OPPO ELECTRONICS
Sam Altman becomes Ram Altman: OpenAI CEO accepts suggestion, changes display name on X
OpenAI CEO Sam Altman has changed his display name on X to "Ram Altman" after facing online criticism over his remarks about the use of Random Access Memory (RAM) in personal computers. The controversy started after his appearance on the Cheeky Pint podcast, where he questioned whether allocating large amounts of memory to individual desktop and laptop users was an efficient use of limited global supplies.
He left his teaching job to make adhesive tapes; now Crown New Materials' 787% IPO surge has made him a billionaire
He once worked as an elementary school teacher. Today, Mai Huiquan and his sister Mai Huixia are at the centre of one of China's biggest stock market debut stories. Their company, Crown New Materials, saw its shares jump 787% on November 3, turning its IPO into a major talking point among investors.
Soaring tech costs push festive shoppers towards EMIs
At Bengaluru-based Pai International Electronics, which operates across Karnataka, Andhra Pradesh and Telangana, 70-80% of smartphone sales during the festive season were financed through EMIs, up from 40-50% last year, said director Rahul Pai. At Vijay Sales, which operates 181 stores nationwide, EMIs accounted for about 70-75% of festive-season sales.
AI is driving up memory prices. So why is Sam Altman questioning your PC's RAM?
OpenAI CEO Sam Altman has questioned the need for large amounts of RAM in personal computers, arguing that much of the memory remains unused and could be utilised more efficiently through centralised cloud infrastructure. However, his remarks come at a time when the AI industry's growing demand for computing power is contributing to rising memory prices, making smartphones, PCs and other consumer devices more expensive.
A missed call for China is a loud wake-up call for desi companies
Indian smartphone brands Lava and Ai+ are gaining market share as Chinese rivals retreat amid soaring memory chip prices and shrinking demand. Domestic brands captured 7% of shipments in the September quarter, their highest share in nearly eight years. Government incentives and India's manufacturing expansion offer a boost, but technology, distribution, after-sales service and customer loyalty remain critical to sustained growth.
Semiconductor ecosystem: Made in India and designed for India
India’s competitive advantage will not come from manufacturing at China’s scale or cost. It lies in building customised devices for specific users and applications.
Too pricey to sell? Apple cuts iPhone 18 Pro orders by 20%, Duo faces similar risk
Apple has reduced component orders for iPhone 18 Pro and iPhone 18 Pro Max by 15%. This reduction is a response to weaker-than-expected demand for these premium models. Concerns about the upcoming iPhone Duo's reception have also emerged due to high pricing. The delayed launch of the standard iPhone 18 could further impact overall sales. Memory chip shortages are also affecting smartphone prices across the industry.
Festive demand on easy finance: Samsung, Vivo, Xiaomi and others stretch EMIs to 30 months, bear interest costs
Smartphone and consumer electronics manufacturers are extending EMI options to as long as 30 months. This move aims to cushion consumers from rising prices and stimulate demand during the festive season. Major brands like Samsung and Xiaomi are offering no-cost EMI schemes on various models, including entry-level options. Retailers expect finance-driven purchases to increase significantly during the festive sales period.
Semiconductor push, govt support driving EMS sector's growth, but valuation remains a concern: How 3 stocks with most buy calls are placed
Investor enthusiasm around the sector is visible in the performance of nine EMS stocks covered by multiple brokerages. The group has delivered an equal weighted average return of 55.3% so far in 2026, compared with 1.1% for the Nifty 500 Equal Weighted Index. Seven of the nine stocks have delivered posi tive returns, while three have gained over 100%. The analysis is based on closing prices as of 28 September 2026.
India’s smartphone business may have lost an old festive-season weapon
India's smartphone market faces challenges this festive season as rising memory costs lead to higher device prices. Major brands are already raising prices across various models due to component cost pressures. This situation is expected to drive more consumers towards financing options to afford new smartphones. Retailers are preparing by offering exchange offers and banking partnerships to enhance sales.
Samsung's India public policy chief resigns, sources say
Samsung India’s head of public affairs and ESG, Rajiv Aggarwal, has resigned after nearly four years at the company, with his last week currently underway. The reason for his departure is unclear. The 57-year-old former bureaucrat previously worked at Uber and Meta and handled Samsung’s government relations in India.
Samsung India pays the price of costlier chips with a round of layoffs
Samsung India is cutting its workforce in batches. This action stems from pressure on smartphone sales and profit margins. Memory chip prices have more than doubled, impacting the business. Around eighty to one hundred executives have already been let go. Up to twenty-five percent of the sales and marketing staff may be affected.
India gets ready to build its own Samsung, Vivo or Xiaomi
India has emerged as a major global smartphone manufacturing hub, but it is yet to build a home-grown brand of comparable scale. A new Rs 62,500 crore government scheme aims to bridge that gap by incentivising Indian-owned brands, design, R&D and domestic sourcing, with companies such as Lava positioned to benefit.
Amber Enterprises to make Oppo, OnePlus, Realme phones in India from March 2027
Amber Enterprises will begin smartphone production for Oppo, OnePlus, and Realme in 2027-28. The company plans to produce eight million units in the first year of operations. Production is expected to scale to sixteen million units in the subsequent year. This move aligns with Chinese brands deepening their asset-light manufacturing models in India. Amber also anticipates margin pressure in its bare printed circuit board business.
Oppo Reno4 Pro review: Classy, thin smartphone with impressive battery life & lag-free gaming
The quad-camera set-up has become quite the norm in smartphones.
Oppo A52 review: Sturdy design, smooth performance, lag-free gaming & long battery life
The phone has the juice to keep up with you until night falls.
Chinese smartphone brands turn to imports for India market as plants struggle: sources
Although manufacturing facilities in India have been allowed since May to resume operations, several smartphone plants are still grappling with labour shortages making it difficult to meet demand that built up during nearly two months of lockdown when sales of phones were not allowed, the sources said.
BBK Electronics revenue shows demand intact for Chinese handsets
BBK's two leading brands - Oppo and Vivo have doubled their combined India revenue between April and September this year to Rs 34,500 crore, according to their latest regulatory filings.
Oppo, Vivo sales jump 67% in FY19
On a standalone basis, Oppo’s sales went up by 80% at Rs 21,524.6 crore, while Vivo grew by 54% at Rs 17,201.79 crore in 2018-19. BBK Electronics also owns OnePlus and Realme smartphone brands whose India sales for FY19 are still not available. BBK Electronics is still not making money in India with both Oppo and Vivo yet to breakeven.
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