2025vivo手机观察：来自Counterpoint研究的10篇报告数据

Core Insights - The article discusses the performance and market trends of vivo smartphones based on 10 research reports from Counterpoint Research, highlighting the brand's growth in various regions and its transition to 5G technology [4]. Group 1: Market Performance - In Q2 2025, global smartphone revenue surpassed $100 billion for the first time, marking a historical high for the period, with vivo's revenue growing by 4% year-on-year and shipment volume increasing by 5% [10]. - The Indian smartphone market saw an 8% year-on-year increase in shipments in Q2 2025, with vivo achieving a 23% year-on-year growth driven by strong demand for its Y and T series in the ₹10,000-15,000 price range (approximately $110-170) [14]. - In Q1 2025, vivo maintained its leading position in the Indian smartphone market with a 9% year-on-year growth, particularly benefiting from strong sales of its Y29 5G and T4x models priced below ₹15,000 [22]. Group 2: Regional Insights - In Vietnam, the share of 5G smartphones in total shipments exceeded 50% for the first time in Q2 2025, with vivo completing its transition from the 4G Y29 to the 5G Y39 model [5]. - The Chinese smartphone market experienced a 2% year-on-year decline in shipments in Q2 2025, but vivo ranked second in shipments, supported by strong performance in lower-tier cities and successful promotions for its S30 series [17]. - In Indonesia, vivo's shipments grew by 12% year-on-year in 2024, focusing on the entry-level market (under $200), with its Model Y series being the most popular in that price segment [31]. Group 3: Competitive Landscape - The competitive landscape in the Indian smartphone market is evolving, with local manufacturers gaining ground. Dixon has partnered with vivo to establish a joint venture, indicating a strategic move to enhance local production capabilities [7]. - The overall smartphone market is recovering after two years of decline, with vivo ranking fifth globally, particularly excelling in the Indian and Chinese markets [36].