ENG
Report

Smartphone Manufacturing Ecosystem Summary in H1 2025

0
October 26, 2025

Category

Industry

N/A

Service

Manufacturing Ecosystem

Report Type

Report

Time Period

Other

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Author

Liz Lee

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Liz, an Associate Director at Counterpoint Research, has 14+ years of extensive experience in the tech industry. Previously, Liz worked for Samsung SDI focusing on IR (Investor Relations) along with insight-based analysis of emerging tech markets and corporate strategies. She holds an International MBA degree from Waseda Business School.

Brady Wang

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Hi, I’m Brady Wang, a seasoned professional with over 20 years of experience in the high-tech industry, spanning semiconductor manufacturing, market intelligence, and strategic advisory roles. Currently, I serve as an analyst at Counterpoint Research, where I specialize in semiconductors with a focus on advanced applications such as automotive, server platforms, and cutting-edge process nodes. My core research centers on AI servers and their key components, including GPUs, custom accelerators, high-bandwidth memory (HBM), CPUs, and advanced packaging technologies. I also track the evolution of AI server architectures, interconnect technologies, and data center deployment trends. By combining deep technical knowledge with market insight, I help clients navigate the fast-changing AI infrastructure landscape and make strategic, data-driven decisions.

Shenghao Bai

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Shenghao Bai is a senior analyst at Counterpoint Research, specializing in Teardown & BoM analysis and smartphone supply chain research. He is also a certified Project Management Professional (PMP). Shenghao has extensive experience working with leading smartphone and smart device companies, including Samsung Electronics, OPPO, and Xiaomi, where he oversaw hardware development and project management across a range of products. His expertise spans product planning and emerging technology trends.

Zoey Hsu

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Zoey Hsu embarked on her professional journey as a sales trader in the Taiwan equity market with SinoPac Securities. Her role involved conducting extensive market research focused on the semiconductor ecosystem, laying the groundwork for her expertise in the field. Zoey fostered strong relationships with key players in Taiwan's semiconductor industry during her tenure. Driven by her passion and keen interest in technology, Zoey transitioned to Counterpoint Research's foundry team, where she continues contributing her insights and expertise. Academically, Zoey holds a Bachelor of Economics degree from National Cheng-chi University.

Ivan Lam

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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.

Kyle Jang

Kyle Jang joined Counterpoint Research as a Senior Analyst of Display Components and Materials following Counterpoint's acquisition of DSCC. He has 15 years of experience in the FPD industry, specializing in OLED research. He began his career at UBI Research in 2011 as a researcher and analyst, focusing on OLED evaporation materials and components. In 2018, In 2018, he joined Dongwoo Fine-Chem, a subsidiary of Sumitomo Chemical specializing in display and semiconductor-related materials and components, where he worked in the Market Intelligence Team. His primary focus has been on OLED evaporation materials and display fab utilization.