Core Insights - Global smartphone shipments increased by 2% year-on-year in 2025, driven by stronger demand and economic momentum in emerging markets [1] - Apple led the market with a 20% share, benefiting from solid demand in emerging and mid-sized markets, along with strong sales of the iPhone 17 series [1] - Samsung ranked second with a 19% share, showing modest shipment growth, while Xiaomi secured third place with a 13% share, supported by steady demand in emerging markets [2] Market Trends - Manufacturers advanced shipments early in the year to avoid tariffs, but this effect diminished as 2025 progressed, leaving second-half volumes largely unaffected [2] - The global smartphone market is anticipated to soften in 2026 due to chip shortages and rising component costs, as chipmakers prioritize AI data centers over handsets [4]

Core Insights - Gorilla Technology Group Inc. has appointed Thomas Sennhauser as Chief Technology Officer of Infrastructure Practice, focusing on next-generation AI data centers and digital infrastructure programs [1][3][4] Company Developments - Mr. Sennhauser will lead the design and global delivery of AI data centers and GPU-as-a-Service platforms, enhancing Gorilla's infrastructure capabilities [3][4] - His appointment follows his significant contribution to the $1.4 billion Freyr infrastructure program in Southeast Asia, marking it as one of the largest sovereign AI deployments in the region [4][5] Leadership and Strategy - Mr. Sennhauser will report to Dr. Raj Natarajan, Gorilla's CTO, and will continue to serve on the Board of Directors in a non-independent capacity [5] - The CEO of Gorilla Technology, Jay Chandan, emphasized Mr. Sennhauser's extensive experience and strategic vision, which will be crucial for advancing the company's infrastructure strategy [6] Industry Positioning - Mr. Sennhauser highlighted Gorilla's role as a first mover in sovereign AI readiness and execution, positioning the company to drive digital transformation globally [6] - With over 30 years of experience in enterprise technology, Mr. Sennhauser has a proven track record in leading AI and cloud-native infrastructure programs at major companies like Intel and Hewlett Packard Enterprise [7] Upcoming Financials - Gorilla Technology is set to release its third-quarter 2025 financial results in mid-November 2025, with further details to be announced [8]

Industry Trend - AI 数据中心正在迁往郊区 [1] - 行业关注当地社区是否能够应对数据中心的影响 [1] Impact Assessment - BloombergNEF 的 Ashish Sethia 正在探索数据中心对当地居民的影响 [1]