Core Insights - The Chinese smartphone market experienced a decline in shipments, with 68.86 million units shipped in Q2 2025, marking a year-on-year decrease of 4.1%, ending six consecutive quarters of growth [1] - Huawei regained the top position in the domestic smartphone market with a shipment of 12.5 million units, attributed to its focus on technological innovation and strategic consistency [1][2] - The competitive landscape is evolving, with a shift from price wars to differentiation through AI technology, imaging systems, and fast charging capabilities [2] Company Performance - Huawei led the market with 12.5 million units shipped, followed by Vivo and OPPO with 11.9 million and 10.7 million units, respectively [1] - Xiaomi was the only brand among the top five to achieve positive growth, with a year-on-year increase of 3.4% [1] - Apple ranked fifth with a shipment of 9.6 million units [1] Industry Trends - The smartphone market is entering a new phase characterized by "high-end competition" and "stock market battles," with a focus on capturing existing users [2] - The competition among leading domestic brands is intensifying, leading to increased industry concentration [2] - Companies are leveraging product innovation and targeted marketing to gain larger shares in the saturated market [2]