DIGITIMES Communications news

Sep 14

iPhone Duo's price opens room for Android rivals

Apple's new iPhone 18 series and first foldable, the iPhone Duo, could reshape smartphone demand worldwide by pushing some buyers toward Android rivals, channel players said. Higher launch prices may expand the premium market, but they could also slow some iPhone sales and intensify competition across midrange and flagship segments.

China accelerates e-SIM's leap from wearables to smartphones

Sep 14

Foldable smartphone panel shipments to grow 23% in 2026

Sep 14

Apple phones drive premium upgrade wave for carriers

Sep 11

Apple's new chip packaging boosts A20 Pro AI power, pushing MediaTek, Qualcomm to follow suit

Sep 11

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MOBILE DEVICES2nm capacity crunch may keep smartphone SoC makers on split-node strategy through 2027

Sep 15, 09:19

In 2026, major smartphone system-on-chip (SoC) vendors began moving selected flagship processors to 2nm technology, seeking not only to secure sufficient capacity but also to deliver meaningful upgrades in technical specifications.

WIRELESS NETWORKINGEdimax, Comtrend 1H26 operations under pressure from weaker India orders, rising component costs

Sep 15, 07:34

Network equipment maker Edimax Technology and its subsidiary Comtrend were affected by changes in customers' shipping cycles in the first half of 2026. Coupled with rising costs for key components such as memory and passive components, both revenue and gross margin fell from the same period in 2025. The group plans to seek a turnaround through product mix adjustments and expansion into new markets.

TELECOM SERVICE, INFRASTRUCTURECommentary: CIOE 2026 reveals the harder race behind AI optical interconnects

Sep 15, 07:33

The 2026 China International Optoelectronic Exposition (CIOE) closed with 800G and 1.6T optical modules still dominating the show floor, while near-packaged optics (NPO), co-packaged optics (CPO), and eXtra-dense Pluggable Optics (XPO) gained a visibly larger presence.

TELECOM SERVICE, INFRASTRUCTUREAI, 5G upgrades lift Taiwan's top three telecoms in August

Sep 13

Strong demand for AI and AI data centers, along with a wave of enterprise information and communications technology (ICT) projects moving into delivery, helped Taiwan's top three telecom operators extend growth in August 2026. Chunghwa Telecom posted record August revenue, operating profit, earnings before interest, taxes, depreciation, and amortization (EBITDA), and earnings per share (EPS); Taiwan Mobile remained the telecom trio's cumulative EPS leader; and FarEasTone set monthly highs in revenue, EBITDA, and net profit.

MOBILE COMPONENTSApple foldable plans drive new demand for Japanese smartphone parts makers

Sep 12

Apple’s move into foldable smartphones is creating fresh business for Japanese component makers with expertise in thin, lightweight and compact designs. According to Nikkei Asia, suppliers that once helped shape Japan’s feature phone era are seeing renewed interest in foldable display materials, hinges and battery-related parts.

MOBILE DEVICESCommentary: Apple sends off Cook with a foldable flourish, but Ternus's trial is still ahead

Sep 12

Apple has finally unveiled the long-anticipated foldable iPhone Duo, with former CEO Tim Cook making a brief appearance at the start of the launch video. The moment suggested the device was Cook's farewell act, rather than John Ternus' first turn as chief executive, even as Apple used the 2026 fall event to frame its next stage of AI strategy.

MOBILE COMPONENTSApple cracks mmWave with C2, weakening Qualcomm's last big iPhone modem edge

Sep 11

Apple has introduced its new in-house C2 modem in the iPhone 18 Pro, and the US specifications list support for the n258, n260 and n261 mmWave bands, marking the first time Apple's C-series modem has crossed the mmWave threshold.

MOBILE DEVICESHuawei, Xiaomi, Apple take different bets on foldables

Sep 11

Competition in the foldable smartphone market is intensifying as Huawei, Xiaomi, and Apple roll out or prepare next-generation foldable phones, each taking a different design path. The three brands are battling over screen size, body thickness, battery life, chips, and AI features.

MOBILE DEVICESiPhone Duo leads Apple's new lineup as market stays split

Sep 11

Apple's latest iPhone launch could reshape premium phone demand, but the bigger question is whether the company can answer growing AI competition. While the new foldable iPhone drew the most attention, investors and channel players are watching pricing, repair costs, and Apple's dependence on Google-backed AI more closely.

MOBILE COMPONENTSApple's foldable arrives late to a supply chain already moving on

Sep 11

Apple has unveiled its first foldable smartphone, the iPhone Duo, raising expectations that its entry will expand the foldable phone market and lift component prices. For Taiwanese suppliers, however, foldables are no longer the main growth focus.

MOBILE DEVICESApple added flat US$100 to every iPhone and rebuilt A20 Pro around memory

Sep 10

Two things happened at Apple's September 9 launch that belong in the same story: the company raised the price of every iPhone it sells by exactly US$100, and it introduced a chip whose headline improvement is a wider memory interface, without saying how much memory sits behind it.

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