At its first quarter fiscal year 2026 earnings call, Skyworks Solutions addressed investor concerns around mobile content stability, pricing risk, and visibility into upcoming handset cycles, emphasizing defensiveness over aggressive growth assumptions.
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.
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.
Apple's iPhone 17 series has driven a notable recovery in China, pushing the company's market share back above 20% and lifting monthly shipments beyond 6 million units in November 2025, according to industry estimates. The rebound marks Apple's strongest performance in the market in recent years after a period of declining share amid intense competition from domestic smartphone brands.
