Global Supply Chain Report, Q2 2025
Overview: Supply chain intelligence suggests that global manufacturing diversification is accelerating, particularly under the Trump 2.0 administration, with tariffs being the primary driver of these shifts, according to Counterpoint Research Global Supply Chain Report Q2 2025.
The Global Supply Chain Report analyzes evolving dynamics across global technology and manufacturing supply chains. It provides comprehensive coverage of updates and transformations spanning the entire ecosystem - from foundational components (semiconductors, camera modules, displays) and manufacturing nots (ODM, EMS operations) to end products such as smartphones, wearables, PCs, and emerging technology devices. The report also highlights trends in innovative sectors reshaping the industry landscape.
Table of Contents
- Executive Summary
- Global Smartphone Market
- Supply Chain Intelligence: Apple Updates
- Supply Chain Intelligence: Semi Updates
- Supply Chain Intelligence: Smart Mobility Updates
- Supply Chain Intelligence: Policy and Other Subjects Updates
- China Focus
- India Focus
- Spotlight: Apple 360
- Semiconductor Updates
- Global Smartphone Manufacturing Allocation Status
- Key Component Updates: China Battery and CIS Trends
- Emerging Technology
Number of pages: 79
Published Date: August 2025
Category
Industry
Emerging technologies
Service
Manufacturing Ecosystem
Report Type
Report
Time Period
Quarterly
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Author
Ivan Lam
Ivan is a Senior Research Analyst at Counterpoint Research, based in Hong Kong. He has more than 15 years of experience, with a major focus on mobile and network devices. He has spent years in Southeast Asia markets working in business development, brand management, and channel management. In addition to his expertise in Southeast Asia, he is also well connected with the ODM and OEM sectors. Prior to joining Counterpoint Research, Ivan served at TCL Communication, KaiOS Technologies Inc., and Wiko Mobile, mainly leading business development, go-to-market strategy, and strategic planning. Ivan holds a Master's degree in Business Administration from the Hong Kong University of Science and Technology.
Abdul Rehman Khan
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