Group 1: Domestic Smartphone Market Performance - In November 2025, the domestic smartphone shipment volume reached 30.16 million units, a year-on-year increase of 1.9%, with 5G smartphones accounting for 27.61 million units, up 1.1%, representing 91.6% of total shipments [1] - From January to November 2025, the total smartphone shipment volume was 282 million units, a 0.9% increase year-on-year, with 5G smartphones making up 244 million units, a 1.3% increase, constituting 86.6% of total shipments [1] - In November 2025, the number of new smartphone models launched was 31, a decrease of 27.9% year-on-year, with 5G models totaling 24, an increase of 26.3%, representing 77.4% of new models [1] Group 2: Domestic Brand Performance - In November 2025, domestic brand smartphone shipments were 23.23 million units, a year-on-year decline of 12.6%, accounting for 77.7% of total shipments [1] - From January to November 2025, domestic brand smartphone shipments totaled 241 million units, a 1.2% increase year-on-year, representing 85.4% of total shipments [2] - The number of new models from domestic brands launched from January to November 2025 was 451, a year-on-year increase of 15.6%, constituting 95.1% of total new models [2] Group 3: Smart Device Market Trends - In November 2025, the smart smartphone shipment volume was 28.75 million units, a year-on-year increase of 2.0%, making up 95.3% of total shipments [2] - From January to November 2025, the smart smartphone shipment volume was 262 million units, a slight decline of 0.1% year-on-year, representing 92.8% of total shipments [2] - The number of new smart smartphone models launched from January to November 2025 was 309, a year-on-year increase of 6.2%, accounting for 65.2% of total new models [2] Group 4: Future Market Outlook - Multiple institutions predict a decline in smartphone and laptop shipments in 2026 due to rising storage prices, with a forecasted year-on-year decrease of 2% for smartphones and 2.4% for laptops [3] - The increase in DRAM and NAND Flash prices is expected to significantly raise the overall cost of smartphones and laptops, leading manufacturers to raise prices, particularly affecting low-end models [3] - If supply-demand imbalances worsen, shipment volumes may face further pressure, with the laptop market experiencing dual pressures from rising costs and weak demand [3]

人民财讯12月25日电，中国信通院发布2025年11月国内手机市场运行分析报告，2025年11月，国内市场 手机出货量3016.1万部，同比增长1.9%，其中，5G手机2761.4万部，同比增长1.1%，占同期手机出货量 的91.6%。 2025年1-11月，国内市场手机出货量2.82亿部，同比增长0.9%，其中，5G手机2.44亿部，同比增长 1.3%，占同期手机出货量的86.6%。 ...

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]

Core Insights - The domestic smartphone market in China experienced a significant decline in May 2025, with total shipments of 23.716 million units, a year-on-year decrease of 21.8% [1][4] - The decline in shipments is attributed to a reduction in new product supply, particularly in 5G smartphones, which saw a 17.0% drop in shipments [1][4] - Domestic brands accounted for 80.95% of the total smartphone shipments in May, a decrease from 85.9% in April, largely due to a recovery in Apple’s sales [5][6] Market Performance - The overall smartphone shipment for January to May 2025 was 118 million units, reflecting a 2.8% year-on-year decline, with 5G smartphones making up 86.2% of the total [4] - In May 2025, only 39 new smartphone models were launched, a 23.5% decrease from the previous year, with 5G models dropping by 55.2% [4] - The total number of new smartphone models launched from January to May 2025 was 202, a 7.4% increase year-on-year, but 5G models saw an 11.2% decline [4] Brand Performance - Apple’s sales in China saw an 8% year-on-year increase by the end of June 2025, driven by the promotional strategies for the iPhone 16 series [5][6] - Huawei experienced a 12% year-on-year growth, reclaiming the top position in the Chinese smartphone market for the first time in years [6][7] - The loyalty of Huawei's core user base is contributing to its sales growth, as users are replacing old devices with new models [7]