Zheng Quan Shi Bao·2025-04-15 12:22Group 1 - Apple and Xiaomi have achieved top sales in the global and Chinese smartphone markets respectively, with Apple's global market share reaching 19% in Q1 2025, surpassing Samsung's 18% [1] - Xiaomi's domestic smartphone activation volume reached 3.2437 million units in March 2025, giving it a market share of 17.98%, making it the number one in China [1][6] - The growth in high-end smartphone market share is driving competition, with Chinese brands like Xiaomi increasingly targeting this segment [1][8] Group 2 - Apple's global smartphone sales benefited from the launch of the iPhone 16e and increased demand in countries like Japan and India, despite facing challenges in the US, Europe, and China [2] - Counterpoint and IDC provide different metrics for smartphone sales, with IDC focusing on shipment volumes and Counterpoint on actual sales to consumers, leading to discrepancies in reported rankings [3] - Apple's first-quarter shipment volume reached a historical high, driven by preemptive stockpiling to avoid tariffs and concerns over supply chain disruptions [3] Group 3 - Xiaomi's CEO Lei Jun expressed gratitude for the support as the company leads in smartphone activation in China, with a notable year-on-year growth of 16.99% [6] - Xiaomi plans to open 10,000 physical stores overseas in the next five years to enhance its global brand influence, which is crucial for its smartphone and IoT product expansion [7] - The high-end smartphone market in China has been expanding, with the share of smartphones priced over $600 increasing from 11% in 2018 to 28% in 2024, benefiting local brands [8] Group 4 - Chinese smartphone brands have significantly increased their market share in the high-end segment, with their share rising from 28% in 2018 to 46% in 2024, while Apple's share has been declining [8] - The preference for local brands is evident as they dominate the $400 to $600 price range, increasing their market share from 89% in 2023 to 91% in 2024 [8] - Consumer demand is shifting towards overall performance and user experience rather than just brand or price, providing more opportunities for domestic brands in the high-end market [9]