#Huawei

Huawei reclaimed the top spot in China's smartphone market in 2025, beating Apple with 46.7 million units shipped and a 16.4% market share, according to IDC.

Foreign-branded smartphone shipments, led by Apple's iPhone, more than doubled in China in November 2025, signaling a strong rebound amid fierce competition from Huawei.

A new teardown reveals Huawei's latest smartphones contain nearly 60% Chinese-made parts by value. The company is accelerating its tech self-sufficiency, successfully localizing key components like CPUs and memory chips despite US sanctions.

In a stunning move, China is limiting access to Nvidia's H200 chips. Our analysis reveals why this is a high-stakes play for tech sovereignty over AI's future.