2026 China Third-Generation Semiconductor (SiC/GaN) Substrate and Device Industry: Market Size and Competitive Landscape Deep Research Report
In 2025, China's SiC substrate capacity ranks No.1 globally; Tianyue Advanced leads conductive SiC substrates with 27.6% global share and 51.3% of 8-inch SiC; Innoscience's GaN power devices turn gross-margin positive for the first time; and Wolfspeed's bankruptcy restructuring reshapes global supply. This deep-dive covers China's complete third-generation semiconductor supply chain, FY2025 enterprise data, the 8-inch SiC technology roadmap, and 2026-2030 market forecasts.
Smartphones: China's Global Contest for the Palm of Your Hand (2026 Deep Research Report)
In 2025, more than one in every two smartphones sold globally came from a Chinese brand. Huawei reclaimed China's top shipment position for the first time in five years; Apple set an all-time iPhone shipment record; foldable screen penetration surpassed 3%; and on-device AI large language models became the new standard on flagship handsets. This is a systematic study of the structure, technology, and future trajectory of China's smartphone industry.
The Sub-RMB-1500 Inflection: 2026 Deep Research Report on China LiDAR Industry Market Size and Competitive Landscape
In 2025, global automotive LiDAR shipments surpassed 2.5 million units with Chinese vendors capturing 80%+; RoboSense MX achieved the historic sub-RMB 1,500 mass-production price point; Luminar filed for bankruptcy; and robot LiDAR materialized as current-quarter revenue. This report uses 2026 as its observation point to systematically review China LiDAR technology routes, supply chain, market size, key companies, and 2026-2030 forecasts.
2026 China Athletic Footwear & Apparel Industry: Market Size and Competitive Landscape Deep Research Report
China's athletic footwear and apparel market reached approximately RMB 598.9 billion in 2025. Anta crossed RMB 80 billion, domestic brands surpassed 50% market share, and Arc'teryx Greater China grew nearly 50%. This is a historic migration from manufacturing exporter to brand exporter. This report analyzes domestic brand ascendance, Nike Greater China's decline, sub-category explosions, and supply chain realignment.
2026 China Power Battery Industry: Market Scale and Competitive Landscape Deep Research Report
In 2025, China EV power battery installation reached 769.7 GWh (world #1), LFP share 81.2%; CATL + BYD hold ~65% domestic share; Chinese firms surpassed 70% global share for the first time. This report covers the cell/module/Pack value chain, key company financials and technology, six major industrial clusters, semi-solid/sodium-ion/large-format cylindrical/CTC frontier topics, and a 2026-2030 five-year forecast.
China Intelligent Driving (ADAS/AD) Supply Chain: Market Scale and Competitive Landscape 2026 Deep Research Report
China's passenger vehicle intelligent driving penetration exceeded 60% in 2025, with NOA reaching ~22%. First L3 pilots, Tesla FSD entry, and end-to-end large models replacing rule code drove the supply chain into a dual inflection point. This report covers chips (Horizon, Black Sesame, Huawei), domain controllers (Desay SV, JOYSON), algorithms, HD maps, and L4 Robotaxi (Baidu Apollo, Pony.ai, WeRide), forecasting NOA exceeding 50% by 2030.
2026 Deep Research Report: China Automotive Parts Market Scale and Competitive Landscape
In 2025, China's automotive parts market reached ~RMB 5 trillion at the crossroads of NEV and intelligent-driving transformation. Five high-growth tracks — thermal management, integrated die-casting, brake-by-wire, air suspension, and robot actuators — grew 30%+ annually. Chinese companies reached 15 seats in the Global Top-100 for the first time; CATL broke into fifth globally. Tuopu, Sanhua, and Yinlun posted combined revenue of nearly CNY 76.3 billion.
Apple Chain Reshaping and the AI Hardware Boom: China Consumer Electronics Foundry Deep Research Report 2026
In 2025, Luxshare surpassed Foxconn in iPhone assembly share; India production reached 25% of global iPhone output, while China's Apple chain share declined to 65–70%. AI servers, AI glasses, and foldables are opening a RMB 1–2 trillion new growth window. This report covers FY2025 data for ten leading companies and forecasts the 2026–2030 landscape.
China Auto Industry Watch January-April 2026: The Hot Exports / Cold Domestic Sales Scissors Gap
January-April 2026: China vehicle exports hit 3.12 million units (+61.5% YoY), April alone reaching 901,000 -- a historic record; NEV exports topped 50% for the first time. Meanwhile domestic Q1 sales fell ~6%, dealer inventory climbed to 1.89 months, and OEM net margins hit a near-record low of 3.2%. This report dissects the structural causes of the divergence, five regional export dynamics, four tariff shocks, Q1 earnings from major OEMs, and the outlook through 2027.
2026 China Chemical New Materials Industry: Market Scale and Competitive Landscape Deep Research Report
China's chemical new materials market is approximately RMB 1 trillion; overall domestic substitution rate is ~70%. Advanced photoresist remains below 5% localised. Wanhua MDI anchors the base while Yake and TongCheng crack open ArF photoresist. Strategic bottleneck materials localisation is entering a new phase.
2026 China Medical Device Industry: Market Size and Competitive Landscape Deep Research Report
China's medical device market hit ~RMB 1.3 trillion in 2024 (global #2). UIH broke the GPS imaging monopoly; Mindray leads globally in patient monitor shipments; procurement pressure drives domestic expansion overseas. This 14-chapter report covers global landscape, supply chain, key companies (Mindray/UIH/MicroPort/Weigao/AnTu), segment deep-dives (imaging/IVD/orthopedics/cardiovascular/ophthalmology), technology evolution, and 2026–2030 forecasts.
2026 China CMOS Image Sensor (CIS) Industry Market Scale and Competitive Landscape Deep Research Report
CMOS Image Sensors (CIS) are among the most widely deployed visual perception chips today, with a global market of approximately USD 23.7 billion in 2024. Sony leads with ~52% market share. China's domestic localization rate stands at ~30%, with the Big Three (Will/OmniVision, Galaxycore, SmartSens) holding ~23% combined global share and accelerating through automotive ADAS and security tracks. Projected composite localization rate: 45–50% by 2030.