Core Insights - The Chinese smartphone market is projected to see a slight decline in shipments, with a total of 282.3 million units expected in 2025, representing a 1% decrease from 2024 [9] - Huawei leads the market with 46.8 million units shipped, capturing 17% market share, followed closely by Vivo and Apple [9] - Apple shows significant growth, particularly in Q4 2025, where it achieved 22% market share with 16.5 million units shipped [6][9] Market Performance - In Q4 2025, the overall smartphone market in China saw a 1% year-on-year decline, with total shipments of 76.4 million units [9] - Apple ranked first in Q4 shipments with 16.5 million units, while Vivo and OPPO followed closely [9] - Huawei's performance in Q4 was weaker, with 1.11 million units shipped, placing it fourth [9] Company Strategies - Apple is leveraging product differentiation and an upgraded product mix to drive sales, with the iPhone 17 series receiving positive consumer feedback [4] - Huawei is investing heavily in its HarmonyOS ecosystem, committing 1 billion RMB to support innovation in AI and its operating system [4] - Xiaomi is strategically launching its flagship model earlier to compete effectively against rivals [4] Future Outlook - Analysts predict that rising costs will pose significant challenges for smartphone manufacturers in both China and globally in 2026 [8] - Despite cost pressures, companies are expected to continue investing in long-term value areas such as channel upgrades and AI development [8] - The market is anticipated to maintain a foundation for steady growth and product innovation in 2026 [6][8]
Omdia:2025年中国大陆智能手机市场出货量2.823亿台 华为时隔五年重夺第一