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According to Liberty Times, citing Wccftech, while initial expectations suggested that Huawei’s new Mate 70 smartphone would feature a next-generation flagship SoC, like the Kirin 9100, recent rumors indicate that Huawei may instead equip the standard Mate 70 model with a different Kirin chip. Only the high-end models, such as the Pro, Pro+, and RS Ultimate, are likely to receive the advanced Kirin 9100 chip.
Wccftech reports that this decision highlights Huawei’s ongoing challenges with chip yield rates, which have limited its ability to produce the new high-performance chips at scale. Consequently, Huawei has been compelled to reserve these advanced chips for higher-priced models.
Leaked information previously indicated that the Kirin 9100 is manufactured by SMIC using a 6nm process, according to Wccftech. However, since SMIC is limited to using older DUV equipment, production costs remain high, and yields are still constrained, preventing Huawei from producing these chipsets in large quantities. As a result, Huawei can only use this chip in a limited number of high-end models, as the report noted.
As for the standard version of the Mate 70, the report indicated that it may feature a different Kirin chip that’s slightly less powerful than the high-end processor. Some speculate that the standard model might adopt the previous generation Kirin 9000s or 9010, and at this stage it is still uncertain whether the Kirin 9100 will appear in the top-tier versions of the Mate 70 series, as the report from Liberty Times pointed out.
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According to a report from TechNews, citing Korean media outlet The Elec, Apple was exploring two options for applying the color filter to the OLED panel intended for the more affordable Vision Pro device.
The report from The Elec indicates that this yet-to-be-named MR device from Apple will use a panel that is based on a glass board with white OLED deposited on it, topped by an RGB color filter to create various colors—a method known as W-OLED+CF. For resolution, Apple is thinking about 1,500ppi.
The report points out that since this device will use a glass board, it is not OLEDoS (OLED on silicon), different from the current Vision Pro that uses Sony’s OLEDoS technology with a resolution of 3,400ppi.
The report mentions that Apple is considering two approaches to apply the color filter
for this new device. The first approach is to directly form the color filter on the thin-film encapsulation (TFE) that covers the panel. The second, more standard approach, involves forming the color filter on a glass board and then combining it with another glass board with W-OLED deposited on it, making the W-OLED glass board the base and the color filter board the top.
Apple is leaning towards the first approach—forming the filter directly on TFE—as it would require only one glass board, making the MR device thinner, according to the report from The Elec.
However, the color filter formation of TFE demands a low-temperature process to avoid damaging the OLED, which makes it more challenging, as the report from The Elec mentions. Samsung currently uses this technique of directly forming the color filter on its foldable phones, which is known as color filter on encapsulation (CoE).
However, according to the report, Apple aims for a resolution of 1,500ppi, but the Samsung Galaxy Z Fold6 inner panel has a resolution of just 374ppi. To achieve such high resolution, additional technological costs will be involved.
The report indicates that Samsung remains the most likely supplier of W-OLED+CF panels for Apple’s new MR product.
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Rumors suggest that Samsung’s upcoming Galaxy S25 models will adopt a dual-chipset strategy by adopting MediaTek’s Dimensity 9400. This approach is intended to lessen the company’s dependence on Qualcomm and to reduce its chipset costs, according to a report from Wccftech.
While neither Samsung nor MediaTek have confirmed this information, it may have been inadvertently revealed by Google in its blog post, Wccftech notes. In a blog article released by Google DeepMind at the end of September, the progress of AlphaChip, which is the AI division of Google, was discussed, emphasizing how it accelerates and optimizes chip design.
Notably, the article suggests the potential collaboration between Samsung and MediaTek, according to Wccftech.
Although the article does not explicitly mention MediaTek’s Dimensity 9400 or the Galaxy S25 series, it does mention the Dimensity Flagship 5G. This could imply the Dimensity 9400 and the Galaxy S25 series, since the Galaxy S24 series does not currently feature any high-end MediaTek chipsets.
As per a report from TechNews, the Dimensity 9400 has been officially launched today (October 9th), while the Galaxy S25 series is expected to be unveiled early next year, aligning with the details mentioned in the blog article released by Google DeepMind.
It is worth noting that Samsung is initially expected to integrate some of the new Galaxy S25 models with its own Exynos 2500. However, according to Wccftech, due to the unstable yield rates of the 3 nm GAA process, Samsung not only struggled to attract potential consumers but also faced the possibility of delaying the launch schedule for its new flagship chipset.
Nevertheless, as suggested by Wccftech, the Exynos 2500 might not be abandoned. Rumors indicate that it might be used in its ‘price to performance’ Galaxy S25 FE, along with its future foldable smartphones.
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Following speculations that the highly-anticipated Apple Intelligence will be launched along with the release of iOS 18.1 in late October, Chinese tech giant Huawei is now said to launch the country’s domestic mobile operating system, HarmonyOS Next, on Tuesday, according to a report by the South China Morning Post.
Starting today, HarmonyOS Next will be available on Huawei’s Mate 60 series, the Mate X5 foldable smartphone, and the 13.2-inch MatePad Pro tablet, the report notes, suggesting that the home-grown mobile operating system of China is positioned as an alternative to Apple’s iOS and Google’s Android.
It is worth noting that Huawei is promoting HarmonyOS Next as a fully independent operating system, which no longer supports Android-based applications, the South China Morning Post states.
HarmonyOS Next had made its debut among local developers earlier in January, the report states. In September, Chairman of Huawei’s consumer business group Richard Yu touted the system, saying that Huawei “covered the path of over a decade of foreign operating system ecosystem development in just one year.”
According to the report, Huawei rallied China’s app developers last month in preparation for the launch. Chinese tech giants like Baidu, JD.com, Meituan, and Tencent Holdings all gathered at the occasion. Citing information provided by Huawei, the report notes that over 10,000 apps and native services have been developed for HarmonyOS Next.
Huawei initially introduced HarmonyOS in August 2019 as an alternative to Android, shortly after the U.S. government placed the company on a trade blacklist in May of the same year, restricting its access to U.S. technologies without approval from Washington.
According to the report, HarmonyOS saw a surge in domestic adoption last year, fueled by Huawei’s re-entry into the 5G smartphone market with the launch of its Mate 60 series.
After the official release of HarmonyOS Next, the new Rotating CEO for the company, Sabrina Meng, will also oversee the launch of Huawei’s upcoming flagship 5G smartphone series, the Mate 70, slated for the fourth quarter, the report notes.
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On September 10, two major smartphone manufacturers, Apple and Huawei, held new product launch events simultaneously. Apple’s iPhone 16 is powered by the A18 series Bionic chip, which is said to make it the first truly native AI smartphone.
Meanwhile, Huawei’s Mate XT, the world’s first triple-foldable phone, redefines the future standard for foldable devices.
On September 9, Apple held its product launch event, introducing the iPhone 16 series, including the iPhone 16, iPhone 16 Plus, iPhone 16 Pro, and iPhone 16 Pro Max. All models in the new series are equipped with the new 3nm A18 series processor, with the standard iPhone 16 featuring A18 chip, and the flagship iPhone 16 Pro and Pro Max powered by A18 Pro chip.
Compared to A16 Bionic chip used in the iPhone 15, iPhone 16’s processor makes a leap forward by two generations, offering a gaming experience on par with console-level performance.
The A18 and A18 Pro chips in the iPhone 16 series use the world’s first second-generation 3nm process and the latest Armv9 instruction set architecture. They have a built-in 16-core neural engine, with smaller transistors that increase speed and efficiency.
The memory subsystem has been uniformly upgraded, increasing total system memory bandwidth by 17%.
The A18 chip in the standard iPhone 16 features a 6-core CPU (2 performance cores + 4 efficiency cores), which is 30% faster than the A16 Bionic in the iPhone 15 and 60% faster than the A14 chip in the iPhone 12.
Its GPU is more efficient, consuming 35% less power for the same performance. A18 chip adopts Apple’s latest desktop-class GPU architecture, with a 5-core GPU that supports key functions like Apple Intelligence, photography, and graphically intensive games. It’s 40% faster than the A16’s GPU and twice as fast as the A14’s GPU.
The A18 Pro chip, debuting in the iPhone 16 Pro series, delivers up to 15% faster performance and 20% less power consumption compared to the A17 Pro when running the same workloads.
Additionally, Apple Intelligence’s running speed improves by 15%. Fitted with brand new 6-core GPU, A18 Pro optimizes graphics performance, features a GPU speed of up to 20% at the fastest and supports hardware ray tracing.
A18 Pro also supports faster USB 3 and ProRes video recording, along with a new video encoder and image signal processor, which double data throughput, boosting encoding speed and video processing efficiency.
Apple emphasized that the iPhone 16 series will introduce new generative AI features centered around Apple Intelligence for the first time. Apple Intelligence is set to launch in beta this fall as part of the iOS 18 update on all iPhone 16 models, as well as the iPhone 15 Pro and iPhone 15 Pro Max, with Siri and the device language initially set to U.S. English. Some functions and additional languages will be rolled out next year.
TrendForce previously noted that Apple Intelligence is a major highlight of the iPhone 16 series this year. While the LLM parameters on Apple’s devices are not as extensive as those on Android phones, Apple is expected to achieve superior system integration thanks to its closed ecosystem, self-developed processors, and strong control over app development.
The company is also focusing on improving Siri’s accuracy and has partnered with ChatGPT to boost AI performance. TrendForce points out that Apple Intelligence will gradually roll out more features and support for additional languages.
However, its functionality in China remains unclear, and the lack of significant AI-centric applications could potentially impact sales of the iPhone 16 series this year.
From a production perspective, TrendForce’s research on September 6 pointed out that the excitement around Apple Intelligence has been building since WWDC24, and with a relatively low base in 2023, Apple’s four new models are expected to have a combined production volume of 86.7 million units in the second half of 2024, marking an 8% year-on-year increase.
Looking at total production for 2024, Apple is currently close to Samsung, the market leader, and could potentially surpass Samsung by the end of the year to become the top smartphone manufacturer by market share for the first time.
At the Huawei Extraordinary Brand Event and HarmonyOS Product Launch, Huawei officially unveiled the world’s first mass-produced triple-fold smartphone, the Mate XT. Prior to Huawei, companies like Samsung, TCL, and even Africa’s smartphone leader Transsion had already showcased triple-fold “concept phones.”
According to official reports, Huawei Mate XT measures 156.7mm in length. When unfolded, its width is 73.5mm in single-screen mode, 143mm in dual-screen mode, and 219mm in triple-screen mode.
When folded, the device is just 12.8mm thick and weighs approximately 298g. Mate XT boasts the world’s largest foldable screen at 10.2 inches, with a high resolution of 2200 x 2480. With a thickness of just 3.6mm, the Mate XT offers a user experience rivaling that of a small tablet, while still being compact enough to fit in a pocket when folded.
TrendForce reports that shipments of foldable phones are expected to reach 17.8 million units in 2024, making up only 1.5% of the smartphone market. Despite high repair rates and costs, market penetration is projected to climb to 4.8% by 2028.
Samsung, which held a dominant 60% market share in foldable phones between 2023 and 2024, is facing more intensive competition from multiple smartphone brands, pushing its market share down to 50%, and Huawei has become its fiercest competitor.
The launch of Huawei’s 4G foldable Pocket S in 2023 performed exceptionally well in the market, driving Huawei to break into double digits for the first time in foldable phone market share, reaching 12%.
In 2023, Huawei also introduced upgraded 5G foldable phones, including the Mate X5 and Pocket 2. With the recent release of the Mate XT, Huawei’s foldable phone market share is expected to approach 30% by the end of this year.
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(Photo credit: Apple)