060: SMARTPHONES DISRUPTED: Tariffs, Trends & Turmoil

In this episode of Tech Burst Talks, Bryan Ma joins Charles to unpack the shifting landscape of the global smartphone and device industry. From the US–China tariff shake-up to Apple’s manufacturing pivot toward India and Vietnam, they break down how supply chains are being reengineered in real time.

They also dig into the latest AI integrations—from smartphones to PCs—and what Computex 2025 revealed about the future of consumer tech. Expect insights on Samsung, Google, OpenAI, and what might finally follow the smartphone era.

Tariffs, AI, and tech power plays—this is the episode that connects the dots.

SHOW NOTES

00:10 Introduction and Greetings

00:23 Annual Update on Smartphones and Devices

00:41 Impact of Tariffs on the Tech Industry

04:03 Apple's Strategy to Navigate Tariffs

05:31 Samsung and Other OEMs' Responses

11:56 PC Industry and Tariff Implications

14:13 Shifts in Global Manufacturing

16:33 AI PCs: Hype or Reality?

20:28 AI on Smartphones: The Evolution

21:21 Samsung's AI Innovations

21:48 The Search for AI Use Cases

24:30 OpenAI's Big Move

25:30 Future of AI Hardware

27:13 AI's Rapid Adoption

28:o0 Challenges in AI Deployment

29:18 Foldable Phones and Future Trends

31:12 Wearables: The Next Frontier

35:40 Computex Highlights

38:21 Conclusion and Final Thoughts