Counterpoint Quarterly Q2 2025: Automotive

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Jun 25, 2025

Counterpoint Quarterlies aggregate important notes we’ve published during the past three months – all organized by research area.

Counterpoint Quarterly Q2 2025: Automotive

The Automotive edition brings together all of our automotive-related notes from Q2 2025. It offers a comprehensive collection of data, insights, and a deeper analysis of the key thoughts and perspectives from our analysts throughout the quarter.

Cover of Counterpoint Quarterly - Automotive Q2 2025. A whitepaper by Counterpoint Research.

PDF | 46 Pages

Table of Contents

  • BYD to Surpass Tesla as Global BEV Leader in 2025 for First Time
  • How NVIDIA is Aiming for Leadership in Autonomous Vehicles
  • BYD Eyes Global ADAS Revolution With ‘God’s Eye’
  • Half of All Cars Sold in 2024 Featured Embedded In-car Wireless Charging
  • Automakers Swerve To Minimize Impact Of US Tariffs
  • Survey: In-car Entertainment System More Important Than Car Price in Factors Influencing Chinese Car Buyers
  • China Passenger and Commercial V2G Contribution Scenario (GWh)
  • Tesla Misses Q1 2025 Expectations with Model Y Refresh and Anti-Musk Sentiment Impacting Deliveries
  • Global In-Car Wireless Smartphone Charging: A Rapidly Expanding Market
  • Auto Shanghai 2025 – Who is Gaining Most in Automotive User Experience?
  • China Accelerates Toward Universal Vehicle Connectivity by 2028
  • Automakers Offering Feature-Rich Connected Car Services in India to Beat Competition
  • Thailand’s EV Ambitions Rise with Policy Push and Chinese OEM Dominance
  • Installed Battery Capacity in New EVs Grew 22% YoY in 2024, Led by Chinese Vendors; Tariffs Triggering Supply Chain Shifts
  • China’s Rare Earth Export Curbs May Hit EV Production
  • Desay SV Sets the Pace, Forecast to Reach the Top Position in the Global Infotainment Market in 2025
  • Global Car Infotainment System Sales Grow 7.4% YoY in Q1 2025; Desay SV Leads
  • Two-thirds of PVs Sold in Europe in Q1 2025 Came With ADAS; Chinese OEMs Democratizing Market
  • China’s Automotive Telematics Control Unit Sales Rise 16% YoY in Q1 2025 as Domestic Players Gain Ground
  • Arm Launches Zena CSS to Accelerate Next-Gen Automotive Semiconductor Development

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Summary

Published

Jun 25, 2025

Author

Team Counterpoint

Counterpoint Research is a global industry and market research firm providing market data, intelligence, thought leadership and consulting across the technology ecosystem. We advise a diverse range of global clients spanning the supply chain – from chipmakers, component suppliers, manufacturers and software and application developers to service providers, channel players and investors. Our veteran team of analysts serve these clients through our offices located across the key innovation hubs, manufacturing clusters and commercial centers globally. Our analysts consistently engage with C-suite through to strategy, market intelligence, supply chain, R&D, product management, marketing, sales and others across the organization. Counterpoint’s key coverage areas: AI, Automotive, Cloud, Connectivity, Consumer Electronics, Displays, eSIM, IoT, Location Platforms, Macroeconomics, Manufacturing, Networks & Infra, Semiconductors, Smartphones and Wearables.