Global smartphone production reached 337 million units in 4Q25, rising 2.7% QoQ, and was supported by strong shipments of Apple’s new iPhone lineup, according to TrendForce’s latest insights into the smartphone industry. For the full year, both Apple and Samsung each produced nearly 240 million units, tying for the top position in global smartphone production.
MacBook Neo signals Apple’s formal expansion into lower price tiers, cultivating future brand loyalty earlier. Pricing aligns with mainstream Windows notebooks, strengthening competitiveness in education procurement markets. Apple’s superior supply chain control allows it to introduce a lower-priced device despite industry headwinds.
TrendForce’s latest research on smartphone panels reveals that shortages and rising memory prices—one of the most costly components in smartphones—are reshaping brand shipment strategies for 2026 and weakening panel demand.
The rapid rise of generative AI is driving continuous growth in demand for high-speed data transmission in data centers. Copper cable solutions, traditionally used for short-distance intra-rack interconnects, are increasingly facing challenges in both transmission density and energy efficiency.
The global NAND Flash industry continued to benefit from AI infrastructure build-outs in 4Q25, according to TrendForce’s latest research. All in all, the combined revenue of the top five NAND flash suppliers sharply rose 23.8% QoQ to US$21.17 billion.
