Overview
- Counterpoint reports global smartphone revenue rose 5% year over year to $112.0 billion in Q3, a third‑quarter record, with average selling prices climbing to an all‑time high of $351.
- Omdia estimates shipments reached 320.1 million units, up 3% from a year earlier, led by gains at Samsung and Apple and an improving channel setup heading into the holiday quarter.
- Apple CEO Tim Cook described China as vibrant, cited strong iPhone 17 demand with temporary supply constraints, and said he expects Greater China to return to growth in the December quarter.
- MediaTek’s CEO forecast 2025 revenue above $19 billion and signaled 2026 strategic price adjustments and capacity allocation due to tight production, as Q3 sales rose 7.8% year on year in TWD terms.
- Corporate results were mixed: Perfect World swung to ¥666 million in nine‑month profit, SF Express grew Q3 parcel volume 33% but saw net profit fall 8.5%, Gree proposed a ¥5.585 billion midterm dividend despite year‑to‑date declines, and Chery posted double‑digit growth alongside its September Hong Kong listing.