DIGITIMES Communications news

Apr 21

1.6T optical transceivers enter volume shipments, set three-year growth cycle

The buildout of AI data centers is pushing optical interconnects into a new upgrade cycle, with 1.6T optical transceivers set to enter large-scale shipments in 2026, marking a turning point for the industry.

BOE loses momentum as Samsung Display supplies nearly 60% of iPhone panels

Apr 21

Vivo boosts high-end lineup in Taiwan, aiming for 40% sales growth with new X300 series phones

Apr 21

Memory and raw materials' increased prices weigh on smartphone panels in 2Q26

Apr 20

India's smartphone shipments fall 3% amid cost pressures and weak demand

Apr 20

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WIRELESS NETWORKINGAI optical communication and automotive demand boost TXC, Taitien quartz component sales in 1Q26

Apr 22, 15:20

Benefiting from strong AI high-frequency, high-speed transmission and communications infrastructure demand, TXC reported robust AI optical communication orders in the first quarter of 2026, driving its highest-ever quarterly revenue. The company's March 2026 revenue reached NT$1.1 billion (approx. US$35.3 million), up 2.7% year-over-year; cumulative revenue for the first three months of 2026 hit NT$3.3 billion, a 5.5% annual increase and a record for this period.

MOBILE COMPONENTSCommentary: Apple eyes iPhone camera, Vision Pro, and CarPlay advances with new CEO in charge

Apr 22, 15:01

Apple has officially confirmed long-rumored news that Tim Cook will step down as CEO in September 2026, handing over leadership of the US$4 trillion tech giant to senior vice president of hardware engineering John Ternus. Unlike Cook, known for his supply chain mastery, Ternus is well-known as a pure "product person" and engineer.

MOBILE COMPONENTSFlagship smartphone SoCs upgrade to 2nm drives cost surge and brand procurement shifts

Apr 22, 12:31

Starting in the second half of 2026, all flagship smartphone SoCs will transition to the 2nm process node. While this promises enhanced performance for flagship devices, it also triggers a rapid rise in production costs.

MOBILE DEVICESHuawei's wide foldable move sets stage for Apple, Samsung three-way race

Apr 22, 11:59

Huawei's Pura X Max launch marks a shift in the foldable smartphone market, with competition moving from a Samsung-Huawei duopoly toward a three-way race that includes Apple's expected foldable iPhone. Huawei's early move signals a push to shape the next phase of high-end market leadership rather than simply extend its premium lineup.

WIRELESS NETWORKINGUS FCC router rules rattle industry, but Taiwan vendors see silver lining

Apr 22, 08:33

A new US regulatory push to scrutinize foreign-made consumer routers on national security grounds is raising questions across the global networking industry. Yet for Taiwan's key equipment vendors, the immediate outlook for 2026 appears largely stable, with some even anticipating short-term margin benefits.

MOBILE COMPONENTSExclusive: Sunny Optical eyes FAU, sees 9% smartphone market drop in 2026

Apr 20

As the second quarter of 2026 unfolds, many smartphone and component makers entered the year bracing for pressure on the mobile market. Sunny Optical internally forecasts a 9% decline in the global smartphone market for 2026, with mid- to low-end phones pausing camera upgrades and high-end components undergoing a clear replacement trend.

WIRELESS NETWORKINGTaiwan's Homeplus turns to free streaming to tap FAST TV growth as OTT market saturates

Apr 20

Taiwan's leading cable TV operator, Homeplus Digital, has entered the free ad-supported streaming TV (FAST TV) market through its subsidiary Global Digital Media with the launch of the "Waqu TV" platform, aiming to capture growing demand for no-subscription viewing as the island's paid over-the-top (OTT) sector nears saturation.

MOBILE COMPONENTSWeekly news roundup: Samsung launches voluntary retirement; Qualcomm moves into custom DRAM with CXMT

Apr 20

Below are the most-read DIGITIMES Asia stories from the week of April 13-19, 2026:

MOBILE DEVICESLargan eyes FAU opportunity as smartphone downgrades loom

Apr 19

Optical lens giant Largan held its first quarter of 2026 earnings call on April 16, hosted by chairman En-Ping Lin. The company posted 7% year-on-year revenue growth — but headwinds are building as smartphone makers look to downgrade specifications.

TELECOM SERVICE, INFRASTRUCTURETaiwan networking firms post strong 1Q26 results on data center, Wi-Fi 7 demand

Apr 19

Taiwan's networking equipment makers reported stronger-than-seasonal performance in the first quarter of 2026, supported by demand from AI data centers and upgrades to Wi-Fi 7. Accton Technology, Sercomm and WNC each posted record revenue for the period. However, rising memory prices are beginning to pressure cost structures across the sector.

MOBILE DEVICESMemory price surge hits Xiaomi shipments, forces strategy shift

Apr 18

Rising memory prices are reshaping the global smartphone market. The shift is triggering a broad slowdown and accelerating structural shifts across China's handset industry. Data from Omdia and IDC point to weakening shipments in the first quarter of 2026, with cost pressure and product strategy adjustments weighing heavily on Chinese brands, particularly Xiaomi.

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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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