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2025年Q2美国智能手机销量同比增长9%,三大运营商表现强劲
Counterpoint Research· 2025-08-21 01:02
Core Insights - The US smartphone market is projected to grow by 9% year-on-year in Q2 2025, driven by strong performances from major carriers [4] - The average selling price of smartphones increased by 2%, contributing to an 11% year-on-year revenue growth, reaching $17.5 billion [6][8] - Apple and Samsung experienced significant sales growth due to effective marketing and promotional activities, while HMD announced its exit from the US market [7][8] Market Performance - Major US carriers AT&T, T-Mobile, and Verizon reported smartphone sales growth of 16%, 20%, and 12% respectively, attributed to summer promotional activities [4] - High-end device sales increased by 11% year-on-year, supported by the strong demand for flagship models [6][8] - The average selling price for smartphones in Q2 2025 was $647.53, up from $632.59 in the previous year [6] Brand Analysis - Apple's sales revenue grew by 10% year-on-year, benefiting from the marketing of the iPhone 16e and various promotional offers from carriers [6][8] - Samsung's smartphone sales volume increased by 16% year-on-year, aided by the launch of the S25 Edge and effective marketing strategies [7][8] - HMD's sales plummeted by 41% year-on-year, leading to its exit from the US market, creating opportunities for competitors like Motorola and TCL to fill the gap [7][9]
Counterpoint Research:Apple推动2025年一季度日本智能手机销量同比增长31%
智通财经网· 2025-07-11 08:03
Core Insights - The Japanese smartphone market experienced a significant year-on-year growth of 31% in Q1 2025, primarily driven by strong sales from Apple, which saw a 57% increase in shipments due to the successful launch of the iPhone 16e and continued demand for the iPhone 16 series [1][6] - Apple's dominance in the Japanese market is notable, contributing nearly 90% of the total market growth, with no other brand exceeding an increase of 500,000 units during the same period [1][4] Group 1: Market Dynamics - The growth in the Japanese smartphone market is also supported by aggressive promotional activities from carriers, retailers, and OEMs, including device discounts, point rewards, data boosts, service bundling, and mobile number portability incentives [3] - Device return programs are becoming increasingly popular among Japanese consumers, further stimulating new purchases and upgrades [3] Group 2: Apple's Market Position - Apple's market share in Japan is significantly higher than in other major Asian and global markets, attributed to the evolution of telecom policies, historical channel inertia, and unique cultural factors [4] Group 3: Market Outlook - The strong growth is expected to continue into Q2 2025, but a decline is anticipated starting in Q3 as sales of the iPhone 16e have already begun to decrease since June [6] - The upcoming iPhone 17, set to launch later in 2025, may spark new competition in the high-end market, although its high pricing could limit some sales potential [6] - Competing Android brands like Samsung and Google are introducing more cost-effective flagship products to capture market share amid inflation, yen depreciation, and potential tariff increases [6]
Apple 推动2025年Q1日本智能手机销量同比增长31%
Counterpoint Research· 2025-07-11 07:48
Core Insights - The Japanese smartphone market experienced a significant year-on-year growth of 31% in Q1 2025, primarily driven by strong sales from Apple, which saw a 57% increase in shipments due to the successful launch of the iPhone 16e and the continued success of the iPhone 16 series [2][6]. Group 1: Market Performance - The growth in Japan's smartphone market is notable as it has been perceived as mature with stagnant growth for years, making this performance a significant breakthrough [2]. - Apple contributed nearly 90% of the total market growth, with no other brand exceeding an increase of 500,000 units during the same period, highlighting Apple's dominant position [2]. Group 2: Promotional Activities - The strong growth in the Japanese smartphone market was also fueled by aggressive promotional activities from carriers, retailers, and OEMs, including device discounts, point returns, data plan enhancements, service bundling, and mobile number portability rewards [3]. - Device return programs have quickly gained popularity among Japanese consumers, further stimulating new purchases and device upgrades [3]. Group 3: Apple's Market Dominance - Apple maintains a significantly higher market share in Japan compared to other major countries in Asia and globally, attributed to the evolution of telecom policies, historical channel inertia, and unique cultural factors [4]. Group 4: Market Outlook - The strong growth is expected to continue into Q2 2025, driven by the iPhone 16e and extensive promotional activities [6]. - However, a decline in sales of the iPhone 16e has been noted since June, and a potential market pullback is anticipated starting in Q3 2025 [6]. - The upcoming iPhone 17, set to launch later in 2025, may spark new competition in the high-end market, although its high pricing could limit some sales potential [6]. - Competing Android brands like Samsung and Google are introducing more cost-effective flagship products to capture market share amid inflation, yen depreciation, and potential tariff increases [6].
2025年第一季度,全球智能手机市场微涨0.2%,多个区域市场陷入下跌
Canalys· 2025-04-30 02:44
Canalys(现并入Omdia)最新研究显示,2025年第一季度,全球智能手机市场仅实现0.2%的增长,出货量达 2.969亿台。由于阶段性换机高峰进入尾声以及厂商寻求更健康的库存水位,全球智能手机市场增速已经连续 三个季度回落。三星凭借最新旗舰产品的发布以及性价比A系列新品巩固了第一的位置,出货量达6050万台。 苹果凭借其在亚太新兴市场以及美国市场的增长位列第二,出货量达5500万台,份额达19%。小米稳居第三, 出货量达4180万台,市场份额为14%,丰富的生态产品组合助力其在中国本土市场和海外新兴市场强化品牌优 势。vivo和OPPO位列第四及第五位,出货量分别为2290万台和2270万台。 Canalys(现并入Omdia)首席分析师朱嘉弢指出:"各区域智能手机状况正变得复杂。在过去一年增长势头强 劲的印度、拉美和中东等区域出现了明显下滑,显现出大众产品区间换机需求的饱和。多数安卓品牌正在一季 度积极调整自身的库存水平以避免影响新机发布和渠道价格体系。欧洲市场在经历了短暂的复苏后再次出现下 跌,厂商受困于去年末的旗舰机高库存以及生态设计法案对未来中低端区间产品线的扰乱。然而仍然有区 域 市场呈现出 ...
2025年Q1全球智能手机出货量同比增长3%(初步数据):Samsung 以微弱优势超越Apple 夺冠
Counterpoint Research· 2025-04-17 03:08
根据 Counterpoint Research《市场监测》 服务的初步数据,2025年Q1全球智能手机出货量同比增 长3%。继2023年下滑后于2024年实现增长的全球智能手机市场,在2025年开局同样表现积极,这主 要得益于中国、拉丁美洲和东南亚等市场的推动。 分析师观点 针对市场表现Counterpoint 高级分析师Yang Wang 评论道:"Q1增速未达我们此前6%的预期,主 要由于季度末关税政策不确定性加剧,以及厂商采取谨慎的库存策略。当前市场不确定性依然存 在,这将影响未来走势。因此,我们此前对2025年4%增速的预测恐难实现,今年甚至可能出现零 增长或负增长。" 全球五大智能手机品牌出货量份额(初步数据) 数据来源:Counterpoint Research 初步市场监测数据(基于出货量) Notes:OPPO 包括OnePlus,由于四舍五入百分比总和可能不等于100%,出货量数据按百万台为单位取整;增长率百 分比基于取整前的实际出货数据计算。 分析师观点 针对厂商表现,Counterpoint 高级分析师Jene Park 评论道:"Samsung 在2025年Q1凭借Galaxy S2 ...
日本智能手机销量在 2024 年同比增长 7% ,预计 2025 年将持续强劲增长
Counterpoint Research· 2025-02-26 14:31
Core Insights - The Japanese smartphone market is projected to grow by 7% year-on-year in 2024, driven by economic recovery, rising wages, and stable import prices [1][5] - Apple maintains the largest market share in Japan, with strong sales of the iPhone 16 series, although overall sales are expected to decline by 3% due to weakened demand for older models [3][5] - There is a strong demand for mid-range smartphones, benefiting brands like Xiaomi, OPPO, Sharp, and FCNT [3][5] Market Overview - The Japanese smartphone market is recovering due to stable economic growth and increased consumer spending [1][5] - The high-end market continues to grow, with Apple leading, while local brands like Sony are focusing on premium products [3][5] - The demand for affordable smartphones is driving growth for several brands, indicating a shift in consumer preferences [3][5] Future Outlook - The market is expected to continue its growth trajectory in 2025, supported by rising household incomes and economic recovery [7] - The introduction of the iPhone 16e may further boost Apple's growth in Japan [7] - However, strict regulations on smartphone subsidies by the Japanese Ministry of Internal Affairs and Communications may pose challenges to growth [7]
日本智能手机销量在 2024 年同比增长 7% ,预计 2025 年将持续强劲增长
Counterpoint Research· 2025-02-26 14:31
根据 Counterpoint Research 的 《日本智能手机追踪报告》 ,受经济复苏的推动,2024 年日本智能手 机的销量同比增长了 7%。在稳定的经济增长、工资上涨以及进口价格稳定的推动下,该国的智能 手机市场正逐步复苏,这些因素也促进了消费者的支出。 2023 年 vs 2024 年日本智能手机销量及同比增长 点击阅读原文下载完整版报告 业务咨询 数据来源:Counterpoint日本智能手机追踪报告 苹果在日本智能手机市场占据最大份额,受稳定汇率的推动,iPhone 16 系列手机销量表现强劲。然 而,由于旧机型需求减弱,2024 年该品牌的整体销量同比下降了 3%。 日本智能手机销量在 2024 年同比增长 7% ,受经济复苏推动。 苹果继续领跑高端市场,但由于旧款机型需求疲软,该品牌整体销量同比下降 3% 。 中低端需求增长,推动了 Sharp 、小米和 FCNT 等品牌的表现。 受市场环境改善的支持,我们预计 2025 年日本智能手机市场将继续增长。 尽管销量下滑,苹果依然主导着高端市场。同时,随着高端市场持续增长,索尼正在加大对高端产 品的关注。 由于日本消费者持续青睐价格亲民的产品, ...