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Tao (τ) ScalingLaw: New Breakthrough in Mobile Chip Technology
2026-05-27
This week, the mobile sector saw intense new launches, breakthrough tech announcements, and deepening price wars across global and Chinese markets.
On May 25, Honor unveiled its 600 series in China, featuring a 200MP main camera, up to 9,000mAh battery, and Snapdragon 8 Elite chip, starting at 2,294 yuan after subsidies. Oppo officially launched the Reno16 series the same day, with a 200MP sensor and 3D floating planet design, priced from 3,499 yuan and scheduled for sale on May 29. Vivo also teased the Y600 Turbo with a 9,020mAh battery, targeting budget power users.
In tech breakthroughs, Huawei introduced the “Tao Scaling Law” on May 25, claiming it can achieve 1.4nm-class chip density by 2031 without EUV lithography, using “logic folding” architecture; a new Kirin chip with this tech is due this autumn. Apple confirmed iOS 27 will integrate Google Cast, expanding cross-device compatibility.
Market-wise, the 618 price war intensified: iPhone 17 Pro and Huawei Mate series cut prices by over 1,000 yuan to boost sales. Counterpoint reported Samsung’s Galaxy S26 series global sales rose 13% YoY, though China demand lagged. Meanwhile, rising memory costs continue pressuring margins, with TrendForce warning of potential 10%+ global output cuts in 2026.
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