IDC 2025： OPPO第四季度国内双位数增长，安卓唯一

Core Insights - The global smartphone market is expected to reach a total shipment of 1.26 billion units in 2025, reflecting a year-over-year growth of 1.9%, indicating a continued recovery trend in the market [1] - In the fourth quarter of 2025, global smartphone shipments reached 336.3 million units, marking a 2.3% increase compared to the previous year [3][8] Group 1: Global Market Performance - The fourth quarter of 2025 saw a total shipment of 336.3 million smartphones, with Apple leading the market with a share of 24.2% and shipments of 81.3 million units, up 4.9% year-over-year [3][8] - Samsung followed with a market share of 18.2%, achieving a significant year-over-year growth of 18.3% with shipments of 61.2 million units [3][8] - The overall smartphone market in China experienced a slight decline of 0.8% in shipments, totaling approximately 75.8 million units in the fourth quarter [7] Group 2: Company-Specific Insights - OPPO was the only major Android brand in China to achieve double-digit growth in the fourth quarter of 2025, with a year-over-year increase of 10.2%, resulting in shipments of 11.6 million units [2][7] - OPPO's strong performance is attributed to the successful launch of competitive new products, particularly the OPPO Find X9 series, which sold 1 million units within 10 days of its domestic launch [5][9] - The OPPO Reno series has seen significant activation numbers, nearing 100 million units in China and over 130 million globally, maintaining a leading position in the competitive $400–$600 price segment [6][9]