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Apple

Qiandaohu Xunlong is a consumer company

INDUSTRY BRIEF: Chinese smartphone makers bear the brunt of soaring memory prices

Global smartphone shipments fell 4.1% year-on-year to 289.7 million units in the first quarter, as China’s top three players lost market share to global leaders Apple (AAPL.US) and Samsung (005930.KS),…
April 15, 2026
3C subsidy

Post-subsidy landscape: From subsidy reliance to tech appreciation in China’s 3C market

The narrowing of subsidies has yet to suppress buying, and instead consumers are gravitating towards products that offer more value-added features like AI capabilities    By CLS Marketwatch China's national…
March 5, 2026
Qiandaohu Xunlong is a consumer company

INDUSTRY BRIEF: Apple takes 2025 smartphone crown, Xiaomi finishes third

Apple (AAPL.US) was the world’s top smartphone seller in the fourth quarter, taking the crown from rival Samsung (005930.KS), as both companies recorded strong year-on-year growth. Meantime, Xiaomi (1810.HK) held…
January 14, 2026
Transsion makes smartphones

Stumbling Transsion calls on Hong Kong investors. But will they answer?

The budget cellphone specialist has filed for a Hong Kong IPO, even as its revenue began to fall in the second half of last year Key Takeaways Transssion has filed…
December 9, 2025
688036.SHG
Third-quarter revenue sets new record as Lens Technology approaches second “iPhone moment”

Lens Technology approaches second ‘iPhone moment’

The glass screen maker is betting big on AI glasses and embodied intelligence as its next major growth engines Key Takeaways: Lens Technology reported its revenue reached 207 billion yuan…
November 5, 2025
6613.HK
300433.SHE
Qiandaohu Xunlong is a consumer company

INDUSTRY BRIEF: Huawei loses China smartphone crown in third quarter

A slumping Huawei lost its crown as the top brand in its home China market during the third quarter, as a resurgent Apple (AAPL.US) rose in the rankings on popularity…
October 16, 2025
Luxshare Precision, Apple’s primary mainland supplier, a 300 billion yuan worth empire built up from ground up

Foxconn challenger Luxshare offers up its $42 billion empire to foreign investors

The contract manufacturer, one of Apple’s top China partners, has filed for a Hong Kong IPO that could reportedly raise nearly $3 billion Key Takeaways: Luxshare has filed for a…
September 1, 2025
002475.SHE
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Recent Articles

Qiandaohu Xunlong is a consumer company
April 15, 2026

INDUSTRY BRIEF: Chinese smartphone makers bear the brunt of soaring memory prices

March 5, 2026

Post-subsidy landscape: From subsidy reliance to tech appreciation in China’s 3C market

January 14, 2026

INDUSTRY BRIEF: Apple takes 2025 smartphone crown, Xiaomi finishes third

December 9, 2025

Stumbling Transsion calls on Hong Kong investors. But will they answer?

688036.SHG
November 5, 2025

Lens Technology approaches second ‘iPhone moment’

6613.HK
300433.SHE
October 16, 2025

INDUSTRY BRIEF: Huawei loses China smartphone crown in third quarter

September 1, 2025

Foxconn challenger Luxshare offers up its $42 billion empire to foreign investors

002475.SHE

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