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Mobile

Chipmakers warn of worst downturn in a decade: Recovery from shortages was expected by late 2022, but chip manufacturers are bracing for tougher times as supply chains are challenged by economic uncertainty and political conflict.

We forecast that there will be over 25 million US Apple Watch users this year, nearly half of all US smartwatch users. But Apple is seeking a bigger piece of the pie, leaning into health and safety features with its latest Watch devices to attract new (and current) users.

Snap in survival mode: Snap is laying off some of its augmented reality hardware and software talent, stalling years of innovation and putting its leadership position in AR at risk.

DOJ vs. Apple: The US justice department is considering a challenge to Apple’s market dominance. Developer restrictions, payments ecosystems, and anticompetitive business practices could be key areas of conflict.

WhatsApp users in India can shop for and pay for groceries within the app, which could boost engagement with its payments tools.

Researchers are using NIH funding to see if Apple Watch app algorithm can prevent strokes. We wonder if doctors will trust the data.

Sony expands its empire into mobile: Its latest acquisition will be a testing ground for in-game ads and mobile service games.

TikTok and YouTube are taking short-form video to CTVs: Strong viewer growth is making TV screens the next battleground for digital video dominance.

TikTok sees an opportunity in local content: The video app is testing a new feed that displays algorithmically recommended videos made in your area.

Instagram is jealous of BeReal’s attention: But if it wants to copy the newer app’s core features, its own reputation and clutter will get in the way.

The smartphone sector’s continued decline: Smartphone shipments have declined for the fourth consecutive quarter. Global uncertainty, lack of innovation, and increasing cost drive down demand.

In 2026, the number of internet of things (IoT) mobile connections worldwide will more than double from 2021. The markets that are driving growth include China, Western Europe, and North America.

Qualcomm comes for data centers: Nuvia unlocks potential for Qualcomm to diversify into server chips for data centers, effectively meeting pent-up demand with faster, cooler, and more-efficient cloud server solutions.

Netflix’s ad-supported plans have an image problem: Concerns are swirling about the value of its upcoming subscription tier.

China blasts $52B CHIPS Act: Beijing is calling out the US’ efforts to boost chipmaking, citing violation of fair market practices. Manufacturers are caught in the middle of an intensifying conflict.

July spending figures confirm the advertising downturn: The industry is pulling back from pandemic-era highs, and everyone is feeling the impact.

China’s loss is Vietnam’s gain: Apple is diversifying production into Southeast Asia as US relations with China deteriorate. Confidence in Vietnam’s production scalability could accelerate the shift away from China.

Maps are a safe space for Apple’s ad expansion: Apple has a low share of this market and can point to competitors that already sell map ad space.

TikTok’s growth could be stifled by ties to China: Intense demand and repeated scandals have the company twisted in a knot.

Our 2022 US Retail Mobile App Features Benchmark report analyzes the most in-demand retail mobile app features and ranks the top 10 leading multicategory retailers based on their mobile apps.