Zheng Quan Shi Bao Wang·2025-07-15 09:55Core Insights - The global smartphone market experienced its first decline in nearly six quarters, with a year-on-year drop of 1% in Q2 2025, according to Canalys [1] - Despite the slight decrease in shipments, major manufacturers showed stability amid cautious consumer sentiment and macroeconomic uncertainties [1] - Samsung maintained its market leadership with a 19% share, followed by Apple at 16%, Xiaomi at 15%, and Transsion Holdings and OPPO each at 9% [1] Group 1 - The decline in Q2 2025 reflects a slowdown in consumer demand and the end of a replacement cycle that was boosted during the pandemic [1] - Manufacturers are focusing on optimizing operational efficiency and achieving tactical synergies to maintain stability [1] - In the U.S. market, manufacturers like Apple and Samsung have kept higher inventory levels due to uncertainties related to tariffs and geopolitical factors [1] Group 2 - Canalys anticipates that many consumers who delayed upgrades in early 2025 will make purchases during year-end shopping festivals and promotional events [2] - Effective pricing strategies and clever promotional tactics are crucial for manufacturers' success, as demonstrated by positive responses during the '618' shopping festival [2] - The smartphone market showed signs of growth fatigue in Q1 2025, with only a 0.2% increase in shipments, totaling 296.9 million units [2] Group 3 - The year 2024 was a strong year for the smartphone market, with a 7% growth reaching 1.22 billion units after two consecutive years of decline [3]