Samsung Electronics booked its previously flagged profit boost for Q3 as it continues to cash in on demand for memory products for AI, though cost pressures still hamper its mobile devices unit.

Its Mobile eXperience and Networks business, which includes its smartphones and mobile network products, posted an operating loss of KRW600 billion ($448.5 million) compared with a profit of KRW3.6 trillion in Q3 2025.

Revenue for the division was KRW37.7 trillion, up 11%.

It noted although its latest flagships and foldable range drove revenue, cost pressures hit the bottom line, a trend it also cited in Q2.

Samsung plans to focus efforts in the current period on sales of premium handsets and new related products, while aiming to “mitigate profitability risks through efficiency improvements across all business processes”.

In 2027 it intends to focus its device business on flagships and providing “differentiated experiences by customer segment”. It also plans to push “hardware and form-factor innovation”.

To “minimize declines in profit” it plans to undertake “agile market responses and operational efficiency initiatives”.

Samsung’s Networks business recorded a decline in earnings on lower sales in North America and high-margin software.

It is targeting revenue growth across North America, Japan and its home market of South Korea in the current quarter.

Memory boom
Across the whole company, Samsung booked net profit of KRW75.1 trillion, up from KRW12.2 trillion. Revenue was KRW195.3 trillion, an increase of 127%.

It noted the figures are a quarterly high, driven by demand for memory products.

Samsung was bullish on its prospects, expecting “industry-wide competition for AI leadership to drive continued AI infrastructure investment” in the current quarter.

In 2027, it anticipates “AI infrastructure capital expenditure to reach an historic level”.

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Apple unveiled a long-awaited touchscreen MacBook Pro after years of resisting the feature, topping off a fresh wave of product announcements under CEO John Ternus.

The redesigned MacBook Pro in 14- and 16-inch sizes was presented yesterday (28 October), with a tandem OLED display it calls PROLED XDR and touch input which is being brought to macOS for the first time.

Apple stated the touch sensor is built into the panel rather than layered on top, which cuts latency.

It is targeting the feature at designers, musicians, and developers testing iPhone and iPad apps. It noted the touch function works alongside the keyboard and trackpad rather than replacing them. Hardware chief Johny Srouji called it a monumental step for the Mac.

Reuters noted Apple executives had long resisted the idea. Steve Jobs said in 2010 laptop touchscreens were “ergonomically terrible”, and Tim Cook, then CEO, said in 2012 that such devices would be as pleasing to users as converging a toaster and a refrigerator.

“I’m glad to see Apple adopt the best-in-class display technologies with its industry leading silicon and design,” Anshel Sag, an analyst at Moor Insights & Strategy, told Mobile World Live. “OLED and touch has long been the mark of a premium laptop for Windows and now I’m glad to see Apple embracing both technologies together.”

Both the 14-inch and 16-inch models of the MacBook Pro offer configurations featuring the M5 Pro and M5 Max chips, with up to 24 hours of battery life.

Orders opened yesterday, with shipping from 6 November. Prices start at $2,899 for the 14-inch M5 Pro and run to $4,799 for the 16-inch M5 Max.

The launch is the latest in a run of hardware announcements under Ternus, who took over as CEO from Tim Cook in September. His first big reveal was the foldable iPhone Duo foldable smartphone, priced at almost $2,000.

On 13 October, Apple expanded its smart home portfolio of devices, led by the $299 HomeView display built to show off Siri AI. Apple also announced a new Apple TV 4K, HomePod mini 2 and accessories made with LG and Schneider Electric.

Ternus is reportedly pushing to speed up product development and is weighing a move away from Apple’s usual launch cycles.

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• Amazon launched a series of new devices this month, including Alexa tablets and Bee AI wearables.
• Rising memory costs forced "difficult trade-offs" on Amazon's device prices, sales, and profit.
• Amazon is seeking more Alexa revenue from enterprise sales, licensing, and ads.

Amazon launched a flurry of new consumer devices this month. Behind the scenes, rising memory costs are adding pressure to its already money-losing hardware business.

An internal planning document obtained by Business Insider shows Amazon forecasting a $612 million gross loss this year for its first-party devices business, compared with a leadership target of a $438 million loss.

The document said rising memory costs were "putting pressure" on the business's profitability, forcing "difficult trade-offs" among sales volumes, average selling prices, and gross profit.

The projected $612 million loss was at the gross profit level, meaning it did not account for all operating expenses, such as R&D, sales and marketing, and administrative costs.

The figures offer a rare glimpse into the pressure on Amazon's hardware business as it absorbs rising component costs. Other tech hardware companies, including industry leader Apple, face similar pressure from surging memory chip prices.

An Amazon spokesperson declined to comment.

A new wave of AI devices

Despite the pressure, Amazon continues to expand its consumer hardware lineup. Even if the company loses money on device sales, it can make money in other ways, such as subscription services, as more customers use its gadgets.

In October alone, the company introduced new Kindles, Alexa-powered tablets, Ring smart locks, and AI wearables under its Bee brand. The August planning document identified Bee and new smart glasses as strategic products still in an investment phase.

Amazon has historically used low-cost hardware to pull customers into a broader ecosystem of shopping and digital content. Rising component costs could make that strategy more expensive, forcing the company to raise prices.

The clearest shift is in Amazon's tablets. Earlier this month, the company phased out Fire tablets after 15 years and replaced the budget-friendly lineup with pricier Alexa Tablets powered by Alexa+. The new devices cost between $229.99 and $499.99, a notable increase from previous generations.

Not just Amazon

The planning document was prepared in August, the same month Amazon raised prices on products including Echo speakers, Kindle e-readers, and Fire TV devices.

The pressure extends beyond Amazon. Apple has raised prices on some Macs and iPads, while Microsoft and Sony have increased console prices. Dell, HP, and Lenovo also face higher memory costs.

The AI boom is helping drive the squeeze. Huge data center investments have increased demand for memory chips, while manufacturers have devoted more capacity to high-bandwidth memory used in AI servers. That has tightened supplies and raised prices for components used across consumer electronics.

Amazon is experiencing both sides of the boom. It expects roughly $220 billion in capital expenditures this year, largely to expand AWS data centers for AI demand, while higher component costs squeeze its consumer hardware business.

The rising cost of Alexa+

The August planning materials show Amazon reassessing both Alexa+ revenue and operating costs. They called for updated forecasts, expansion through enterprise sales and advertising, and more detailed AWS cost modeling.

Amazon is now confronting the cost of operating Alexa+ at scale. Business Insider reported in July that internal forecasts put Alexa+'s AWS cloud costs at roughly $1.7 billion in 2026, nearly triple the prior year's figure. Amazon was working to lower those costs by relying less on Anthropic's AI models and routing more requests to its own, cheaper systems.

A separate project called Moonraker, intended to give Alexa more advanced AI-agent capabilities, was projected to require more than $100 million in GPU spending this year. Amazon internally considered delaying or scaling back the initiative as one option for easing cost pressure, Business Insider previously reported.

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Apple maintained device launch momentum by revealing its latest iPad mini would go on sale later this week, destined to reach customers early next month.

In the US prices start at $699 for a Wi-Fi only model and $849 for those also equipped with mobile connectivity. Storage options are 128GB, 256GB and 512GB, with midnight and starlight the colours on offer.

Apple emphasised the device “fits in the palm” and is a “huge leap in performance”, wireless connectivity, and resistance to water or dust ingress, for which it carries an IP67 rating.

It features an 8.5-inch OLED offering two-times greater peak brightness than previous iPad mini models. Apple’s A20 Pro processor is on board, which the vendor highlighted offers advantages in performing AI-related tasks.

The model runs iPadOS 27, along with the latest iterations of Apple’s Intelligence and Siri assistant, which are configured to tailor responses to individual users.

Dave Pakula, VP of Hardware Engineering, said past models are “beloved” by “creators and small business owners” along with “doctors, field service workers and gamers”.

Apple promises “punchier bass” and greater volume from upgraded speakers featuring custom tweeters.

It emphasised a 12MP camera “on the landscape edge” is configured for video duties, with an equivalent-sized unit on the rear geared towards photo and videography.

The company’s N1 wireless networking chip is compatible with Wi-Fi 7, Bluetooth 6 and Thread, described separately by a namesake working group as a “secure, low-power mesh networking protocol” for IoT.

Apple stated the latest iPad mini is 5.4mm thick: GSM Arena pegs the remaining dimensions at 195.3mm by 132.6mm.

The post Apple hands baton to iPad mini appeared first on Mobile World Live.

Apple shrugged off widely-reported delays to shipments of iPhone Duo models by delivering the first units to eager customers worldwide.

Pictures from various of the vendor’s retail locations showed a clamour for its first foldable model, which hit stores on time based on the release schedule Apple gave when it unveiled the device in September.

Apple stated it is offering a range of trade-in and leasing options on the devices, which have a starting price of $1,999 for versions with 256GB of storage.

The vendor may be particularly pleased with the turnout at a store in Shanghai, China, given the nation is one of its biggest markets.

Bloomberg journalist Vlad Savov wrote the iPhone Duo could ignite a so-far muted foldable smartphone market, though also cautioned the sector may remain niche if Apple fails to shift enough of the devices.

Reports last week pointed to significantly longer waiting times for customers ordering the devices online compared with previous Apple smartphones, with shipments tipped to take up to three months instead of the roughly six weeks of past devices.

Apple highlighted there are “exceptional” deals to be had purchasing iPhone Duo models through mobile operator channels.

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Apple added a US titanium supplier for the iPhone Duo, committing up to $100 million to Pennsylvania-based Perryman Company while expanding domestic production of camera technology for the iPhone 18 Pro.

As part of its American Manufacturing Program (AMP), Apple said today (20 October) the deal with Perryman is over the next three years for titanium used in its products, including the iPhone Duo, which starts at $1,999.

The announcement follows reports of tight supply for Apple’s first foldable. The phone is due in stores on 23 October, but online delivery estimates slipped to January 2027 within minutes of preorders opening on 16 October.

Apple stated Perryman will melt, forge, and roll grade 5 titanium, which it said will contain at least 80% recycled material. Titanium is used for the Duo’s enclosure, providing durability, according to the iPhone maker.

It is also expanding its partnership with Qnity Electronics, headquartered in the US state of Delaware, to produce technology for the new variable aperture in the iPhone 18 Pro camera system.

Apple said nearly 100 components used in the iPhone Duo and iPhone 18 Pro, from wireless chips to the silicon which powers key functions across the devices, are produced by US companies across more than a dozen states.

Taiwan Semiconductor Manufacturing Company’s (TSMC) Arizona plant will produce more than 100 million chips for Apple in 2026, while ​Corning’s Kentucky facility ​will make ⁠all cover glass for iPhones and Apple Watches sold worldwide by year end.

Apple also highlighted investments with other AMP partners, including Broadcom for US-made chips and Amkor Technology, which is building a semiconductor packaging and testing facility in Peoria, Arizona.

“We’re thrilled to expand our work with companies producing advanced materials and components for our newest iPhone lineup right here in America,” stated Apple COO Sabih Khan.

The post Apple pledges $100M to US titanium supplier for iPhone Duo appeared first on Mobile World Live.

Apple’s first foldable smartphone is facing a supply crunch within minutes of preorders opening, with delivery estimates for the iPhone Duo slipping into January 2027.

Preorders opened at 8am in New York on 16 October, ahead of the device’s scheduled retail launch on 23 October. By then, Apple’s online store was showing delivery dates that crossed into late January across both colour options and all storage tiers, from 256GB to 2TB.

Customers across social media platforms including Reddit and X reported delays despite following Apple’s advice to reserve their preferred colour and storage configuration in advance. According to Bloomberg, retail stores also exhausted their initial preorder stocks almost immediately.

It remains unclear whether the delays reflect unanticipatedly strong demand, limited supply or a combination of both. Apple typically reserves some units for walk-in customers on launch day, potentially offering buyers a way to secure the device sooner.

Unveiled last month as part of its first major product launch under new CEO John Ternus, the iPhone Duo marks Apple’s long-awaited entry into the foldable smartphone segment, which has so far remained a relatively niche category despite offerings from established rivals. The device starts at $1,999 for the 256GB model, making it the vendor’s most expensive iPhone to date.

Last month, Counterpoint Research estimated Apple could sell around 6 million iPhone Duo units in 2026, potentially providing fresh momentum for the foldable market. At the time, Counterpoint Research senior analyst Ivan Lam noted the number was “contingent on how well the company ramps up production of the new hardware”.

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The global smartphone market declined at a record level in Q3 2026 according to the latest figures from IDC, with shipments dropping 22% due to the ongoing AI-led memory crisis.

The research company found shipments fell at the highest year-on-year level of any quarter to date, shrinking to 255.3 million units.

Nabila Popal, senior research director at the research company, said the sharp downturn the industry had been bracing for “finally materialised”, and warned the worst is yet to come.

“Current indicators suggest that market has not yet reached the bottom. Memory costs have surged approximately 350% since last year and are still rising, creating substantial pressure on vendor margins and shipments.”

She added while memory inflation is beginning to slowdown, “costs remain elevated across other critical components as well, compounding the crunch”.

To that end, market growth is expected to be constrained through 2027 and any possible recovery pushed to 2028 at the least.

Individual vendor rankings remained similar to the last quarter. Samsung and Apple continued to gain market share with 22.6% and 22.4% respectively, even though both companies’ quarterly shipments dropped.  

Rounding out the top five companies, Xiaomi, Vivo and Oppo all experienced double-digit market share drops.

Kiranjeet Kaur, associate research director for Worldwide Devices at IDC, added despite sluggish sales some vendors raised production plans ahead of an expected tightening in component supply next year.

“If demand remains weak, this could lead to inventory build-up heading into 2027, adding a further downside risk to our 2027 forecast,” she said.

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Apple expanded its smart home portfolio of devices as it looks to better compete against rivals including Google and Amazon, which included the debut of its $299 HomeView hub.

HomeView Hub, which is available from 13 November, recognises users by their faces to allow them to give hands-free commands to access personal content across Messages, FaceTime, Calendar, Reminders, and Find My.

It is available in two distinct configurations: a tabletop design powered by a standard USB-C cable or a wall-mounted version which connects via various options, including Ethernet or Power over Ethernet (PoE) wired mounts, with the latter available in early 2027.

HomeView Hub, which includes a 7-inch LiquidRetina display, does not have buttons, instead it relies on the new Siri AI to enable users to access apps or content. With a built-in, front facing FaceTime camera, it can recognise up to six different users by voice or appearance. It then gives personalised responses to each one for tasks such as accessing calendars, videoconferencing, viewing cooking recipes or listening to music through its speakers.

CCS Insight chief analyst Ben Wood, who attended today’s (13 October) event in New York City, told Mobile World Live HomeView “has quite a distinctive design compared to rival smart home devices”.

“It will be immediately familiar to anyone who has used an Apple Watch, and Apple has the advantage that it can use Apple ID to easily and securely identify individuals in a household to provide information specifically about them,” he said. “It is little surprise that the HomeView coincides with Apple’s renewed push on Siri AI and Apple Intelligence.

“The company has undoubtedly been waiting for the upgraded Siri experience, given how important the voice interactions are with this product,” he added.

To increase its presence in the smart home sector, the iPhone maker partnered with LG Electronics Inc. and Schneider Electric SE to release a lineup of Apple Home Collection accessories, including indoor and outdoor cameras, a video doorbell, thermostats, and door locks.

Wood noted these partnerships signalled a willingness by Apple to go outside of its own ecosystem to develop new products and services.

“However, looking closely, it appears like there has been very deep collaboration between Apple and these partners to ensure the design, engineering and experience closely match what users would expect,” he explained.

While Apple’s tie-ups with LG Electronics and Schneider Electric mark a shift from its traditional strategy, Wood argued they give consumers a single source for a smart home set-up.

“By making cameras, a lock, thermostats and a doorbell as easy to connect as AirPods, the companies address one of the sector’s biggest hurdles: “the complexity of getting things working,” he said.

Availability for the Home Collection products starts in December, with select accessories available beginning early 2027. The prices range from $199 to $399.

“Since Apple is calling the suite of new products the Apple Home Collection, I’d expect it to dedicate space in its extensive network of Apple Stores to showcase a turnkey smart home solution,” Wood stated. “Given that many technology enthusiasts have already adopted smart home products from other manufacturers, I suspect Apple’s new lineup will appeal to customers who have considered investing in a smart home device but have been apprehensive about the category’s complexity.”

Under the leadership of CEO John Ternus, who took over in September from Tim Cook, Wood argued Apple is taking a cautious approach to the smart home market where rivals such as Amazon’s Ring, Google’s Nest and Arlo and others “already have a strong profile”.

“But Apple may benefit from making the experience seamless, building on its trusted reputation and focus on privacy while giving existing customers yet another reason to stay inside its extremely strong ecosystem,” he said.

More devices
Alongside HomeView, Apple unveiled an updated Apple TV 4K set-top box with built-in microphones and a remote control which is easier to locate. It also features Siri AI which enables users talk to Siri hands-free.

Customers in the US and 29 other countries and regions can pre-order Apple TV 4K starting today from Apple’s online and in the Apple Store app, with availability in stores beginning 13 November. It cost $299 or $9.83 per month for six months.

It also introduced the HomePod mini 2 speaker, which comes in a fresh range of colours, including pink, green, blue, white, and midnight, and features lighting animations which reflect the album artwork of the song being played.

The speaker can provide room-filling sound on its own, as part of a stereo pair or in a multiroom audio set-up. When connected to the new Apple TV 4K, four HomePod Mini 2 speakers can create a surround-sound home cinema system which Apple claims is its most immersive home theatre setup to date. Multiple users can also control smart home accessories and automations securely through voice commands.

HomePod Mini 2 can be pre-ordered starting today with availability beginning on 30 October. It is priced at $149.

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The US Federal Communications Commission (FCC) is moving to bar every Chinese lab from testing electronics for the US market, a sector China dominates. And Chinese media and commentators say that Beijing, having already retaliated with three countermeasures, is ready to strike back again. The FCC said on October 7 that it will vote on […]

The post FCC product testing ban deepens US-China tech decoupling appeared first on Asia Times.