2025年第一季度，Canalys（现并入Omdia）智能手机全方位榜单及预测：前10款机型、AI、高端手机、折叠屏、5G

Group 1: Global Smartphone Market Overview - In Q1 2025, the global smartphone market experienced a slight year-on-year growth of 0.2%, indicating a plateau in market recovery due to macroeconomic and geopolitical uncertainties affecting consumer sentiment [1] - The global smartphone shipment volume is projected to reach 1.22 billion units in 2025, reflecting a modest year-on-year increase of 0.1% [1] - The market is expected to grow at a compound annual growth rate (CAGR) of 1% from 2025 to 2029, facing challenges from declining low-end replacement demand and fluctuating local government policies [1] Group 2: High-End Smartphone Market Insights - The demand for high-end smartphones remains resilient, with shipments in the $600+ price segment increasing by 12% year-on-year in Q1 2025 [3] - Apple leads the high-end market with a 59% share and a 10% year-on-year growth, while Samsung follows with a 22% share but a 1% decline in shipments [4][3] - Huawei's high-end segment saw a significant growth of 69%, capturing a 9% market share, while Google and Xiaomi also reported year-on-year increases of 21% and 81%, respectively [4][3] Group 3: AI Smartphone Projections - Canalys forecasts that the penetration rate of AI smartphones will reach 34% in 2025, driven by advancements in chip capabilities and the efficiency of edge models [9] - New mid-range SoCs, such as Snapdragon 8s Gen4 and Dimensity 9400e, are expected to support the smooth operation of large models, further enhancing AI smartphone adoption [9] - The market for AI smartphones is anticipated to maintain a rapid growth trend from 2025 to 2026 [9] Group 4: Foldable Smartphone Forecast - The shipment volume of foldable smartphones is expected to achieve only a 0.1% year-on-year growth in 2025, as demand remains under pressure despite efforts from major manufacturers to lower prices and expand SKUs [24] - 2026 may be a pivotal year for the foldable market, with rumors of Apple's foldable product potentially revitalizing market interest and discussions around software interaction and hardware design [24]