智通财经网·2025-07-28 01:18Core Insights - The Chinese smartphone market is expected to see a year-on-year decline of 4% in Q2 2025, as the effects of earlier government subsidy policies begin to wane [1][3] - Huawei regained the top position in the market with a shipment of 12.2 million units, capturing 18% market share, followed closely by vivo and OPPO [1][5] - Despite the market slowdown, consumer demand remains strong, with overall shipments showing slight growth in the first half of the year [3][5] Market Performance - In Q2 2025, the total smartphone shipments in mainland China reached 67.8 million units, down from 70.5 million units in Q2 2024, reflecting a 4% decline [5] - The market shares of major manufacturers in Q2 2025 are as follows: Huawei (18%), vivo (17%), OPPO (16%), Xiaomi (15%), and Apple (15%) [5] Manufacturer Strategies - Major manufacturers are adopting differentiated strategies in software, self-developed technologies, and product release schedules to maintain competitiveness [3] - Huawei's launch of the Nova 14, featuring HarmonyOS 5.0, aims to expand its independent ecosystem and enhance user experience [3] - Xiaomi is focusing on self-developed technology with the introduction of its XRing O1 chip in flagship products, while also expanding offline retail [3] Future Outlook - The Chinese smartphone market is projected to experience slight growth in 2025, outperforming the global market, driven by resilient consumer confidence and careful channel strategies [5] - Manufacturers will need to focus on product innovation and differentiation to sustain replacement demand, as the effects of earlier subsidies may lead to challenges in the second half of the year [5]