Recent #Mobile Phone news in the semiconductor industry

3 months ago

➀ Foldable phones hold a stagnant 1.6% market share in 2025, with Samsung leading at 45.2%;

➁ Huawei, Honor, Lenovo, and Xiaomi show growth, while Apple's 2026 entry with a new model may boost market adoption;

➂ Apple's foldable phone in late 2026 could drive the segment into mainstream amid low 19.8 million unit shipments in a 1.25 billion smartphone market.

AppleMobile PhoneSamsung
about 1 year ago

➀ NAND Flash demand is weak, with contract prices expected to decline by 3-8% in Q4;

➁ TrendForce predicts that the decline in contract prices will be over 10% in Q4, with the exception of enterprise-level SSDs, which will only see a small increase of 5%;

➂ The demand for servers remains stable, but consumer markets are weak, and the supply exceeds demand due to overproduction and conservative procurement strategies.

EMMCMobile PhoneNAND flashPCSSDserver