Counterpoint Quarterly Q3 China Digest
Counterpoint Quarterlies aggregate important notes we’ve published during the past three months – all organized by research area.
Counterpoint Quarterly Q3 China Digest
The China Quarterly Digest edition brings together all of our China-related notes from Q3 2025. It offers a comprehensive collection of data, insights, and a deeper analysis of the key thoughts and perspectives from our analysts throughout the quarter.

PDF | 38 Pages
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Table of Contents:
- China Smartphone Sales Decline 2% YoY in First 8 Weeks of Q3 2025 as Market Takes Breather
- Foldable Smartphone Growth in Rest of APAC: Chinese OEMs Bring Their A Game
- China’s Average Smartphone Battery Capacity World’s Highest, Up 11% YoY in May 2025
- China Smartphone Shipments Slip 2% YoY in Q2 2025 Due to Fragile Demand, Subsidy Slowdown
- China Smartphone Market Expected to Grow YoY in H1 2025: Five Shifts Reshaping the Competitive Landscape
- China Q2 2025 Smartphone Sell-through: Huawei, Apple Enjoy Strong YoY Growth in Muted Market
- Global ADAS Penetration to Reach 94% by 2035 as China Balances Mass Adoption with Cautious Leap to Higher Autonomy
- Domestic EV Makers Push Foreign Rivals to the Sidelines in China 20
- Harman and Bose Dominate, but Chinese Players and EV Trends Reshape the Global Car Audio Market
- Survey: Robotaxis Users Counting on a Safer Autonomous Experience in the US and China
- China’s Share in Global Display Capacity to Reach 75% in 2028 25
- Signs of Change in Global OLED Evaporation Material Market as Chinese Companies Forge Ahead
- WAIC 2025 Decoded: What China’s AI Powerhouses Are Really Signaling
- Memory Solutions for Gen AI Part 15: HBM, China, and AI Investment Paradox
- Global Smartwatch Market Shipments Down 2% YoY in Q1 2025; China Maintains Upward Momentum
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Counterpoint research is a young and fast growing research firm covering analysis of the tech industry. Coverage areas are connected devices, digital consumer goods, software & applications and other adjacent topics. We provide syndicated research report as well as tailored. Our seminars and workshops for companies and institutions are popular and available on demand. Consulting and customer