10月国内手机市场：华为销量下跌19%，苹果销量大涨37%

Core Insights - Apple's iPhone achieved a 37% sales growth in October, contributing to an overall 8% increase in the domestic smartphone market [1][3] - Huawei's performance was disappointing, with a 19% year-on-year decline in sales [1][5] Market Performance - Apple's total sales surpassed the peak levels of October 2021, capturing a market share of 25%, meaning one in every four smartphones sold in China was an iPhone [3] - Xiaomi experienced a 7% sales growth, holding a 17% market share, primarily due to the early release of the Xiaomi 17 series [5] - OPPO's sales grew by 19%, driven by the success of its flagship Find X9 series and the youth-oriented Reno14 series [5] Huawei's Challenges - Huawei's significant sales drop can be attributed to the lack of new product releases, leaving its offerings in a vacuum [7] - The transition to the HarmonyOS ecosystem is facing challenges, with potential consumers remaining cautious [7] - Despite the current downturn, Huawei is expected to rebound strongly in December following the release of the Mate 80 series [7]