年底正常的人员变动】#凤凰周刊财经频道# 近日有消息称，真我手机（realme）启动大规模裁员计划， 首轮裁员涉及外包、驻企及正式编制员工，甚至有"部分部门仅留一名校招生""高职级员工调往印度" 等细节描述。12月25日晚，真我手机相关负责人回应媒体："（公司）业务一切正常，马上1月有Neo新 品发布"，且相关裁员传闻是年底正常的人员变动。真我手机是OPPO内部独立运作的品牌，成立于2018 年5月。首款产品realme 1最早在印度市场推出， 2018年9月全球用户突破100万。2019年，它开始进入 中国、俄罗斯和欧洲等市场。2024年，真我副总裁徐起曾称，要全力冲击全球前五品牌。但据IDC今年 10月发布的三季度全球智能手机数据，以出货量和市场份额来看，排在前5的分别是三星、苹果、小 米、传音和vivo，而真我位于"其他"行列。且在中国市场，前5名中也未见真我手机。（信源：智通财 经） 0:00 【#真我手机回应大规模裁员# 系 ...

港股苹果概念股普遍上涨，其中，丘钛科技、高伟电子涨超4%，鸿腾精密涨2.6%，舜宇光学、蓝思科 技涨超1%，比亚迪电子、瑞声科技、富智康集团跟涨。 据Counterpoint Research最新分析，由于新款iPhone系列热销以及消费者换机热潮的推动，苹果公司有望 在十多年后再次登顶全球最大智能手机制造商。研究人员指出，新机型吸引了大量用户升级设备，推动 苹果在中美两大市场的销量同比实现两位数增长。 根据Counterpoint的数据，这一增长预计将使苹果今年超过长期竞争对手三星电子。预计2025年， iPhone出货量将增长约10%，而三星的增幅预计为4.6%。整体来看，2025年全球智能手机市场预计扩大 约3.3%，其中苹果公司预计将占据19.4%的市场份额。这将是苹果自2011年以来首次重回全球销量榜 首。 | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 01415 | 高伟电子 | 29.960 | 4.24% | | 01478 | 丘钛科技 | 9.400 | 4.44% | | 06088 | 鹤ථ等密 | 5.160 | 2.58 ...

Core Insights - The Southeast Asian smartphone market is experiencing a decline, with a year-on-year drop of 1% in Q3 2025, resulting in a total shipment of 25.6 million units, marking the third consecutive quarter of decline [2] Group 1: Market Performance - Samsung leads the region with a shipment of 4.6 million units and an 18% market share, benefiting from a high-end product mix in markets like Thailand, Vietnam, and Malaysia [2] - Transsion follows closely with 4.6 million units and an 18% market share, maintaining slight year-on-year growth [2] - Xiaomi ranks third with 4.3 million units and a 17% market share, driven by a surge in shipments from the POCO series [2] - OPPO holds fourth place with 3.8 million units and a 15% market share, facing significant declines due to weak demand and channel adjustments [2] - Vivo rounds out the top five with 2.9 million units and an 11% market share, supported by the new Y series models [2] Group 2: Brand Strategies - Entry-level smartphone shipments are becoming increasingly volatile, posing management challenges, yet remain crucial for market share rankings [4] - OPPO and Vivo focus more on value rather than sheer volume, while brands like Honor and Xiaomi aim to increase shipments for broader brand penetration [4] - Following a sluggish first half of 2025, manufacturers are expected to adopt more aggressive strategies in the latter half, including early launches of new products [4] - Rising material costs due to increased memory and storage prices will significantly impact low-priced devices, especially in a market where over 60% of smartphones are priced below $200 [4] Group 3: Competitive Landscape - Transsion leads in Indonesia and the Philippines with its cost-effective Infinix and TECNO models, although rising memory and storage costs may threaten its pricing strategy [7] - Samsung maintains a strong position in Thailand and Vietnam, showcasing resilience amid intensified competition, aided by the early launch of the A17 and A07 series [7] - Xiaomi achieved market leadership in Malaysia with the strong release of the Redmi 15, highlighting its capability to accelerate the adoption of 5G devices in the mass market [7]

Core Insights - The Southeast Asian smartphone market is projected to decline by 1% year-on-year in Q2 2025, with shipments totaling 25 million units due to ongoing tariff uncertainties [1] Company Performance - Xiaomi regained the top position in the Southeast Asian smartphone market for the first time since Q2 2021, with a shipment of 4.7 million units and a market share of 19%, reflecting an 8% year-on-year increase [1] - Transsion ranked second with a shipment of 4.5 million units and an 18% market share, experiencing a significant 17% year-on-year growth driven by new entry-level model launches [1] - Samsung secured the third position with 4.3 million units shipped and a 17% market share, although it saw a 3% year-on-year decline; however, demand for its 5G models increased in markets like Vietnam and Singapore [1] - OPPO (excluding OnePlus) ranked fourth with a shipment of 3.5 million units and a 14% market share, facing a 19% year-on-year decline due to intensified competition in the entry-level market [1] - Vivo placed fifth with a shipment of 2.8 million units and an 11% market share, experiencing a 21% year-on-year decline as the company is undergoing strategic adjustments to enhance profitability [1]

Core Insights - Xiaomi has regained the top position in the Southeast Asian smartphone market for the first time since Q2 2021, with a shipment volume of 4.7 million units and a market share of 19%, reflecting an 8% year-on-year growth [1] Market Performance - The Southeast Asian smartphone market experienced a year-on-year decline of 1% in Q2 2025, with total shipments amounting to 25 million units [1] - Xiaomi's strong performance is attributed to the robust sales of its Redmi series and an expansion in channel coverage [1]