免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 根据公开资料整理，2024年行业受需求饱和及库存调整影响，智能手表出货量出现下滑；2025年随着健 康监测功能升级、新兴市场换机需求释放，以及苹果、三星等品牌高端新品推动，市场重回增长通道。 观点网讯：2月25日，Counterpoint Research发布最新报告指出，全球智能手表市场在经历2024年萎缩 后，于2025年迎来复苏，全年出货量同比增长4%，平均售价（ASP）同步上涨5%，实现量价齐升。 ...

Core Insights - Global smartwatch shipments are expected to grow by 7% year-on-year by the end of 2025, following a decline in 2024 [1] - The recovery in the smartwatch market will be driven by new hardware and software features, increased consumer preference for mid-to-high-end smartwatches, and a growing focus on health-related functionalities [1] - Huawei is leading this recovery, supported by new product offerings from Apple [1]

Core Insights - Huawei's smartwatch shipments surpassed Apple's for the first time in Q2 2025, making Huawei the global leader in this segment [1] - Global smartwatch shipments experienced an 8% year-on-year growth in Q2 2025, marking the first recovery after five consecutive quarters of decline since Q1 2024 [1] - The growth in the Chinese market played a significant role in this recovery, driven by sustained consumer demand, particularly for brands like Huawei, Xiaomi, and Little Genius [1]