Apple(US:AAPL) 智通财经网·2025-05-22 03:46Group 1 - The global true wireless stereo (TWS) market is experiencing a strong rebound, with shipments expected to grow by 18% year-on-year in Q1 2025, reaching 78 million units, marking the highest growth rate since 2021. This growth is attributed to manufacturers' dual expansion strategies in both regions and price tiers [1][3]. - Apple continues to lead the global TWS market with a 23% market share, benefiting from its strong ecosystem and ongoing integration of health features. Samsung ranks third with a 7% market share, showing growth in its Galaxy and JBL series [1][3]. - Emerging markets such as Southeast Asia, Eastern Europe, Latin America, and Africa are driving market growth through high-cost performance products and localized operations, with companies like Huawei gradually replacing white-label brands [3]. Group 2 - The open wireless stereo (OWS) segment is growing rapidly, outpacing the overall market growth, and is becoming a blend of technology and fashion. Mainstream manufacturers are investing in innovative designs and materials to enhance consumer appeal [3]. - The TWS market is entering a new phase characterized by product diversification, brand upgrades, and personalized experiences. Companies must innovate beyond price competition to meet emerging consumer demands for real-time translation, health tracking, and AI interaction [3]. - Leading brands are required to invest heavily in innovation and develop scenario-oriented products and services to enhance user engagement and brand influence across various domains such as office, health, and entertainment [3].