Counterpoint 2025 年 Q3 中国市场季度摘要

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]