智通财经APP获悉，根据 Counterpoint Research 的中国 Market Pulse 智能手机月度销售追踪报告的初步数据显示，10 月份智能手机销量在苹果 (AAPL.US)37% 的同比增长的推动下增长了 8%。"iPhone 17 系列继续为苹果带来佳绩，其中基础款和 Pro 机型的增长最快，"高级分析师 Ivan Lam 表示，"新款 iPhone 的销量占比极高，超过 80%，因此随着平均售价的上涨，我们预计整体销量将进一步提升。" 数据来源：Counterpoint Research Market Pulse 智能手机月度销售追踪报告 数据来源：Counterpoint Research Market Pulse 智能手机月度销售追踪报告 这是苹果有史以来在 Q4 的最佳开局表现，其总销量已经远远超过了 2021 年 10 月创下的历史纪录。该月，中国市场中每售出四部智能手机就有一 部是 iPhone ——这一标志性的成绩此前仅在 2022 年出现过一次，当时苹果在高端市场的竞争对手相对较少。 2025-2026 年全球 eSIM 市场出货量份额 OPPO 凭借其拥有出色的摄像头和 ...

Group 1 - The core viewpoint of the article is that global smartphone sales are projected to grow by 5% year-on-year in the second quarter of 2025, according to CounterPoint Research [1] Group 2 - Android system is expected to hold a market share of 79% in the global smartphone sales [1] - Apple's iOS system is projected to account for 17% of the market share [1] - HarmonyOS is anticipated to capture 4% of the global smartphone market [1]

Core Insights - The Chinese smartphone market is expected to see a slight year-on-year growth in Q2 2025, driven primarily by Huawei and Apple [1][4] - Huawei is projected to be the fastest-growing brand in the Chinese market during this period, potentially reclaiming the top sales position [1][4] - Apple's sales growth in May was attributed to promotional activities for the iPhone 16 series, particularly the iPhone 16 Pro and iPhone 16 Pro Max [1][4] Market Performance - The actual sales during the 618 promotional period remained flat year-on-year, with most growth concentrated in May [3] - Apple ranked first in sales during the promotional period, with three iPhone models among the top-selling list [3] - Huawei's growth during the promotional period is notable, as it continues to enjoy strong loyalty from its core user base, who are replacing old devices with new ones [4] Policy Impact - The sales performance in Q2 was partially supported by national smartphone subsidy policies, although there is uncertainty regarding the market growth in the second half of the year as these policies may gradually reduce [4]

Core Insights - The Chinese smartphone market is expected to see a slight year-on-year growth in Q2 2025, driven primarily by Huawei and Apple [1] Group 1: Market Overview - According to Counterpoint Research, preliminary data indicates that smartphone sales in China will experience a modest increase in Q2 2025 compared to the previous year [1] - Huawei is projected to be the fastest-growing brand in terms of year-on-year sales growth in the Chinese market during this period [1] - Apple’s sales growth in May was attributed to promotional activities for the iPhone 16 series, particularly the iPhone 16 Pro and iPhone 16 Pro Max [1]