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WRC 2026 shows China humanoids moving from acrobatic demos to real logistics, assembly and retail tasks, with 2026 output set to top 100,000 units, yet ROI and consolidation tests just begin.
The era of high-cost memory is unlikely to end anytime soon, and the global smartphone market is projected to enter an output adjustment period starting in 2Q26. Brands equipped with economies of scal...
Skyrocketing memory prices starting in 2025 are expected to drive a double-digit decline in global smartphone production in 2026, reshaping the market landscape. Leveraging their strong financial posi...
Since the second half of 2025, the smartphone market has been trapped in a closed cycle: tight memory supply and skyrocketing costs have forced up end-device prices, subsequently weakening demand. To...
Market consolidation in the smartphone industry will persist in the short term, though brand rankings may shift. Apple is set to gain share on strong new model sales, Xiaomi’s in-house chip advances w...
In 2Q25, global smartphone production reached approximately 300 million units, up 4% quarter-over-quarter and 4.8% year-over-year. In terms of market share, Samsung maintained its leading position, be...
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