Recent Insight
We are proud to share our latest research, which has uncovered several key insights that provide a new perspective on the current state and future trajectory of the market.
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iPhone 1H26 Production Forecast Update: Memory Price Hike Expectations Drive Pre-builds
We maintain our 2025 iPhone production forecast at 247–249 million units but observe significant adjustments for 1H26. Production volume is expected to rise as Apple strategically builds iPhone 17 inventory in 2Q26 to hedge against anticipated memory price hikes in the second half of the year. Consequently, 1Q26 will see a 13–18% YoY increase, driven by the iPhone 17 series. Additionally, the new iPhone 17e enters mass production at Foxconn in January 2026 with 7–9 million units planned, while the iPhone 13 and 14 will reach their end-of-life in 2Q26.
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Reshaping the 2026 Smartphone Market — Apple Defines the New Game with "Wide-Fold" and "Crease-Free" Standards
Reflecting on 2025, the global foldable smartphone market stagnated, with estimated shipments hovering between 14 million and 16 million units (YoY ~1%). However, 2026 will mark a major watershed moment. With Apple’s official entry into the fray, global foldable shipments are projected to jump to **19 million to 21 million units**, representing a massive annual growth rate of **35% to 37%**. Data models indicate that if Apple’s estimated contribution of 6 million to 7 million units is excluded, the Android camp may face a decline of 8% to 9%. This implies that 2026’s growth momentum will be driven entirely by Apple, forcing a drastic strategic restructuring across the Android ecosystem.
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UMC 2026 Production Capacity Supply-Demand and Application Structure Analysis
This report provides a comprehensive analysis of United Microelectronics Corporation's (UMC) production capacity, supply-demand dynamics, and application structure for the year 2026. Moving beyond traditional consumer electronic cycles, the analysis highlights a structural recovery driven by a diversified application portfolio and the geopolitical "NCNT" (Non-China/Taiwan) supply chain restructuring. Key insights reveal that the 22/28nm node will serve as the profit core, maintaining tight supply (85-90% utilization) through a balanced mix of DDI, TWS, and ISP demand. The newly introduced 12/14nm process is characterized as a pilot line dedicated to communication RF applications. Meanwhile, mature processes (40nm-90nm) and 8-inch fabs are undergoing structural shifts; while MCUs remain significant, a strategic influx of PMIC and DDI orders—stemming from competitor capacity adjustments—is reshaping the landscape. The report concludes with actionable recommendations for supply chain partners, emphasizing the importance of monitoring RF test interface demand and the timing of 8-inch order transfer effects.
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Exclusive: After US curbs, Tencent and small chip designers chase Nvidia's China crown
Should Chinese chip designers win orders, they could still struggle for production capacity given constraints U.S. curbs put on foundries such as TSMC (2330.TW) from working with Chinese firms, said Isaiah Research Vice President Lucy Chen.
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How TSMC and other firms making the most advanced semiconductors are getting a reprieve from Biden’s chip war on China
The waiver is “good news” for TSMC, as it allows the company to continue with expansion plans for its 28-nanometer chips in Nanjing, China, says Lucy Chen, vice president of Isaiah Research, a Taiwan-based tech-research firm.
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China’s Apple loss is India’s gain, as 2022 supplier list shows shift in supply chain preferences
Apple added five new mainland Chinese suppliers while removing eight in mainland China in its latest financial year ended September 2022, after China’s strict Covid-19 controls disrupted iPhone production last holiday season, according to the latest supplier list published by the US consumer electronics giant.
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The next iPhone will still be made in China, but Apple’s main assembler Foxconn will have to share the work, report says
Foxconn may lose some iPhone 15 work to other Chinese manufacturers after it failed to deliver iPhone 14s last November due to Covid disruptions. New arrangement marks the first time Apple has tapped three suppliers to produce premium iPhones, highlighting efforts to smooth the supply chain
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