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2025年第二季度,全球智能手机出货量下降1%,TOP5厂商份额揭晓
Canalys· 2025-07-15 05:57
Core Insights - The global smartphone market is projected to decline by 1% year-on-year in Q2 2025, marking the first drop in six consecutive quarters, reflecting cautious consumer sentiment and macroeconomic uncertainties [1][2][4] - Samsung maintained its market leadership with a 19% share, followed by Apple at 16% and Xiaomi at 15%, while Transsion and OPPO each held 9% [1][5] Market Performance - Despite a slight decrease in shipments, major manufacturers demonstrated stability and resilience amid a slowing market due to the waning replacement demand from the pandemic and ongoing weak consumer demand [2][4] - The U.S. market is an exception, where manufacturers like Apple, Samsung, and Motorola maintained high inventory levels in response to geopolitical and regulatory uncertainties [2] Consumer Behavior - Many consumers who delayed upgrades in early 2025 are expected to make purchases during year-end shopping festivals and promotional events, with effective pricing strategies and promotions being crucial for success [4] - Price-sensitive consumers remain the primary drivers of upgrade demand, preferring to replace old devices at reasonable prices [4] Market Share Data - The preliminary market share data for Q2 2025 shows: - Samsung: 19% - Apple: 16% - Xiaomi: 15% - Transsion: 9% - OPPO: 9% - Others: 33% [5] Industry Outlook - The smartphone industry is anticipated to stabilize in 2025, with manufacturers prepared to address the expected flat market, leveraging new product launches that emphasize design, ecosystem innovation, and privacy features [4][6]
Galaxy Unpacked发布会亮点速览:Z Fold7与Flip7重新定义三星折叠屏愿景
Canalys· 2025-07-14 05:56
Core Viewpoint - Samsung's latest Unpacked event strategically addressed major obstacles facing the proliferation of foldable smartphones, such as device thickness, high prices, and growing privacy concerns in the AI era [1][2] Group 1: Market Dynamics - Global foldable smartphone shipments are expected to grow by 12% year-on-year in 2024, reaching 17.2 million units, but Samsung's market share has declined from 54% to 45% [1] - The overall foldable smartphone market is projected to stagnate in growth by 2025, indicating a need for Samsung to stimulate new market demand and transition foldable devices from niche to mainstream [1] Group 2: Product Innovations - Samsung introduced the Galaxy Z Fold7 and Flip7, the lightest and thinnest foldable smartphones to date, with the Fold7 measuring only 8.9mm thick and weighing 216 grams, aiming to address user complaints about the bulkiness of foldable devices [3] - The Galaxy Flip7 FE, priced at $899, is a new addition aimed at making foldable technology more accessible while maintaining some design elements and features from the Flip6 [5] Group 3: Consumer Behavior Insights - The lightweight design of foldable devices enhances portability and comfort, but its impact on consumer purchasing behavior remains uncertain, as lighter devices may be perceived as fragile or limited in functionality [4] - Samsung's extensive offline retail presence is crucial for allowing consumers to experience the products firsthand, potentially converting interest into purchases [4] Group 4: Privacy and Security Features - Samsung launched the KEEP system, part of the Knox platform, focusing on local privacy protection in the AI era by enabling application-level encrypted storage of sensitive user data [8] - The introduction of KEEP enhances user control over data and security, addressing privacy challenges posed by increasingly personalized AI solutions [9] Group 5: Competitive Positioning - Samsung's strategy with the Flip7 FE aims to capture the mid-range foldable market while preserving the premium positioning of its flagship series, targeting users interested in foldable technology without the high price tag [7] - The foldable smartphone market is viewed as a high-end segment, and Samsung, like its competitors, is cautious to avoid early commoditization of its products [7]
2025年第一季度,中国云基础设施市场加速增长,阿里云稳居第一,华为云与腾讯云加速AI布局
Canalys· 2025-07-11 01:52
Core Insights - The article highlights the significant growth in cloud infrastructure spending in mainland China, reaching $11.6 billion in Q1 2025, a 16% year-on-year increase, driven primarily by AI-related demand [1] - Major cloud vendors are increasing investments in AI infrastructure and model development to capitalize on this growth opportunity [1] - The article emphasizes the importance of partnerships and ecosystem collaboration in accelerating AI commercialization, with partner-driven cloud service revenue accounting for 25% of the overall market in Q1 2025 [1] Cloud Infrastructure Market Overview - In Q1 2025, Alibaba Cloud held a 33% market share in mainland China's cloud service market, followed by Huawei Cloud at 18% and Tencent Cloud at 10% [1] - The demand for AI capabilities is reshaping cloud computing applications, with organizations migrating AI workloads to the cloud and integrating AI into their data systems and business processes [1][2] - The ongoing iteration of AI large models is pushing AI capabilities towards more practical applications, prompting cloud vendors to explore various strategic paths [1] Vendor Strategies and Developments - Alibaba Cloud has fully open-sourced its Qwen 3 model and launched a series of initiatives to expand its global presence, including establishing an AI capability center in Singapore and a new data center in Malaysia [1][2] - Huawei Cloud has introduced several AI technology updates, including the latest version of its foundational model suite "Pangu 5.5" and an enterprise-level intelligent agent development platform "ModelArts Versatile" [2] - Tencent Cloud has faced temporary GPU supply constraints but has upgraded its models and launched the "Tencent Cloud Intelligent Agent Development Platform" to support rapid development and deployment of intelligent applications [2] AI Ecosystem and Collaboration - The article notes that the importance of ecosystem partners is increasing as AI productization accelerates, with both model open-sourcing and intelligent agent deployment driving the integration of AI capabilities with business value [1] - The collaboration among cloud vendors and partners is becoming a core driver of AI commercialization, with expectations for the partner-driven revenue share to continue rising [1]
2025年第二季度,全球PC出货量同比增长7%,联想稳居榜首,苹果华硕表现亮眼!
Canalys· 2025-07-10 06:27
Core Insights - The global PC market is experiencing a 7.4% year-on-year growth in Q2 2025, with total shipments reaching 67.6 million units, driven primarily by commercial PC deployments ahead of the Windows 10 service termination [1][4] - Consumer demand remains weak due to macroeconomic uncertainties, influenced by the evolving tariff policies of the Trump administration, which have created significant uncertainty in the market [1][2] Market Performance - In Q2 2025, notebook shipments (including mobile workstations) reached 53.9 million units, growing by 7%, while desktop shipments increased by 9% to 13.7 million units [1] - Lenovo maintained its leadership in the global PC market with shipments of 17 million units, a year-on-year increase of 15.2% [4][5] - HP followed with 14.1 million units shipped, reflecting a growth rate of 3.2%, while Dell's shipments decreased by 3% to 9.8 million units [4][5] - Apple saw a significant growth of 21.3%, with shipments reaching 6.4 million units, capturing a market share of 9.4% [4][5] - ASUS ranked fifth with shipments of 5 million units, marking an 18.4% increase [4][5] Supply Chain Dynamics - The evolving tariff policies are reshaping the global PC supply chain, with a notable shift in US PC imports from China to Vietnam to avoid potential tariffs [2] - Recent trade agreements between the US and Vietnam impose a 20% tariff on Vietnamese goods and up to 40% on "transshipped" products, complicating the supply chain further [2] - The ambiguity surrounding the enforcement standards raises concerns about cost stability for market participants, as products made in Vietnam using Chinese components may be subject to higher tariffs [2] Consumer Behavior - The impending termination of Windows 10 services is expected to stabilize the market, particularly benefiting commercial device upgrades, while consumer purchasing decisions are likely to be delayed due to economic uncertainties [4] - A survey indicated that over half of channel partners expect their PC business to grow year-on-year in the second half of 2025, with 29% anticipating growth exceeding 10% [4]
三星的破局之道:以旧换新实现战略闭环
Canalys· 2025-07-02 04:39
Core Viewpoint - Samsung is enhancing its trade-in strategy to narrow the "value perception gap" with Apple in the high-end smartphone market, focusing on improving the resale value of devices, accelerating the adoption of premium models, and increasing user loyalty [1][4]. Group 1: Trade-In Strategies - Samsung's "Overtrade" incentive has been a long-standing promotional tool, offering additional trade-in value for specific models to boost high-end device sales, effectively lowering the entry barrier for flagship models [2][7]. - The Galaxy Club, active in the US and UK, guarantees 50% buyback value within 12 to 15 months, along with 0% interest installment payments and service rewards, aiming to shorten the device upgrade cycle [5][6]. - The newly launched Galaxy Trade-In program in South Korea and France allows users to recycle old Galaxy devices at any time, enhancing user convenience and extending device lifecycles [6][7]. Group 2: Market Dynamics and Performance - The average resale value of the iPhone 15 after one year is 50%, while the Galaxy S24 series stands at only 40%, highlighting the importance of Samsung's trade-in strategies to improve resale value [4][8]. - Samsung's global average selling price (ASP) increased by 45% from $389 to $528 between 2022 and Q1 2025, with devices priced above $600 rising from 18% to 32% of total sales [2][8]. - The combination of Galaxy Club, Galaxy Trade-In, and Overtrade strategies aims to maximize trade-in values, making high-end models more affordable and enhancing brand loyalty [7][8]. Group 3: Balancing Sales and Sustainability - Smartphone manufacturers face the challenge of relying on new device sales for quarterly financial goals while also needing to expand the second-hand market to enhance software ecosystems and user bases [11][12]. - Samsung's Trade-In program addresses this conflict by subsidizing trade-ins, lowering the entry barrier for high-end models while injecting quality devices into the second-hand market [12]. - A comprehensive strategy that integrates hardware sales, service innovation, and ecosystem development is essential for achieving a balance between short-term performance and long-term sustainability [12].
正式启动:2025年云渠道领导力矩阵的评选活动
Canalys· 2025-07-01 10:27
Core Viewpoint - The 2025 Canalys (now part of Omdia) Cloud Channel Leadership Matrix evaluation has officially launched, incorporating AI ecosystem competitiveness for the first time to help identify leading vendors with technological and ecological synergy capabilities [1][4]. Group 1: Evaluation Process - The evaluation focuses on the development of cloud vendors' partner ecosystems in mainland China, assessing factors such as channel strategy, partner programs, and partner engagement [4]. - Feedback from partners is a critical component of the evaluation, which combines partner input, vendor channel performance, and assessments from Canalys analysts to identify outstanding vendors in channel ecosystem development over the past 12 months [4]. - The evaluation will categorize vendors into four groups: Champions, Contenders, Scalers, and Foundations, based on their channel management performance and industry standing [4]. Group 2: Participation and Impact - Participation in the evaluation will provide valuable insights and improvement directions for vendors, with feedback collection concluding on August 15 [2]. - The results will significantly influence the upcoming report titled "2025 China Cloud Channel Leadership Matrix," set to be released in September [2]. Group 3: Company Background - Canalys (now part of Omdia) is a leading independent technology market analysis firm focused on channel-centric insights, helping clients navigate the future of the tech industry and develop innovative business models [8]. - The firm has been providing market analysis and customized solutions for 25 years, covering emerging technologies, enterprise tech, mobile tech, and smart tech, with a strong emphasis on channel understanding [8].
2025年第一季度,美国PC市场迎来强劲开局,同比增长15%,全年增长动力或将减弱
Canalys· 2025-06-30 06:30
Core Insights - The PC market in the U.S. is experiencing a mixed outlook, with a 15% year-on-year increase in desktop and laptop shipments in Q1 2025, reaching 16.9 million units, but an expected slowdown in overall growth to just 2% for the year due to weakened consumer spending and inventory pressures [1][2][5] - Business demand for PCs is anticipated to remain strong, with commercial PC shipments projected to grow by 8%, contrasting with a 4% decline in consumer PC shipments [1][5] - The transition to Windows 11 is progressing well among U.S. enterprises, which is seen as a positive signal for the industry, particularly for small and medium-sized businesses [2][4] Market Forecasts - For 2024 to 2026, the U.S. PC market is expected to show varied growth rates across segments: consumer market shipments are projected to decline by 4.2% in 2025, while commercial market shipments are expected to grow by 7.9% [5] - The total PC shipments in the U.S. are forecasted to reach 70.4 million units in 2025, with a slight overall growth of 1.8% [5] Consumer Behavior - Despite the impending end of support for Windows 10, consumer demand for PCs has not significantly increased, indicating that many users are indifferent to the change unless it directly impacts their experience [4] - Key drivers for PC purchases remain issues like battery life, device performance, and hardware failures, rather than software updates [4] Industry Challenges - Inflationary pressures and a pause in interest rate cuts by the Federal Reserve are affecting consumer spending on high-priced items like PCs [2] - Retail channels are experiencing high inventory levels, which may lead to pressure on manufacturers' sell-in volumes in the latter half of 2025 [2]
传音旗下PalmPay助力提升孟加拉智能手机普及率
Canalys· 2025-06-24 10:25
Core Insights - The smartphone penetration rate in Bangladesh is increasing, but "affordability" remains a major challenge, with financial services becoming a key driver for market transformation [1] - Transsion, through its fintech platform PalmPay, is creating new pathways in the smartphone market by offering flexible financing options to consumers [1][2] Group 1: PalmPay's Strategic Value - Unlike many brands relying on third-party financing platforms, Transsion's PalmPay provides complete control over the financing and distribution chain, allowing for tailored credit products suited to Bangladesh's cash-based, low-income economy [2] - PalmPay's financing services have expanded from brand-exclusive stores to a wider range of traditional retail channels, enhancing market penetration [2] Group 2: Targeting Underserved Consumer Segments - PalmPay's core user base consists of potential consumers from second and third-tier cities, such as Gazipur, Narayanganj, and Chattogram, who have a desire for mid-range smartphones priced between 25,000 to 30,000 Taka (approximately 200 to 240 USD) but can only afford around 10,000 to 15,000 Taka (approximately 80 to 120 USD) [3] - Through PalmPay, these consumers can make a down payment of about 6,000 to 7,000 Taka (approximately 50 to 57 USD) and finance the remaining amount over 6 to 9 months, with an annual interest rate of up to 20% [3] Group 3: Retail and Telecom Partnerships - PalmPay demonstrates strong performance in the offline retail smartphone market, focusing on brand exposure through in-store promotions, which enhances user recognition [4] - Key partnerships with telecom operators like Grameenphone and Banglalink provide seamless EMI services bundled with mobile plans, improving user experience [5] Group 4: Impact on Transsion's Sub-brands - Since its launch in Bangladesh at the end of 2024, PalmPay has led to approximately 20% sales growth for Infinix and TECNO in the first three months of 2025, while the impact on iTel has been limited due to its lower-priced products [6] - Consumers who previously could not afford higher-end models are now upgrading their devices through PalmPay, increasing brand loyalty [6] Group 5: Early Default Rate Concerns - Despite gaining market acceptance, the early default rate for PalmPay is estimated to be between 30% and 35%, indicating that technology alone cannot eliminate repayment risks [7] - The collaboration with Bangladesh Finance provides a more structured approach, but sustainable expansion requires improved credit infrastructure and collection mechanisms [7] Group 6: Competitive Landscape - While some brands in Bangladesh have attempted financing models, they lack scale and impact, with most Chinese manufacturers relying on third-party financing partners [8] - Competitors like OPPO and vivo have conducted limited trials, while Xiaomi's previous buy-now-pay-later initiatives showed low participation rates [8] Group 7: Future of Easy Financing in Bangladesh - PalmPay is redefining the affordability challenge in the Bangladeshi smartphone market, although it faces challenges such as high default rates and consumer awareness of credit responsibilities [9] - Brands lacking proprietary financial solutions will depend heavily on third-party collaborations for financing, which limits operational control and systemic integration [9] Group 8: Recommendations for Sustainable Financing Models - To create a viable and sustainable financing model, brands should focus on building user trust, effectively managing credit risk, and establishing solid partnerships beyond short-term promotions [10]
WWDC25:苹果为何选择生态一致性,而非AI突破
Canalys· 2025-06-23 09:16
Core Insights - Apple's platform and device ecosystem remain a core strategic focus, with a significant emphasis on vertical integration and user engagement across devices [1][2][3] - The recent WWDC25 showcased a comprehensive software design innovation, marking a shift to year-named operating systems, while highlighting Apple's unique position in personal computing [1][2] - Apple's AI strategy is characterized by a cautious approach, prioritizing reliability and user trust over aggressive market competition, which may risk missing key opportunities in the rapidly evolving AI landscape [2][3] Group 1: Ecosystem and Market Position - Apple is the only major vendor with significant market shares across smartphones, tablets, and computers, collectively accounting for over 90% of global internet access and nearly half of daily user screen time [1] - The user interconnectivity rate across different Apple devices is industry-leading, with nearly half of iPhone users also owning an iPad and one-third owning a Mac, enhancing revenue streams and ecosystem stickiness [1][2] Group 2: AI Strategy and Challenges - Apple's AI features, primarily based on machine learning, are seen as gradual innovations rather than groundbreaking advancements, raising concerns about maintaining market relevance in defining the next generation of computing experiences [1][2] - The delayed launch of enhanced Siri due to quality issues reflects execution challenges within Apple's AI strategy, which may hinder its competitive edge in the AI domain [1][2] Group 3: Consumer Behavior and Market Dynamics - Despite a strong interest in AI features among consumers, actual purchasing decisions are still heavily influenced by brand loyalty, ecosystem integration, and device replacement cycles, indicating a gap between consumer interest and behavior [3][4] - In China, AI functionality is a significant consideration for consumers, ranking third in purchase decisions, while in the U.S., it ranks ninth, highlighting regional disparities in AI adoption and consumer expectations [3][4] Group 4: Developer Engagement and Ecosystem Growth - Apple's decision to open access to its device-side AI models signifies a shift towards a platform empowerment strategy, aiming to foster innovation through its extensive developer ecosystem [4][5] - With 34 million registered developers and 1.8 million apps on the App Store, Apple is building a robust AI ecosystem, responding to the growing demand for integrated AI functionalities [4][5]
AI PC的普及和二三线城市需求的爆发,2025年印度PC市场将增长6%
Canalys· 2025-06-23 04:51
Canalys (现并入 Omdia )最新研究, 2025 年第一季度 , 印度 PC (不含平板电脑)出货量同比增 长 13% ,达到 330 万台。其中,笔记本出货量增长 21% ,达 240 万台,成为增长主力;台式机出货 量则同比下滑 3% ,至 90.6 万台。混合办公 的 普及以及消费者和企业对生产力工具的需求,使笔记本 依然是推动印度数字化进程的核心。 相比之下,印度平板电脑出货量同比大幅下滑 24% ,仅为 100 万 台。预计 2025 年全年 , 印度 PC 市场将增长 6% ,出货量突破 1500 万台;而平板电脑市场将萎缩 8% 。 2026 年起,随着设备换代周期叠加 AI 就绪政策的推进,整体市场增速有望进一步加快。 Canalys (现并入 Omdia )高级分析师 Ashweej Aithal 表示:" 202 5 年第一季度, AI 笔记本电脑 持续升温,出货量同比激增 253% ,尽管基数仍较小。售价超过 1000 美元的高端笔记本出货量增长 49% ,反映出消费者与商用客户对高性能设备的强劲需求。 企业日益将 AI 视为核心功能,而消费者则 更倾向于选择具备多功能价值的 ...