DIGITIMES Communications news

Feb 24

Apple and Samsung tighten grip on premium smartphone segment as rivals rethink product mix

Memory supply shortages and rising prices for electronics components are expected to weigh on smartphone and notebook shipments in 2026, industry sources say. Mid- to low-end smartphone vendors face pressure to cut specs or raise prices amid thin margins and price-sensitive consumers.

Meta goes after Apple with AI-first smartwatch revival

Feb 23

Apple bets on Visual Intelligence to power next wave of AI wearables

Feb 23

Vietnam grants Starlink licence to deploy 600,000 satellite internet terminals

Feb 18

India roundup: India bets on RISC-V amid local ecosystem building

Feb 16

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TELECOM SERVICE, INFRASTRUCTURETaiwan Mobile to sign AI and ESG MOU with Nokia at Mobile World Congress Barcelona 2026

Feb 25, 11:24

Taiwan Mobile has said it will send a delegation led by President Jamie Lin to MWC Barcelona 2026 in early March, where it plans to sign a new memorandum of understanding with Nokia focused on AI-driven network operations and expanded ESG cooperation, while also meeting with other global telecom vendors.

MOBILE DEVICESKorean suppliers brace for Apple's staggered iPhone 18 rollout

Feb 25, 11:21

Emerging reports suggest that Apple is preparing its most significant shift in iPhone release strategy in more than a decade — a recalibration shaped not only by product ambition but by mounting supply-chain constraints.

MOBILE DEVICESApple's pricy foldable iPhone looms over smartphone panel market

Feb 25, 10:59

The smartphone market has been sluggish since the Lunar New Year holiday and into the traditional off-season. Prices for smartphone panels across various technologies have declined accordingly, and conditions are unlikely to improve in March 2026. Increased upstream memory prices have also raised costs for brand vendors, causing many to be pessimistic about 2026. Global smartphone shipments are projected to decline by more than 10%.

MOBILE COMPONENTSSamsung's non-memory unit to turn profitable in 4Q26 as Exynos 2700 targets 50% share in Galaxy S27

Feb 13

Industry analysts indicate that Samsung Electronics' non-memory division is expected to return to profitability in the fourth quarter of 2026, with a full-year turnaround projected for 2027.

MOBILE DEVICESXiaomi sharpens India premium push as memory price surge squeezes smartphone margins

Feb 13

Chinese smartphone maker Xiaomi is stepping up its premium push in India even as a global surge in memory prices threatens to erode margins across the handset industry, prompting brands to rethink product positioning, component choices, and pricing strategies in 2026.

MOBILE DEVICESApple and Samsung solidify their lead as only brands with over 1 billion active users

Feb 13

Chinese smartphone vendors continue to expand global shipments, supported by competitive pricing, sustained research investment, and overseas growth.

WIRELESS NETWORKINGCisco revenue beats expectations, but margin outlook pressured by rising memory costs

Feb 12

Cisco Systems forecast quarterly gross margins below market expectations, citing higher memory chip costs. The weaker margin outlook overshadowed stronger-than-expected results and sent shares down about 7% in extended trading.

TELECOM SERVICE, INFRASTRUCTURETaiwan carriers post January gains, shift spending toward AI and cloud

Feb 12

Taiwan's largest telecom operators reported double-digit and mid-single-digit revenue growth in January 2026, driven by expanding ICT and non-mobile businesses alongside steady 5G adoption and improved mobile service metrics. The results point to shifting revenue composition and targeted capex moves for the year.

MOBILE COMPONENTSSamsung Display reviews capacity expansion for Apple foldable OLEDs

Feb 12

Samsung Display (SDC) is reviewing additional investment to expand production capacity for foldable organic light-emitting diode (OLED) panels intended for Apple's first foldable iPhone, as Apple prepares to launch the device in the fall of 2026 and advances plans for subsequent models, according to industry sources.

WIRELESS NETWORKINGCisco unveils 102.4Tbps silicon and new systems targeting broader AI infrastructure

Feb 12

On February 10, 2025, Cisco introduced a new 102.4 terabits-per-second (Tbps) switching chip and a series of data center systems designed to support large-scale artificial intelligence (AI) networks beyond traditional hyperscale operators.

TELECOM SERVICE, INFRASTRUCTUREGlobe's direct-to-cell satellite service aims to boost coverage and resilience across the Philippines

Feb 11

Globe Telecom stated that it will be the first operator in Southeast Asia to offer direct-to-cell satellite connectivity, becoming the second Asian carrier to collaborate with SpaceX on satellite data communications, following Japan's KDDI.

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Exclusive: Taiwan firms play key roles in OneWeb's expanding satellite ecosystem

As low-Earth-orbit (LEO) satellite networks move from development into full commercial deployment, major operators are racing to expand and secure their global supply chains. Among them, Eutelsat OneWeb is deepening its footprint in Taiwan, now treating the island as an essential pillar of its worldwide ecosystem.

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