Apple(US:AAPL) 智通财经网·2025-09-11 01:21Group 1 - The core viewpoint of the articles indicates that Japan's smartphone market is experiencing significant growth, with a 11% year-on-year increase in shipments for Q2 2025, driven primarily by Apple and supported by aggressive promotional strategies from carriers [1][2][4] - Apple continues to lead the market with a substantial 38% year-on-year increase in shipments, attributed to the strong sales of the iPhone 16e, while Samsung also saw a remarkable 60% growth in shipments, marking one of its best performances in recent years [1][4] - The "one yen phone" trade-in program has emerged as a key driver for stimulating demand for new devices, effectively lowering the barriers for consumers to upgrade their phones [4] Group 2 - Looking ahead to the second half of 2025, the growth in smartphone shipments may slow down after a strong first half, with Apple expected to maintain its dominant position, but competition from Samsung, Google, OPPO, and Xiaomi is anticipated to intensify [2] - Factors such as higher prices, longer upgrade cycles, and increasing demand for second-hand devices may limit overall market growth, despite ongoing promotional activities and trade-in programs [2] - The planned shutdown of 3G networks by NTT DOCOMO is expected to act as a temporary stimulus for upgrade demand, although the sustainability of this growth remains uncertain [2]