近日，数码博主@RD 观测发布的2025年 W46（11月10日至11月16日） 国内手机市场份额数据显示，本周整体市场规模环比上升约8%，苹果以24.1%的份额 维持榜首，小米以17.2%紧随其后，vivo以15.8%位列第三，华为、OPPO分居第四第五。 据该博主统计，截至11月16日，iPhone 17系列国内累计销量已高达1076.7万台，强势领跑手机市场；小米 17系列销量约为225万台，位居第二。vivo X300系 列约67.6万，OPPO Find X9系列约50.2万，荣耀Magic 8系列约29.8万。 尽管在前述的多款机型中，iPhone 17系列发售日期最早——9月19日就摆上了货架，相较于10月中旬才发布新旗舰机的vivo、OPPO等拥有一定时间优势。但 在2个月的时间内销量便突破千万，仍令人惊讶。 苹果的强劲表现带动了中国智能手机市场实现了8%的增长。 除苹果外，提档发布的小米 17系列也得到了不错反响。小米10月份销量同比增长7%，位列第 二名；vivo凭借16%的市场份额位列第三，同比增长4%。此外，受新品Find X9机型需求推动，OPPO 10月份的智能手机销量同比增长19 ...

Core Insights - Apple's iPhone 17 series has driven a 37% increase in sales in China for October, marking the first time since 2022 that it captured a 25% market share [1] - The iPhone 17 series has seen double-digit growth across all models, surpassing its predecessor, the iPhone 16 [1] - The overall smartphone market in China grew by 8% due to Apple's strong performance [1] Group 1: Apple Performance - The iPhone 17 series now accounts for over 80% of Apple's total sales, with rising average selling prices (ASP) likely to further amplify revenue growth [1][2] - Apple's production capacity for the iPhone 17 series is robust, with an estimated 54 million units produced in Q3 and an expected increase to 79 million units in Q4, totaling 133 million units for the year [5] - In Q4 of fiscal year 2025, Apple reported total revenue of $102.466 billion, an 8% increase from $94.930 billion year-over-year, with net profit soaring by 86% to $27.466 billion [5] Group 2: Competitive Landscape - Huawei's sales declined in October, attributed to the upcoming launch of the Mate 80 series, with a potential surge in demand post-launch [2] - In the high-end smartphone market (priced above 6000 yuan), Huawei holds a 30.7% market share, while Apple leads with 51.1%, and the iPhone 17 series has a penetration rate of 69% in this segment [2] - Despite a decline in overall smartphone sales in Q3 2025, Apple ranked sixth with a 13.6% market share, as consumer demand was low during the back-to-school season [2]

智通财经APP获悉，Omdia最新研究显示，2025年第三季度，东南亚地区智能手机市场同比下滑1%，出货量达2560万部，连续第三个季度出现同比下跌。 整体来看，东南亚地区智能手机市场仍面临压力，总出货量同比略微下降。 得益于其在泰国、越南和马来西亚等高均价市场推出更多偏高端的产品组合，三星以460万部出货量和18%的市场份额领跑该地区。这一策略有效抵消了 竞争对手在印度尼西亚和菲律宾等价格更敏感型市场的增长。 传音(TRANSSION)以460万部、18%市占率紧随其后，保持小幅同比增长并稳住其市场地位。 小米(01810)以430万台出货量、17%市场份额排在第三位。其增长动力来自POCO系列，新入门机型上市后，该系列出货量激增，显著带动了其整体增 长。 OPPO以380万部、15%市占率位居第四，因需求疲软及渠道调整导致其出货量大幅下滑。 vivo则以290万部、11%市占率位列前五，其表现主要受新Y系列机型推动，与其核心的中端V系列形成良好补充。 Omdia研究经理周乐轩表示："入门级智能手机出货量波动性越来越大，管理难度提升，但仍然是市场份额排名的关键因素。" 品牌策略方面，OPPO和 vivo更注 ...

近日，根据市场调研机构Counterpoint Research最新数据显示，2025年第三季度中国智能手机市场销量同比下滑2.7%。 其中，苹果公司的市占率为13.6%，在主流厂商中排名第六，未能进入前五名。值得关注的是，这是苹果在中国市场连续多个季度面临增长压力。 早在今年第一季度，Counterpoint的数据就显示其销量仅980万台，市场份额13.7%，同比降幅达9%。从一季度到三季度，销量下滑幅度虽有所收窄，但市占 率的持续走低。 据Counterpoint高级分析师Mengmeng Zhang透露，iPhone 17基本款在中国的销量几乎达到去年同期iPhone 16的两倍。进入10月份后，iPhone 17 Pro的同比增 长率比去年的iPhone 16 Pro高出近三分之二。 但从销量数据来看，在iPhone 17的热潮下，苹果在第三季度的销量仍同比下滑2%。这一表现与市场整体下滑趋势基本保持一致，但与其他主要厂商相比， 苹果的增长动力稍显不足。 值得一提的是，苹果财报数据显示，第四财季大中华区营收为144.93亿美元，较上年同期的150.33亿美元下降3.6%，成为其全球各区域中唯一营收下滑 ...

Core Insights - Vivo leads the Chinese smartphone market with a 19% market share in the first eight weeks of Q3, driven by strong performance of S30 and X200s series products [1] - Huawei, OPPO, and Xiaomi are tied for second, third, and fourth places with a market share of 16% each [1] - The overall Chinese smartphone market is expected to see a slight decline in Q3, while the annual performance is projected to remain stable [1]

Group 1 - The core viewpoint of the report indicates that the Chinese smartphone market experienced a 2% year-on-year decline in shipment volume for Q2 2025, while maintaining overall market stability [1] - Huawei and vivo both hold the top market share at 18%, reflecting a stable competitive landscape among leading brands, with companies actively responding to market changes through product innovation and strategic adjustments [1] Group 2 - Huawei's market share reached 18% in Q2 2025, showing a slight decrease of 1 percentage point from Q1 2025 but a 3 percentage point increase compared to Q2 2024, driven by strong demand for the newly launched Nova 14 series [3] - Vivo also achieved a significant market share increase to 18%, with a 4 percentage point rise from the previous quarter, although it experienced a slight year-on-year decline of 1 percentage point due to overall market conditions [3] - OPPO maintained a stable market share of 16%, with a 1 percentage point increase from the previous quarter, showing consistent brand performance year-on-year [3] Group 3 - Xiaomi's shipment volume grew by 4% year-on-year, attributed to an early release of subsidy plans that met market demand [3] - Apple's shipment volume increased by 1% year-on-year, primarily due to the introduction of the iPhone 16 series with significant price reductions, which lowered the purchasing threshold for consumers [3]

Core Insights - The Southeast Asian smartphone market experienced a year-on-year decline of 1% in Q2 2025, with a total shipment of 25 million units [1][2][4] Company Performance - Xiaomi regained the top position in the Southeast Asian smartphone market for the first time in four years, with a shipment of 4.7 million units and a market share of 19%, reflecting an 8% year-on-year increase [1][2][4] - Transsion ranked second with a shipment of 4.5 million units and an 18% market share, showing a significant year-on-year growth of 17% [1][4] - Samsung secured the third position with 4.3 million units shipped and a market share of 17%, but experienced a 3% decline year-on-year [1][4] - OPPO (excluding OnePlus) ranked fourth with a shipment of 3.5 million units and a market share of 14%, marking a substantial year-on-year decrease of 19% [1][4] - Vivo came in fifth with 2.8 million units shipped and an 11% market share, reflecting a year-on-year decline of 21% [1][4]

Group 1 - Honor's market share in Hong Kong reached 20.2% in June, marking a historical high and surpassing Apple to become the second-largest brand in the market [1] - The Honor X70 5G smartphone topped the sales charts for ten consecutive days, achieving the highest sales across all brands and models [1] - According to CounterPoint Research, driven by national subsidy policies, China's smartphone sales are expected to grow by 2.5% year-on-year in the first quarter of 2025, with Honor's market share at 13.7% [1]

Core Viewpoint - Apple is set to close its first direct retail store in mainland China, located in Dalian, on August 9, 2025, marking a rare occurrence in the company's operations in the region [2][5]. Group 1: Store Closure Details - The Dalian Apple Store, which opened on October 24, 2015, was the first Apple retail store in Dalian and the second in Liaoning Province [5]. - This closure is significant as it is the first time Apple has closed a direct retail store in mainland China, although the company has not disclosed the reasons for this decision [2][5]. Group 2: Market Expansion - Despite the closure, Apple continues to expand its presence in mainland China, with plans to open a new store in Shenzhen on August 16, 2023, which will be the third Apple store in the city [9]. - Earlier in the year, Apple opened its first retail store in Hefei, Anhui Province, indicating ongoing growth in the region [9]. Group 3: Market Performance - Apple's iPhone sales in China have shown a downward trend, with the company holding a 13.9% market share, ranking fifth among smartphone manufacturers [11][12]. - According to IDC, the overall smartphone market in China saw a 4.0% decline in shipments in Q2 2023, totaling 68.96 million units [12]. Group 4: Financial Performance Expectations - Analysts expect Apple's revenue for the third quarter of fiscal year 2025 to increase by 3.9% year-over-year to $89.1 billion, with earnings per share projected to rise by 1.4% to $1.42 [14]. - The Greater China region is anticipated to benefit from positive promotional activities, potentially boosting revenue [14][18]. - Morgan Stanley has raised its revenue forecast for the third quarter to $90.7 billion, reflecting strong performance in hardware and services [19].

Core Viewpoint - Apple is closing its first retail store in China located in Dalian, which has been operational for nearly ten years, due to changes in the external commercial environment and the departure of several retailers from the shopping center [1][2]. Group 1: Store Closure Details - The Dalian store will cease operations on August 9, 2023, and is the first Apple retail store in China to close, with the only other instance being a relocation [1]. - The closure is attributed to the departure of multiple retailers from the Dalian Baicheng shopping center, which has been embroiled in litigation since 2022 [2]. Group 2: Market Position and Sales Performance - Despite the closure, Apple continues to expand in China, with plans to open a new store in Shenzhen on August 16, 2023, marking its third store in the city [2]. - Apple's market share in China has declined, with a reported 13.9% market share in Q2 2023, placing it fifth among smartphone manufacturers [3]. - The overall smartphone market in China saw a 4.0% year-on-year decline in shipments, totaling 68.96 million units in Q2 2023 [3]. Group 3: Pricing Strategy and Financial Performance - Apple has implemented price reductions to stimulate market interest, including a 100 yuan decrease for the iPhone 16 Pro 128GB model compared to the previous year [4]. - In its Q2 2025 financial report, Apple reported revenues of $95.4 billion, a 5.1% increase year-on-year, but revenue from Greater China fell by 2% to $16 billion [5].