Overview
- Research firms report global smartphone shipments rose about 2% in 2025 with Apple leading by market share, while forecast cuts for 2026 cite DRAM and storage cost inflation and tight supply.
- TSMC said high‑performance computing revenue jumped 48% year over year to 58% of its platform mix in 2025, with automotive electronics up 34% and consumer electronics down sequentially in Q4.
- Huawei’s Richard Yu visited Dongfeng for deep talks on HarmonyOS and AI as their Yijing brand readies a full‑size SUV carrying Huawei’s full‑stack solutions for an April 24 Beijing Auto Show debut, with prototypes undergoing extreme‑cold tests in Mohe.
- Xiaomi’s Lei Jun said the new‑generation SU7 is in its final stage and will be displayed in stores before launch, detailing a Pro version rated at 902 km CLTC on a 752V SiC platform with a 96.3 kWh LFP pack and confirming an April on‑sale date.
- Meituan signed a strategic deal to bring more than 30 brands and thousands of dealerships online by end‑2026, enabling consumers to browse and rate 4S stores and complete transactions on its platform.