[ RESEARCH ]
The Industrial Map of Chinese Manufacturing
We publish structural research industry by industry, at the granularity of individual industrial clusters, built on real factory samples. Every report cross-references two sources — public membership rolls from trade associations, and verified factories identified by Tianxia Gongchang. The full factory list lives on the main platform.
2026 China Semiconductor Packaging and Test (OSAT) Industry: Market Size and Competitive Landscape Deep Research Report
The global OSAT market reached ~USD 48B in 2025. Mainland China holds ~30% of global capacity, forming the "Second Pole" alongside Taiwan. JCET ranks global 3rd, Tongfu 4th, Huatian 6th — together ~22-24% of global OSAT. Yet in CoWoS/HBM advanced packaging, mainland localization is under 5%. This report maps the global OSAT landscape, sub-segment localization rates, advanced packaging gaps, and equipment controls, with a 2026-2030 forecast.
— Tianxia Gongchang Research
China Cement Industry 2026: Market Size and Competitive Landscape Deep Research Report
China's cement output reached approximately 1.69 billion tonnes in 2025, down over 30% from the 2014 peak of 2.495 billion tonnes. This report systematically covers the global landscape, China market scale, full value chain, and key companies (Conch Cement, Huaxin Cement, Tianshan Shares, China Resources Building Materials, Jinyun Jidong), with analysis of the 2026–2030 consolidation, overseas expansion, and carbon neutrality themes.
— Tianxia Gongchang Research
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.
— Tianxia Gongchang Research
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.
— Tianxia Gongchang Research
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.
— Tianxia Gongchang Research
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.
— Tianxia Gongchang Research
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.
— Tianxia Gongchang Research
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.
— Tianxia Gongchang Research
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.
— Tianxia Gongchang Research
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.
— Tianxia Gongchang Research
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.
— Tianxia Gongchang Research
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.
— Tianxia Gongchang Research