Overview
- Analysts aggregated by LSEG expect TSMC’s Q4 2025 net profit to rise 27% to NT$475.2 billion, driven by a full 3nm ramp and strong AI demand, with guidance due at this week’s earnings call.
- IDC’s preliminary 2025 tally shows 1.26 billion smartphones shipped, with Apple leading globally for a third year and Apple plus Samsung reaching 39% share, as storage chip shortages threaten a 2026 decline.
- China’s 2025 market slipped 0.6% to about 285 million units, with Huawei, Apple and vivo the top full‑year vendors and Apple, vivo and OPPO leading in Q4, as average selling prices climbed.
- HarmonyOS Zhixing’s AITO brand marked its 1,000,000th vehicle off the line after 46 months, with Huawei’s Yu Chengdong citing M9 dominance in the 500,000‑plus yuan segment and signaling faster growth ahead.
- Automakers set aggressive 2026 goals totaling about 18.34 million units—including HarmonyOS Zhixing at 1.0–1.3 million, Leapmotor at 1 million and Xiaomi at 550,000—while commentary stresses export push, policy shifts and profit pressure; industry voices also highlight benchmarking and an unconfirmed leak of a Top‑5 phone maker planning a full in‑house stack.