Market Share

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

Chinese soda brand Dà Yáo, a barbecue staple, is attracting significant attention. Private equity firm KKR is set to acquire an 85% stake in Dà Yáo Guest Drinks, potentially giving them indirect control. The move follows Dà Yáo’s national expansion and marketing push featuring action star Wu Jing. While the current management team remains, acquisition rumors have circulated, including earlier speculation of interest from Coca-Cola. Dà Yáo, alongside Coca-Cola and PepsiCo, controls a substantial portion (92.87%) of the domestic soda market. The company reiterates its commitment to long-term brand development despite market speculation.

China is lowering the luxury car tax threshold from 1.3 million to 900,000 yuan, effective July 20, 2025. This policy shift mainly impacts traditional gasoline-powered vehicles, which dominate the ultra-luxury segment. In H1 2025, ultra-luxury vehicle sales declined 49% YoY. Mercedes-Benz (48% market share) and Land Rover (23%) are most affected. The policy targets cars priced between 1.017 and 1.469 million yuan, representing a small portion of total luxury car sales. Some domestic automakers are entering this market segment.

JD.com’s food delivery service, JD Delivery, has significantly expanded its reach, serving over 15,000 corporate clients with a daily order volume exceeding 25 million. Holding a 31% market share, and 45% in the premium segment, the service operates in 350 cities, offering 1.5 million restaurant options. Partnerships with major firms provide corporate meal solutions. Nearly 70% of businesses become formal partners within a month, with weekly enterprise meal solution partnerships increasing tenfold in June. User subsidies further enhance the offering.

In China’s booming food delivery market, JD.com has emerged as a significant competitor, joining Meituan and Ele.me. With over 25 million daily orders as of June 2025, JD holds over 31% market share and leads premium restaurant delivery with 45%. JD’s strategy focuses on high-quality restaurants, employing commission reductions, promotional traffic, and enhanced delivery features to improve the customer experience.

SK Hynix has surpassed Samsung to become the world’s largest DRAM revenue generator in Q1 2025, fueled by high bandwidth memory (HBM) demand. A report from Omdia shows SK Hynix generated $9.718 billion in revenue, securing a 36% market share and dethroning Samsung, which held the top spot since 1992. Although a slight decrease from Q4 2024, SK Hynix’s performance highlights the shifting dynamics in the DRAM market.

In the FMCG landscape, a strong online and offline presence is vital. Baixiang’s success in the instant noodle market, holding the top online sales spot, exemplifies this. They achieve this through a synergistic approach: robust e-commerce coupled with strong distributor relationships. Baixiang empowers its distributors with resources, training, and flexible promotions, fostering a symbiotic partnership that fuels their market share growth. This dual-channel synergy enhances responsiveness and market coverage.

OPEC+ agreed to boost oil supply by 411,000 barrels per day in July, the third consecutive increase. This move, driven by market-share aspirations and designed to penalize over-producers, follows previous boosts in May and June. Concerns about potential oversupply and falling prices, driven by global economic slowdown and aggressive production by the alliance, persist, with some members voicing reservations. The added supply could benefit consumers, but risks lower prices for producers globally, potentially threatening US shale companies.