Counterpoint Research 中国系列公开线上研讨会 | 新际遇 新技术 新政策

Core Insights - Counterpoint Research is hosting a series of webinars in January 2026 focusing on memory price trends, humanoid robots, and the automotive market dynamics, aimed at helping businesses anticipate industry changes and seize emerging opportunities [4][18]. Group 1: Memory Price Trends - The global memory market has experienced unprecedented fluctuations, with a projected price increase of 40%-50% by Q4 2025, driven by a significant shift in supply and demand dynamics due to strong demand for high-end memory from AI data centers and high-performance computing [10]. - Traditional memory types like LPDDR4 and DDR4 are facing supply shortages, leading to price inversion in the market [10]. - The webinar will explore supply-demand dynamics, pricing drivers, and their impact on OEMs and the broader technology ecosystem [10]. Group 2: Humanoid Robots - The humanoid robot market is expected to see significant growth, with a projected compound annual growth rate (CAGR) of 69.7% from 2025 to 2030, driven by expanded application scenarios, enhanced AI capabilities, and reduced hardware costs [13]. - The upcoming webinar will delve into the core technologies and definitions of humanoid robots, future application scenarios, market potential, and supply chain opportunities [17]. Group 3: Automotive Market Insights - The Chinese automotive market is undergoing a critical transformation driven by both policy and technology, with opportunities and challenges expected in 2026 [18]. - The webinar will feature insights from industry experts on market structure and sales trends, providing a unique macro perspective on the automotive landscape [16].