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Canalys:二季度全球智能手机市场遇冷 关税压力和需求疲软 厂商如何破局?
AppleApple(US:AAPL) 智通财经网·2025-08-01 05:43

Core Insights - Global smartphone shipments are projected to slightly decline to 288.9 million units in Q2 2025 due to moderate consumer demand, with manufacturers focusing on new product launches in Q3 to stimulate demand before the holiday shopping season [1][8] - Samsung maintained its position as the largest vendor with shipments of 57.5 million units, a 7% year-on-year increase, driven by the Galaxy A series targeting the mass market [1][3] - Apple ranked second with iPhone shipments of 44.8 million units, a 2% decline, facing challenges from intense competition in China and inventory adjustments in the U.S. market [1][3] - Vivo and Transsion ranked fourth and fifth, with shipments of 26.4 million and 24.6 million units, reflecting a 2% increase and a 3% decline year-on-year, respectively [1] Company Strategies - Samsung is refocusing on a "smart volume" strategy to expand its Galaxy A series while continuing to promote high-end models, with the A0x and A1x series playing a crucial role in emerging markets [3] - The company preemptively stocked up in the U.S. market due to tariff concerns, resulting in a significant 38% year-on-year increase in shipments to the U.S. [3] Market Trends - The Middle East and Africa showed strong growth, driven by government policies, increased competition, and a shift from feature phones to smartphones, along with innovative payment models [5] - The brand Nothing experienced a remarkable 177% year-on-year increase in shipments, surpassing 1 million units for the first time, primarily due to its successful strategy in the Indian market [5] Future Outlook - Manufacturers are prioritizing profitability and adjusting their strategies to align with the market realities of 2025, focusing on cost control and optimized resource planning [7] - The upcoming Q3 product launches will emphasize trends such as AI, foldable screens, and lightweight designs, although caution is advised due to low consumer confidence [8]