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Thursday 9 October 2025
Lessons Taiwan should learn from China's involution
In recent years, China's traditional industries and those with lower technical barriers have faced intensifying competition, with bad money driving out good. This trend threatens long-term industrial development and competitiveness. Taiwan's industry value chains face similar challenges amid tariffs, exchange rates, and geopolitical risks, compounded by worsening competition among small and medium enterprises (SMEs). It is imperative to take action now to tackle the problem.
Wednesday 8 October 2025
China and Taiwan chart diverging paths in the 12-Inch SiC market
In the high-stakes arena of silicon carbide (SiC) innovation, a quiet transformation is underway. While much attention has focused on non-Chinese supply chains entering advanced packaging with 12-inch SiC wafers, a new frontier has emerged: a Chinese startup has reportedly broken into Meta's AI glasses supply chain with its 12-inch SiC wafer technology.
Wednesday 8 October 2025
Samsung China targets premium market with W26 high-end foldable smartphone
Samsung Electronics is set to release a new high-end foldable smartphone designed specifically for the Chinese market, aiming to break into China's price-competitive smartphone landscape by focusing instead on flagship devices.
Tuesday 7 October 2025
Samsung Display to lead exclusive OLED supply for foldable iPhone in 2026
Apple is set to launch a 7.6-inch folding iPhone in 2026, with Samsung Display (SDC) expected to be the exclusive supplier of its OLED panels, capturing about 40% of Samsung's total foldable panel shipments.
Tuesday 7 October 2025
Huawei overtakes Apple, topping global smartwatch market
Huawei smartwatches have recently seen a steady rise in sales in the Japanese market, particularly favored by middle-aged and elderly consumers. Retail channels indicate that since April 2025, when Takuya Kimura became the brand ambassador, the number of customers aged 40 to 70 has noticeably increased. Many have chosen Huawei smartwatches as their first smart wearable device, mainly focusing on health monitoring features that meet their needs.
Tuesday 7 October 2025
iPhone upgrade surge may boost Taiwan's phone recycling volume to 100,000 units in 2025
Taiwan's used phone market is showing signs of warming up. The growth is driven in part by a wave of device upgrades following the launch of Apple's iPhone 17 lineup. It has been further fueled by "phone recycling month" programs in October, during which telecom operators and retail channels actively promote trade-in and recycling programs.
Tuesday 7 October 2025
Qualcomm shifts GPU strategy, refocuses on real-world AI efficiency
The year 2025 has brought many changes to the mobile industry. Apple launched its self-developed modem chip in the iPhone 16e, followed by Xiaomi's Xuanjie O1, its high-profile self-developed system-on-chip (SoC). Although Qualcomm has repeatedly emphasized it is not competing with customers, warning signs from downstream clients can no longer be ignored.
Tuesday 7 October 2025
AI racks and iPhones lift Hon Hai to a record September
Hon Hai Precision Industry Co., Ltd. posted robust revenue results for September 2025, reporting NT$837.068 billion (US$27.55 billion), driven by increased demand for AI servers and shipments of new consumer products centered on the iPhone 17 series. The company's performance surpassed market expectations and demonstrated sustained growth momentum entering the second half peak season.
Sunday 5 October 2025
Oppo and other smartphone makers challenge DJI in handheld smart imaging market
DJI, a long-standing leader in consumer-grade handheld imaging devices, is facing a new wave of competition from major consumer electronics players. Recent reports indicate that smartphone manufacturers such as Oppo have initiated internal projects focused on handheld smart imaging devices, including action cameras and panoramic cameras, aiming to compete with products from DJI and US action camera maker GoPro.
Friday 3 October 2025
Apple eyes Taiwan for foldable iPhone trials amid supply chain shifts
Apple is reportedly considering establishing a small-scale trial production line in Taiwan to support the development and process validation of its upcoming foldable iPhone, as the global smartphone market approaches saturation. Industry sources suggest this move aims to facilitate early-stage engineering verification and pilot runs before full-scale manufacturing. Neither Apple nor Hon Hai Precision Industry Co. (Foxconn), its principal assembler, have officially confirmed the plan.
Thursday 2 October 2025
Meta launches AI-generated video feed, raising copyright and misinformation concerns
Social media giant Meta has announced the launch of its Vibes video generation service within the Meta AI app, allowing users to create videos using their own materials or remix other videos, and directly publish and share them across major social platforms. However, as video generation and sharing become increasingly convenient, this could exacerbate the spread of misinformation and raise copyright attribution issues in remixed videos. Meta has not shared any mechanisms, such as digital watermarks or preventative measures, related to these concerns.
Thursday 2 October 2025
Apple reportedly integrates 45 companies into India supply chain
Apple is accelerating its manufacturing expansion in India amid global supply chain uncertainties, integrating nearly 45 local and international partners into its ecosystem. With domestic value addition in smartphones rising to 19% and iPhones worth US$45 billion produced between April 2021 and March 2025, India is becoming a pivotal hub in Apple's global supply chain.
Wednesday 1 October 2025
Galaxy S26 Ultra: Samsung taps Mcnex for periscope lens, reportedly curbing Sunny Optical's role
Samsung Electronics is overhauling its flagship smartphone camera supply chain for the Galaxy S26 Ultra, with South Korea's Mcnex taking over folded zoom (periscope) module supply from China's Sunny Optical. Industry watchers see the shift as a direct reaction to Sunny's ongoing quality issues, signaling Samsung's push to secure greater stability across its high-end imaging lineup.
Tuesday 30 September 2025
Rising AI glasses challenge next-generation smartphone designs
The AI glasses jointly launched by Meta and Ray-Ban have been selling well. With strong promotion from other major brands such as Google and Samsung Electronics, AI glasses are now seen as one of the potential next mainstream mobile device products. Supported by edge computing, generative AI (GenAI), and AR/VR technologies, AI glasses are expected to redefine the way humans interact with mobile devices, bringing new changes to smartphone hardware design.
Tuesday 30 September 2025
Commentary: How a US$20M TSMC tape-out led to Xiaomi's 3nm breakthrough
At Xiaomi's 2025 annual conference, founder Lei Jun spoke with calm restraint about the company's self-developed Xring O1 chip. Yet beneath that composure were moments of risk and suspense: the US$20 million bill for the first TSMC 3nm tape-out, engineers guarding chip samples in an unmarked paper bag at the airport, and the late-night message, "system lit up." When Lei answered his first call powered by the Xring O1, the wave of emotion was indescribable, the kind only insiders could fully understand.
Tuesday 30 September 2025
Lei Jun’s ten-year bet: Why Xiaomi chose hard road to chip independence

On the evening of September 25, Xiaomi founder and CEO Lei Jun took the stage for his sixth annual keynote, titled simply: "Change." But behind the polished presentation was the story of a company that nearly walked away from one of the most defining — and divisive — decisions in its history: whether to build its own smartphone chips, or abandon the dream for good.

Tuesday 30 September 2025
AI phones still lack killer feature despite Qualcomm, MediaTek, and Apple's push
At its annual Snapdragon Summit in Hawaii, Qualcomm unveiled its latest Snapdragon 8 Elite Gen5 processor, setting the stage for a new wave of AI-powered flagship smartphones in 2025. But despite powerful new hardware from industry giants like Qualcomm, MediaTek, and Apple, a clear vision for the "AI phone" has yet to emerge. So far, no company has delivered a breakthrough feature that defines the next generation of smartphones or gives consumers a compelling reason to upgrade.
Tuesday 30 September 2025
Apple reportedly develops ChatGPT-like app to test revamped Siri after multiple delays
Apple has built an internal ChatGPT-like iPhone app to help test and prepare for a major overhaul of its voice assistant, Siri, Bloomberg reported. The app, code-named Veritas, is designed for internal use and is not planned for consumer release. It allows Apple employees to evaluate new Siri features, including searching personal data such as emails and songs, performing in-app actions, and testing extended conversational interactions.
Tuesday 30 September 2025
Qualcomm elevates China at Snapdragon Summit 2025 in Beijing
On September 24, Qualcomm staged its annual Snapdragon Summit across Beijing and Hawaii. With US–China trade tensions flaring again under President Donald Trump's second term, the company, earning nearly half its revenue from Chinese customers, moved its China venue from Sanya back to Beijing, signaling the market's elevated strategic weight and influence across the supply chain.
Sunday 28 September 2025
iPhone 17 drives strong upgrade demand in Taiwan market
With consumers delaying purchases ahead of Apple's launch of the iPhone 17, smartphone sales in Taiwan slowed down in August 2025. However, with new models from Apple and other vendors hitting the market, monthly smartphone shipments into Taiwan are projected to rebound above 500,000 units in September, with the momentum expected to sustain through the Lunar New Year period in early 2026.
Sunday 28 September 2025
Qualcomm China head says robots, smart glasses could surpass phones, eyes deeper Android ties
Frank Meng, Chairman of Qualcomm China, believes that in the long run, two emerging categories have the potential to rival, or even eclipse, smartphones in market scale: robots and a wide range of wearable devices, including smart glasses. Meng predicted while speaking to Chinese media outlets Yicai and National Business Daily at the Snapdragon Summit on September 24.
Friday 26 September 2025
Apple, Qualcomm, and MediaTek pivot toward AI accelerators as 3nm era closes

The 2025 generation of flagship smartphone chips will mark the final run for 3nm processors — closing a chapter in semiconductor miniaturization and opening a new phase in mobile computing defined less by raw speed and more by on-device artificial intelligence.

Friday 26 September 2025
TGS 2025: Handheld game console market set for 8.5% CAGR as Asustek and MSI face off
Asustek Computer's collaboration with Microsoft to launch the "ROG Xbox Ally" handheld game console series in October was a major highlight at the Tokyo Game Show 2025 (September 25-28). The partnership underscores both companies' ambitious push to strengthen their presence in the rapidly expanding global handheld game console market.
Thursday 25 September 2025
Qualcomm unveils Snapdragon 8 Elite Gen 5 and Snapdragon X2 Elite Extreme with major AI performance gains
Qualcomm officially launched its newest flagship platforms for smartphones and PCs on September 24. The company introduced the Snapdragon 8 Elite Gen 5 as its latest smartphone platform, alongside a preview of an upcoming upper mid-range Snapdragon 8 Gen 5 chip.
Thursday 25 September 2025
Samsung eyes US launch for tri-fold smartphone, signaling strategy shift
Samsung Electronics is anticipated to unveil its tri-fold smartphone by the end of 2025, with reports suggesting it may be launched in the US market. South Korean media suggest the move could indicate a possible shift in the company's global strategy.