Market Overview - Apple experienced a year-on-year increase in chip shipments in Q1 2025, driven by the launch of the iPhone 16e featuring the Apple A18 chip, although there was a quarter-on-quarter decline due to seasonal factors [4] - MediaTek saw a quarter-on-quarter increase in overall shipments in Q1 2025, primarily due to a recovery in demand from the entry-level and mainstream markets, while high-end market shipments declined. Growth in the mid-to-high-end market was supported by the release of the Dimensity 8400 chip [4] - Qualcomm's shipments remained flat quarter-on-quarter in Q1 2025, driven mainly by the high-end market, with the flagship Snapdragon 8 Elite chip securing multiple design wins, including exclusive collaboration with the Samsung Galaxy S25 series, alongside new orders for the Snapdragon 8 Gen 3 series [4] - Samsung's Exynos chip shipments increased in Q1 2025, primarily due to the launch of the Galaxy A56 with Exynos 1580 and Galaxy A16 5G with Exynos 1330, as well as strong sales of the Galaxy A26 series boosting Exynos 1380 shipments [4] Company-Specific Insights - UNISOC experienced a quarter-on-quarter decline in shipments in Q1 2025, mainly due to reduced LTE chip shipments, although its LTE product portfolio continued to expand its share in the low-end market (priced below $99) [6] - Huawei's shipments also declined quarter-on-quarter in Q1 2025, yet the company maintains strong brand preference and a loyal user base in the Chinese market. The launch of the Nova 13 series and Mate 70 series featuring the Kirin 8010 chip contributed to growth in HiSilicon's shipments during the quarter [6]

Core Insights - Global smartwatch shipments declined by 2% year-on-year in Q1 2025, marking the fifth consecutive quarter of decline, primarily due to a slowdown in the Indian market and a decrease in Apple smartwatch shipments [1][5] - In contrast, the Chinese market saw a significant growth of 37% year-on-year, achieving the highest market share since Q4 2020, driven by strong performance from domestic brands [1][5] Brand Performance - Apple remains the market leader despite a continuous decline in shipments for six consecutive quarters, benefiting from an expanding iOS user base [3] - Huawei and Xiaomi experienced significant growth in shipments, attributed to strong domestic performance and competitive pricing strategies targeting the mid-to-high-end market [3] - Samsung's previous generation products underperformed in major global markets, resulting in an 18% year-on-year decline in quarterly shipments [3] Market Trends - The global smartwatch market is witnessing a shift in consumer preferences towards higher price segments, with a 21% year-on-year increase in shipments priced between $100 and $200, indicating a rising demand for enhanced health and fitness features [9] - Conversely, entry-level products (under $100) saw a 17% year-on-year decline, reflecting consumers' willingness to pay a premium for accuracy, stability, and ecosystem compatibility [9] - The children's smartwatch segment continues to grow significantly, with brands like Imoo leading due to high cost-performance ratios and rich functionalities [9] Future Outlook - The global smartwatch market is expected to recover moderately at a rate of approximately 3% in 2025, driven by advancements in product capabilities, including the integration of AI features and next-generation health sensors [9] - Changing consumer behavior is shifting focus from novelty to product functionality, long-term value, and ecosystem compatibility, pushing the market towards higher-end models that support health, productivity, and lifestyle goals [9]

Core Viewpoint - The Chinese smartphone market is expected to see a slight year-on-year growth in Q2 2025, driven primarily by Huawei and Apple [1][6]. Group 1: Market Performance - Huawei is projected to be the fastest-growing brand in the Chinese market for Q2 2025 and is expected to reclaim the top sales position [1][6]. - Apple's sales growth in May is attributed to promotional activities for the iPhone 16 series, particularly the iPhone 16 Pro and iPhone 16 Pro Max [1][6]. - The overall smartphone sales during the 618 promotional period remained flat year-on-year, indicating continued low consumer spending during the holiday [6][7]. Group 2: Promotional Impact - Strong promotional activities and government subsidies in May significantly boosted sales for both Huawei and Apple [6][7]. - Apple's strategic timing in adjusting iPhone prices before the 618 promotion was well-received, contributing to its sales performance [3][6]. - Huawei's growth during the promotional period is attributed to the loyalty of its core user base, who are replacing old devices with new models [7]. Group 3: Future Outlook - The sales performance in Q2 is partially supported by national smartphone subsidy policies, but there is uncertainty regarding market growth in the second half of the year as these policies may gradually diminish [7].

根据 Counterpoint Research最新《全球智能手机月度销售报告》 的初步数据，iPhone在2025年4-5 月的全球销量同比增长15%，也创下后疫情时代以来该时期市场占有率的最高纪录。 iPhone 4-5月全球销量市场份额 2019-2025年 数据来源： Counterpoint Research 《全球智能手机月度销售报告》 美国与中国作为Apple的两大关键市场，是该时期最主要的市场增长动力，终结过去三年在此销售淡 季的下滑趋势，首次实现同比正增长。中国市场表现尤为突出，Apple在5月重返市场占有率榜首， 在经历份额连续下跌、与Huawei等品牌激烈竞争后，局势终于迎来逆转。 Apple在美中两大核心市场的稳健表现，背后是日本、印度及中东高端市场两位数增长的强劲支撑。 4-5月各地区iPhone销量和同比增长 2025年4-5月iPhone全球销量年增15%，创历年同期新高。 日本、中东与印度市场的年增长幅度强劲，得益于中国与美国市场规避关税的提前采购，推动 了销量增长。 我们预测2025年Q2有两大趋势： 多元市场带动销量增长 Apple暂时获得喘息之机，Agentic AI尚未 ...

根据 Counterpoint Research最新的《2025年Q1全球蜂窝物联网模组与芯片应用追踪报告》 ，2025 年Q1全球蜂窝物联网模组出货量延续涨势，同比增长16%。出货增长主要得益于印度、中国及拉美 市场在智能电表电表、POS终端和资产资产追踪方面的强劲需求。 分析师观点 Counterpoint Research首席分析师Tina Lu 在解读市场动态时指出："中国凭借5G与Cat 1 bis技术在 POS终端、资产追踪、工业及汽车领域的普及，以19%的同比增速成功巩固了其全球物联网模组市 场领导地位。印度与拉美紧随其后，以价格实惠的网络连接加速公用设施数字化与追踪应用落地。 印度在智能电表电表政策扶持下，以32%同比增速成为本季度增长最快的市场。反观北美及部分亚 太地区，受需求疲软与宏观经济逆风影响出现下滑。" Tina Lu 强调："5G以37%同比增速成为本季度增长最快的技术，主要得益于路由器、CPE设备以 及中国市场的汽车板块。与此同时，4G Cat 1 bis正成为大众物联网部署的实质标准，出货量同比 增长35%，其核心优势在于性能与成本的绝佳平衡。该技术以实惠的价格、广泛的网络支持 ...

2025年Q1全球高端电视出货量同比增长44%，营收同比增长35%。 TCL和Hisense的出货量均实现了三位数的同比增长。 这两家公司的市场份额提升主要得益于 其对MiniLED电视和超大尺寸（>75英寸）电视的重视。 Samsung仍在高端电视类别中保持领先，但随着中国品牌的崛起，其市场份额已有所下降。 数据来源： Counterpoint Research 《高端电视出货量与预测季度报告》 这些品牌市场份额的增长导致两大韩国品牌份额的下滑。当LG和Samsung集中精力主攻OLED电视 时，中国品牌通过积极推广大屏幕MiniLED液晶电视来降低OLED在高端市场的重要性。MiniLED 在"超高端"市场中的份额正日益扩大，出货量和营收在2024年Q2就已经超越OLED，且在此之后市 场份额逐季攀升。 分析师观点 根据 Counterpoint Research最新发布的《高端电视出货量与预测季度报告》 ，2025年Q1全球高端 电视出货量同比增长44%，收入同比增长35%。TCL和Hisense成为市场主要驱动力，出货量较去年 同期实现翻倍，这两家公司正逐渐缩小与市场巨头Samsung的差距，在此之前 ...

根据 Counterpoint《2024年Q4全球乘用车信息娱乐系统追踪报告》 显示，2024年全球售出车辆搭 载的车载信息娱乐系统数量同比增长3%。信息娱乐系统供应商通过为消费者提供兼具交互性和流畅 性的体验来适应不断变化的市场。与往年相比，当前行业面临的主要挑战在于供应商在设计系统时 必须将安全因素也纳入考量范围，因为信息娱乐系统与仪表盘及其他关键安全功能的联系越来越紧 密。 2024年，中国、美国和欧洲共占全球乘用车信息娱乐系统市场的70%。欧洲市场中超过94%的系统 由非中国供应商提供，在美国市场该比例超过99%；但与此相反，中国供应商在本土市场占据主导 地位，近80%的国产新车搭载的信息娱乐系统来自中国本土供应商。 以BYD为例，BYD子公司BYD Electronic在泰国、乌兹别克斯坦的生产基地已经投入使用，在巴 西、土耳其、印尼的新工厂正在建设，在墨西哥、巴基斯坦和南非有规划布局。同样地，使用 ECARX技术的Geely也已成功拓展印尼、埃及和越南市场。 与此同时，国际主流车厂更倾向与本地信息娱乐供应商合作，以降低物流成本和提升供应链效率。 但是中国车企强势的价格策略正在重塑全球竞争格局。对此 ...

MWC 2025: What Did We Learn? 时间：6月20日（周五）13:30–14:30 地点：MWC AI Stage 主讲人：Counterpoint副总裁Neil Shah Neil Shah将受邀出席由GSMA主办的官方闭幕论坛，与多位行业顶尖分析师同台分享。 本次会议将深度剖析最值得关注的重大趋势与核心洞察，内容涵盖人工智能突破性进展、5G技术发展、网 络融合及数字化转型战略等前沿领域。 如果您是行业从业者或希望深入了解移动生态的合作伙伴，欢迎 联系我们 预约与分析师的现场会 面。 2025年上海MWC即将启幕 今年Counterpoint多位资深分析师将出席现场，聚焦移动终端、AI、6G、卫星通信、AIoT等行业核心话 题。 了解我们的研究和服务如何为您的业务提供支持，获取Counterpoint 分析师团队独到的趋势解读 与市场预判。 期待与您在上海 MWC 相遇，共话移动科技未来！关注 Counterpoint Research，持续获取全球科技市 场深度洞察。 点击阅读原文查阅更多相关资讯 业务咨询 Arron Zhu / 销售经理 电话: +86 18565629175 邮 ...

根据 Counterpoint Research最新的《全球智能手机制造分布追踪报告》 ，受关税影响及行业整体发 展放缓的冲击，2025年全球智能手机制造产量预计将同比下降1%，相较于2024年产量4%的同比增 长，不难看出市场情况不容乐观。2024年，中国、印度和越南共持有全球智能手机总产量的90%以 上，其中印度增速最快。但是各国制造产量在2025年预计呈现分化态势。 数据来源： Counterpoint Research 《全球智能手机制造分布追踪报告》 2025年全球智能手机制造产量预计会减少1%，主要受关税影响和行业整体发展放缓的冲击。 中国将感受到明显的关税影响，导致智能手机整机制造产量下滑和国内市场表现不佳。 印度有望成为最大受益者，Apple和Samsung持续的出口需求预计能推动产量以两位数百分比 增长，制造份额首次突破全球总产量的20%。 越南作为全球制造与出口枢纽，产量预计也能实现稳健增长，在Samsung和Motorola受关税压 力和制造转移的影响下增产而受惠。 其他地区主要受本地市场影响。在全球智能手机需求受限的情况下，这些原本占比就低的市场 也可能会面对一定的下滑压力。 分析师观 ...

欧洲各手机品牌厂商折叠屏手机销量份额 2025年Q1 vs 2024年Q1 根据 Counterpoint Research《全球机型销售追踪报告》 显示，2025年Q1欧洲折叠屏手机销量同比 增长4%，仅占该地区智能手机总销量的1.5%，进一步佐证该品类仍属小众细分市场。 分析师观点 针对市场增长停滞现象， Counterpoint Research副总监Jan Stryjak 评论道："对于处于增长初期的 品类而言，4%的同比增幅是一个警告。新款折叠设备虽然备受瞩目，但对于主流市场来说还是定 价过高。更重要的是，多数消费者尚未明确折叠屏手机的价值定位，且普遍对设备和耐用性与使用 寿命存有疑虑。" 业务咨询 Arron Zhu / 销售经理 电话: +86 18565629175 邮箱:arron.zhu@counterpointresearch.com 2025年Q1，折叠屏手机在欧洲仅占智能手机总销量的1.5%，仍属小众细分市场。该季度销量 同比增幅仅为4%，主要原因是消费者在价格、耐用性和应用场景等方面仍存在顾虑。 Samsung仍保持领先地位，尽管2024年Q1以来一直面临着多家厂商的激烈竞争导致市 ...