Search results for Luxshare
Telecommunications & Media
Apple suppliers split by memory price shock; Lens Technology profit halves
Major Chinese suppliers to Apple posted mixed first-half results as a surge in memory prices squeezed smartphone component makers. Lens Technology nearly halved its net profit and reported lower revenue, citing rising memory costs, weaker demand, reduced output at its Xiangtan plant and currency swings. Luxshare Precision Industry reported strong growth, helped by autos electronics and data centres. Suppliers are looking to new iPhone and foldable-device launches for a second-half boost.
AI & Enterprise
Why OpenAI wants to make its own smartphone: AI agents
OpenAI is developing an AI processor for smartphones in cooperation with MediaTek and Qualcomm, and Luxshare has been selected as the exclusive co-design and manufacturing partner for the system, Apple-focused analyst Ming-Chi Kuo (밍치궈) said on X on April 27. Based on industry information, OpenAI is aiming to begin mass production in 2028, he said. He expects product specifications and suppliers to be finalised in late 2026 to the first quarter of 2027.
AI & Enterprise
MacBook Neo outlook and touchscreen, OLED MacBook roadmap revealed
Apple has launched a new MacBook Neo priced at $599, with a Korea price of 990,000 won. Apple-focused analyst Ming-Chi Kuo forecast 4.5 million to 5.0 million unit sales and said Apple is using memory market imbalances to strengthen price competitiveness. He said touchscreen may not come to the next Neo, while OLED touchscreen upgrades for MacBook Pro could arrive in late 2026 or early 2027 and MacBook Air could shift to OLED in 2028 or 2029.
