Group 1 - The global smartphone market is showing slight recovery, but the Chinese market is experiencing a minor decline, with Q3 2025 smartphone shipments at approximately 68.4 million units, a year-on-year decrease of 0.6% [1][6] - The competition among smartphone manufacturers in China is intensifying, with vivo surpassing Huawei to reclaim the top position in shipments [1] - Despite the overall market cooling, the number of new smartphone models launched has increased significantly, with a year-on-year growth of 32.7% [1][2] Group 2 - From January to August 2025, the cumulative smartphone shipments in China reached 192 million units, reflecting a year-on-year decline of 1.7% [2][3] - In August alone, smartphone shipments amounted to 21.64 million units, accounting for 95.8% of total mobile phone shipments, with a year-on-year increase of 2.6% [2] - The trend of "declining quantity but improving quality" continues, with the market returning to normalcy after the temporary fluctuations caused by government subsidy policies [6] Group 3 - The high-end smartphone market is becoming increasingly competitive, with major brands like Apple, Xiaomi, vivo, and Honor launching new flagship models [7] - Nubia has entered the high-end market with its Z80 Ultra model, focusing on differentiation by targeting both professional photography and gaming segments [8] - The demand for high-end smartphones (priced above 6,000 yuan) remains resilient, prompting manufacturers to shift towards higher-margin products to offset rising component costs [8]
三季度国内手机出货量同比下降 厂商“内卷”高端局
Nan Fang Du Shi Bao·2025-10-24 14:01