Zheng Quan Shi Bao Wang·2025-06-26 07:08Group 1 - The global smartphone market is projected to ship 301 million units in Q1 2025, reflecting a modest year-on-year growth of only 0.4% [1] - The market is facing significant pressure in developing regions due to excess inventory, weak consumer demand, and intensified competition [1] - In India, smartphone shipments declined by 5.5% year-on-year due to weak consumption and excess inventory from the previous quarter [1] Group 2 - The Southeast Asian market also experienced declines, with the Philippines seeing a dramatic drop of 20.3% in shipments due to inventory buildup and weak demand for entry-level models [1] - Brazil's smartphone shipments fell by 18.9% year-on-year, primarily due to rising prices affecting consumer demand [1] - The top five smartphone manufacturers in India by shipment volume are vivo, Samsung, OPPO, Xiaomi, and realme, while in Southeast Asia, they are Samsung, vivo, Xiaomi, OPPO, and Apple [1] Group 3 - IDC highlights that AI technology applications, high-end market development, and localized production are driving positive market growth [2] - In Western Europe, demand for Apple's AI-enabled iPhone 16e surged, leading to a 125.5% year-on-year increase in shipments, with devices priced over $800 accounting for 78.4% of shipments [2] - In Japan, Apple achieved a significant year-on-year growth of 29.3% in shipments, supported by new product launches and direct sales [2] Group 4 - The high-end smartphone market in India (priced between $600-$800) benefited from strong sales of the iPhone 16, growing by 78.6% year-on-year, increasing its market share from 2% to 4% [2] - The mid-range smartphone market in India (priced between $400-$600) also saw robust growth of 74%, benefiting Apple and Samsung [2] - Overall, competition among leading smartphone brands remains intense, with Samsung experiencing a 4.9% decline in market share in Western Europe but a 104.8% increase in Japan [2]