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].

Core Insights - The global smart meter installation is projected to exceed 1.8 billion units by the end of 2024, with a compound annual growth rate (CAGR) of 10%, expected to surpass 3 billion units by the end of 2030, driven by grid modernization and regulatory policies [4][5]. Market Dynamics - North America has the highest penetration rate of smart electric meters at approximately 81% by the end of 2024, with China and Europe also showing high adoption rates. In contrast, regions like Latin America, Africa, and South Asia present significant growth opportunities due to their lower penetration rates [5][9]. - Smart electric meters currently dominate the market, with continued growth expected in regions where their adoption is still low. In developed areas with established infrastructure, smart water and gas meters are anticipated to see earlier growth, particularly after 2027 in emerging economies [5][9]. Technological Trends - The smart meter market is rapidly evolving in terms of connectivity technologies, transitioning from traditional power line communication (PLC) and RF Mesh networks to low-power wide-area network (LPWA) technologies, including NB-IoT and LTE-M. This shift is expected to increase the share of cellular connections, particularly 4G Cat 1 bis, NB-IoT, and LTE-M, which will become mainstream choices [8][9]. - By 2030, it is estimated that nearly two-thirds of new smart meters will utilize cellular communication technologies, especially in remote or large-scale deployment environments [9]. Regional Insights - Chinese smart meter manufacturers are leading the adoption of 4G Cat 1 bis technology, leveraging its cost-effectiveness and performance balance. Key players include Sanxing Electric, Holley Technology, Jiangsu Linyang Energy, Suntron Technology, and GoldCard Smart Group, with expectations for continued leadership in 4G Cat 1 bis deployment [9]. Research Reports - Counterpoint Research offers detailed reports on the global smart meter market, analyzing trends, growth drivers, and competitive landscapes from 2022 to 2030, covering over five regions and more than 15 leading brands [10].

Core Insights - The folding smartphone market in Western Europe is shifting from a dual-brand dominance of Samsung and Honor to a more competitive landscape with the entry of Motorola and Google [4][5][7] - Motorola's Razr and Google's Pixel Fold have gained significant market share, indicating a diversification in the competitive dynamics of the folding smartphone segment [5][7][8] Market Dynamics - In the first half of 2025, Motorola's Razr 60 led the market with a 15% share, while combined with Razr 50, the total share reached approximately 27%, comparable to the previous year's leading models [7] - Google's Pixel 9 Pro Fold and Samsung's Galaxy Z Flip6 each maintained just over 10% market share, contributing to a more balanced competitive environment [7][8] - The overall folding smartphone market is experiencing steady growth, with a decrease in concentration and an increase in competition among brands [5][7] Future Outlook - Google’s Pixel 10 Pro Fold launched in early October 2025, supported by promotional activities, is expected to perform well in markets like the UK [8] - Motorola aims to surpass Honor and become the second-largest brand in the European folding smartphone market by expanding distribution and promotional efforts [8] - The market is anticipated to become more active during the holiday season, with brands that demonstrate confident product design and stable execution likely to capture growth [8][9] - Apple is expected to enter the folding smartphone market in the second half of 2026, which may reshape resource allocation and pricing strategies among operators [8]

Core Insights - The Chinese smartphone market experienced a year-on-year decline of 2.7% in Q3 2025 due to economic slowdown and reduced demand [5][4] - OPPO achieved the highest year-on-year growth rate among major OEMs, driven by strong demand for its sub-brand OnePlus [6][5] Market Performance - The overall smartphone sales in China decreased by 2.7% in Q3 2025, influenced by ongoing economic factors such as the summer vacation and back-to-school season [5][4] - Vivo's market share fell to 18.5% amid intensified competition, yet it maintained a leading position with a diverse product line [5][6] - Huawei's high-end Mate 70 and Pura 80 series saw lower sales compared to previous models, while the Nova 14 series continued to perform well [5][6] Brand Analysis - OPPO's growth of 2.1% was attributed to stable sales of the Reno 14 series and strong performance from OnePlus, particularly the Ace 5 and 13 series [6][5] - Xiaomi recorded a year-on-year growth of 1.1%, supported by the Redmi Note 15 and K80 series, with the recently launched Xiaomi 17 series receiving positive market feedback [6][9] - Honor's X70 series stood out in the entry-level market, but the brand's overall sales declined by 8.1% [6][5] Apple Performance - The iPhone 17 series outperformed the iPhone 16 series in initial sales, with the base model being particularly popular due to its competitive pricing [7][11] - Apple's pricing strategy has increased pressure on high-end Android brands, with expectations of intensified competition in Q4 [7][11] - The iPhone 17's sales in September were nearly double that of the iPhone 16 during the same period last year, indicating strong market demand [11][9]

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].

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 global smartphone market revenue grew by 5% year-on-year in Q3 2025, reaching $112 billion, marking the highest level for Q3 in history [4][5] - The global smartphone shipment volume also saw a moderate 4% year-on-year increase, totaling 320 million units [5] - The average selling price (ASP) of smartphones reached a record high for Q3 at $351, driven by an expanding mature user base upgrading to more expensive devices [5][8] Company Performance - Apple led the market with a 43% revenue share and a 6% year-on-year growth, achieving its best-ever Q3 revenue [8][11] - Samsung experienced a 9% year-on-year revenue growth, supported by strong sales of the Galaxy S series and foldable devices, with its ASP increasing by 2.9% to $304 [5][11] - Vivo was the fastest-growing brand among the top five, with a 12% year-on-year revenue growth, driven by strong shipments in India and Southeast Asia [5][11] - OPPO achieved the highest ASP increase among the top five brands, growing by 3.4% to $254, thanks to strong performance in higher price segments [5][11] - Xiaomi held a 14% market share with a 2% year-on-year growth, benefiting from mid-to-high-end smartphone demand in emerging markets [11] Market Trends - The ongoing trend of premiumization in the smartphone market is expected to continue, with increasing adoption of foldable smartphones further driving ASP and revenue growth [8] - The introduction of trade-in offers, financing options, and bundled sales has lowered the upgrade barrier, particularly in emerging markets [5]

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].

Core Insights - The article discusses the performance and market trends of vivo smartphones based on 10 research reports from Counterpoint Research, highlighting the brand's growth in various regions and its transition to 5G technology [4]. Group 1: Market Performance - In Q2 2025, global smartphone revenue surpassed $100 billion for the first time, marking a historical high for the period, with vivo's revenue growing by 4% year-on-year and shipment volume increasing by 5% [10]. - The Indian smartphone market saw an 8% year-on-year increase in shipments in Q2 2025, with vivo achieving a 23% year-on-year growth driven by strong demand for its Y and T series in the ₹10,000-15,000 price range (approximately $110-170) [14]. - In Q1 2025, vivo maintained its leading position in the Indian smartphone market with a 9% year-on-year growth, particularly benefiting from strong sales of its Y29 5G and T4x models priced below ₹15,000 [22]. Group 2: Regional Insights - In Vietnam, the share of 5G smartphones in total shipments exceeded 50% for the first time in Q2 2025, with vivo completing its transition from the 4G Y29 to the 5G Y39 model [5]. - The Chinese smartphone market experienced a 2% year-on-year decline in shipments in Q2 2025, but vivo ranked second in shipments, supported by strong performance in lower-tier cities and successful promotions for its S30 series [17]. - In Indonesia, vivo's shipments grew by 12% year-on-year in 2024, focusing on the entry-level market (under $200), with its Model Y series being the most popular in that price segment [31]. Group 3: Competitive Landscape - The competitive landscape in the Indian smartphone market is evolving, with local manufacturers gaining ground. Dixon has partnered with vivo to establish a joint venture, indicating a strategic move to enhance local production capabilities [7]. - The overall smartphone market is recovering after two years of decline, with vivo ranking fifth globally, particularly excelling in the Indian and Chinese markets [36].

Core Insights - Huawei, Xiaomi, and Vivo lead the Chinese smartphone market with respective market shares of 17.6%, 17.6%, and 16.4%, collectively accounting for over half of the market [5] - Huawei is experiencing growth in average selling price (ASP) due to the easing of self-developed chip supply chain constraints and strong performance of its Mate and Pura series [6][9] - The global average smartphone price is projected to rise from $370 in 2025 to $412 in 2029, indicating a trend towards higher-end devices [6] Market Performance - In the first eight weeks of Q3 2025, China's smartphone sales declined by 2% year-on-year, but Huawei maintained growth through a diverse product lineup, including the successful Nova 14 series [9] - Huawei's market share in China increased from 15% to 18.1% in Q2 2025, driven by strong sales of the Nova 14 series and significant price reductions on high-end models [16] - The overall smartphone market in China is entering an adjustment period, with Huawei and Apple being the main growth drivers in Q2 2025 [25] High-End Market Dynamics - In H1 2025, Huawei ranked third in the global high-end smartphone market, benefiting from a loyal consumer base and strong offline sales [14] - The high-end smartphone segment (priced over $600) saw Huawei's unit sales share increase, reflecting its competitive positioning in this lucrative market [16] Future Outlook - Counterpoint Research anticipates that Huawei will be a key player in the global smartphone market, with improved supply chain capabilities potentially allowing for greater market share in mid-range segments [34] - The company is expected to lead the Chinese market in Q1 2025, with a market share of 19.4%, marking its highest record since 2021 [38] - Huawei's dominance in the foldable smartphone market is reinforced, capturing half of the sales in this category in China [44]