中国信通院：9月国内市场5G手机出货量2410.6万部 同比增长8%

Core Insights - The domestic smartphone market in China showed a positive growth trend in September 2025, with a total shipment of 27.93 million units, representing a year-on-year increase of 10.1% [1] - 5G smartphones accounted for a significant portion of the market, with 24.11 million units shipped in September 2025, marking an 8.0% increase and comprising 86.3% of total shipments [1] - The total number of new smartphone models launched in September 2025 reached 47, a 30.6% increase year-on-year, with 5G models making up 48.9% of the new launches [4] Domestic Market Performance - In the first nine months of 2025, the total smartphone shipment was 220 million units, showing a slight decline of 0.3% year-on-year, while 5G smartphone shipments were 18.7 million units, reflecting a marginal growth of 0.1% [1] - The total number of new smartphone models launched from January to September 2025 was 398, which is a 20.6% increase year-on-year, with 5G models accounting for 45.2% of the new launches [4] Brand Composition - In September 2025, domestic brands shipped 23.64 million smartphones, a year-on-year increase of 16.1%, representing 84.7% of total shipments [6] - The number of new models from domestic brands in September 2025 was 44, which is a 25.7% increase year-on-year, making up 91.7% of the total new models launched [6] - For the first nine months of 2025, domestic brands shipped 192 million smartphones, a 2.3% increase year-on-year, and launched 378 new models, reflecting a 22.7% increase [8] Smart Device Trends - In September 2025, the shipment of smart smartphones was 25.62 million units, showing an 8.0% year-on-year increase, and accounted for 91.7% of total shipments [10] - The number of new smart smartphone models launched in September 2025 was 29, which is a significant year-on-year increase of 52.6%, representing 61.7% of the total new models [10] - From January to September 2025, smart smartphone shipments totaled 202 million units, a decline of 2.1% year-on-year, while the number of new models launched was 259, reflecting an 11.6% increase [10]