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Jul 10, 16:13
Apple iPhone 18 Pro Max BOM could jump US$300 as memory costs soar

New figures from Counterpoint Research estimate that the bill of materials (BOM) for the upcoming iPhone 18 Pro Max could rise nearly US$300 compared with the iPhone 17 Pro Max released in September last year. Ballooning memory costs largely account for this increase, although Apple may be better placed than most other smartphone brands to weather such price hikes.

Two Chinese technology players will use the 2026 World Artificial Intelligence Conference (WAIC), running July 17-20 in Shanghai, to present what each bills as the world's first AI agent smartphone—a device whose on-device AI operates apps on the user's behalf rather than merely answering questions.

D-Link Corporation has secured supply-chain access to SpaceX and won a separate 4G fixed wireless access order in Germany, underscoring demand for its networking gear across the sensitive aerospace and telecom sectors. The wins could extend the company's global footprint, while highlighting how security, compliance, and resilient connectivity are shaping procurement decisions worldwide.

Samsung Electronics' mobile business has shown signs of improving demand in recent months, prompting the company to increase production of several smartphone models. However, rising component costs and intensifying competition continue to weigh on profitability, highlighting the challenges facing the world's largest Android smartphone vendor.

Planet Technology's latest sales update points to continued demand in networking hardware, cybersecurity, and AI-ready infrastructure, themes with implications for banks, factories, utilities, and transport operators worldwide. The company is also watching the fast-growing low-Earth-orbit (LEO) satellite market, underscoring how enterprise connectivity and security trends are reshaping global technology investment.
Samsung Electronics is reportedly set to expand use of its in-house mobile application processor, Exynos 2700, across the Galaxy S27 flagship series slated for 2027. Money Today and KBench, citing industry sources, reported that Samsung plans to equip most Galaxy S27 standard, Plus, and Pro models in most markets with Exynos 2700, while using Qualcomm Snapdragon chips for the US market. The top-end Ultra model, however, is still likely to use Snapdragon across the board.

The 2026 smartphone market is facing a dark outlook as memory prices rise and shortages tighten supply, weighing on low- and mid-range handsets and hitting power amplifier (PA) shipments. Supply-chain companies said weaker gross margins are prompting brand owners to cut production and delay new model launches, while consumer caution is also dragging on demand.

Taiwan lens maker Largan is drawing global attention as it prepares to update investors on handset shipments, new product mix, and its push into optical communications. The meeting may signal whether steady smartphone demand and emerging data center opportunities can support earnings and margins through the rest of the year.
Universal Microwave Technology (UMT) said June revenue reached NT$257 million (US$8.01 million), up 89% from a year earlier, while first-half 2026 revenue climbed to NT$1.922 billion, a 70% increase from the same period in 2025. The Taiwanese supplier said the second quarter was affected by a customer redesign that shifted shipment timing, but demand trends in the low-Earth-orbit satellite market remained unchanged.
Honor recently launched the Honor 600 series in Taiwan, positioning it around AI imaging creation, a 200-megapixel main camera and a 7,000mAh battery. The company has also introduced the X6d 5G, giving it coverage in both midrange and premium segments within just over three months in the market.
China's smartphone sales fell 13% year over year during the 2026 618 e-commerce shopping festival, as higher memory costs and less aggressive promotions weighed on demand, according to Counterpoint Research.
Rapid advances in generative AI and AI agents are moving AI beyond software tools into everyday workflows, particularly in voice, meeting, and conversational applications, giving rise to new AI-driven business models.