Core Insights - Omdia's latest research indicates that global smartphone shipments are expected to grow by 2% in 2025, reaching 1.25 billion units, marking the highest level since 2021. All regions except Greater China are projected to see year-on-year growth, while mainland China is expected to experience a slight decline due to underwhelming effects of national subsidy policies in 2025 [1][9] Group 1: Market Performance - In Q4 2025, global smartphone shipments increased by 4% year-on-year, driven by seasonal factors and strong performance from manufacturers. However, rising costs of key components and memory are beginning to suppress shipment forecasts for 2026 [2] - Apple achieved a record annual shipment high in 2025, with iPhone shipments growing by 7% to 240.6 million units, maintaining its position as the largest smartphone manufacturer globally for the third consecutive year. The fourth quarter saw the highest single-quarter iPhone shipments, with mainland China market growth of 26% driven by strong demand for the iPhone 17 series [5] - Samsung rebounded significantly in 2025 after three consecutive years of decline, with a 7% year-on-year increase in shipments, slightly below Apple's figures. The company ended the year strongly with a 16% increase in Q4 shipments, supported by resilient demand for flagship models and a recovery in the mass market [5] - Xiaomi maintained its top three position in 2025 despite facing challenges at year-end, with a 2% decline in Q4 shipments. The company's strategy of expanding its product range from entry-level to high-end models, along with AIoT products, is central to its value growth [6] - Vivo entered the fourth position for the first time, with a 4% year-on-year increase in shipments to 10.53 million units, benefiting from continued success in the Indian market and stable performance in the domestic market. OPPO ranked fifth, with annual shipments of 10.07 million units, down 3% year-on-year [6] Group 2: Emerging Trends and Challenges - Outside the top five, several manufacturers continued to show positive growth despite a challenging market environment. Honor and Lenovo grew by 11% and 6% respectively, achieving historical highs. Huawei regained the top position in mainland China for the first time in five years, while Nothing became the fastest-growing manufacturer in 2025, with shipments surging by 86% to over 3 million units [7] - Omdia's senior analyst highlighted that while 2025 was positive for most manufacturers, concerns about the outlook for 2026 have emerged. Supply-side pressures on DRAM, NAND, and other semiconductors are causing significant worry among manufacturers, potentially compressing profit margins and forcing price adjustments, which could ultimately suppress consumer demand [9][11] - As market contraction becomes increasingly inevitable in 2026, manufacturers will focus on profitability and explore alternative revenue sources. The current market volatility presents a competitive window for manufacturers, suppliers, and partners to quickly respond to challenges and capture opportunities among upgrade and replacement users [11][12]

2026.01. 29 本文字数：2811，阅读时长大约4分钟 作者 | 第一财经 王珍 近日，折叠屏在东北变成"碎碎冰"的话题登上热搜榜。第一财经记者发现，其中一张热图是来自一位小 红书博主一年前的分享。 尽管折叠屏不抗冻的话题隔了一年"又火了"，调研机构预测，受苹果将入市等因素影响，折叠屏手机今 年出货量仍将增长，全球、中国出货量有望分别达2500万部和1300万部左右。而折叠屏手机在极低温 下的耐久问题仍有待超薄玻璃等材料的进步。 极低温下的耐用问题待解 2025年1月6日，上述博主在小红书上配图提醒说，去哈尔滨的朋友慎带折叠屏手机。她透露，其折叠 屏手机冻坏了；维修店说是因为温差，导致内屏漏液，买了碎屏险，还要服务费499元。当时这条内容 分享引发了上万网友关注、7000多条评论。 "（这个话题）又火了"，这位博主在1月28日告诉第一财经记者，她的折叠屏手机已修好，正常用没问 题。她是浙江人，去年到东北是参加别人的婚礼。她建议，折叠屏手机不要在那么低温的环境下拿出 来，回屋以后，暖和一下，再"掰开"用。 已关注 ) ( 品折叠手机 去哈尔滨的朋友,慎带 5折叠手机,去了一趟哈尔滨,冻坏了。维修 店说是 ...

Core Viewpoint - The event of distributing New Year goods by Liu Qiangdong in Guangming Village showcases the integration of technology and traditional culture, highlighting the positive impact of e-commerce on rural communities [1][11]. Group 1: Distribution of New Year Goods - Liu Qiangdong delivered a variety of New Year goods to Guangming Village, including AI smartphones and practical household items, which were well-received by the villagers [1][8]. - The distribution included over 10,000 items covering the needs of 1,500 households, ensuring that both young and elderly residents were catered to [8]. Group 2: Technological Integration - The introduction of AI smartphones, such as OPPO A6l and WIKO X70, equipped with features like dialect recognition and health monitoring, has significantly improved the daily lives of villagers [6][4]. - AI toys like the intelligent dog "Dongdong" and the AI parrot "Lalao" have provided entertainment and companionship, particularly for children and elderly residents, enhancing community interaction [7][6]. Group 3: Community Development - The event has attracted significant attention, leading to increased tourism in Guangming Village, with thousands visiting annually [11]. - The partnership with JD.com has improved local employment rates, with many villagers finding jobs within the company, contributing to the overall economic development of the area [11].

极低温下的耐用问题待解 2025年1月6日，上述博主在小红书上配图提醒说，去哈尔滨的朋友慎带折叠屏手机。她透露，其折叠屏 手机冻坏了；维修店说是因为温差，导致内屏漏液，买了碎屏险，还要服务费499元。当时这条内容分 享引发了上万网友关注、7000多条评论。 折叠屏手机的全球出货量今年预计将达到2500万部左右。 近日，折叠屏在东北变成"碎碎冰"的话题登上热搜榜。第一财经记者发现，其中一张热图是来自一位小 红书博主一年前的分享。 尽管折叠屏不抗冻的话题隔了一年"又火了"，调研机构预测，受苹果将入市等因素影响，折叠屏手机今 年出货量仍将增长，全球、中国出货量有望分别达2500万部和1300万部左右。而折叠屏手机在极低温下 的耐久问题仍有待超薄玻璃等材料的进步。 "（这个话题）又火了"，这位博主在1月28日告诉第一财经记者，她的折叠屏手机已修好，正常用没问 题。她是浙江人，去年到东北是参加别人的婚礼。她建议，折叠屏手机不要在那么低温的环境下拿出 来，回屋以后，暖和一下，再"掰开"用。 至于多少摄氏度以下不能用，这位博主说，其实也有概率问题。她后来在评论区看到，说明书上是有写 的。对于说明书是否有写0摄氏度或者多少摄 ...

1月26日，在腾讯公司年会上，马化腾罕见评价了豆包手机—— 他直言腾讯反对将用户的手机屏幕传到云端，因为这"极其不安 全、不负责任"。 以下文章来源于智能涌现 ，作者邱晓芬 智能涌现 . 直击AI新时代下涌现的产业革命。36氪旗下账号。 文 ｜ 邱晓芬 编辑 ｜ 苏建勋 来源｜ 智能涌现（ID：AIEmergence） 封面来源 ｜ IC photo 对此评价，豆包手机方面快速做出回应，称将严格遵守用户授权，云端处理遵循"不存储、不训练原则"。 马化腾的评价，也揭开了豆包手机此前的隐痛。2025年12月，字节旗下豆包手机在发布仅一天后，便经历了一场严重"围 剿"——其AI Agent由于触及了各大超级APP的流量和核心数据，引发了美团、微信、阿里系在内互联网厂商的联合封锁，AI功 能几近瘫痪。 尽管如此，豆包手机的故事尚未落幕。 据"智能涌现"独家获悉，字节已于去2025年底开启豆包手机助手正式版项目， 新机预计将于2026年Q2中晚期发布。 有供应链人士称，字节对新机的预期不低，比第一代的测试版大大提升。在模式方面，豆包二代手机依旧合作中兴努比亚，由 中兴负责硬件，豆包负责AI。 对此，字节方面暂无回复。 ...

Group 1 - The smartphone industry is expected to undergo significant changes by 2026, including the mainstream adoption of foldable screens, advancements in AI capabilities, and improvements in battery technology, transitioning smartphones from "all-in-one tools" to "smart partners" [1] Group 2 - Foldable smartphone sales are projected to experience explosive growth in 2026, driven by Apple's first foldable iPhone, with a predicted year-on-year shipment increase of 30% and Apple capturing 22% of the market share in its first year [2] - The cost of key components, such as OLED panels, has decreased by 40% compared to three years ago, enabling the emergence of foldable models priced around 4000 yuan, thus breaking the previous price barrier of 10,000 yuan [2] - Samsung's UTG glass and OPPO's titanium alloy hinge optimizations have improved durability, allowing foldable devices to withstand over 500,000 folds and reducing visible creases [2] Group 3 - The transition to 2nm chip manufacturing is set to alleviate battery life concerns, with TSMC's N2 process expected to be in mass production by 2026, enhancing performance by 39% and NPU computing power by 113% [3] - By 2026, one-third of global smartphone SoCs are anticipated to utilize 3nm or smaller processes, with a 40% penetration rate of ASIC custom chips for AI and imaging applications [3] - The widespread adoption of silicon-carbon anode materials is expected to increase energy density by 40% compared to 2025, allowing for 8000mAh batteries to remain within 8.5mm thickness [3] Group 4 - The introduction of AI into smartphone design is transforming user interaction, with devices like the iPhone set to feature an upgraded AI system capable of executing complex commands across apps [5] - Alibaba's integration of its AI across various apps enhances user experience by allowing seamless data and service flow, marking a shift towards smartphones as ecosystem hubs [7] - The emergence of dedicated AI smartphones signifies a transition from AI as a mere feature to a core component of device functionality, enabling advanced capabilities such as context-aware interface adjustments [7] Group 5 - The integration of AI with imaging systems is enhancing creative experiences, with flagship models featuring 200MP main cameras and supporting AI-generated content creation [8] - The ability of devices to connect across ecosystems, such as Google Pixel 10's compatibility with Apple products, highlights the importance of cross-device interoperability in gaining competitive advantages [9] - Companies like OPPO and vivo are optimizing their services for better integration with Apple devices, while Samsung's Galaxy Z TriFold supports multiple independent desktops for enhanced productivity [9]

Group 1 - The core point of the article highlights the top-selling smartphones globally in 2025, with Apple dominating the list with seven models and Samsung with three [3][16][22] - The top ten best-selling smartphones for 2025 include iPhone 16, iPhone 16 Pro Max, iPhone 16 Pro, iPhone 17 Pro Max, Samsung Galaxy A16 5G, Samsung Galaxy A06 4G, iPhone 17, iPhone 15, Samsung Galaxy S25 Ultra, and iPhone 16e [3][16][22] - Notably, the iPhone 17 series was released in September 2025 and achieved significant sales within a short period, indicating strong market performance [18][22] Group 2 - The sales data from 2024 and 2023 shows that the best-selling models were iPhone 15 and iPhone 14, with iPhone 16 projected to be the top seller in 2025 [22] - There are speculations about the sales leader for 2026, as the iPhone 17 standard version is currently underperforming compared to the 17 Pro Max [22] - Additionally, there are reports of new tablet developments from OPPO, including an 8.8-inch OLED tablet and a larger tablet with a battery capacity of approximately 13,000mAh [22][24]

Core Viewpoint - Huawei has initiated a significant promotional campaign ahead of the Spring Festival, offering substantial discounts on various flagship products to stimulate consumer demand in a challenging market environment [1][6]. Group 1: Promotional Activities - Huawei's "New Spring Discount" campaign runs from January 29 to February 28, featuring discounts on multiple flagship products, with the Smart Screen S6 Pro offering the highest discount of 4000 yuan [1][5]. - Discounts on smartphones include up to 1500 yuan off the Pura 80 series, 1800 yuan off the Mate 70 series, and 2000 yuan off the Mate X6 series. Additionally, consumers can receive up to 1000 yuan in extra subsidies for trade-ins and enjoy interest-free installment plans for up to 12 months [2][5]. - The promotion extends beyond smartphones to include a wide range of Huawei's ecosystem products, such as smartwatches, headphones, tablets, PCs, and smart routers, providing consumers with a comprehensive selection for the Spring Festival [5]. Group 2: Market Context - The global smartphone industry is currently facing growth challenges, with IDC predicting a slight decline in China's smartphone market shipments in 2025, estimated at approximately 284 million units, down 0.6% year-on-year [7]. - Despite the overall market contraction, Huawei has managed to reclaim the top position in China's smartphone market with a shipment volume of 46.7 million units in 2025, achieving a market share of 16.4%, surpassing Apple and Vivo, which both hold 16.2% [6][7]. - The competitive landscape among the top five smartphone manufacturers remains intense, with market shares highly concentrated [7]. Group 3: Supply Chain and Technology - Huawei's ability to navigate the current market challenges is supported by its enhanced self-sufficiency in core component supply chains, particularly with the recent public unveiling of the Kirin 9020 chip, marking a significant development after a four-year hiatus [8].

Group 1 - Huawei Mall is launching a limited-time Spring Festival promotion from January 29 to February 28, offering discounts up to 4000 yuan for mobile phones, 1000 yuan for tablets, 800 yuan for wearables, 4000 yuan for smart screens, and 3625 yuan for headphones and speakers [1] - Specific models such as the Pura 80 series can receive discounts up to 1500 yuan, Mate 70 series up to 1800 yuan, and Mate X6 series up to 2000 yuan, with additional trade-in discounts of up to 1000 yuan and interest-free installment options for up to 12 months [1] - The promotion includes a wide range of products including Huawei Mate80 series, Pura80 series, Mate70 series, MateX6 series, Pura X series, nova15 series, Mate XTs, Huawei watches, headphones, tablets, PCs, smart screens, and routers [1] Group 2 - Huawei's terminal shipment volume is crucial for accelerating the HarmonyOS ecosystem, with over 40 million installations of the Xiaoyi input method indicating that HarmonyOS terminals have surpassed 40 million units [3] - According to IDC data, Huawei is projected to regain the top position in the Chinese smartphone market in 2025 with a shipment volume of 46.7 million units, capturing 16.4% market share, marking its return to the number one position since 2020 [3] - Apple and Vivo are closely following Huawei, both with shipment volumes of 46.2 million and 46.1 million units respectively, each holding a market share of 16.2%, while Xiaomi and OPPO rank fourth and fifth with approximately 43.8 million and 43.4 million units, both exceeding 15% market share [3]

Group 1 - Huawei Mall is launching a limited-time Spring Festival promotion from January 29 to February 28, offering discounts up to 4000 yuan for mobile phones, 1000 yuan for tablets, 800 yuan for wearables, 4000 yuan for smart screens, and 3625 yuan for headphones and speakers [1] - Specific models such as the Pura 80 series can receive discounts up to 1500 yuan, Mate 70 series up to 1800 yuan, and Mate X6 series up to 2000 yuan, with trade-in offers providing an additional discount of up to 1000 yuan [1] - The promotion includes a wide range of products including Huawei Mate80 series, Pura80 series, Mate70 series, MateX6 series, Pura X series, nova15 series, Mate XTs, Huawei watches, headphones, tablets, PCs, smart screens, and routers [1] Group 2 - Huawei's terminal shipment volume is crucial for accelerating the HarmonyOS ecosystem, with over 40 million installations of the Xiao Yi input method indicating that HarmonyOS devices have surpassed 40 million units [4] - According to IDC data, Huawei is projected to regain the top position in the Chinese smartphone market in 2025 with a shipment volume of 46.7 million units, capturing a market share of 16.4%, marking its return to the number one spot since 2020 [4] - Apple and Vivo are closely following Huawei, with both having shipment volumes of 46.2 million and 46.1 million units respectively, each holding a market share of 16.2%, while Xiaomi and OPPO rank fourth and fifth with approximately 43.8 million and 43.4 million units, both exceeding 15% market share [4]