中国手机市场排名再洗牌

Core Insights - The global smartphone market experienced a 3% year-on-year growth in Q3 2025, driven by strong replacement demand and preemptive stocking by manufacturers ahead of a busy Q4 [1][3] - Samsung and Apple maintained the top two positions in global market share, with Apple’s iPhone 17 series performing well, although the new iPhone Air faced lower-than-expected demand [1][5] - The Chinese smartphone market saw a 3% decline year-on-year in Q3 2025, but the competitive landscape is shifting, with Vivo regaining the top position and Huawei moving to second place [1][8] Global Market Dynamics - The growth in the global smartphone market is attributed to two main factors: the release of pent-up replacement demand and innovations in hardware and AI experiences that have rekindled consumer interest [3][5] - Samsung held a 19% market share, benefiting from the popularity of its Galaxy A series and upgrades to its foldable devices [3] - Apple’s iPhone shipments grew by 4% year-on-year, achieving the highest Q3 shipment record, with the iPhone 17 series significantly contributing to this growth [5] Chinese Market Trends - The Chinese smartphone market is in an adjustment phase, with a 3% year-on-year decline in Q3 2025, but the rate of decline has slowed, indicating market stabilization [8][9] - Vivo led the market with 11.8 million units shipped, capturing an 18% market share, followed by Huawei and Apple [8][9] - The competition among top manufacturers is intensifying, with a focus on product differentiation through design, battery life, camera capabilities, and AI features [9][10] Future Outlook - The global smartphone market is expected to grow by 54 million units from 2025 to 2029, with nearly 70% of this growth coming from emerging markets [1] - AI and innovative designs are becoming key growth drivers, with manufacturers increasingly focusing on enhancing user experience through AI capabilities [6][10] - Chinese brands are expanding their global influence, with their overseas market share exceeding 50% in the first half of 2025, up from 11% in 2013 [5][6]