中国第一，华为王者归来！

Core Viewpoint - Huawei has reclaimed the top position in the domestic smartphone market, surpassing Apple for two consecutive weeks, marking a significant comeback in the industry [1][6][8]. Market Performance - In the first half of the year, Huawei was the top-selling smartphone brand in China, demonstrating a remarkable recovery and surprising the global market [3][4]. - Huawei's market share reached 27.81% in week 48 and 22.89% in week 49 of 2025, leading Apple by 10.69 percentage points and maintaining its position as the top-selling domestic smartphone brand [7][9]. Product Innovation - The release of the Huawei Mate 80 series has been pivotal, with the model achieving over 40,000 units sold within ten days of launch, showcasing strong consumer demand [11][14]. - The Mate 80 series features significant technological advancements, including a new Kirin chip, enhanced imaging systems, and competitive pricing, which have contributed to its market success [13][24]. Competitive Landscape - In the high-end market segment (priced above 4000 yuan), Huawei holds a 41% market share, outperforming Apple's 35% [10][14]. - The competitive dynamics are shifting, with Huawei's innovations and consumer acceptance of domestic high-end products challenging Apple's dominance [17][18]. Supply Chain and Localization - Huawei's domestic supply chain has strengthened, with the localization rate of its components increasing from 65% in 2022 to 95% in 2024, reducing reliance on foreign components [20][22]. - The company has invested heavily in R&D, spending 1.25 trillion yuan over ten years, which underscores its commitment to technological innovation [24]. Future Outlook - The smartphone market in China is expected to undergo significant changes, with Huawei poised to reclaim its status as the annual smartphone sales champion [9][24]. - The competition will increasingly focus on localized innovation and comprehensive ecosystem experiences, as Huawei builds a robust "soft and hard integration" strategy with its Kirin chips and HarmonyOS [23][24].