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Report

China Doesn't Need to Beat Claude. It Needs to Be Second

Category

Industry:

AI

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Premium

Report Type:

Report

Time Period:

Other

Industry:

AI

Report Type:

Report

Service:

Premium

Time Period:

Other

Summary

TypeReport
PublishedSeptember 1, 2026
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AI
Automotive
Consumer Electronics
Display
eSIM
IoT & cIoT
Location Platform
Macro & Geopolitics
Manufacturing
Networks
Robotics
Semiconductors
Smartphones
Wearables

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Author

Wei Sun

Wei is a Principal Analyst in Artificial Intelligence at Counterpoint. She is also the China founder of Humanity+, an international non-profit organization which advocates the ethical use of emerging technologies. She formerly served as a product manager of Embedded Industrial PC at Advantech. Before that she was an MBA consultant to Nuance Communications where her team successfully developed and launched Nuance’s first B2C voice recognition app on iPhone (later became Siri). Wei’s early years in the industry were spent in IDC’s Massachusetts headquarters and The World Bank’s DC headquarters.

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Marc Einstein

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Marc has over 20 years of experience in the ICT technology research and consulting focusing largely on the Telecommunications and Enterprise IT sectors. Prior to joining Counterpoint Research Marc held several senior positions in industry analyst firms in the USA, Hong Kong, Singapore and Japan. Based in Tokyo since 2010, Marc is a regular speaker at industry events and a frequent TV panelist. Marc also spent time in the strategy department of the largest mobile gaming company in Japan. A speaker of 6 languages, Marc holds a BSBA in Finance from Washington University in St. Louis and was a visiting student at Rangsit University in Bangkok, Thailand.

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