第二季度国内智能手机市场同比降4% 1220万台 华为第一

Market Overview - The domestic smartphone market in China is projected to decline year-on-year by 4% in Q2 2025, according to multiple third-party research institutions [1][2] - Counterpoint's preliminary data indicates a year-on-year decline of 2.4% in smartphone shipments for the same quarter [1] - Canalys reports a more significant decline of 4% year-on-year in smartphone shipments [1] Company Performance - Huawei leads the market with a shipment volume of 12.2 million units, capturing 18% of the market share, an increase from 15% in the same period last year [2] - Vivo follows closely with a shipment volume of 11.8 million units, holding 17% of the market share [2] - OPPO ranks third with a shipment volume of 10.7 million units, accounting for 16% of the market [2] - Xiaomi has achieved year-on-year growth for the eighth consecutive quarter, with a shipment volume of 10.4 million units, placing it fourth [2] - Apple ranks fifth with a shipment volume of 10.1 million units [2] Key Drivers - Huawei's growth is attributed to the strong sales of its mid-range nova 14 series and significant price reductions on high-end models [1] - The installation of the WeChat Harmony version on Huawei's app market has surpassed 10 million, marking a milestone for the Harmony operating system [1]