable smartphones—and the shifting balance of market share—another question drawing market attention is whether Apple will launch its first foldable iPhone, tentatively dubbed the iPhone Fold, on schedule in 2026.

Monday 26 January 2026
iPhone 17 high-end model demand exceeds expectations as Taiwanese carriers struggle to meet supply
The iPhone 17 series has been on the market for over a quarter, yet Taiwan's telecom channels still face significant shortages of high-end models. A check on local carrier websites shows that the iPhone 17 Pro Max is nearly sold out across all storage capacities, while the iPhone 17 Pro and new iPhone Air models with 512GB or higher storage remain extremely hard to find.
Sunday 25 January 2026
From cars to robots: automakers expand into AI and wearable tech
At major international auto shows, sleek supercars and long-range electric vehicles are no longer the sole attractions. Increasingly, visitors encounter humanoid robots moving through exhibition halls and smart wearable devices synced in real time with driving data.
Thursday 22 January 2026
China rolls out trade-in subsidies again to support ICT device sales
Despite forecasts of a decline in sales of ICT products, including smartphones and notebooks, by 2026 due to memory supply shortages, China is introducing new purchase subsidies to sustain consumer demand. The government aims to bolster the market with trade-in incentives following policy measures implemented in early 2025.
Thursday 22 January 2026
Commentary: China's NPI edge comes under pressure
Geopolitical uncertainty shows little sign of easing, driving continued adjustments across the global consumer electronics supply chain. In manufacturing, the industry is moving beyond simple capacity dispersion and entering a new phase marked by the geographic redistribution of engineering capabilities. Recent market reports that Google plans to relocate portions of new product introduction (NPI) work for select high-end smartphone models to Vietnam starting in 2026 have drawn close attention across the industry.
Wednesday 21 January 2026
China's 2025 smartphone shipments dip slightly in 2025 as brand competition heats up
Apple, with its iPhone 17 series driving sales, has seen its monthly market share in China surge above 20%, while other major brands like Huawei, Vivo, Honor, Oppo, and Xiaomi have also delivered strong performances. However, inflation, high smartphone penetration, and extended replacement cycles contributed to a slight decline in overall smartphone shipments in China in 2025.
Wednesday 21 January 2026
Asus phases out mobile phones but stays in market due to Google deal
Asus announced on January 2, 2026, that it will not launch new smartphones in 2026, marking a strategic retreat from the mobile phone segment after more than two decades. Chairman Jonney Shih emphasized that Asus will continue to support existing smartphone users while reallocating resources toward longer-term strategic areas.
Wednesday 21 January 2026
Memory shortage impacts Chinese smartphone supply; mid-to-low-end models and SoCs face challenges in 2026
Due to memory shortages and price hikes, Chinese smartphone brands are expected to reduce their 2026 inventory by at least 10%, mainly affecting cost-sensitive mid-to-low-end models and related SoCs.
Tuesday 20 January 2026
HTC highlights security and enterprise deployment as keys for AI glasses growth
As generative AI (Gen AI) and sensing technologies mature, AI glasses are evolving from standalone wearables into a new generation of human-computer interaction interfaces. Featuring first-person perspective, scene recognition, and hands-free operation, these devices are seen as an ideal extension of smartphones with the potential to disrupt mainstream mobile hardware design.
Tuesday 20 January 2026
Apple, Qualcomm, MediaTek align on 2nm chips in 2026 as specs lose consumer appeal
Apple Inc., Qualcomm Inc., and MediaTek are all set to advance their smartphone system-on-chip (SoC) offerings to the 2nm process node in 2026. This coordinated move signals the three giants' determination to maintain technological leadership, even as the incremental benefits of process improvements come under scrutiny.
Tuesday 20 January 2026
Memory supply constraints and rising costs force China's smartphone brands to scale back 2026 shipment forecasts
China's major smartphone manufacturers are revising their 2026 shipment forecasts downward amid tightening memory supply and surging prices, according to Jiemian News. Xiaomi, Oppo, Vivo, and Transsion have reportedly reduced their full-year smartphone shipment forecasts amid escalating upstream material costs that are increasingly pressuring mid- to low-end device segments, particularly those targeting overseas markets.
Tuesday 20 January 2026
Smartphone chips hit 2nm in 2026. The real shock is the cost
Leading smartphone system-on-chip (SoC) manufacturers will fully adopt the 2nm process node in 2026, a move expected to significantly increase production costs and reshape competitive dynamics beyond flagship devices.
Tuesday 20 January 2026
Vivo faces intensified competition in 2026 despite strong X300 smartphone sales
Vivo has recently shown strong performance driven by robust sales of its X300 smartphone series. However, as the company looks to 2026, industry analysts warn that it will encounter substantial challenges from Huawei's resurgence in China, Xiaomi and Oppo's aggressive strategies, and the anticipated success of Apple's iPhone 17.
Tuesday 20 January 2026
Rising memory prices threaten consumer electronics growth, squeezing smartphone, notebook, and TV markets
Memory price increases are significantly affecting consumer electronics, with smartphones and notebooks facing the greatest challenges, while TVs experience milder but still notable impacts. The surge in memory costs is not only driving up production expenses but also compressing profit margins for vendors and system integrators globally.
Monday 19 January 2026
Apple leads global smartphone market, Huawei tops China in 2025
Despite supply-chain pressure and memory shortages, the global smartphone market remained resilient in 2025, supported by strong demand for high-end models, foldable devices, and early upgrade cycles driven by expectations of future price increases.
Monday 19 January 2026
Oppo counters rising memory prices with feature upgrades in A6 series
Despite significant jumps in memory costs threatening smartphone affordability, Oppo has chosen to enhance rather than downgrade its latest A6 mid- to low-end models. The company retained standard memory sizes while improving battery capacity, display quality, and other key features, aiming to boost value for consumers.
Monday 19 January 2026
Oppo's reintegration of Realme signals push for cost discipline and sharper brand segmentation
Realme, once an independent smartphone brand, will be reintegrated as a sub-brand under Oppo in a strategic move to enhance competitive positioning. This realignment will see Oppo managing three main brands: Oppo, Realme, and OnePlus, each targeting distinct market segments.
Friday 16 January 2026
Xiaomi reportedly skips 2nm for Xring O2, chooses TSMC 3nm to cut costs

Xiaomi's second-generation in-house mobile processor, the Xring O2, will skip TSMC's 2nm process and instead use the company's 3nm N3P node, underscoring a trade-off between performance, cost, and supply availability. The choice also suggests the chip may not power Xiaomi's most premium flagship smartphones.

Friday 16 January 2026
Memory supply shortage to boost secondhand smartphone market growth
The ongoing memory supply shortage is impacting overall smartphone shipments, with no immediate resolution in sight. Market forecasts predict a decline in global smartphone demand in 2026 compared with 2025, with entry-level models expected to be hit the hardest. Industry players also anticipate a rise in the average selling price (ASP) of new smartphones in 2026, which is expected to create more favorable conditions for growth in the secondhand smartphone market.
Thursday 15 January 2026
Apple fully embraces Google Gemini, ends mobile AI battle?
Apple and Google have confirmed a new level of collaboration on AI this week. Following earlier cooperation using Google's TPU hardware, Apple will now base its future AI development entirely on the Google Gemini model. While this does not mean Apple devices will directly run large-scale Gemini services, key technologies like Siri and Apple Intelligence will be derived from Gemini going forward.
Wednesday 14 January 2026
Apple leads 2025 global smartphone sales with upgrade strategy
Global smartphone shipments increased by 2% year-over-year in 2025, marking the second consecutive year of growth, according to Counterpoint Research. The growth was driven by strong adoption of AI smartphones and rising demand for high-end and 5G devices in emerging markets.
Wednesday 14 January 2026
Google reportedly looks to shift high-end Pixel development to Vietnam to address export scrutiny
Google is reportedly planning to move the New Product Introduction (NPI) process for its high-end Pixel smartphones to Vietnam, a step that could mark a major shift in the tech giant's supply chain strategy, though export controls from Beijing may slow implementation, according to Nikkei Asia.