7月国内手机出货量同比增16.1%

Core Insights - The report from the China Academy of Information and Communications Technology (CAICT) indicates a positive trend in the domestic smartphone market, with July 2025 showing a year-on-year increase in shipment volume and 5G phone penetration remaining high [1][6]. Shipment Performance - In July 2025, the domestic smartphone shipment volume reached 28.093 million units, representing a year-on-year growth of 16.1%. The shipment of 5G smartphones was 22.621 million units, up 9.5%, accounting for 80.5% of total shipments [1]. - Cumulatively, from January to July 2025, the domestic smartphone shipment volume was 169 million units, a decline of 1.1% year-on-year. The 5G smartphone shipments during this period totaled 143 million units, down 1.2%, with a penetration rate of 84.7% [2]. New Model Launches - In July 2025, there were 48 new smartphone models launched in the domestic market, marking a 65.5% increase year-on-year. Among these, 23 were 5G models, which is a 76.9% increase, representing 47.9% of the new models [2]. - From January to July 2025, a total of 286 new smartphone models were launched, reflecting a 16.7% increase year-on-year. However, the number of 5G models launched during this period was 126, which is a decline of 5.3%, making up 44.1% of the total new models [2]. Brand Composition - In July 2025, domestic brands accounted for 25.345 million units of smartphone shipments, showing a year-on-year increase of 16.1%, which constituted 90.2% of the total shipments for the month. Domestic brands launched 45 new models, a 60.7% increase, representing 93.8% of the new models [5]. - From January to July 2025, domestic brands shipped 147 million units, a year-on-year increase of 1.3%, making up 87.2% of the total market [5]. Market Trends - The CAICT noted that the concentration of domestic brands, high 5G penetration, and upgrades in AI functionalities, along with the release of pent-up replacement demand, are contributing to a continued recovery trend in the market. The upcoming autumn new product cycle is expected to sustain shipment volume growth [6].