# Smartphones
Latest news and articles about Smartphones
Total: 7 articles found
The Power of the Stack: Qualcomm Porting Data Center Logic to the Smartphone AI Race
Qualcomm plans to bring its server-grade High Bandwidth Computing (HBC) and vertical chip-stacking architecture to smartphones by 2028. This move aims to eliminate data bottlenecks and significantly boost local AI performance across mobile, PC, and automotive sectors.
Memory Fatigue: Surging Component Costs Forecast to Squeeze Global Smartphone Production by 2026
Rising memory chip costs are projected to drive a 16.2% decline in global smartphone production by 2026. As manufacturers exhaust low-cost inventories and face shrinking margins, the industry is entering a period of production adjustment and potential retail price hikes.
Xiaomi’s Mid-Life Crisis: Can a Massive Buyback Mask the Pain of Its EV Transition?
Xiaomi has reported a sharp 56.5% decline in first-quarter profits as its smartphone shipments slump and its electric vehicle division continues to burn cash. In response, the company has launched a massive HK$20 billion buyback program to defend its share price amidst a difficult strategic transition.
Xiaomi’s Moment of Reckoning: Lei Jun Pivots to AI as EV and Smartphone Engines Stall
Xiaomi has reported its first simultaneous decline in revenue and profit in four years as its smartphone and EV businesses hit major roadblocks. Founder Lei Jun is responding with a massive 200-billion-RMB bet on AI and proprietary chips to redefine the company's future growth.
Xiaomi’s Pivot: Lei Jun Trades Bravado for Realism in the Tesla Rivalry
Xiaomi CEO Lei Jun admitted the YU7 has struggled against the Tesla Model Y, prompting a strategic return to entry-level pricing. Concurrently, he warned of a two-year price surge in smartphones and electronics due to rising memory chip costs.
Beyond the Chatbox: OpenAI’s Hardware Gambit and the Race for the AI-Native Smartphone
OpenAI is reportedly developing its own smartphone and proprietary processors in collaboration with MediaTek, Qualcomm, and Luxshare for a 2028 release. This move signals a strategic shift toward vertical integration, aiming to replace the app-centric mobile model with a task-oriented AI agent ecosystem.
China’s AI Frontier: From Hardware Integration to Autonomous Agent Economies
Chinese tech leaders are pivoting toward deep AI integration, with ZTE and ByteDance developing system-level AI phones while JD Technology builds autonomous payment systems for AI agents. These moves, alongside Alibaba's new localized AI assistant, signal a strategic shift toward an autonomous, hardware-integrated AI ecosystem in China.