CounterPoint 报告：2025 年 Q2 中国手机出货量同比微降2%，华为、vivo 均占 18%

Group 1 - The core viewpoint of the report indicates that the Chinese smartphone market experienced a 2% year-on-year decline in shipment volume for Q2 2025, while maintaining overall market stability [1] - Huawei and vivo both hold the top market share at 18%, reflecting a stable competitive landscape among leading brands, with companies actively responding to market changes through product innovation and strategic adjustments [1] Group 2 - Huawei's market share reached 18% in Q2 2025, showing a slight decrease of 1 percentage point from Q1 2025 but a 3 percentage point increase compared to Q2 2024, driven by strong demand for the newly launched Nova 14 series [3] - Vivo also achieved a significant market share increase to 18%, with a 4 percentage point rise from the previous quarter, although it experienced a slight year-on-year decline of 1 percentage point due to overall market conditions [3] - OPPO maintained a stable market share of 16%, with a 1 percentage point increase from the previous quarter, showing consistent brand performance year-on-year [3] Group 3 - Xiaomi's shipment volume grew by 4% year-on-year, attributed to an early release of subsidy plans that met market demand [3] - Apple's shipment volume increased by 1% year-on-year, primarily due to the introduction of the iPhone 16 series with significant price reductions, which lowered the purchasing threshold for consumers [3]