Nan Fang Du Shi Bao·2025-07-16 13:37Global Smartphone Market Overview - The global smartphone market is experiencing a slow recovery, with a slight year-on-year increase of 1.0% in Q2 2025, reaching 295.2 million units shipped [1] - In contrast, the Chinese market faced challenges, with a 4.0% decline in shipments to 69 million units, ending six consecutive quarters of growth [1] Market Leaders and Performance - Samsung maintained its position as the global leader with 58 million units shipped, achieving a 19.7% market share and the highest growth rate among the top five brands at 7.9% [2] - Apple ranked second with 46.4 million units shipped, reflecting a 1.5% year-on-year growth [2] - Xiaomi and Vivo followed in third and fourth places with shipments of 42.5 million and 27.1 million units, respectively [2] Chinese Market Dynamics - Huawei reclaimed the top position in the Chinese market with 12.5 million units shipped, while Vivo, OPPO, Xiaomi, and Apple followed with 11.9 million, 10.7 million, 10.4 million, and 9.6 million units, respectively [2] - Except for Xiaomi, which saw a 3.4% year-on-year growth, the other four brands experienced varying degrees of decline [2] Factors Influencing Market Trends - The strong performance of Samsung is attributed to the successful sales of its new Galaxy A series, which incorporates AI features appealing to consumers [2] - The overall weakness in the Chinese market is linked to ineffective demand stimulation from government subsidies and inventory clearance during the "618" shopping festival [3] Strategic Responses to Market Conditions - The economic uncertainty is compressing demand for low-end smartphones, leading to a crisis in that segment [4] - Smartphone manufacturers are seeking differentiation strategies to find new growth points in a highly homogeneous market [4] - Some brands are focusing on "durability" rather than competing solely on AI features, addressing core consumer concerns such as drop resistance, water resistance, and battery life [4][5] Product Innovations - The recently launched Honor X70 emphasizes durability with features like a "bulletproof jacket structure" for drop resistance, IP69K industrial-grade waterproofing, and an 8300mAh battery [4] - Huawei's Mate 60 Pro+ enhances protection with second-generation Kunlun glass and a titanium alloy frame, while Xiaomi's Redmi Note 14 Pro+ upgrades to stronger Corning Gorilla Glass for better drop resistance [4]