➀ Windows 11 on Arm runs on selected Android smartphones but experiences rapid heating and significant battery drain; ➁ Despite performance issues, it can perform certain tasks and run older games; ➂ The experience is facilitated by Windows on Arm development focused on Qualcomm Snapdragon chips, with limitations due to incomplete driver support.
Recent #smartphone news in the semiconductor industry
➀ TrendForce's latest report indicates a record high for the global top 10 foundry revenue in 3Q24; ➁ Despite the overall economic situation not improving significantly, new smartphone and PC/notebook launches, along with strong demand for AI server-related HPC, contributed to the revenue growth; ➂ The report highlights the impact of advanced processes and Chinese policies on the global market.
➀ Researchers at Delft and Radboud University have developed a battery-free device, Densor, that measures mouth temperature and jaw position. ➁ Densor uses NFC for wireless communication and energy capture, compatible with most smartphones. ➂ The device has applications in healthcare, wellness, and research, including monitoring orthodontic treatment and sleep disorders.
➀ A video leak shows the Samsung Galaxy S25 Ultra with a curvy design and camera array; ➁ The phone is expected to have flat sides and rounded corners; ➂ The camera setup includes a 200MP main shooter, a 50MP 5x telescopic lens, a 10MP 3x telescopic lens, and a 50MP ultra-wide angle lens.
➀ The upcoming iPhone 17 Air is rumored to be the thinnest iPhone ever, just 6mm thick; ➁ It is expected to be significantly slimmer than previous models, the thinnest since the iPhone 6; ➂ Apple analyst Jeff Pu agrees that the iPhone 17 Air will be around 6mm thick.
➀ The WSTS reported a $166 billion semiconductor market revenue in Q3 2024, with the highest growth rate since 2021. Nvidia led the market with AI GPU strength. ➁ SK Hynix, Micron, and Kioxia reported double-digit revenue growth, while Renesas Electronics saw a decline. ➂ The outlook for Q4 2024 and 2025 is mixed, with AI driving growth but concerns over automotive market and memory market impact.
➀ Samsung's Galaxy S24 FE and S24+ are on limited-time deals; ➁ The S24 FE offers Galaxy AI, a connected eco-system, and a great display; ➂ The S24+ features a large 6.7-inch QHD+ screen, powerful Snapdragon processor, and long battery life.
1. Qualcomm's Q4 earnings exceeded expectations with impressive handset revenue growth and strong performance in the AI chip sector; 2. Qualcomm's valuation is attractive with a low P/E ratio and strong projected revenue growth; 3. Despite risks from potential tariffs, Qualcomm's AI smartphone chips are unlikely to face export restrictions.
➀ Samsung is rumored to launch the ultra-slim Galaxy S25 Slim in April 2025; ➁ The new smartphone will compete against Apple's iPhone 17 Air; ➂ Samsung might also unveil the Galaxy Z Flip SE and Galaxy Z Fold 7 around the same time.
➀ Elon Musk addresses rumors about Tesla's smartphone development on 'The Joe Rogan Experience'; ➁ He states that Tesla is not currently making a phone but could potentially create one; ➂ Musk emphasizes that creating a phone is not a priority unless necessary.
➀ Huawei is set to launch the Mate 70 series with significant upgrades in chipset, battery, and camera; ➁ The phone is expected to be announced in November, ahead of Samsung's Galaxy S25; ➂ The Mate 70 series includes Mate 70, Mate 70 Pro, Mate 70 Pro+, and Mate 70 RS Unlimited Design, with the RS version featuring an octagonal camera island; ➃ The main camera is rumored to be a 50-megapixel variable aperture unit, and the phone will run on a new 5nm Kirin chipset with HarmonyOS Next.
➀ Google's next-gen Tensor G6 processor, codenamed 'Malibu', will be built on TSMC's 2nm process node; ➁ The Tensor G6 is expected to power the upcoming Pixel 11 smartphone series; ➂ The new processor promises major performance and power improvements.
➀ Fluke has launched a portable thermal camera that connects to mobile phones; ➁ The camera offers a resolution of 256 x 192, a 25Hz frame-rate, and a temperature range of -10 to +550°C; ➂ The camera is designed for use in electrical and mechanical inspections, research and development, and quality control.
➀ TrendForce predicts a further 10%+ drop in NAND contract prices in Q4; ➁ PC client SSD contract prices will decline by 5–10% due to limited AI practical use cases; ➂ Q4 server OEM orders have declined due to delays in AI server deployments; ➃ Smartphone and notebook manufacturers are adopting inventory reduction strategies, with Q4 eMMC and UFS prices expected to drop 8-13%.
➀ MediaTek introduces its new flagship phone processor, Dimensity 9400, using Arm's Cortex-X925 CPU; ➁ The processor offers a 35% boost in single-core performance and a 28% improvement in multi-core performance; ➂ The Dimensity 9400 includes a new generation of the company's own neural processor and an 'agentic AI engine'.
➀ Google Pixel 9 Pro XL reportedly sends private user information back to Google servers every 15 minutes; ➁ Cybersecurity researchers at Cybernews analyzed the Pixel 9 Pro XL's web traffic and found private data being sent; ➂ The smartphone uses PII for authentication, configuration, and logging, raising privacy concerns.
➀ The Bigme Hibreak smartphone features an E-Ink display, providing a unique reading experience; ➁ The design is somewhat outdated with a leather-like back, but the camera is not a highlight due to the phone's primary use as an e-reader; ➂ The screen has a low refresh rate and resolution, which may not be ideal for tasks other than reading; ➃ Performance is adequate for basic use, with the phone not being a powerhouse but designed for e-reading; ➄ The price is competitive at $2299 HKD for the early bird offer; ➅ The phone also supports ChatGPT 4.0, with a dedicated app for interacting with the AI.
➀ Hands-on with Huawei's China-exclusive Mate XT Ultimate Design; ➁ Triple folding capabilities and different screen sizes; ➂ Huawei's engineering and display quality; ➃ Price and availability in China
➀ The ASUS ROG Phone 9 is expected to feature the Snapdragon 8 Gen 4, a 24GB/1TB configuration, and an upgraded display; ➁ The design is expected to remain similar to the ROG Phone 8; ➂ The phone may launch in China by the end of the year and globally in early 2025.
➀ Renders of the unreleased Samsung S25 Ultra have appeared online; ➁ Revealing a look at what Samsung is developing for its next generation; ➂ Join the news discussion below!