Core Insights - The report from the China Academy of Information and Communications Technology indicates that in September 2025, the domestic smartphone market shipped 27.931 million units, representing a year-on-year growth of 10.1% [1] - Among the total shipments, 24.106 million units were 5G smartphones, showing a year-on-year increase of 8.0%, which accounted for 86.3% of the total smartphone shipments during the same period [1] - For the period from January to September 2025, the total smartphone shipments in the domestic market reached 220 million units, reflecting a slight year-on-year decline of 0.3%, while 5G smartphone shipments totaled 18.7 million units, marking a year-on-year growth of 0.1%, representing 85.3% of total shipments [1]

Core Insights - The domestic smartphone market in China experienced a decline in shipment volume during the first eight months of 2025, with a total of 192 million units shipped, representing a year-on-year decrease of 1.7% [1] - The share of 5G smartphones in total shipments remains significant, accounting for 85.1% of the total shipments in the same period, although the volume of 5G smartphones shipped also saw a slight decline of 1.0% year-on-year [1] - The month of August 2025 saw a total smartphone shipment of 22.6 million units, down 6.0% year-on-year, while 5G smartphone shipments increased by 1.2% to 19.99 million units, making up 88.4% of the total shipments for that month [1] Market Trends - A total of 351 new smartphone models were launched in the domestic market from January to August 2025, marking a 19.4% increase year-on-year, although the number of new 5G models decreased by 4.3% [1] - In August 2025, 65 new smartphone models were introduced, which is a 32.7% increase compared to the same month last year, with 31 of these being 5G models, remaining stable year-on-year [1] - Domestic brands accounted for 169 million units shipped in the first eight months of 2025, a slight increase of 0.6%, representing 88.0% of total shipments [1] Future Outlook - The smartphone industry in China is expected to see a potential improvement in market performance in the fourth quarter of 2025, following the release of several flagship models by various brands in late September [2]

Core Insights - The report from the China Academy of Information and Communications Technology indicates a decline in the domestic smartphone market in June 2025, with total shipments reaching 22.598 million units, a year-on-year decrease of 9.3% [1] - 5G smartphone shipments in June 2025 were 18.436 million units, reflecting a year-on-year decline of 16.7%, which accounted for 81.6% of total smartphone shipments during the same period [1] - For the first half of 2025, the total smartphone shipments in the domestic market were 141 million units, down 3.9% year-on-year, with 5G smartphones making up 121 million units, a decrease of 3.0%, representing 85.5% of total shipments [1]

7月4日，中国信通院发布2025年5月国内手机市场运行分析报告显示，报告显示2025年5月，国内市场手机出货量 2371.6万部，同比下降21.8%，其中，5G手机2119.0万部，同比下降17.0%，占同期手机出货量的89.3%。 值得一提的是，报告显示，今年5月，国内品牌手机出货量占同期手机出货量的80.95%，而就在上个月，今年4月 国内品牌手机出货量占同期手机出货量的85.9%，该数据仅一个月就相差了5%。有业内人士表示，由于国外品牌 手机主要集中在苹果品牌上，因此这次相关数据的大幅变动也主要是，因为苹果销量在今年5月有了明显回暖。 南都湾财社记者梳理发现，2025年5月的整体出货量（2371.6万部）明显低于2024年同期（约3032.9万部），且降 幅较大。 值得注意的是，前4个月市场仍保持温和增长（同比增长3.5%），但5月的大幅下滑直接拖累全年累计增速转为负 值。2025年1-5月，国内市场手机出货量1.18亿部，同比下降2.8%，其中，5G手机1.02亿部，同比下降0.1%，占同 期手机出货量的86.2%。 根据报告显示，出货量下滑或与新品供给减少高度相关。从上市新机型来看，2025年5月， ...