Market Share

GM’s projected $1.6B charge on EV investments signals growing EV strategy concerns among legacy automakers, compounded by the sunsetting of federal tax credits under President Trump. Tesla’s market share is declining amidst increased competition, despite leading in sales volume. As traditional automakers pull back, Tesla might benefit, but overall EV demand is expected to shrink. Musk is shifting focus to robotaxis and humanoid robotics. Analysts anticipate slowing revenue growth for Tesla, highlighting the impact of policy changes and market shifts.

The iPhone 17 series launched globally, drawing long queues in China and Singapore. Chinese customers cited improved design, storage, and user experience as reasons for switching from Huawei and Xiaomi. While early indicators are promising, Apple faces intense competition from domestic brands in China and needs to focus on AI innovation. Analysts like Ben Wood suggest Apple must refine its AI strategy to maintain its premium brand image and investor confidence following previous lukewarm AI rollouts. Pre-order data and consumer sentiment appear positive.

Haier holds the leading refrigerator market share in Southeast Asia as of H1 2025, experiencing over 50% growth in the large refrigerator segment. Building on this momentum, Haier launched its Wave Series refrigerator in the region, adapting the successful domestic model to local needs. The Wave Series features advanced preservation technology, space-saving design (crucial for smaller Southeast Asian kitchens), and Smart Ice technology, catering to the region’s hot climate and beverage preferences. The refrigerator aims to continue Haier’s growth in the area.

Gree Electric’s Marketing Director, Zhu Lei, has addressed claims by Xiaomi that they have surpassed Gree in online air conditioner sales in China. Zhu stated that publicly available data from AVC doesn’t support Xiaomi’s claims and that Gree maintained its online market leadership in July. While acknowledging competition, Gree maintains its focus on quality and service to earn customer trust, despite Xiaomi’s ambition to dominate the home appliance market. Xiaomi’s data suggests they are now second in online market share, challenging Gree’s long-held leadership.

Haier solidifies its global refrigerator leadership, holding 47% of the China market share (Jan-Jul 2025) and retaining its top-selling global brand title for the 17th year. Its dominance stems from continuous innovation, topping global invention patent publications for the 7th year (2024). Addressing specific regional needs, Haier’s technologies like triple independent cooling in Europe and dry zone preservation in Southeast Asia drive market success. Haier also leads in international standards, developing the first IEC standard for refrigerator preservation, impacting the global industry.

China’s appliance exports rose 6.2% in H1 2025, with Haier maintaining its top global refrigerator brand position for the 17th year with a 22.8% market share. Fueled by domestic trade-in policies and overseas expansion, especially in Europe and Southeast Asia, Haier is achieving significant growth. Its success is driven by technological innovation, specifically the Magnetic Control Full Space Preservation, and user co-creation for products like the Wheatwave refrigerator, targeting younger consumers. Haier also leads in setting global refrigeration standards, building user trust.

Aggressive promotions in the food delivery market benefit consumers but harm restaurants. Despite increased order volumes, restaurants report decreased profits and losses due to platform fees and subsidies. CCTV highlighted examples where restaurants barely break even or lose money on takeout orders. Many feel compelled to participate to stay competitive, even at a loss. Experts warn this “burn-to-acquire” strategy is unsustainable and risks compromising service quality. The practice offloads costs onto merchants and drivers, intensifying competition.

Shanghai Xingshang Micro-Assembly, established in February 2025, has delivered its 500th advanced packaging lithography system, marking a significant achievement for China’s semiconductor equipment industry. Its core product excels in resolution, overlay accuracy, and exposure field. Holding a 35% global market share and a dominant 90% in China, the company’s systems cater to technologies like Flip-chip and 2.5D/3D packaging. The 500th system will be deployed at JCET’s Shenghe Microelectronics, supporting wafer-level packaging for high-performance chips.

The 2025 summer ice cream market shows mid-range options ($3-$5) dominating, capturing nearly half the sales, while premium ice cream (over $10) faces challenges. Zhong Xue Gao filed for bankruptcy, and Häagen-Dazs experienced declines in China. Value-conscious spending drives this shift, making pricing aligned with consumer power crucial for sustainability, as the ultra-premium and budget segments shrink. The mid-to-premium range emerges as the strongest force.

CATL announced strong financial results for the first half of 2025, with revenues reaching RMB 178.9 billion (up 7.27% year-over-year) and net profit soaring to RMB 30.5 billion (up 3