华为智能手表出货量首超苹果登顶全球第一

Core Insights - Huawei has surpassed Apple to become the global leader in smartwatch shipments, with a year-on-year growth of 52% [2] - The global smartwatch market has rebounded with an 8% year-on-year increase in shipments in Q2 2025, following five consecutive quarters of decline [1] - The growth in the smartwatch market is driven by increasing consumer demand, particularly in China, where brands like Huawei, Xiaomi, and 小天才 are leading the charge [1][3] Brand Performance - Huawei's shipments are primarily concentrated in China, accounting for over 75% of its total shipments, with most products priced between $100 and $400 [2] - Apple Watch shipments have declined for the seventh consecutive quarter, resulting in Apple losing its top position in the global market [2] - Xiaomi's shipments increased by 38% year-on-year, driven by its value-oriented products and extensive geographical reach [3] - 小天才 has seen a 21% year-on-year growth, maintaining its dominance in the children's smartwatch segment [3] - Samsung's shipments have decreased by 3% year-on-year, indicating a decline in its market presence [4] Market Trends - The increasing health awareness among consumers and the integration of artificial intelligence and the Internet of Things are contributing to the growth of the smartwatch market [1] - Consumers are increasingly viewing smartwatches as multifunctional lifestyle devices that seamlessly integrate with smartphones and expanding app ecosystems [1]