Group 1 - Counterpoint Research is a global market research company focused on the technology ecosystem, providing services to clients ranging from smartphone OEMs to chip manufacturers and large tech companies [7] - The company has a team of experienced analysts covering various roles, offering comprehensive services that include market data, industry insights, and strategic consulting [7] - Core research areas of the company include AI, automotive electronics, consumer electronics, displays, eSIM, IoT, macroeconomics, manufacturing, networking and infrastructure, semiconductors, smartphones, and wearables [7] Group 2 - In Q3 2025, smartphone sales in China decreased by 2% year-on-year, indicating a market adjustment period [6] - The average battery capacity of smartphones in China ranked first globally, with an 11% year-on-year increase in May 2025 [6] - In Q2 2025, the smartphone shipment volume in China fell by 2% year-on-year due to weak demand and reduced subsidies [6] - The Chinese smartphone market is expected to grow year-on-year in the first half of 2025, driven by five trends reshaping the competitive landscape [6] - Huawei and Apple achieved strong year-on-year growth in a sluggish market during Q2 2025 [6] - Chinese new energy vehicle companies are expanding their advantages, while foreign brands are accelerating their marginalization [6] - Harman and Bose remain dominant in the global automotive audio market, influenced by the development trends of Chinese car manufacturers and electric vehicles [6] - A survey indicated that users of autonomous taxis in the US and China expect a safer autonomous driving experience [6] - China's share of global display production capacity is projected to reach 75% by 2028 [6] - The WAIC 2025 event revealed significant signals from China's AI giants [6] - The 15th article on GenAI memory solutions discusses the paradox of HBM, China, and AI investment [6]

Group 1 - The core observation is that HONOR is expected to regain its position in the top five smartphone brands in China due to the success of its 400 series and X70 models, despite a 2% year-on-year decline in overall smartphone sales in the first eight weeks of Q3 2025 [5][12]. - In Q2 2025, HONOR achieved a remarkable 42% year-on-year growth, driven by its impressive product lineup, particularly the popular 400 series and Magic 7 series [16]. - The HONOR X70 series stands out in the entry-level market with features like an 8300mAh battery and fast charging, although the overall brand sales saw an 8.1% decline in Q3 2025 [12]. Group 2 - The European smartphone market saw a return to growth in Q2 2025, with HONOR being a standout performer, achieving a 20% year-on-year increase in Q1 2025, confirming the success of its full-price product strategy [15][23]. - In the first half of 2024, HONOR's Magic V2 and Samsung Galaxy Z Flip5 each captured over 20% of the foldable smartphone market share, indicating strong competition in this segment [9]. - The Chinese foldable smartphone market experienced a 27% year-on-year growth in 2024, with HONOR securing a significant market share thanks to the strong sales of its Magic Vs 2 and Vs 3 series [35].

Core Insights - The article discusses the significant shift towards advanced process nodes (5/4/3/2nm) in smartphone SoC shipments, predicting that by 2025, these advanced nodes will account for 50% of total smartphone SoC shipments, up from 43% in 2024 [4][5]. Advanced Process Node Transition - The transition to advanced process nodes is accelerating, enhancing performance and energy efficiency across various smartphone price segments, leading to improved GenAI capabilities, gaming performance, and thermal management [5]. - The revenue from advanced process chips is expected to exceed 80% of total smartphone SoC revenue by 2025, driven by increased semiconductor content and average selling price (ASP) growth [5][8]. Key Players and Market Dynamics - Qualcomm is projected to lead the advanced process transition, capturing nearly 40% of the market share in 2025 with a 28% year-over-year growth, surpassing Apple [6][8]. - MediaTek is also expected to see a 69% increase in advanced process shipments in 2025, benefiting from its mid-range product migration to 5/4nm [6][8]. Manufacturing Landscape - TSMC is anticipated to remain the leading foundry for advanced process smartphone SoCs, with a projected 27% year-over-year growth in shipments by 2025, holding over 75% of the advanced process market share [9]. - The introduction of 2nm process technology is expected in 2026, with major players like MediaTek, Qualcomm, Apple, and Samsung launching flagship SoCs based on this technology [8][10]. Market Outlook - By 2026, the share of advanced process nodes in total smartphone SoC shipments is expected to rise to 60%, driven by the migration of mid-range models and the continued ramp-up of 3nm production [10].

以下文章来源于Counterpoint 咨询 ，作者Counterpoint 研究分析师Hanumant Pawar 在谈及技术前景时表示："智能仪表市场的连接技术正在快速发展，以 满足更高的可扩展性、可靠性与成本效益需求。目前，智能仪表主要依赖电力线通信（PLC）和射 频网格（RF Mesh）网络，但市场正逐步向低功耗广域网（LPWA）技术迁移。这包括NB-IoT和 LTE-M等蜂窝物联网通信（mMTC）标准，以及LoRaWAN和Sigfox等非授权频段方案。虽然PLC和 RF Mesh等传统方案仍将长期存在，但蜂窝连接的占比正稳步上升，特别是4G Cat 1 bis、NB-IoT和 LTE-M将成为未来的主流选择。" 在蜂窝通信细分市场中，除NB-IoT与LTE-M外，4G Cat 1 bis仍是一项关键的连接技术，预计在2024 至2030年期间出货量将以约8%的年复合增长率增长，并保持领先地位。该技术的优势在于性能、成 本与部署简便性的良好平衡。凭借高性价比、广泛的网络兼容性及易于集成的特性，该技术特别适 目前，智能电力表仍在市场上占据主导地位，并将因电力计量的持续普及继续引领增长，尤其是在 电力表普 ...

以下文章来源于Counterpoint 咨询 ，作者Counterpoint Counterpoint 咨询 . Counterpoint Research 是一家专注于科技行业的全球性研究公司，在全球主要的市场有着强大的影响 力。我们致力于为合作伙伴提供准确、及时的市场数据，帮助他们做出明智的决策。 2025 年上半年，摩托罗拉和谷歌在西欧折叠屏智能手机市场中表现突出，将长期以来由三星和荣 耀主导的双品牌格局拓展为四品牌竞争格局。 长期以来，西欧折叠屏智能手机市场由三星的 Galaxy Z 系列和荣耀的 Magic V 系列定义。而 2025 年上半年出现了转折，摩托罗拉的 Razr 与谷歌的 Pixel Fold 系列凭借在主要运营商渠道更优的上架 表现、具有竞争力的定价策略以及兼顾时尚与实用的设计理念，成功打开局面，带来了实质性的增 长势头。根据 Counterpoint Research 最新的《折叠屏智能手机追踪报告》 ，尽管折叠屏市场总体 规模较小但正稳步扩张，其市场结构则呈现出集中度下降、竞争加剧的特征。 西欧地区折叠屏智能手机前五大机型对比，2025年上半年 vs 2024年上半年 来源：Co ...

以下文章来源于Counterpoint 咨询 ，作者Counterpoint Counterpoint 咨询 . Counterpoint Research 是一家专注于科技行业的全球性研究公司，在全球主要的市场有着强大的影响 力。我们致力于为合作伙伴提供准确、及时的市场数据，帮助他们做出明智的决策。 受经济增长放缓及需求降低的影响，2025 年 Q3 中国智能手机销量同比下降 2.7%。 在主要 OEM 厂商中，OPPO 凭借其子品牌 OnePlus 的强劲需求，实现了最高的同比增长率。 根据 Counterpoint Market Pulse 服务的初步数据 ，2025 年 Q3 中国智能手机销量同比下降2.7%。 受到暑假和开学季的持续经济影响，消费者需求依然低迷。尽管国家补贴政策的影响在 Q1 后有所 减弱，但该政策仍持续支撑着中国智能手机的平均售价（ASP）。 OPPO 展现出复苏迹象，受益于 Reno 14 系列稳定的销量以及旗下子品牌 OnePlus 的强劲增长势 头。OnePlus Ace 5 和 13 系列凭借其强大的游戏性能、简洁时尚的设计和极具竞争力的价格，成为 品牌增长的关键动力，吸引 ...

Core Insights - The Indian smartphone market experienced a 5% year-on-year increase in shipment volume and an 18% increase in shipment value in Q3 2025, reaching a historical quarterly high, driven by pre-festival stockpiling and sustained demand for high-end models [4][5][6]. Market Dynamics - The market is transitioning towards a stable growth phase focused on value, supported by festive season stockpiling and promotional activities across online and offline channels. Key drivers include convenient installment payment plans, trade-in policies, and significant discounts [5][6]. - Retail inflation has slowed, and fiscal support has improved household liquidity, leading to a notable recovery in consumer confidence during the festive season [6]. High-End Market Performance - The high-end segment (priced above 30,000 INR, approximately 339 USD) saw a 29% year-on-year increase in shipment volume, making it the fastest-growing segment. The overall market value increased by 18%, with the average selling price (ASP) rising by 13% [9]. - Apple led the market with a 28% share of sales value, driven by strong demand for the iPhone 16 and 15 series, while the newly launched iPhone 17 series outperformed its predecessor [6][9]. Brand Performance - Vivo (excluding iQOO) captured the top market position with a 20% share, benefiting from a robust offline network and the popularity of its mid-range T series [7][9]. - Samsung followed with a 13% market share, supported by its S series and A series, along with successful promotions for its high-end Galaxy Z Fold series [6][7]. - OPPO achieved accelerated growth through a diverse product portfolio and enhanced retailer collaboration [7]. - Apple entered the top five in shipment volume for the first time in Q3 2025, making India the third-largest iPhone market globally [9]. Additional Trends - The online channel accounted for 45% of shipments during the festive season, while offline channels maintained a dominant 55% share [14]. - iQOO emerged as the fastest-growing brand with a 54% year-on-year increase in shipments, driven by a strong gaming-focused product line and community marketing efforts [14]. - Motorola's shipments grew by 53%, fueled by demand for its G series and Edge series [14].

以下文章来源于Counterpoint 咨询 ，作者Counterpoint Counterpoint 咨询 . Counterpoint Research 是一家专注于科技行业的全球性研究公司，在全球主要的市场有着强大的影响 力。我们致力于为合作伙伴提供准确、及时的市场数据，帮助他们做出明智的决策。 2025 年第三季度，全球智能手机营收同比增长 5%，达到 1,120 亿美元，创下第三季度的最高水 平。 根据 Counterpoint Research 最新的《市场监测报告》 ，2025 年第三季度全球智能手机市场的营收 同比增长 5%，达到 1,120 亿美元，创下第三季度的历史最高水平。该季度全球智能手机出货量也实 现了适度的 4% 同比增长，达到 3.2 亿部。 高级分析师 Shilpi Jain 表示："尽管宏观挑战和贸易摩擦持续存在，但价值增长仍领先于销量增 长。在全球范围内，由于成熟用户群体不断扩大，他们正升级到更昂贵的设备，推动了各地区持续 的高端化趋势，全球平均销售价格（ASP）达到了历史最高的第三季度水平，达到 351 美元。以旧 换新优惠、不断增长的融资和大力度的捆绑销售降低了升级门槛 ...

Core Insights - The article discusses the performance of OPPO smartphones in the market, highlighting its growth amidst a general decline in smartphone sales in China [6][10][30]. Group 1: Market Performance - In Q3 2025, China's smartphone sales decreased by 2.7% year-on-year, but OPPO achieved a growth rate of 2.1%, making it the fastest-growing major OEM [6][10]. - OPPO's Reno 14 series has been particularly successful, combining flagship features with mid-range pricing, making it one of the best-selling flagship phones in China after the iPhone 16 series [10][30]. - The overall smartphone market in China is entering an adjustment period, with a 2% decline in sales during the first eight weeks of Q3 2025 [9][29]. Group 2: Regional Insights - In Vietnam, OPPO ranked third in smartphone shipments, benefiting from the Reno 14 series, which supports 5G and offers promotional data incentives [15]. - The Latin American market saw a 4% year-on-year growth in smartphone shipments in Q2 2025, with OPPO leading among Chinese brands in 5G market share [19]. Group 3: Financial Performance - OPPO's average selling price (ASP) increased by 14% year-on-year in Q2 2025, the highest among the top five brands, while its revenue grew by 10% [22]. - Despite a decline in shipment volume, OPPO's revenue growth was driven by high-end models like the Reno 13 series and Find X8 [22][37]. Group 4: Product Strategy - OPPO's product strategy includes a focus on high-end models and a successful launch of the Reno 14 series before major sales events, which helped maintain strong sales momentum [30]. - The OnePlus brand under OPPO has also seen significant growth, targeting tech-savvy male consumers and young audiences with enhanced gaming experiences [30].

Core Insights - The article discusses the performance and market position of Xiaomi smartphones based on 10 research reports from Counterpoint Research, highlighting growth in various regions and segments [4]. Group 1: Global Smartphone Market Performance - In Q3 2025, global smartphone shipments increased by 4% year-on-year, with Samsung and Apple leading the market. Xiaomi held a 14% share, showing a 2% year-on-year growth, particularly strong in Southeast Asia, the Middle East, and Latin America [5]. - The high-end smartphone market (>$600) saw an 8% year-on-year growth in H1 2025, with Xiaomi's high-end smartphone sales increasing by 55% year-on-year, mainly driven by the Chinese market [9]. Group 2: Regional Market Insights - In Indonesia, Xiaomi maintained a 21% market share in Q2 2025, benefiting from offline channel expansion and a diverse product lineup, despite a 7% decline in overall smartphone shipments [11]. - In Vietnam, Xiaomi launched the 5G-enabled Redmi Note 14, contributing to the 50% market share of 5G smartphones in Q2 2025 [13]. - In Latin America, Xiaomi achieved double-digit year-on-year growth in Q2 2025, solidifying its position in markets like Chile and Colombia, despite challenges in Brazil [17]. Group 3: Xiaomi's Strategic Developments - Xiaomi's Q2 2025 smartphone revenue decreased by 2% year-on-year, with a revised annual shipment target of approximately 175 million units, reflecting a 5%-6% growth expectation, which is significantly higher than the industry average [35]. - The company reported a 30.5% year-on-year revenue growth in Q2 2025, with substantial growth in its automotive and consumer electronics segments, showcasing its successful diversification strategy [40]. - Xiaomi's market share in China reached 15.7% in Q2 2025, with the brand maintaining growth through competitive pricing and promotions, despite a 2% decline in overall smartphone shipments in the country [28].