2025年Q2拉美智能手机出货量在不利经济环境下仍同比增长4%

Core Insights - The smartphone shipment volume in Latin America increased by 4% year-on-year in Q2 2025, supported by price competition and promotional activities despite a challenging economic environment [4][9] - The low base from the previous year also positively impacted the growth rate for this quarter [4] Market Performance - Seasonal factors contributed to a quarter-on-quarter increase in shipments, marking the second-largest sales season of the year in the region [6] - Mother's Day and Father's Day promotions significantly boosted demand in most Latin American countries, except Argentina [6] - Argentina, Chile, and Peru experienced notable growth, with Argentina's shipments doubling due to a low base last year [6] Competitive Landscape - Samsung maintained a leading market share of over 70% in Brazil and Mexico, despite the entry of several Chinese brands [6] - Motorola and Samsung continue to dominate the market, with new entrants facing challenges in brand recognition and capacity building [6] - Xiaomi achieved double-digit year-on-year growth in Q2 2025, solidifying its position in markets like Chile and Colombia [12] 5G Penetration - The 5G penetration rate in Latin America reached 42% in Q2 2025, with a year-on-year increase of 6% [9] - Local consumers prioritize affordability and features like camera quality and storage over 5G technology [6][9] - OPPO leads among Chinese brands in 5G market share, with Apple and Samsung also ranking in the top three [6] Brand Performance - Samsung's shipment volume grew by 8% year-on-year, aided by price reductions and extensive advertising [8][9] - Apple's shipment volume declined by 10% due to weak demand in Brazil and inventory adjustments from Q1 2025 [12] - Motorola's shipments continued to decline, particularly impacted by a nearly 64% drop in the Mexican market [12]