SINGAPORE, Dec. 03, 2025 (GLOBE NEWSWIRE) -- EngageLab, a global leader in AI-powered omnichannel customer engagement and marketing technology, together with China Unicom Global, HKT (Hong Kong Telecommunications), and Huawei, recently unveiled the OpenGateway Cross-Operator Converged Authentication Solution. This joint innovation establishes a new industry benchmark for secure, seamless, and scalable user authentication across borders-enabling enterprises to accelerate their global expansion with confidenc ...

Apple's latest iPhone models are shown on display at its Regent Street, London store on the launch day of the iPhone 17.Apple will hit a record level of iPhone shipments this year driven by its latest models and a resurgence in its key market of China, research firm IDC has forecast.The company will ship 247.4 million iPhones in 2025, up just over 6% year-on-year, IDC forecast in a report on Tuesday. That's more than the 236 million it sold in 2021, when the iPhone 13 was released.Apple's predicted surge is ...

December 2, 2025 03:46 PM GMT Tracking China's Semi Localization | Asia Pacific AI GPU and AI smartphones in China Bytedance's force conference and Doubao AI smartphones are key to watch for AI applications. Whether local AI GPU chips can support strong AI inference computing remains to be seen. AI GPU supply and token generation in China: See the following section – Overview (cont'd) | M December 2, 2025 03:46 PM GMT Tracking China's Semi Localization Asia Pacific | Morgan Stanley Taiwan Limited+ Charlie C ...

Qualcomm (NasdaqGS:QCOM) 2025 Conference December 02, 2025 04:55 PM ET Speaker1Okay, we're going to get started. Good afternoon. I'm Tim Arcuri. I'm the semiconductor and semi-equipment analyst here at UBS. We're very pleased to have Qualcomm. We're very pleased to have Cristiano Amon from Qualcomm, who's the President and CEO. So thank you, Cristiano.Speaker0No, thank you, Tim. Good talking to you.Speaker1Great. So let's start talking about the business that everyone wants to know about, which is your data ...

Question-and-Answer SessionSo I thought maybe, Bill, you were here last year, I think a lot of people were familiar with kind of your role at Cisco, but I think maybe for those, maybe a little bit less familiar, can we just start with kind of what falls under your purview, how we think about what's responsible into your business and how that fits into the Cisco portfolio?Bill GartnerSenior VP & GM of Optical Systems and Optics Sure. Thanks, David. First of all, thank you for having us. I have responsibility ...

Summary of Cisco Systems Conference Call Company Overview - **Company**: Cisco Systems (NasdaqGS:CSCO) - **Date**: December 02, 2025 - **Key Speakers**: Bill Gartner (SVP and GM of Optical Systems and Optics Group), Sami Badri (Head of Investor Relations and Market Insights) Industry Insights - **Industry**: Optical Systems and Networking - **Key Competitors**: Ciena, Fujitsu, Adva, Infinera, Huawei, ZTE [2][8] Core Business Segments 1. **Optical Systems**: - Focus on DWDM systems for service providers and hyperscalers [2] - Includes chassis-based solutions with line cards and software [2] 2. **Optics Business**: - Short-distance transceivers for switches and routers [2] 3. **Acacia Technologies**: - Provides coherent technology for optical systems and DCO pluggables [3] Demand and Growth - **Hyperscaler Demand**: - Significant increase in demand for DCI optics from hyperscalers, leading to a revised forecast for FY26 [8][9] - FY25 saw $1 billion in AI infrastructure revenues, with expectations of $3 billion in FY26 [64][68] - **Scale Across vs. Traditional WAN**: - Scale across networks allow for direct connections between scale-out networks, bypassing WAN constraints [14][18] - This model is crucial for cost-effective scaling of AI infrastructure [14] Market Dynamics - **Optics vs. Switching**: - Current mix is approximately one-third optics and two-thirds switching, but this can fluctuate based on customer deployment cycles [21][24] - Transition from 400-Gig to 800-Gig optics is underway, with some customers skipping directly to 1.6T [29][30] - **Long Tail of Technology**: - Legacy technologies like 10-Gig still represent a significant portion of the optics business, indicating a slow adoption curve for new technologies [28] Competitive Positioning - **Pluggable Technology**: - Cisco is leading in the pluggable optics market, with a significant share among hyperscalers [75] - Competitors are beginning to adopt pluggable models, which Cisco views as a long-term trend [75] Financial Outlook - **Fiscal 2026 Drivers**: - AI infrastructure is the primary growth driver, alongside a campus refresh cycle [78][80] - The campus cycle is expected to provide steady growth over several years rather than a sharp spike [82] - **Supply Chain Management**: - Cisco is actively managing supply chain challenges, particularly with DRAM and other components, but does not foresee significant disruptions [55][58] Key Takeaways - Cisco is well-positioned to capitalize on the growing demand for AI infrastructure and optical networking solutions, with a strong focus on adapting to customer needs through a component business model [48][86] - The company emphasizes the importance of providing an open solution for AI infrastructure, contrasting with competitors that may offer more proprietary systems [86]

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 marks Samsung’s bid to reinforce its footing in a segment where Chinese rivals have been gaining ground, even as analysts say the high price and production challenges mean foldable devices are likely to remain a niche category for now.The model, priced at about 3.59 million won ($2,440.17) ...

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 ...