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Amazon is reportedly developing a foldable tablet to compete with Apple's upcoming device, potentially launching before it. Analyst Ming-Chi Kuo suggests that Amazon's product could enter mass production by late 2026 or 2027, although development has not officially started yet. This move follows Huawei's recent release of its 18-inch MateBook Fold Ultimate, intensifying competition in the foldable device market.
Huawei's MateBook Fold showcases a folding design that aligns with rumors of Apple's upcoming foldable iPad, expected to launch in late 2027 or 2028. The MateBook features an 18-inch screen and various usage modes, priced at approximately $3,330 for the base model. Additionally, Amazon is reportedly developing a similar device, projected for mass production by 2026 or 2027.
Huawei plans to boost production of its foldable PC, the MateBook Fold Ultimate Design, by 200,000 units, despite uncertainty about a global launch. The device features a unique design without a physical keyboard and runs on HarmonyOS, emphasizing AI capabilities. Analysts suggest that its success will depend on user feedback regarding software experience and may influence future product iterations.
Foreign smartphone manufacturers, including Apple, are experiencing a significant decline in the Chinese market, with shipments dropping nearly 50% in March. This shift is largely attributed to the rise of domestic brands like Huawei, which has seen a 64% increase in shipments, as consumers favor local options that offer competitive features at lower prices. The competitive landscape is changing, with foreign brands struggling to maintain market share amid growing consumer loyalty to innovative Chinese alternatives.
Meta Platforms Inc. is reportedly planning a significant investment in AI-powered humanoid robots, forming a new team within its Reality Labs division to develop hardware focused on household tasks. The initiative aims to create AI, sensors, and software for robots that other companies will manufacture, with discussions already underway with firms like Unitree Robotics and Figure AI Inc. Meta plans to invest $65 billion this year in related products, positioning itself similarly to how Google’s Android and Qualcomm’s chips shaped the smartphone industry.
Investors are concerned that Trump's potential trade tariffs could exacerbate inflation, as retail sales rose 0.7% in November. The Dow Jones is on track for its longest losing streak since the 1970s, while Nvidia faces challenges with thermal issues in its chips, impacting its stock. Tesla continues to rise, with analysts projecting a bullish outlook for 2025.
Nvidia's stock fell nearly 3% after an analyst reported severe thermal issues with DrMOS chips from Alpha & Omega Semiconductor, impacting the AI chipmaker's latest server systems. This problem threatens to delay mass production of the GB300 and B300 systems, pushing Nvidia's stock into a sell zone. Meanwhile, Alpha & Omega's shares dropped over 6%, while Monolithic Power Systems saw a rise of more than 4%.
Ming-chi Kuo
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