前11月国内市场手机出货2.82亿部 同比增长0.9%

Group 1: Domestic Smartphone Market Performance - In November 2025, the domestic smartphone shipment volume reached 30.16 million units, a year-on-year increase of 1.9%, with 5G smartphones accounting for 27.61 million units, up 1.1%, representing 91.6% of total shipments [1] - From January to November 2025, the total smartphone shipment volume was 282 million units, a 0.9% increase year-on-year, with 5G smartphones making up 244 million units, a 1.3% increase, constituting 86.6% of total shipments [1] - In November 2025, the number of new smartphone models launched was 31, a decrease of 27.9% year-on-year, with 5G models totaling 24, an increase of 26.3%, representing 77.4% of new models [1] Group 2: Domestic Brand Performance - In November 2025, domestic brand smartphone shipments were 23.23 million units, a year-on-year decline of 12.6%, accounting for 77.7% of total shipments [1] - From January to November 2025, domestic brand smartphone shipments totaled 241 million units, a 1.2% increase year-on-year, representing 85.4% of total shipments [2] - The number of new models from domestic brands launched from January to November 2025 was 451, a year-on-year increase of 15.6%, constituting 95.1% of total new models [2] Group 3: Smart Device Market Trends - In November 2025, the smart smartphone shipment volume was 28.75 million units, a year-on-year increase of 2.0%, making up 95.3% of total shipments [2] - From January to November 2025, the smart smartphone shipment volume was 262 million units, a slight decline of 0.1% year-on-year, representing 92.8% of total shipments [2] - The number of new smart smartphone models launched from January to November 2025 was 309, a year-on-year increase of 6.2%, accounting for 65.2% of total new models [2] Group 4: Future Market Outlook - Multiple institutions predict a decline in smartphone and laptop shipments in 2026 due to rising storage prices, with a forecasted year-on-year decrease of 2% for smartphones and 2.4% for laptops [3] - The increase in DRAM and NAND Flash prices is expected to significantly raise the overall cost of smartphones and laptops, leading manufacturers to raise prices, particularly affecting low-end models [3] - If supply-demand imbalances worsen, shipment volumes may face further pressure, with the laptop market experiencing dual pressures from rising costs and weak demand [3]