NEW DELHI: "We are seeing significant interest and traction for our 4G and Advt "We have recently concluded a PoC with a leading network operator in a South Asian country, which is likely to convert to a commercial deployment in the near future," the top executive added.However, the domestic company is already supplying telecom gear to Bhutan Telecom.Success in India, according to him, would serve as a credible reference in the emerging markets of Africa, South-East Asia, Latin America, and the South ...

13. 01'24-11'25(E) 柔性OLED智能机面板价格趋势 温馨提示： * 请 会 员 单 位 通 过 会 员 登 陆 平 台 下 载 或 邮 件 接 收 此 份 报 告 。 期数： 2025年10月刊 大纲： 分类： 会员服务—手机市场月度发展趋势概况 主题： 2025年Q3国内智能机销量同比下滑3%，v i vo跃居第一，竞争格局激烈 概要： 内容涵盖Q3中国智能手机市场的销量、品牌、价格段等走势分析 1. Q1'23-Q3'25 中国市场智能机销量及同比趋势 2. Q1'23-Q3'25 中国智能机市场手机品牌趋势 3. Q1'23-Q3'25 中国市场智能机价格段趋势 4. Q1'23-Q3'25 中国市场v i vo智能机销量及价格段趋势 5. Q1'23-Q3'25 中国市场OPPO智能机销量及价格段趋势 6. Q1'23-Q3'25 中国市场Xiaomi智能机销量及价格段趋势 7. Q1'23-Q3'25 中国市场Huawei智能机销量及价格段趋势 8. Q1'23-Q3'25 中国市场HONOR智能机销量及价格段趋势 9. Q1'23-Q3'25 中国市场Apple智能机销量及价格段 ...

German Chancellor Friedrich Merz said Chinese suppliers such as Huawei will be excluded from the country’s future telecommunication networks on security grounds as he pushes for more digital sovereignty https://t.co/utOIn57ami ...

Core Insights - Corning Incorporated (GLW) is experiencing strong growth in its Specialty Materials segment, driven by robust demand in the consumer electronics market, with Q3 revenues reaching $621 million, a 13% increase year over year, and net income rising 57% to $113 million [1][8] Consumer Electronics Demand - Major smartphone manufacturers, including Samsung, Xiaomi, and OnePlus, are adopting Corning's Gorilla Glass Ceramic 2 in their latest premium devices, enhancing the company's market position [2] - Apple plans to invest $2.5 billion in Corning's Kentucky facilities for the development of cover glass for iPhones and Apple Watches, as part of a broader $600 billion multi-year investment in the U.S., which significantly boosts Corning's consumer electronics segment [3] Specialty Materials Segment - Corning's Specialty Materials segment serves diverse markets such as semiconductor, aerospace, defense, and telecommunications, which enhances the company's resilience against macroeconomic challenges. Revenue is projected to reach $2.16 billion by 2025, reflecting a 7.3% year-over-year growth [4] Competitive Landscape - Universal Display Corporation (OLED) is also benefiting from increased OLED usage across various consumer electronics, although its revenue declined from $161.6 million to $139.6 million year over year [5] - InterDigital, Inc. (IDCC) reported a rise in net sales from $128.7 million to $164.7 million, driven by a licensing agreement with Samsung [6] Financial Performance and Valuation - Corning's stock has increased by 89.2%, compared to a 139.4% growth in the communications components industry [7] - The company's shares are currently trading at a forward P/E ratio of 30.41, which is lower than the industry average [9] - Earnings estimates for Corning for 2025 and 2026 have seen upward revisions over the past 60 days, indicating positive market sentiment [11]

Every single one of these books I would have given to to a CEO to read just like I would have given to a friend. >> So R we've just come off stage where you have announced the short list the six finalists for this year's book award. It was a really tough year I think for the judges.What what do you make of the choice in the end. >> For me personally it was a very difficult year. I loved all the books and it was very difficult for me to to choose and I think many of the judges had had the same sense.I don't ...

Summary of Greater China Semiconductors Conference Call Industry Overview - **Industry Focus**: Greater China Semiconductors - **Key Themes**: Global AI Supply-Chain Updates, Opportunities in Asia Semiconductors, Preference for Foundry/OSAT/Memory over Chip Design [1][2] Core Insights - **Investment Recommendations**: - **Overweight (OW)**: TSMC (Top Pick), Aspeed, Alchip, KYEC, ASE, FOCI, Himax, ASMPT, AllRing, SMIC - **Memory Stocks**: Winbond (Top Pick), Phison, Nanya Tech, APMemory, GigaDevice, Macronix - **Non-AI Stocks**: OmniVision, Realtek, USI - **China WFE**: NAURA Tech, AMEC, ACMR - **Underweight (EW/UW)**: MediaTek, UMC, ASMedia, Vanguard, WIN Semi, Hua Hong [8] - **Market Dynamics**: - AI cannibalization is expected, with a gradual recovery in the second half of 2025. Historically, a decline in semiconductor inventory days has been a positive indicator for stock price appreciation [8] - DeepSeek technology is driving inferencing AI demand, but there are concerns about the sufficiency of domestic GPU supply [8] - Rising costs in wafers, OSAT, and memory are anticipated to create margin pressures for chip designers into 2026 [8] - **Long-term Demand Drivers**: - **Tech Diffusion**: AI semiconductor demand is expected to accelerate due to generative AI, impacting various verticals beyond the semiconductor industry [8] - **Tech Deflation**: Anticipated "price elasticity" is expected to stimulate demand for technology products [8] Valuation Insights - **Valuation Metrics**: - TSMC (Ticker: 2330.TW) has a current price of 1,465.0 TWD with a target price of 1,688.0 TWD, indicating a 15% upside [9] - UMC (Ticker: 2303.TW) has a current price of 45.3 TWD with a target price of 48.0 TWD, indicating a 6% upside [9] - SMIC (Ticker: 0981.HK) has a current price of 72.1 HKD with a target price of 80.0 HKD, indicating an 11% upside [9] - Winbond (Ticker: 2344.TW) has a current price of 64.5 TWD with a target price of 72.0 TWD, indicating a 12% upside [9] Additional Insights - **Analyst Conflicts**: Morgan Stanley acknowledges potential conflicts of interest due to business relationships with covered companies, which may affect research objectivity [2] - **Market Sentiment**: The overall industry view is considered attractive, indicating positive sentiment towards the semiconductor sector in Greater China [2] This summary encapsulates the key points from the conference call, highlighting the investment landscape, market dynamics, and valuation metrics within the Greater China semiconductor industry.

This is timely and this is very interesting. What do we learn in the course of reporting about how serious this this move is to push for way out of the market, that it is very strong in in Europe. Yeah, I think it's actually really important to note people do not realize that there's still so much Huawei kit in various EU countries infrastructures, and the European Commission for years has wanted to push EU countries to stop using this technology across their networks.They have really failed to do so. And t ...

智通财经APP获悉，11月11日，国际数据公司(IDC)发布最新的手机季度跟踪报告。内容显示，2025年第三季度，中国折 叠屏手机市场迎来显著回暖，该季度出货量达到263万台，同比增长17.8%。市场动能的恢复，一方面得益于Huawei、 Honor、vivo等厂商的稳定发挥，另一方面也受到各品牌新一代产品集中上市的共同推动。今年前三季度中国折叠屏手机 市场累计出货量762万台，同比增长14.3%。预计2025年中国折叠屏手机市场出货量接近千万，延续增长趋势。 报告指出，在过去一年多的技术积累与迭代中，折叠屏手机在重量与折叠厚度等关键指标上已实现重大突破，整体形态逐 渐接近主流直板影像旗舰机型。随着"厚重"这一传统痛点被逐步化解，接下来的新品竞争焦点正转向产品综合体验的完 善。未来，如何在实现轻薄形态的同时，进一步提升设备的可靠性、功能配置与日常使用体验，使其真正成为用户信赖、 愿作主力的全能旗舰，已成为行业发展的关键议题。此外，软硬件协同与生态建设的重要性日益凸显。通过加强软件适 配、结合AI能力拓展使用场景，并有效提升内屏使用率，才能真正释放折叠大屏的交互潜力，为用户带来更具沉浸感与实 用价值的综合体验。 ...

Core Insights - The article reflects on the evolution of technology design from the vibrant, personality-driven gadgets of the early 2000s to the sterile, uniform devices of today, highlighting a loss of individuality and creativity in tech design [1][10][25] Group 1: The Golden Age of Tech Design - In the early 2000s, gadgets were characterized by unique designs that expressed personal identity, with brands like Nokia, Sony Ericsson, and Motorola leading the way [2][3][4] - Nokia's models, such as the 7610 and 3310, were iconic for their distinctive shapes and colors, representing toughness and creativity [2][7] - Sony Ericsson's Walkman phones and Motorola's Razr V3 exemplified how technology could blend lifestyle and fashion, making devices feel alive and personal [3][4] Group 2: The Shift to Uniformity - Around 2015, tech design began to converge into a uniform aesthetic, primarily influenced by Apple's minimalist approach with the iPhone 6 [10][11] - Major manufacturers, including Samsung and Huawei, adopted similar design principles, leading to a lack of differentiation in the market [12][13] - By 2017, the smartphone market had become visually stagnant, with new models offering only incremental changes rather than true innovation [13][21] Group 3: The Impact of Standardization - The standardization of design led to a decline in creativity and experimentation, as companies focused on maintaining a "correct" design language [19][25] - The excitement of new gadget announcements diminished, with consumers becoming indifferent to annual releases that felt repetitive [22][24] - The industry shifted from originality to marketing strategies that relied on scarcity and limited editions, rather than genuine innovation [24][25] Group 4: The Emotional Cost of Uniformity - The article argues that the loss of design diversity has flattened emotional connections to technology, turning gadgets into mere status symbols [17][25] - The once vibrant and curious tech landscape has been replaced by a focus on sterile efficiency, leading to a lack of excitement and discovery [17][25] - The article suggests that the industry must reclaim creativity and individuality to restore the thrill of innovation [26]

The European Commission is exploring ways to force EU member states to phase out Huawei and ZTE from their telecommunications networks, according to people with the matter https://t.co/hW96gLlQqP ...