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