以下文章来源于Counterpoint 咨询 ，作者Counterpoint Counterpoint 咨询 . Counterpoint Research 是一家专注于科技行业的全球性研究公司，在全球主要的市场有着强大的影响 力。我们致力于为合作伙伴提供准确、及时的市场数据，帮助他们做出明智的决策。 2025年Q2，5G智能手机在越南整体智能手机出货量中的份额首次达到50%，这得益于生态系 统各方对5G普及的共同推动。 2025年Q2，越南智能手机市场迎来了重要里程碑：5G智能手机出货份额首次突破50%。这一进展距 离越南军用电子电信集团（Viettel Telecom）在国内首次推出5G网络还不到一年时间。 尽管市场挑战与宏观经济不确定性导致智能手机整体出货量下滑，但2025年Q2越南5G智能手机出货 量仍实现13%的同比增长。这表明自5G服务推出以来，消费者对5G设备的需求依然旺盛。电信运营 商携手OEM厂商及零售商，在新机购买中搭售低价5G数据套餐。此外，当季5G智能手机的平均售 价（ASP）同比下降12%，进一步提升了产品的可负担性。 全球OEM厂商在推动越南5G智能手机出货增长中发挥了主导作用，其 ...

以下文章来源于Counterpoint 咨询 ，作者Counterpoint Counterpoint 咨询 . Counterpoint Research 是一家专注于科技行业的全球性研究公司，在全球主要的市场有着强大的影响 力。我们致力于为合作伙伴提供准确、及时的市场数据，帮助他们做出明智的决策。 根据 Counterpoint《全球车联网汽车市场追踪报告，Q2 2025》 ，韩国车联网汽车销量同比增长 11%，主要得益于内置蜂窝连接的车联网汽车的加速推出。在该季度售出的所有车联网汽车中，有 83%配备了内置车载网络功能，凸显了消费者对数字化出行功能的稳定需求，以及本土车企在这一 领域的强劲执行力。韩国车联网市场已趋于成熟，并将继续稳步增长，预计到2030年内置蜂窝连接 渗透率将达到100%。 分析师观点 副总监Greg Basich 在谈及韩国的车联网汽车产业时评论道："车联网功能曾经是一种高端差异化配 置，如今已成为全系标配。内置远程信息处理功能与云端服务正深度融入车内体验。" 2024年Q2 vs 2025年Q2 同时也支持软件定义汽车功能升级。现代-起亚汽车在为其产品创建统一数字生态上的早期投入， ...

Counterpoint 咨询 . Counterpoint Research 是一家专注于科技行业的全球性研究公司，在全球主要的市场有着强大的影响 力。我们致力于为合作伙伴提供准确、及时的市场数据，帮助他们做出明智的决策。 以下文章来源于Counterpoint 咨询 ，作者Counterpoint 根据 Counterpoint Research 发布的《2025年Q2智能手机市场监测》 ，尽管经济环境不利，但价格 竞争与促销活动在一定程度上支撑了消费需求，拉动拉丁美洲本季度智能手机出货量同比增长4%。 此外，去年同期基数较低也对本季度增速产生了正向影响。 分析师观点 拉美智能手机出货量份额（%） 2024年Q2 vs 2025年Q2 来源：Counterpoint Research《市场监测服务》 注：百分比因四舍五入可能不等于100% 三星 凭借更新换代的A系列机型，同比实现8%的出货量增长。该品牌还下调了中端机型的价 格并提供大幅折扣以刺激需求。辅以大规模广告宣传，进一步巩固了其在该区域的领导地位。 2025年Q1，拉美智能手机出货量同比增长4%，主要得益于各大品牌在价格和促销上的激烈竞 争，抵消了 ...

Counterpoint Research 是一家专注于科技行业的全球性研究公司，在全球主要的市场有着强大的影响 力。我们致力于为合作伙伴提供准确、及时的市场数据，帮助他们做出明智的决策。 以下文章来源于Counterpoint 咨询 ，作者Counterpoint Counterpoint 咨询 . 全球智能手机平均售价预计将从2025年的370美元（约合人民币2,700元）稳步升至2029年的 412美元（约合人民币3,000元），年均复合增长率（CAGR）达3%，在经历近期波动后逐步恢 复至常态。 在高端化趋势的推动下，全球智能手机市场的ASP持续逐年增长。根据 Counterpoint Re search《市 场展望追踪报告》 ，全球智能手机市场的ASP预计将从2024年的357美元升至2025年的370美元，并 在2029年达到412美元，CAGR为3%。除了高端化趋势带来的提升外，5G的普及和消费者对高级功 能的偏好（即便在中端机型中也是如此）也推动了这一稳步增长。 展望2025年第二季度，市场表现比预期更趋正常。Counterpoint Research最新预测显示，2025年全球 智能手机出货 ...

Core Insights - The global smartphone market experienced a 3% year-on-year growth in Q2 2025, marking the second consecutive quarter of growth, driven by strong demand for high-end models in North America, Japan, and Europe, while emerging markets saw robust growth in entry-level and low-cost 5G models [8][9][10] Market Highlights - Asia-Pacific remains the largest contributor to global shipments, accounting for over 50% of the total, with Japan showing a notable 12% year-on-year growth due to sustained consumer demand and strong promotions from carriers [8][9] - The Chinese market saw a 2% decline in shipments year-on-year, attributed to weak demand and reduced subsidies [8][9] - India rebounded with a 9% year-on-year growth, supported by a 33% increase in new product launches and strong summer promotions [8][9] - The Middle East and Africa (MEA) region experienced a 3% year-on-year growth, buoyed by easing inflation and strengthening local currencies, which bolstered consumer confidence [8][9] - Latin America and Europe emerged as the fastest-growing regions, each achieving a 4% year-on-year growth due to macroeconomic improvements and OEM expansion [8][9] Brand Performance - Samsung led the global market with a 20% share, a 7% increase year-on-year, driven by the refreshed Galaxy A series and strong performance in key markets [8][9] - Apple ranked second with a 17% market share, experiencing an 11% year-on-year increase, benefiting from strong demand for the iPhone 16 and preemptive purchases in North America due to tariff expectations [8][9] - Xiaomi maintained a third-place position with a 14% market share, showing stable growth supported by strong demand in Central Europe and Latin America, offsetting increased competition in the entry-level market [8][9] - Vivo and OPPO followed closely, with Vivo showing a 9% market share and OPPO at 8%, both benefiting from strong mid-range performance and government subsidy policies in China [8][9]

Core Viewpoint - The European smartphone market experienced a 4% year-on-year growth in Q2 2025 after a sluggish Q1, driven by new model releases and promotional activities despite ongoing economic and geopolitical challenges [4][6]. Market Performance - The European smartphone market saw a 4% increase in shipments in Q2 2025 compared to the same period last year, recovering from earlier declines [4][6]. - Samsung maintained its leading position in the region, although its market share slightly decreased due to strong performances from Apple and Xiaomi with the iPhone 16e and Redmi Note 14 series [4][8]. - Honor emerged as the standout performer, achieving a remarkable 42% year-on-year growth, bolstered by its popular 400 series and Magic 7 series [6][8]. Challenges and Influences - Economic challenges and new EU eco-design regulations limited the entry of entry-level models like the Samsung Galaxy A06, contributing to subdued consumer demand [6][8]. - Despite the market recovery, the overall smartphone shipments in Europe for the first half of 2025 still saw a slight decline year-on-year due to low consumer demand and geopolitical uncertainties [8]. Regional Insights - In Q2 2025, Japan's smartphone shipments grew by 11%, marking the second consecutive quarter of double-digit growth [6]. - The Middle East and Africa saw a 3% increase in smartphone shipments, driven by 5G adoption and high-end demand [9]. - The U.S. smartphone sales rose by 9%, with strong performances from the three major carriers [9]. - Conversely, China's smartphone shipments declined by 2% due to weak demand and reduced subsidies [9]. Company Overview - Counterpoint Research specializes in technology market research, providing insights across various sectors including smartphones, semiconductors, and consumer electronics [2][10].

Core Insights - Counterpoint Research is a global market research firm focused on the technology ecosystem, providing comprehensive market data and strategic consulting services across various sectors, including smartphones, AI, and IoT [26]. Market Overview - The global smartphone market data is derived from Counterpoint's report, which forecasts smartphone shipments and average selling prices (ASP) by OEM and region until 2028 [4][8]. - The report includes detailed analysis of smartphone model sales, component trends, and driving factors across different price segments, covering 99% of the global smartphone market [8]. Top-Selling Smartphones - In Q1 2025, Apple iPhone 16 was the best-selling smartphone for the second consecutive quarter, with the iPhone 16 Pro series following closely [9]. - The iPhone 16e entered the top ten in Q2 2025, driven by strong sales in Japan and the US [9]. - Samsung secured four positions in the top ten, with the Galaxy A16 5G performing particularly well, and the Galaxy S25 Ultra benefiting from extensive marketing around generative AI features [9]. - Xiaomi's Redmi 14C 4G was the only model from the brand in the top ten, showing solid performance in emerging markets like Latin America and the Middle East and Africa [9].

Core Viewpoint - The Chinese smartphone market experienced a 2% year-on-year decline in sales due to significant drops in vivo and Honor's sales, while OPPO and Huawei showed resilience and growth in the mid-range segment [4][7]. Market Performance - In the first eight weeks of Q3 2025, the overall smartphone sales in China decreased by 2%, primarily influenced by the poor performance of vivo and Honor [4][7]. - OPPO achieved the strongest growth due to a well-rounded product lineup, particularly the Reno 14 series, which combines flagship features with mid-range pricing [6][7]. - Huawei maintained positive growth through supply chain optimization and continued focus on the mid-range market, with the Nova 14 series performing well since its launch [6][7]. - Apple and Xiaomi experienced slight declines in sales, with Apple's market share dropping by one percentage point, although the iPhone 16 Pro series showed stable performance [6][7]. Future Outlook - Counterpoint anticipates a slight decline in smartphone sales for Q3 2025, with overall performance for the year expected to remain flat [6][7]. - The average battery capacity of Chinese smartphones is the highest globally, with an 11% year-on-year increase noted in May 2025 [6].

Core Insights - Counterpoint Research is a global market research company focused on the technology ecosystem, providing comprehensive services across various sectors including smartphones, semiconductors, and consumer electronics [5]. Group 1: Apple Insights - Huawei's smartwatch shipments are expected to surpass Apple's for the first time in Q2 2025 [5]. - Cumulative revenue from Apple Watch has exceeded $100 billion since its launch in 2015 [5]. - The global refurbished smartphone market is experiencing a slowdown, while iPhone performance in emerging markets remains strong [5]. - Indian smartphone exports are projected to increase by 35% year-on-year in the first half of 2025, driven by a surge in iPhone exports to the US [5]. - Cumulative revenue from AirPods is expected to exceed $100 billion by 2026 [5]. - The True Wireless Stereo (TWS) market is entering a mature phase, with expectations of renewed growth for AirPods by 2027 [5]. - U.S. smartphone sales grew by 9% year-on-year in Q2 2025, with iPhone sales increasing by 10% due to the popularity of the iPhone 16e [5]. - Since the launch of the first iPhone in Q2 2007, Apple's quarterly revenue across product categories has shown significant growth [5]. - Global smartphone revenue has surpassed $100 billion, achieving a historic high, with iPhone market share reaching a record 43% [5]. - Global PC shipment growth accelerated in Q2 2025, with strong performances from Apple, Lenovo, and Asus [5]. - Counterpoint's survey indicates that iPhone Pro users have a higher upgrade frequency compared to non-Pro users, reflecting a "reverse diffusion curve" [5].

Core Viewpoint - Counterpoint Research highlights the upcoming Apple 'Awe Dropping' Event, focusing on product adjustments and market performance, particularly in the smartphone and wearable segments [5][8]. iPhone - Apple plans to adjust its product lineup with the new iPhone series, featuring design changes in the Pro models, an upgrade to the A19 chip, and a 24 million pixel front camera. The non-Pro series will introduce a 120Hz display for the first time [8]. - The new iPhone 17 Air is expected to replace the iPhone 16 Plus, aiming for a lighter design and potentially a single camera setup, with sales performance anticipated to match that of the 16 Plus [8]. - iPhone shipments are projected to grow by 5% year-on-year by 2025, with Apple maintaining a 62% market share in the high-end segment, reflecting a 3% year-on-year increase [8]. Apple Watch & AirPods - After seven consecutive quarters of decline, Apple Watch shipments are expected to return to growth by Q3 2025, with the launch of the 10th anniversary Apple Watch Series 11, Watch Ultra 3, and AirPods Pro 3, emphasizing enhanced health features [8]. - A new Watch SE 3 may also be introduced to attract price-sensitive consumers, further expanding the user base [8]. Market Performance - In Q2 2025, Apple's shipment volume in China grew by 1% year-on-year, driven by significant price reductions on the iPhone 16 series, which also impacted Huawei's market share in the high-end segment [9]. - Globally, Apple held a 17% market share with an 11% year-on-year growth, ranking first among the top five brands, supported by strong demand for the iPhone 16 and preemptive shipments in North America ahead of expected tariffs [11]. - In Q1 2025, Apple's global revenue increased by 5% to $95.3 billion, driven by hardware (up 3%) and services (up 12%), marking the fourth consecutive quarter of synchronized growth in both categories [13]. Regional Insights - In Q1 2025, Apple's smartphone shipments grew by 12% year-on-year, the highest among the top five brands, fueled by strong performance in North America, Japan, and India, along with the release of the iPhone 16e [16]. - In India, Apple saw a 29% year-on-year increase in shipments, supported by deeper penetration into second and third-tier cities and local manufacturing and R&D investments [21]. - North American shipments rose by 21% year-on-year, with the iPhone 16e enhancing mid-tier appeal and helping Apple maintain momentum despite tariff concerns [21].