中国智能手机平均电池容量居全球首位，2025年5月同比增幅达11%

Core Insights - The average battery capacity of smartphones in China is projected to reach 5418mAh by May 2025, marking an 11% year-on-year increase, while global markets see only a 3% growth [4][8] - The adoption of silicon-carbon (SiC) battery technology is significantly contributing to the higher battery capacities in China, with a notable increase of over 500mAh compared to global averages [4][8] - Major OEMs in China are experiencing double-digit year-on-year growth in average battery capacity, with the market share of smartphones with 6000mAh and above rising from 9% to 35% within a year [6][8] Battery Technology Trends - SiC batteries offer higher energy density, allowing for larger capacities within the same physical size, and support thinner device designs [6] - The first smartphone featuring SiC batteries was launched in February 2023, with widespread adoption expected to begin in the second half of 2024, represented by popular models such as Honor X60 Pro, Redmi K80, and vivo S19 [6][8] - The trend of increasing battery capacity is likely to continue as more OEMs adopt new battery technologies to address consumer demands for longer screen usage times and high-energy applications [6][8] Market Positioning - Counterpoint Research anticipates that China will maintain its leading position in smartphone battery capacity in the coming quarters, potentially widening the gap as more models are launched in China before being introduced globally [7] - As global OEMs await further maturation of battery technology, growth in other regions is expected to be gradual, although the gap in battery capacity may eventually narrow as more manufacturers promote large-capacity batteries as a differentiating feature [7]