The TriFold, produced in South Korea, will go on sale domestically on Dec.12 and be rolled out in China, Singapore, Taiwan and the United Arab Emirates within this year. Lim said the new foldable device is intended for customers who specifically want it, rather than as a volume driver. Samsung Electronics unveiled on Tuesday its first multi-folding smartphone, in a bid to strengthen its position in a sector of the phone market where competition is expected to intensify. The launch of the Galaxy Z TriFold ma ...

Core Viewpoint - Samsung Electronics has launched its first multi-folding smartphone, the Galaxy Z TriFold, to maintain its competitive edge against fast-moving rivals, particularly with Apple's anticipated entry into the foldable market [1][5]. Product Launch Details - The Galaxy Z TriFold will be available for sale in South Korea starting December 12, 2025, with subsequent launches planned for China, Taiwan, Singapore, and the UAE [2]. - The device will reach the U.S. market in the first quarter of 2026, with further details to be announced later [3]. Product Specifications - The Galaxy Z TriFold features a single model in black, equipped with 16GB of memory and 512GB of storage, priced at 3,594,000 South Korean won (approximately $2,449) [3]. - It utilizes two inward-folding hinges to create a 10-inch display with a resolution of 2160 x 1584, slightly smaller than the 11-inch display of the 11th-generation iPad [3]. - When folded, the device measures 12.9 millimeters thick, which is thicker than the Galaxy Z Fold6 and Galaxy Z Fold7 [4]. Strategic Positioning - Samsung aims to use the Galaxy Z TriFold as a pilot to test durability, hinge design, and software performance while gathering user insights before broader commercialization [5]. - The device is designed to run three apps vertically side by side and offers a desktop-like mode without needing a separate display [6]. Leadership and Innovation - TM Roh, co-CEO of Samsung Electronics, stated that the Galaxy Z TriFold represents years of development in foldable designs, focusing on balancing portability, performance, and productivity [7]. - Samsung has been a pioneer in the foldable smartphone market since unveiling its first device in 2019, although the market remains relatively small with increasing competition from Chinese brands [8]. Competitive Landscape - Competitors like Huawei and Honor have also introduced foldable smartphones, with Huawei launching its second-generation trifold phone in September 2025 [9]. - The Galaxy Z TriFold is rated IP48 for water resistance, allowing it to withstand immersion in water up to 1.5 meters for 30 minutes, though it has limited dust protection [10].

December 1, 2025 12:30 PM GMT China Internet and Other Services | Asia Pacific Reads on Doubao Smartphone AI Assistant While the ideal Doubao ecosystem looks rich, execution looks challenging. We believe application stocks are the go-to AI targets. We reiterate OW on Tencent, BABA, and Meitu. Key Takeaways M Idea Morgan Stanley Asia Limited+ Gary Yu Equity Analyst Gary.Yu@morganstanley.com +852 2848-6918 Lydia Lin Equity Analyst Lydia.Lin@morganstanley.com +852 2239-1572 Joanne Lau Research Associate Joanne ...

Dec 1, 2025 7:15 AM Eastern Standard Time Omdia: Global Wearable Band Shipments Up 3%, Setting Stage for Strong Holiday Season Share Worldwide wearable band shipments by region, Q3 2024 versus Q3 2025 LONDON--(BUSINESS WIRE)--The wearable band market grew by a modest 3% to 54.6 million units in 3Q, according to the latest research from Omdia. Despite the low volume growth, the market's value surged 12% to $12.3 billion, reflecting a shift toward premium devices. "Smartwatch vendors need to bolster native so ...

Smartphone momentum for Apple Inc (NASDAQ:AAPL) was strong in the fourth quarter, thanks to the launch of the iPhone 17 in September. Calls from management for the first quarter to be even better could come true thanks to momentum in China.Apple's iPhone 17 China MomentumA recent report indicates Apple could return to its title as the top-selling smartphone maker in 2025, topping the global market share for the first time since 2011.One of the keys to bringing the title back to the tech giant is strength in ...

Core Viewpoint - Baidu is positioning itself as a significant player in China's AI chip market, aiming to challenge Huawei and fill the gap left by Nvidia's absence in the country [1][7]. Company Strategy - Baidu has shifted its focus from being primarily a search engine to developing driverless cars and AI technologies, including its majority-owned subsidiary Kunlunxin, which specializes in chip design [2][4]. - The company has outlined a five-year roadmap for its Kunlun AI chips, starting with the M100 in 2026 and the M300 in 2027, and is already utilizing its self-developed chips in data centers for its ERNIE AI models [3][4]. Market Position - Baidu generates revenue by selling chips to third parties for data centers and renting out computing capacity through its cloud services, aiming to create a comprehensive AI infrastructure [4]. - Analysts have noted that Kunlunxin has become a leading domestic AI chip developer, focusing on high-performance chips for various applications, including large language model training [5]. Competitive Landscape - With Nvidia's advanced GPUs being restricted from sale in China, Baidu is expected to capitalize on the growing domestic demand for AI computing, especially as Huawei is currently out of the market [6][7]. - Analysts from JPMorgan predict that Baidu's chip sales could increase six-fold, reaching 8 billion Chinese yuan (approximately $1.1 billion) by 2026, indicating strong growth potential [7]. Valuation Insights - Analysts at Macquarie estimate that Baidu's Kunlun chip unit could be valued at around $28 billion, highlighting the significant market potential for the company in the semiconductor space [8].

Counterpoint最新调研指出，中国“双十一”期间，苹果iPhone的强劲需求推动了同期智能手机销量的增长，iPhone占总销量26%，各品牌总销量同比增长3%。华为在智能手机主要品牌中跌幅最大，销售份额从去年的17%降至13%。小米手机的销量占比17%，位居第二。🗒️华为Mate 80系列发布于双十一之后。 ...

Core Viewpoint - China's leading telecommunication firms, Huawei and ZTE, have secured multiple contracts this year to supply 5G equipment in Vietnam, indicating a strengthening relationship between Hanoi and Beijing, which raises concerns among Western officials [1] Group 1 - Huawei and ZTE are the primary companies involved in the 5G equipment supply contracts in Vietnam [1] - The contracts signify a deepening of ties between Vietnam and China, reflecting geopolitical shifts in the region [1] - The involvement of these Chinese firms has raised alarms among Western officials regarding security and influence in Southeast Asia [1]

(Reuters) -Top Chinese firms are training their artificial intelligence models abroad to ​access Nvidia's chips and avoid U.S.‌ measures aimed at curbing their progress in advanced technology, ‌Financial Times reported on Thursday. Alibaba and ByteDance are among the tech firms training their newest large language models in Southeast Asian data centres, the report said,⁠ citing two people ‌with direct knowledge of the matter. Reuters could not immediately verify the report. Nvidia ‍declined to comment on ...

Core Insights - Huawei will host the launch of its flagship product "Unfold the Moment" on December 11, 2025, in Dubai, UAE, featuring innovative products including the HUAWEI Mate X7 foldable smartphone, HUAWEI FreeClip 2 open-ear TWS earbuds, HUAWEI WATCH ULTIMATE DESIGN, and HUAWEI MatePad 11.5 S [1][2][3][4] Product Highlights - The HUAWEI Mate X7 will showcase advanced dual-fold technology, enhanced reliability, and mobile photography quality comparable to top non-foldable smartphones. Huawei holds a 70% market share in the Chinese foldable phone market, with over 10 million devices shipped in the first half of 2025 [2] - HUAWEI FreeClip 2 earbuds will continue the tradition of breathable listening with significant improvements in audio quality, comfort, and versatility, ensuring clearer and more comfortable listening throughout the day [3] - HUAWEI WATCH ULTIMATE DESIGN will feature a cutting-edge design using premium materials and support a wide range of advanced functionalities [3] - HUAWEI MatePad 11.5 S will represent Huawei's peak experience in the tablet sector since 2014, featuring a new and improved PaperMatte display, ideal for working and studying on the go [4] Innovation Commitment - Huawei's commitment to user experience and innovation has positioned the company at the forefront of research and development, leading to a continuous stream of groundbreaking innovations. The company looks forward to collaborating with users worldwide to "Unfold the Moment," embracing the extraordinary possibilities of tomorrow's technology [5]