2025年Q2印度智能手机市场批发价值份额（按品牌） 数据来源：Counterpoint Research《印度智能手机月度追踪》 智通财经APP获悉，根据 Counterpoint 发布的《印度智能手机月度追踪》报告，2025年第二季度印度智能手机市场在经历第一季度的低迷之后稳健反弹， 出货量和批发价值分别实现8%与18%的同比增长。此次市场复苏得益于该季度新品发布量同比增长33%、品牌积极的营销策略以及夏季促销期间的出色表 现——各品牌在中高端机型上提供了更高的折扣、灵活的分期付款（EMI）方案以及捆绑优惠。 高级研究分析师Prachir Singh在评论市场动态时表示："2025年第二季度，印度智能手机市场的复苏还得到了宏观经济环境改善的进一步推动，提振了消费 者信心和支出。零售通胀降至六年来最低水平，缓解了家庭预算压力，而央行回购利率的下调使得融资更加便利。此外，今年早些时候推出的税收减免政 策也增加了可支配收入和储蓄，为非必需品的购买创造了有利的条件。 他补充道："改善的市场情绪推动了超高端市场（>45,000印度卢比，约合510美元）同比增长达37%，成为所有价位中增速最快的区间。该细分市场的增 ...

Core Insights - The Indian smartphone market experienced a robust rebound in Q2 2025, with shipments and wholesale value increasing by 8% and 18% year-on-year, respectively, driven by a 33% increase in new product launches and effective marketing strategies during the summer promotional period [4][5][8]. Market Dynamics - The recovery of the Indian smartphone market in Q2 2025 was further supported by an improved macroeconomic environment, which boosted consumer confidence and spending. Retail inflation fell to a six-year low, easing household budget pressures, while a reduction in the central bank's repo rate made financing more accessible. Additionally, tax relief policies introduced earlier in the year increased disposable income and savings, creating favorable conditions for non-essential purchases [5][8]. - The ultra-premium segment (priced above 45,000 INR, approximately 510 USD) saw a remarkable year-on-year growth of 37%, making it the fastest-growing price segment. This growth was fueled by promotional strategies from brands like Apple and Samsung, which included trade-in offers and zero-interest installment plans [5][8]. Competitive Landscape - In Q2 2025, OEMs and channel partners conducted numerous online and offline promotional activities, helping some OEMs clear existing inventory and launch new products. Vivo achieved a 23% year-on-year growth in the 10,000-15,000 INR (approximately 110-170 USD) price range, driven by strong demand for its Y and T series [8][9]. - Samsung maintained its position as the second-largest brand, benefiting from summer promotions for its A and S series, as well as attention garnered from its N-1 flagship model upgrades. OPPO also performed well, securing the third position through product optimization and enhanced retail partnerships [9][14]. Key Brands and Performance - iPhone 16 emerged as the best-selling model in Q2 2025, highlighting strong consumer demand. Apple achieved its highest-ever second-quarter shipments in India, supported by ongoing promotional offers and flexible financing options [8][14]. - Nothing brand recorded a remarkable 146% year-on-year growth, becoming the fastest-growing brand for six consecutive quarters, primarily due to the launch of CMF Phone 2 Pro and expansion of its retail network [14]. - Motorola's G and Edge series saw an 86% year-on-year increase in shipments, aided by expanded distribution channels in smaller cities [14]. - Lava became the fastest-growing brand in the sub-10,000 INR (approximately 110 USD) segment, achieving a 156% year-on-year growth driven by competitive new products and improved after-sales service [14]. Market Projections - The Indian smartphone market is expected to surpass 50 billion USD in 2025, while global smartphone manufacturing is projected to see a slight decline, with Indian manufacturing anticipated to grow against this trend [15].

Canalys（现已并入Omdia）研究数据显示， 2025年第一季度，全球智能手机市场同比增长1% 。尽管面临持 续的宏观经济下行、消费者信心疲软以及渠道库存出货延迟等挑战，市场仍实现温和增长。三星以20%的市场 份额重夺全球第一 ， 苹果紧随其后，市场份额为18% 。 小米以14%的市场份额位居第三 ，与去年同期持 平； vivo与OPPO分别以8%的市场份额排名第四和第五 。 Canalys研究经理刘艺璇（Amber Liu）表示 ：" 尽管全球市场整体仍处于复苏进程中，但2025年第一季度的整 体环境比预期更加动荡。在 2024年末的强劲表现中，厂商纷纷向渠道 大量压货以争夺市场份额 ，但实际销售 （sell-through）低于预期，导致库存周期拉长，进而抑制了2025年初的出货动能（sell-in）。与2024年由疫情 后换机潮和大众市场价格优势推动的复苏不同， 今年的反弹显得更加脆弱 。" Canalys高级分析师Sanyam Chaurasia表示："受全球宏观经济挑战影响，消费者情绪依然谨慎，抑制了第一季 度本应出现的季节性增长。即便是在如斋月等关键市场的节庆期间，需求也低于预期。面对出货量 ...