2025 Motorola 手机观察：来自 Counterpoint 研究的 10 篇报告数据

Core Insights - The article highlights the significant growth of Motorola in the smartphone market, particularly in India and the foldable smartphone segment in Europe and North America [5][15][26]. Group 1: Motorola's Performance in India - In Q3, India's smartphone shipments increased by 5% year-on-year, with Motorola's shipments growing by 53%, driven by strong demand for the G and Edge series and expanded channel coverage [5]. - In the first half of 2025, India's smartphone exports grew by 30% to 40 million units, with Motorola achieving a sevenfold year-on-year increase, surpassing 1 million units, 95% of which were exported to the U.S. [15]. - Motorola's shipments in India for Q2 2025 saw an 86% year-on-year increase, supported by strong demand for the G and Edge series and expanded distribution in smaller cities [18]. Group 2: Foldable Smartphone Market - Motorola Razr 60 led the foldable smartphone market in Western Europe with a 15% share, and combined with the Razr 50, the two models accounted for approximately 27% of the market [9]. - The global foldable smartphone market is recovering, with a 45% year-on-year growth in Q2 2025, and Motorola's pricing strategy has given it a competitive edge in the U.S. market [11]. - Motorola has become the second-largest foldable smartphone brand in Europe, successfully replacing HONOR due to its more affordable Razr 50 model [26]. Group 3: Overall Smartphone Market Trends - In Q2 2025, global smartphone shipments increased by 2%, driven by growth in developed markets, with Motorola's shipments rising by 16%, making it one of the fastest-growing major brands [22]. - Motorola's global smartphone shipments doubled from 2020 to 2024, achieving a historical high in 2024, with a compound annual growth rate (CAGR) of 15% during this period [29]. - In Q1 2025, India's smartphone shipments declined by 7%, but Motorola continued its growth trajectory with a 59% increase, primarily driven by strong demand in offline channels [30].