Guan Cha Zhe Wang·2025-09-11 07:23Core Insights - The global high-end smartphone market is experiencing significant growth, with a projected 8% year-on-year increase in sales for the first half of 2025, outpacing the overall smartphone market's 4% growth [1][4] - Apple continues to lead the high-end market with a 62% share, although its growth is slower compared to competitors [2][3] - Huawei and Xiaomi are gaining market share, with Huawei's sales up 24% and Xiaomi's up 55%, driven by strong performance in the Chinese market [1][3] - Google has re-entered the top five high-end smartphone brands after five years, with a 105% increase in sales due to the success of its Pixel 9 series [2][3] Market Dynamics - The high-end smartphone segment contributes over 60% of global smartphone revenue, highlighting its strategic importance [4] - The top ten high-end markets account for nearly 80% of sales, with India showing the fastest growth at 37% year-on-year, largely due to Apple's performance [4] - China remains the largest high-end market in absolute terms, contributing significantly to growth [4] Consumer Trends - There is a growing trend towards upgrading to high-end devices, with consumers increasingly favoring advanced features and innovations [4] - Generative AI models now account for over 80% of high-end devices, indicating a shift in consumer preference towards AI ecosystems [4] - Foldable smartphones are a niche but growing category, with Apple expected to enter this market in 2026 [4]