2025年Q2中国智能手机销量：华为、苹果在低迷市场中实现强劲同比增长

Core Viewpoint - The Chinese smartphone market is expected to see a slight year-on-year growth in Q2 2025, driven primarily by Huawei and Apple [1][6]. Group 1: Market Performance - Huawei is projected to be the fastest-growing brand in the Chinese market for Q2 2025 and is expected to reclaim the top sales position [1][6]. - Apple's sales growth in May is attributed to promotional activities for the iPhone 16 series, particularly the iPhone 16 Pro and iPhone 16 Pro Max [1][6]. - The overall smartphone sales during the 618 promotional period remained flat year-on-year, indicating continued low consumer spending during the holiday [6][7]. Group 2: Promotional Impact - Strong promotional activities and government subsidies in May significantly boosted sales for both Huawei and Apple [6][7]. - Apple's strategic timing in adjusting iPhone prices before the 618 promotion was well-received, contributing to its sales performance [3][6]. - Huawei's growth during the promotional period is attributed to the loyalty of its core user base, who are replacing old devices with new models [7]. Group 3: Future Outlook - The sales performance in Q2 is partially supported by national smartphone subsidy policies, but there is uncertainty regarding market growth in the second half of the year as these policies may gradually diminish [7].