China & Counterpoint Research
23 shared events · Importance 10 · Last updated Aug 21, 2026
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Business
China: China is mentioned as a market where Oppo faced weak demand and rising competition, impacting its shipment performance.
Counterpoint Research: Counterpoint Research is the market analytics firm that published the preliminary estimates on global smartphone shipments for 2025 and provided the outlook for 2026.
Jan 12, 2026 · 7 articles
International
China: China is the primary target of the ban, which restricts its dominant robot and inverter exports to the US. China criticized the move and announced countermeasures, including export controls on drones and sanctions on US entities.
Counterpoint Research: Counterpoint Research provided market share data for Unitree Robotics, supporting the analysis.
Jul 28, 2026 · 183 articles
Business
China: The IPO is a major milestone in China's push for semiconductor self-sufficiency and AI leadership. It boosts national pride and provides capital for strategic technology development.
Counterpoint Research: Research firm providing market share data and forecasts for CXMT.
Jul 14, 2026 · 113 articles
Regulatory
China: China is the target of the ban and has warned of retaliation, potentially escalating trade tensions and affecting bilateral economic relations.
Counterpoint Research: Counterpoint Research provided market share data showing Zhongji Innolight's dominant 27% share of the global data center transceiver market.
Aug 04, 2026 · 38 articles
Tech
China: China is the epicenter of the humanoid robot boom, with government support and a dominant market share, but faces challenges in commercial deployment.
Counterpoint Research: Counterpoint Research provided data on market share and competitive advantages, informing the industry outlook.
Aug 18, 2026 · 42 articles
Business
China: Mentioned as a pioneer market for 6G commercial launch by end of decade, providing future catalyst.
Counterpoint Research: Counterpoint Research provided key data on the Q2 decline and forecasts a 14% full-year shipment drop for 2026, with the memory shortage expected to persist into 2027.
Jul 13, 2026 · 37 articles
Regulatory
China: China is the primary source of Apple's manufacturing that India is diversifying from. The tax extensions could accelerate the shift of iPhone production away from China, reducing its share.
Counterpoint Research: Counterpoint Research provides data on iPhone production shares, cited in the articles to illustrate India's growing role. The event does not directly affect the firm.
Aug 03, 2026 · 6 articles
Business
China: China is affected by U.S. export controls on advanced chips, and TSMC's expansion may increase geopolitical tensions in the semiconductor sector.
Counterpoint Research: Counterpoint Research provided analyst commentary on TSMC's investment, adding market perspective.
Jul 16, 2026 · 85 articles
Tech
China: China is demonstrating its growing capabilities in AI with models like GLM (AI), challenging the US's dominance and increasing its global market share in LLMs, despite US chip restrictions.
Counterpoint Research: Counterpoint Research, through its principal AI analyst Ting-Wei Sun, noted the reluctance of some European and US clients in regulated industries to adopt Chinese AI models due to data security concerns.
Apr 20, 2026 · 13 articles
Business
China: China's potential to flood the market with cheap memory chips poses a long-term threat to Western memory makers, though it is not an immediate risk.
Counterpoint Research: Counterpoint Research provided data on NAND revenue growth, supporting the narrative of a memory supercycle.
Apr 20, 2026 · 95 articles
Business
China: China is Lenovo's home country, and the company's strong performance reflects positively on its tech sector, though the memory chip shortage is a global issue.
Counterpoint Research: Counterpoint Research provided data on global PC shipments, which declined 2% year-on-year in Q2 2026 due to memory-driven cost pressures.
Aug 13, 2026 · 6 articles
Business
China: China is the origin of the smartphone brands, and the event reflects Chinese companies' strategy to outsource manufacturing in India.
Counterpoint Research: Counterpoint Research provided market share data for Indian smartphones, used to illustrate the market position of the brands involved.
Aug 16, 2026 · 6 articles
Business
China: China is the home country of CXMT and YMTC, and its chipmakers are gaining global influence. The event highlights China's growing role in the memory chip market.
Counterpoint Research: Counterpoint Research provided data on PC and smartphone shipment declines, illustrating the impact of the memory shortage on the broader market.
Jul 30, 2026 · 38 articles
Business
China: Chinese customers face the steepest price increases due to strong demand and U.S. export curbs, increasing reliance on overseas foundries.
Counterpoint Research: Counterpoint Research provided market share data showing Samsung's 7% foundry revenue share vs TSMC's 70%.
Aug 19, 2026 · 9 articles
Business
China: China is a major market for Apple; strong demand in Q1 2026 helped Apple's sales, but price hikes may dampen future demand.
Counterpoint Research: Counterpoint Research estimates memory and storage prices have quadrupled in the past three quarters.
Jun 17, 2026 · 199 articles
Business
China: China's YMTC is a growing competitor in NAND flash, challenging Japanese and South Korean chipmakers.
Counterpoint Research: Counterpoint Research provided analyst commentary on Kioxia's stock surge and competitive challenges.
Jul 15, 2026 · 6 articles
Business
China: China is a major market where Apple Inc.'s Siri AI will not be initially available due to ongoing regulatory issues.
Counterpoint Research: Counterpoint Research, through its research director Tarun Pathak, emphasized the critical role of AI agents and the risk Apple Inc. faces if it misses out on this trend.
May 19, 2026 · 254 articles
Business
China: China is mentioned in the context of U.S.-China tech tensions and the multilateral semiconductor ecosystem.
Counterpoint Research: Counterpoint Research provided HBM market share data: SK Hynix 58%, Samsung and Micron 21% each in Q1.
Apr 20, 2026 · 247 articles
Business
Counterpoint Research: Counterpoint Research provided data indicating that iPhone 17 sales outperformed its predecessor by 14% in the US and China.
Oct 28, 2025 · 9 articles
Business
Counterpoint Research: Counterpoint Research provides market analysis and forecasts for the foldable smartphone market, indicating its growth and Samsung Electronics's market share fluctuations.
Dec 01, 2025 · 6 articles
Business
Counterpoint Research: Counterpoint Research provided the data and analysis for the smartphone market performance in China, with its senior analyst Ivan Lam offering insights.
Apr 17, 2026 · 8 articles
Tech
Counterpoint Research: Counterpoint Research provides data on global humanoid robot installations, highlighting China's dominance and Tesla, Inc.'s smaller market share.
Apr 18, 2026 · 9 articles
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