NuAxiSemiconductor trade intelligence
Largan signals early peak-season cut, challenging phone chips in 4Q26
What happened
Largan chairman and CEO Adam Lin said October 2026 orders are tracking at roughly the same level as September's, but will begin declining in November because customers are cutting their forecasts after new phones went on sale. The comments signal that demand across the smartphone supply chain will weaken in the fourth quarter of 2026, creating challenges for handset chipmakers and other suppliers that performed strongly during the third quarter.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
smartphone orders
Largan
Larganordersdemand4Q26smartphone supply chain
Source and time
Source: DigiTimes Asia · 10/12/2026 · View original source
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